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EVO TRANSPORTATION AND ENERGY SERVICES INC HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameEVO TRANSPORTATION AND ENERGY SERVICES INC HEALTH AND WELFARE PLAN
Plan identification number 502

EVO TRANSPORTATION AND ENERGY SERVICES INC HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

EVO TRANSPORTATION AND ENERGY SERVICES, INC has sponsored the creation of one or more 401k plans.

Company Name:EVO TRANSPORTATION AND ENERGY SERVICES, INC
Employer identification number (EIN):371615850
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVO TRANSPORTATION AND ENERGY SERVICES INC HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022024-01-01JARED BROWN
5022023-04-01
5022023-04-01EUGENE PUTNAM

Financial Data on EVO TRANSPORTATION AND ENERGY SERVICES INC HEALTH AND WELFARE PLAN

Measure Date Value
2023 : EVO TRANSPORTATION AND ENERGY SERVICES INC HEALTH AND WELFARE PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$93,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$371,423
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$6,685,766
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$6,561,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,229,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,685,766
Value of total assets at end of year2023-12-31$589,036
Value of total assets at beginning of year2023-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$332,631
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$200,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,686,082
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$476,906
Administrative expenses (other) incurred2023-12-31$337
Liabilities. Value of operating payables at end of year2023-12-31$265,520
Total non interest bearing cash at end of year2023-12-31$4,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$123,918
Value of net assets at end of year (total assets less liabilities)2023-12-31$217,613
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$5,752,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$3,999,684
Employer contributions (assets) at end of year2023-12-31$584,172
Contract administrator fees2023-12-31$301,760
Liabilities. Value of benefit claims payable at end of year2023-12-31$105,903
Did the plan have assets held for investment2023-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2023-12-31562552172
Total unrealized appreciation/depreciation of assets2023-04-01$0
Total transfer of assets to this plan2023-04-01$93,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-01$371,423
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-01$0
Total income from all sources (including contributions)2023-04-01$6,685,766
Total loss/gain on sale of assets2023-04-01$0
Total of all expenses incurred2023-04-01$6,561,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-01$6,229,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-01$6,685,766
Value of total assets at end of year2023-04-01$589,036
Value of total assets at beginning of year2023-04-01$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-01$332,631
Total interest from all sources2023-04-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-04-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-01No
Was this plan covered by a fidelity bond2023-04-01Yes
Value of fidelity bond cover2023-04-01$200,000
Were there any nonexempt tranactions with any party-in-interest2023-04-01No
Contributions received from participants2023-04-01$2,686,082
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-04-01$476,906
Administrative expenses (other) incurred2023-04-01$337
Liabilities. Value of operating payables at end of year2023-04-01$265,520
Total non interest bearing cash at end of year2023-04-01$4,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-01No
Value of net income/loss2023-04-01$123,918
Value of net assets at end of year (total assets less liabilities)2023-04-01$217,613
Value of net assets at beginning of year (total assets less liabilities)2023-04-01$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-01No
Were any leases to which the plan was party in default or uncollectible2023-04-01No
Expenses. Payments to insurance carriers foe the provision of benefits2023-04-01$5,752,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-01No
Was there a failure to transmit to the plan any participant contributions2023-04-01No
Has the plan failed to provide any benefit when due under the plan2023-04-01No
Contributions received in cash from employer2023-04-01$3,999,684
Employer contributions (assets) at end of year2023-04-01$584,172
Contract administrator fees2023-04-01$301,760
Liabilities. Value of benefit claims payable at end of year2023-04-01$105,903
Did the plan have assets held for investment2023-04-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-01No
Opinion of an independent qualified public accountant for this plan2023-04-011
Accountancy firm name2023-04-01INEICH & COMPANY, LLP
Accountancy firm EIN2023-04-01562552172

Form 5500 Responses for EVO TRANSPORTATION AND ENERGY SERVICES INC HEALTH AND WELFARE PLAN

2023: EVO TRANSPORTATION AND ENERGY SERVICES INC HEALTH AND WELFARE PLAN 2023 form 5500 responses
2023-04-01Type of plan entitySingle employer plan
2023-04-01First time form 5500 has been submittedYes
2023-04-01Submission has been amendedNo
2023-04-01This submission is the final filingNo
2023-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-04-01Plan is a collectively bargained planNo
2023-04-01Plan funding arrangement – TrustYes
2023-04-01Plan benefit arrangement – InsuranceYes
2023-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberY74
Policy instance 1
Insurance contract or identification numberY74
Number of Individuals Covered597
Insurance policy start date2023-04-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $25,015
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY (National Association of Insurance Commissioners NAIC id number: 78077 )
Policy contract number12811
Policy instance 2
Insurance contract or identification number12811
Number of Individuals Covered1114
Insurance policy start date2023-04-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $7,501
Total amount of fees paid to insurance companyUSD $14,743
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, CRITICAL ILLNESS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $293,367
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TELADOC, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number15193
Policy instance 3
Insurance contract or identification number15193
Number of Individuals Covered1760
Insurance policy start date2023-04-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $46,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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