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U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 401k Plan overview

Plan NameU-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN
Plan identification number 501

U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Long-term disability cover

401k Sponsoring company profile

U-GAS INC. has sponsored the creation of one or more 401k plans.

Company Name:U-GAS INC.
Employer identification number (EIN):431150991
NAIC Classification:447100
NAIC Description: Gasoline Stations, Gas

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012016-01-01CARRIE BECKEL, CFO
5012015-01-01MARGARET AMEND,CFO
5012014-01-01MARGARET AMEND, CFO
5012013-01-01MARGARET AMEND, CFO
5012012-01-01MARGARET AMEND, CFO
5012011-01-01MARGARET AMEND CFO
5012010-01-01MARGARET AMEND CFO
5012009-01-01MARGARET AMEND CFO
5012009-01-01MARGARET AMEND
5012009-01-01MARGARET AMEND
5012009-01-01MARGARET AMEND
5012009-01-01MARGARET AMEND CFO

Plan Statistics for U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN

401k plan membership statisitcs for U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN

Measure Date Value
2016: U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01329
Total number of active participants reported on line 7a of the Form 55002016-01-0155
Total of all active and inactive participants2016-01-0155
Total participants2016-01-0155
2015: U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01275
Total number of active participants reported on line 7a of the Form 55002015-01-01329
Total of all active and inactive participants2015-01-01329
Total participants2015-01-010
2014: U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01255
Total number of active participants reported on line 7a of the Form 55002014-01-01275
Total of all active and inactive participants2014-01-01275
Total participants2014-01-010
2013: U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01238
Total number of active participants reported on line 7a of the Form 55002013-01-01255
Total of all active and inactive participants2013-01-01255
Total participants2013-01-010
2012: U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01229
Total number of active participants reported on line 7a of the Form 55002012-01-01238
Total of all active and inactive participants2012-01-01238
Total participants2012-01-010
2011: U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01222
Total number of active participants reported on line 7a of the Form 55002011-01-01229
Total of all active and inactive participants2011-01-01229
Total participants2011-01-01229
2010: U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01207
Total number of active participants reported on line 7a of the Form 55002010-01-01220
Number of retired or separated participants receiving benefits2010-01-012
Total of all active and inactive participants2010-01-01222
Total participants2010-01-01222
2009: U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01179
Total number of active participants reported on line 7a of the Form 55002009-01-01205
Number of retired or separated participants receiving benefits2009-01-012
Total of all active and inactive participants2009-01-01207
Total participants2009-01-01207

