401k Plan data: WEL COMPANIES HEALTH AND WELLNESS PLAN plan

WEL COMPANIES HEALTH AND WELLNESS PLAN 401k Plan overview

Plan Name	WEL COMPANIES HEALTH AND WELLNESS PLAN
Plan identification number	504

WEL COMPANIES HEALTH AND WELLNESS PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

WEL COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: WEL COMPANIES, INC.

Employer identification number (EIN): 391277617

NAIC Classification: 484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEL COMPANIES HEALTH AND WELLNESS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
504 2024-01-01 CHRISTOPHER TIELENS
504 2023-01-01
504 2023-01-01 CHRIS TIELENS

Plan Statistics for WEL COMPANIES HEALTH AND WELLNESS PLAN

401k plan membership statisitcs for WEL COMPANIES HEALTH AND WELLNESS PLAN

Measure Date Value
2023: WEL COMPANIES HEALTH AND WELLNESS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 420
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 337
Number of retired or separated participants receiving benefits 2023-01-01 4
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 341

Measure	Date	Value
2023: WEL COMPANIES HEALTH AND WELLNESS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	420
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	337
Number of retired or separated participants receiving benefits	2023-01-01	4
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	341

Form 5500 Responses for WEL COMPANIES HEALTH AND WELLNESS PLAN

2023: WEL COMPANIES HEALTH AND WELLNESS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	First time form 5500 has been submitted	Yes
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

QBE A&H (National Association of Insurance Commissioners NAIC id number: 10219 )

Policy contract number

OTP01181

Policy instance

Insurance contract or identification number	OTP01181
Number of Individuals Covered	277
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $4,020
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	TRANSPLANT
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 Carrier	USD $40,201
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

919743

Policy instance

Insurance contract or identification number	919743
Number of Individuals Covered	436
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $63,715
Total amount of fees paid to insurance company	USD $9
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT, VOL. LIFE/AD&D, ACCIDENT, 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 Carrier	USD $530,041
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WEL COMPANIES, INC.
Employer identification number (EIN):	391277617
NAIC Classification:	484120
NAIC Description:	General Freight Trucking, Long-Distance

Plan id#	Filing Submission Date	Name of Administrator
504	2024-01-01	CHRISTOPHER TIELENS
504	2023-01-01
504	2023-01-01	CHRIS TIELENS