TASKS UNLIMITED HEALTH & WELFARE BENEFIT PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TUBS BENEFITS PLAN (MEC COMPONENT)
| Measure | Date | Value |
|---|
| 2019: TUBS BENEFITS PLAN (MEC COMPONENT) 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 0 |
| 2018: TUBS BENEFITS PLAN (MEC COMPONENT) 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 36 |
| 2017: TUBS BENEFITS PLAN (MEC COMPONENT) 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 39 |
| 2016: TUBS BENEFITS PLAN (MEC COMPONENT) 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 43 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 43 |
| 2015: TUBS BENEFITS PLAN (MEC COMPONENT) 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 41 |
| 2014: TUBS BENEFITS PLAN (MEC COMPONENT) 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 43 |
| Number of retired or separated participants receiving benefits | 2014-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 0 |
| Total of all active and inactive participants | 2014-08-01 | 43 |
| Measure | Date | Value |
|---|
| 2019 : TUBS BENEFITS PLAN (MEC COMPONENT) 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-09-30 | $-406,418 |
| Total income from all sources | 2019-09-30 | $25,602 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $21,785 |
| Benefits paid (including direct rollovers) | 2019-09-30 | $467 |
| Total plan assets at end of year | 2019-09-30 | $0 |
| Total plan assets at beginning of year | 2019-09-30 | $402,601 |
| Value of fidelity bond covering the plan | 2019-09-30 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2019-09-30 | $13,963 |
| Other income received | 2019-09-30 | $3,005 |
| Net income (gross income less expenses) | 2019-09-30 | $3,817 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $402,601 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $22,597 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $7,355 |
| 2018 : TUBS BENEFITS PLAN (MEC COMPONENT) 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $177,292 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $123,572 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $2,077 |
| Total plan assets at end of year | 2018-12-31 | $402,601 |
| Total plan assets at beginning of year | 2018-12-31 | $348,881 |
| Value of fidelity bond covering the plan | 2018-12-31 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $98,444 |
| Other income received | 2018-12-31 | $4,657 |
| Net income (gross income less expenses) | 2018-12-31 | $53,720 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $402,601 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $348,881 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $172,635 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $23,051 |
| 2017 : TUBS BENEFITS PLAN (MEC COMPONENT) 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $177,570 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $165,441 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $2,173 |
| Total plan assets at end of year | 2017-12-31 | $348,881 |
| Total plan assets at beginning of year | 2017-12-31 | $336,752 |
| Value of fidelity bond covering the plan | 2017-12-31 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $109,610 |
| Net income (gross income less expenses) | 2017-12-31 | $12,129 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $348,881 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $336,752 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $177,570 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $53,658 |
| 2016 : TUBS BENEFITS PLAN (MEC COMPONENT) 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $175,745 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $158,297 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $411 |
| Total plan assets at end of year | 2016-12-31 | $336,752 |
| Total plan assets at beginning of year | 2016-12-31 | $319,304 |
| Value of fidelity bond covering the plan | 2016-12-31 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $106,636 |
| Other income received | 2016-12-31 | $191 |
| Net income (gross income less expenses) | 2016-12-31 | $17,448 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $336,752 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $319,304 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $175,554 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $51,250 |
| 2015 : TUBS BENEFITS PLAN (MEC COMPONENT) 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $285,154 |
| Total income from all sources | 2015-12-31 | $180,265 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $157,388 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $84,409 |
| Total plan assets at end of year | 2015-12-31 | $319,304 |
| Total plan assets at beginning of year | 2015-12-31 | $11,273 |
| Value of fidelity bond covering the plan | 2015-12-31 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $51,750 |
| Net income (gross income less expenses) | 2015-12-31 | $22,877 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $319,304 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,273 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $180,265 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $21,229 |
| 2014 : TUBS BENEFITS PLAN (MEC COMPONENT) 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $77,167 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $65,894 |
| Total plan assets at end of year | 2014-12-31 | $11,273 |
| Total plan assets at beginning of year | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $11,273 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $11,273 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $77,167 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $65,894 |
| 2019: TUBS BENEFITS PLAN (MEC COMPONENT) 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | Yes |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: TUBS BENEFITS PLAN (MEC COMPONENT) 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: TUBS BENEFITS PLAN (MEC COMPONENT) 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: TUBS BENEFITS PLAN (MEC COMPONENT) 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: TUBS BENEFITS PLAN (MEC COMPONENT) 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: TUBS BENEFITS PLAN (MEC COMPONENT) 2014 form 5500 responses |
|---|
| 2014-08-01 | Type of plan entity | Single employer plan |
| 2014-08-01 | First time form 5500 has been submitted | Yes |
| 2014-08-01 | Submission has been amended | No |
| 2014-08-01 | This submission is the final filing | No |
| 2014-08-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2014-08-01 | Plan is a collectively bargained plan | No |
| 2014-08-01 | Plan funding arrangement – Insurance | Yes |
| 2014-08-01 | Plan funding arrangement – Trust | Yes |
| 2014-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-08-01 | Plan benefit arrangement - Trust | Yes |
| 2014-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | TCAD005D |
| Policy instance | 1 |
| Insurance contract or identification number | TCAD005D | | Number of Individuals Covered | 36 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $981 | | 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 | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | 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 $5,820 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $635 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | TCAD005D |
| Policy instance | 1 |
| Insurance contract or identification number | TCAD005D | | Number of Individuals Covered | 36 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $10,535 | | 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 | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | 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 $24,135 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,535 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | TRUSTIL |
| Policy instance | 1 |
| Insurance contract or identification number | TRUSTIL | | Number of Individuals Covered | 39 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $5,357 | | 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 | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | 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 $31,512 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,466 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIS OF MN |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | TRUSTIL |
| Policy instance | 1 |
| Insurance contract or identification number | TRUSTIL | | Number of Individuals Covered | 39 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $3,651 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | 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 $21,474 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,910 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | THE BOON INSURANCE AGENCY, INC. |
|
| NATIONAL UNDERWRITING SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NUTA |
| Policy instance | 1 |
| Insurance contract or identification number | NUTA | | Number of Individuals Covered | 40 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2014-12-31 | | Are there contracts with allocated funds for individual policies? | No | | 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 | Yes | | 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 | | 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 $11,281 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