Financial Data on U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN

Measure Date Value
2016 : U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$75,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$129,519
Total income from all sources (including contributions)2016-12-31$2,062,472
Total of all expenses incurred2016-12-31$2,062,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,975,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,062,472
Value of total assets at end of year2016-12-31$75,497
Value of total assets at beginning of year2016-12-31$129,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$87,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$462,488
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,844
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$26,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$75,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$129,519
Administrative expenses (other) incurred2016-12-31$12,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$75,497
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$248,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,593,140
Employer contributions (assets) at beginning of year2016-12-31$129,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,700,248
Contract administrator fees2016-12-31$75,182
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HOCHSCHILD, BLOOM & CO., LLP
Accountancy firm EIN2016-12-31430673920
2015 : U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$129,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$441,296
Total income from all sources (including contributions)2015-12-31$2,706,761
Total of all expenses incurred2015-12-31$2,706,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,599,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,706,761
Value of total assets at end of year2015-12-31$129,519
Value of total assets at beginning of year2015-12-31$441,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$107,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$488,146
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$969
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$31,133
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$129,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$441,296
Administrative expenses (other) incurred2015-12-31$19,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in common/collective trusts at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$441,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$441,296
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$292,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,217,646
Employer contributions (assets) at end of year2015-12-31$129,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,275,028
Contract administrator fees2015-12-31$88,662
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Qualified
Accountancy firm name2015-12-31HOCHSCHILD, BLOOM & CO., LLP
Accountancy firm EIN2015-12-31430673920
2014 : U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$441,296
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$47,923
Total income from all sources (including contributions)2014-12-31$1,692,265
Total of all expenses incurred2014-12-31$1,692,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,591,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,692,265
Value of total assets at end of year2014-12-31$441,296
Value of total assets at beginning of year2014-12-31$47,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$101,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$377,987
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,266
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$27,360
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$441,296
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$47,923
Administrative expenses (other) incurred2014-12-31$22,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$441,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$47,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$47,923
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$203,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,302,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,360,004
Contract administrator fees2014-12-31$78,633
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Qualified
Accountancy firm name2014-12-31HOCHSCHILD, BLOOM & CO., LLP
Accountancy firm EIN2014-12-31430673920
2013 : U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$47,923
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$126,151
Total income from all sources (including contributions)2013-12-31$1,831,696
Total of all expenses incurred2013-12-31$1,831,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,760,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,831,696
Value of total assets at end of year2013-12-31$47,923
Value of total assets at beginning of year2013-12-31$126,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$71,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$295,760
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,975
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$25,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$47,923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$126,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$47,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$126,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$126,151
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$213,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,522,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,520,950
Contract administrator fees2013-12-31$71,517
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Qualified
Accountancy firm name2013-12-31HOCHSCHILD, BLOOM & CO., LLP
Accountancy firm EIN2013-12-31430673920
2012 : U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$126,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$91,965
Total income from all sources (including contributions)2012-12-31$1,264,805
Total of all expenses incurred2012-12-31$1,264,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,201,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,264,805
Value of total assets at end of year2012-12-31$126,151
Value of total assets at beginning of year2012-12-31$91,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$62,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$269,419
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,609
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$22,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$126,151
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$91,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$126,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$91,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$91,965
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$182,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$989,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$996,186
Contract administrator fees2012-12-31$62,956
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Qualified
Accountancy firm name2012-12-31HOCHSCHILD, BLOOM & CO., LLP
Accountancy firm EIN2012-12-31430673920
2011 : U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$91,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$66,130
Total income from all sources (including contributions)2011-12-31$1,423,449
Total of all expenses incurred2011-12-31$1,423,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,367,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,423,449
Value of total assets at end of year2011-12-31$91,965
Value of total assets at beginning of year2011-12-31$66,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$56,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$266,444
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,952
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$22,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$91,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$66,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$91,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$66,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$66,130
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$165,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,150,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,178,696
Contract administrator fees2011-12-31$56,257
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Qualified
Accountancy firm name2011-12-31HOCHSCHILD, BLOOM & CO., LLP
Accountancy firm EIN2011-12-31430673920
2010 : U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$66,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$170,110
Total income from all sources (including contributions)2010-12-31$1,255,138
Total of all expenses incurred2010-12-31$1,258,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,208,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,255,138
Value of total assets at end of year2010-12-31$66,130
Value of total assets at beginning of year2010-12-31$173,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$50,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$228,464
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$34,082
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$21,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$66,130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$170,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-3,845
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$66,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$173,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$173,955
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$137,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$992,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,050,341
Contract administrator fees2010-12-31$50,249
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Qualified
Accountancy firm name2010-12-31HOCHSCHILD, BLOOM & CO., LLP
Accountancy firm EIN2010-12-31430673920

