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P.K.L. BUSINESS ENTERPRISES, INC. WELFARE HEALTH PLAN 401k Plan overview

Plan NameP.K.L. BUSINESS ENTERPRISES, INC. WELFARE HEALTH PLAN
Plan identification number 502

P.K.L. BUSINESS ENTERPRISES, INC. WELFARE HEALTH PLAN Benefits

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

401k Sponsoring company profile

ZIMMER NORTHEAST, INC. has sponsored the creation of one or more 401k plans.

Company Name:ZIMMER NORTHEAST, INC.
Employer identification number (EIN):462198660
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about ZIMMER NORTHEAST, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2013-03-06
Company Identification Number: 4370089
Legal Registered Office Address: 20 COMPUTER DRIVE WEST
ALBANY
ALBANY
United States of America (USA)
12205

More information about ZIMMER NORTHEAST, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P.K.L. BUSINESS ENTERPRISES, INC. WELFARE HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022013-01-01STEPHEN GANNS STEPHEN GANNS2014-01-14
5022012-04-01NICHOLAS BLAIN

Plan Statistics for P.K.L. BUSINESS ENTERPRISES, INC. WELFARE HEALTH PLAN

401k plan membership statisitcs for P.K.L. BUSINESS ENTERPRISES, INC. WELFARE HEALTH PLAN

Measure Date Value
2013: P.K.L. BUSINESS ENTERPRISES, INC. WELFARE HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01181
Total number of active participants reported on line 7a of the Form 55002013-01-01181
Total of all active and inactive participants2013-01-01181
Total participants2013-01-01181
Number of employers contributing to the scheme2013-01-01181
2012: P.K.L. BUSINESS ENTERPRISES, INC. WELFARE HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01142
Total number of active participants reported on line 7a of the Form 55002012-04-01139
Total of all active and inactive participants2012-04-01139
Total participants2012-04-01139

Form 5500 Responses for P.K.L. BUSINESS ENTERPRISES, INC. WELFARE HEALTH PLAN

2013: P.K.L. BUSINESS ENTERPRISES, INC. WELFARE HEALTH PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: P.K.L. BUSINESS ENTERPRISES, INC. WELFARE HEALTH PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number062803
Policy instance 1
Insurance contract or identification number062803
Number of Individuals Covered178
Insurance policy start date2013-01-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $1,493
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
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 $12,116
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,493
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSSIONS
Insurance broker nameKLING AND ASSOCIATES
AMERICAN FAMILY LIFE INSURANCE COMPANY OF COLUMBUS (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract number52-0807803
Policy instance 2
Insurance contract or identification number52-0807803
Number of Individuals Covered56
Insurance policy start date2013-01-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $2,155
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 BenefitYes
Long Term Disability Insurance Welfare BenefitNo
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 $15,101
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1
Insurance broker nameKARI L COOK
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number057-4597-00
Policy instance 3
Insurance contract or identification number057-4597-00
Number of Individuals Covered181
Insurance policy start date2013-01-01
Insurance policy end date2013-03-31
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 BenefitNo
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
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0742089
Policy instance 1
Insurance contract or identification number0742089
Number of Individuals Covered139
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $98,618
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Welfare Benefit Premiums Paid to CarrierUSD $1,874,999
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75,000
Insurance broker organization code?3
Insurance broker namePROFESSIONAL GROUP MARKETING, INC.

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