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GROUP DISABILITY INCOME INSURANCE PLAN 401k Plan overview

Plan NameGROUP DISABILITY INCOME INSURANCE PLAN
Plan identification number 502

GROUP DISABILITY INCOME INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

TRUE MFG. CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:TRUE MFG. CO., INC.
Employer identification number (EIN):430709967
NAIC Classification:335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP DISABILITY INCOME INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022015-11-01STEVEN TRULASKE STEVEN TRULASKE2016-10-13
5022014-11-01STEVEN TRULASKE STEVEN TRULASKE2016-05-27
5022013-11-01STEVEN TRULASKE STEVEN TRULASKE2015-07-17
5022012-11-01STEVEN TRULASKE STEVEN TRULASKE2014-08-08
5022011-11-01STEVEN TRULASKE STEVEN TRULASKE2013-08-13
5022009-11-01STEVEN L. TRULASKE STEVEN L. TRULASKE2011-05-31

Plan Statistics for GROUP DISABILITY INCOME INSURANCE PLAN

401k plan membership statisitcs for GROUP DISABILITY INCOME INSURANCE PLAN

Measure Date Value
2015: GROUP DISABILITY INCOME INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-012,439
Total number of active participants reported on line 7a of the Form 55002015-11-010
Total of all active and inactive participants2015-11-010
Total participants2015-11-010
Number of participants with account balances2015-11-012,593
Number of employers contributing to the scheme2015-11-014
2014: GROUP DISABILITY INCOME INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-012,412
Total number of active participants reported on line 7a of the Form 55002014-11-012,439
Total of all active and inactive participants2014-11-012,439
Total participants2014-11-012,439
Number of employers contributing to the scheme2014-11-014
2013: GROUP DISABILITY INCOME INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-012,378
Total number of active participants reported on line 7a of the Form 55002013-11-012,412
Total of all active and inactive participants2013-11-012,412
Total participants2013-11-012,412
Number of employers contributing to the scheme2013-11-014
2012: GROUP DISABILITY INCOME INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-012,260
Total number of active participants reported on line 7a of the Form 55002012-11-012,378
Total of all active and inactive participants2012-11-012,378
Total participants2012-11-012,378
Number of employers contributing to the scheme2012-11-014
2011: GROUP DISABILITY INCOME INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-012,194
Total number of active participants reported on line 7a of the Form 55002011-11-012,260
Total of all active and inactive participants2011-11-012,260
Total participants2011-11-012,260
Number of employers contributing to the scheme2011-11-014
2009: GROUP DISABILITY INCOME INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-012,021
Total number of active participants reported on line 7a of the Form 55002009-11-011,962
Total of all active and inactive participants2009-11-011,962
Number of employers contributing to the scheme2009-11-011,962

Form 5500 Responses for GROUP DISABILITY INCOME INSURANCE PLAN

2015: GROUP DISABILITY INCOME INSURANCE PLAN 2015 form 5500 responses
2015-11-01Type of plan entityMulti-employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingYes
2015-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan benefit arrangement – InsuranceYes
2014: GROUP DISABILITY INCOME INSURANCE PLAN 2014 form 5500 responses
2014-11-01Type of plan entityMulti-employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan benefit arrangement – InsuranceYes
2013: GROUP DISABILITY INCOME INSURANCE PLAN 2013 form 5500 responses
2013-11-01Type of plan entityMulti-employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planYes
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan benefit arrangement – InsuranceYes
2012: GROUP DISABILITY INCOME INSURANCE PLAN 2012 form 5500 responses
2012-11-01Type of plan entityMulti-employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planYes
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan benefit arrangement – InsuranceYes
2011: GROUP DISABILITY INCOME INSURANCE PLAN 2011 form 5500 responses
2011-11-01Type of plan entityMulti-employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planYes
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan benefit arrangement – InsuranceYes
2009: GROUP DISABILITY INCOME INSURANCE PLAN 2009 form 5500 responses
2009-11-01Type of plan entityMulti-employer plan
2009-11-01This submission is the final filingNo
2009-11-01Plan is a collectively bargained planYes
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010191425000
Policy instance 1
Insurance contract or identification number000010191425000
Number of Individuals Covered2593
Insurance policy start date2015-11-01
Insurance policy end date2015-12-31
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 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 BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $55,862
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010191425000
Policy instance 1
Insurance contract or identification number000010191425000
Number of Individuals Covered2439
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $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 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 BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $251,165
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14852
Additional information about fees paid to insurance brokerBOKER BONUS
Insurance broker organization code?3
Insurance broker nameJW TERRILL BENEFIT SVCS INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33429-G
Policy instance 1
Insurance contract or identification number33429-G
Number of Individuals Covered2412
Insurance policy start date2013-11-01
Insurance policy end date2014-06-30
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?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 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 BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $146,166
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33429-G
Policy instance 1
Insurance contract or identification number33429-G
Number of Individuals Covered2378
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
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?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 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 BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $202,638
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33429-G
Policy instance 1
Insurance contract or identification number33429-G
Number of Individuals Covered2260
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Welfare Benefit Premiums Paid to CarrierUSD $197,508
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33429-G
Policy instance 1
Insurance contract or identification number33429-G
Number of Individuals Covered2194
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $180,466
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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