Form 5500 Responses for U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN

2016: U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: U-GAS, INC. & D.C., INC. GROUP HEALTH BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )
Policy contract numberSSL-IHCRS-00476
Policy instance 1
Insurance contract or identification numberSSL-IHCRS-00476
Number of Individuals Covered329
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,594
Welfare Benefit Premiums Paid to CarrierUSD $276,808
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,072
Insurance broker organization code?3
Insurance broker nameWINDSOR BENEFITS
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number227040
Policy instance 2
Insurance contract or identification number227040
Number of Individuals Covered329
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,220
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $16,099
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,610
Insurance broker organization code?3
Insurance broker nameWINDSOR BENEFITS
THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 )
Policy contract numberG182284
Policy instance 3
Insurance contract or identification numberG182284
Number of Individuals Covered40
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,010
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,178
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,827
Insurance broker organization code?3
Insurance broker nameMAHR, ROSENHEIM, COMFORD & TABASH
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4078564
Policy instance 4
Insurance contract or identification numberE4078564
Number of Individuals Covered35
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $25,482
Total amount of fees paid to insurance companyUSD $5,633
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $142,983
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,225
Amount paid for insurance broker fees4094
Insurance broker organization code?3
Insurance broker nameJACK SEITZ
STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )
Policy contract numberSSL-IHCRS-00476
Policy instance 1
Insurance contract or identification numberSSL-IHCRS-00476
Number of Individuals Covered275
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $28,433
Welfare Benefit Premiums Paid to CarrierUSD $189,550
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,425
Insurance broker organization code?3
Insurance broker nameWINDSOR BENEFITS
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number227040
Policy instance 2
Insurance contract or identification number227040
Number of Individuals Covered275
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,037
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $14,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,037
Insurance broker organization code?3
Insurance broker nameBENEFIT ADMINISTRATIVE SYSTEMS, LLC
THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 )
Policy contract numberG182284
Policy instance 3
Insurance contract or identification numberG182284
Number of Individuals Covered40
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,288
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,869
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,080
Insurance broker organization code?3
Insurance broker nameMAHAR, ROSENHEIM, COMFORD & TABASH
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4078564
Policy instance 4
Insurance contract or identification numberE4078564
Number of Individuals Covered226
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $25,193
Total amount of fees paid to insurance companyUSD $4,165
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $105,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,265
Amount paid for insurance broker fees3491
Insurance broker organization code?3
Insurance broker nameSANFORD GARY GOLDBERG
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number402484-D
Policy instance 1
Insurance contract or identification number402484-D
Number of Individuals Covered255
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $27,975
Welfare Benefit Premiums Paid to CarrierUSD $200,857
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,232
Insurance broker organization code?3
Insurance broker nameWINDSOR BENEFIT SOLUTIONS
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number227040-001
Policy instance 2
Insurance contract or identification number227040-001
Number of Individuals Covered255
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,610
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $13,052
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,305
Insurance broker organization code?3
Insurance broker nameWINDSOR BENEFIT SOLUTIONS
THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 )
Policy contract numberG182284
Policy instance 3
Insurance contract or identification numberG182284
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,360
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,645
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,145
Insurance broker organization code?3
Insurance broker nameMAHAR, ROSENHEIM, COMFORD & TABASH
THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 )
Policy contract numberG182284
Policy instance 1
Insurance contract or identification numberG182284
Number of Individuals Covered42
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,108
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,771
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $192
Insurance broker organization code?3
Insurance broker nameMARJORIE E. GALLOP
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number402494-C
Policy instance 3
Insurance contract or identification number402494-C
Number of Individuals Covered238
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $25,639
Welfare Benefit Premiums Paid to CarrierUSD $170,921
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $940
Insurance broker organization code?3
Insurance broker nameDIGITAL INSURANCE
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000512H
Policy instance 2
Insurance contract or identification numberG000512H
Number of Individuals Covered234
Insurance policy start date2012-01-01
Insurance policy end date2013-01-01
Total amount of commissions paid to insurance brokerUSD $2,374
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $11,870
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,374
Insurance broker organization code?3
Insurance broker nameBENEFIT ADMINISTRATIVE SYSTEMS, LLC
THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 )
Policy contract numberG182284
Policy instance 1
Insurance contract or identification numberG182284
Number of Individuals Covered42
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,932
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,708
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000512H
Policy instance 2
Insurance contract or identification numberG000512H
Number of Individuals Covered228
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,352
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $11,760
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number402494-B
Policy instance 3
Insurance contract or identification number402494-B
Number of Individuals Covered229
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $23,114
Welfare Benefit Premiums Paid to CarrierUSD $154,088
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 )
Policy contract numberG182284
Policy instance 1
Insurance contract or identification numberG182284
Number of Individuals Covered42
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,428
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,654
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $130
Insurance broker organization code?3
Insurance broker nameMARJORIE E. GALLOP
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000512H
Policy instance 2
Insurance contract or identification numberG000512H
Number of Individuals Covered221
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,301
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $9,855
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,301
Insurance broker organization code?3
Insurance broker nameHOWARD DANZIG
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number402494-B
Policy instance 3
Insurance contract or identification number402494-B
Number of Individuals Covered220
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $19,079
Welfare Benefit Premiums Paid to CarrierUSD $127,194
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,079
Insurance broker organization code?3
Insurance broker nameHOWARD DANZIG

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