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JOE GEAR HOLDINGS, LLC WELFARE PLAN 401k Plan overview

Plan NameJOE GEAR HOLDINGS, LLC WELFARE PLAN
Plan identification number 501

JOE GEAR HOLDINGS, LLC WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

JOE GEAR HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name:JOE GEAR HOLDINGS, LLC
Employer identification number (EIN):461293502
NAIC Classification:336300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOE GEAR HOLDINGS, LLC WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01

Plan Statistics for JOE GEAR HOLDINGS, LLC WELFARE PLAN

401k plan membership statisitcs for JOE GEAR HOLDINGS, LLC WELFARE PLAN

Measure Date Value
2023: JOE GEAR HOLDINGS, LLC WELFARE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01128
Total number of active participants reported on line 7a of the Form 55002023-01-01111
Number of retired or separated participants receiving benefits2023-01-010
Total of all active and inactive participants2023-01-01111
Total participants2023-01-01111

Form 5500 Responses for JOE GEAR HOLDINGS, LLC WELFARE PLAN

2023: JOE GEAR HOLDINGS, LLC WELFARE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01First time form 5500 has been submittedYes
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MONY (National Association of Insurance Commissioners NAIC id number: 78077 )
Policy contract number015106
Policy instance 1
Insurance contract or identification number015106
Number of Individuals Covered125
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $6,401
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENT, AD&D, CRITICAL ILLNESS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $52,315
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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