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| Plan Name | BILL'S HEATING, AIR & APPLIANCE REPAIR GROUP BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | BILLS HEATING, AIR & APPLIANCE REPAIR |
| Employer identification number (EIN): | 472792314 |
| NAIC Classification: | 238220 |
| NAIC Description: | Plumbing, Heating, and Air-Conditioning Contractors |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-02-01 | JONATHAN HALLIN | 2024-05-21 | ||
| 501 | 2022-02-01 | STEPHANIE BARKER | 2023-05-25 |
| Measure | Date | Value |
|---|---|---|
| 2023: BILL'S HEATING, AIR & APPLIANCE REPAIR GROUP BENEFIT PLAN 2023 401k membership | ||
| Total participants, beginning-of-year | 2023-02-01 | 122 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-02-01 | 174 |
| Number of retired or separated participants receiving benefits | 2023-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-02-01 | 0 |
| Total of all active and inactive participants | 2023-02-01 | 174 |
| 2022: BILL'S HEATING, AIR & APPLIANCE REPAIR GROUP BENEFIT PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-02-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-02-01 | 120 |
| Number of retired or separated participants receiving benefits | 2022-02-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2022-02-01 | 0 |
| Total of all active and inactive participants | 2022-02-01 | 122 |
| 2023: BILL'S HEATING, AIR & APPLIANCE REPAIR GROUP BENEFIT PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-02-01 | Type of plan entity | Single employer plan |
| 2023-02-01 | Submission has been amended | No |
| 2023-02-01 | This submission is the final filing | No |
| 2023-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-02-01 | Plan is a collectively bargained plan | No |
| 2023-02-01 | Plan funding arrangement – Insurance | Yes |
| 2023-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: BILL'S HEATING, AIR & APPLIANCE REPAIR GROUP BENEFIT PLAN 2022 form 5500 responses | ||
| 2022-02-01 | Type of plan entity | Single employer plan |
| 2022-02-01 | First time form 5500 has been submitted | Yes |
| 2022-02-01 | Submission has been amended | No |
| 2022-02-01 | This submission is the final filing | No |
| 2022-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-02-01 | Plan is a collectively bargained plan | No |
| 2022-02-01 | Plan funding arrangement – Insurance | Yes |
| 2022-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| BLUE CROSS OF IDAHO HEALTH SERVICE INC. (National Association of Insurance Commissioners NAIC id number: 60095 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 10035750 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 1088718 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| BLUE CROSS OF IDAHO HEALTH SERVICE INC. (National Association of Insurance Commissioners NAIC id number: 60095 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 10035750 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 1088718 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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