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HERTRICH FAMILY OF AUTOMOBILE DEALERS EMPLOYEE HEALTH & WELFARE PLAN 401k Plan overview

Plan NameHERTRICH FAMILY OF AUTOMOBILE DEALERS EMPLOYEE HEALTH & WELFARE PLAN
Plan identification number 501

HERTRICH FAMILY OF AUTOMOBILE DEALERS EMPLOYEE HEALTH & WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

HERTRICH FAMILY OF AUTOMOBILE DEALERS has sponsored the creation of one or more 401k plans.

Company Name:HERTRICH FAMILY OF AUTOMOBILE DEALERS
Employer identification number (EIN):510302019
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERTRICH FAMILY OF AUTOMOBILE DEALERS EMPLOYEE HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-10-01FRED HERTRICH2024-05-29
5012021-10-01FRED HERTRICH2024-05-29
5012020-10-01FRED HERTRICH2024-05-29
5012019-10-01FRED HERTRICH2024-05-29

Plan Statistics for HERTRICH FAMILY OF AUTOMOBILE DEALERS EMPLOYEE HEALTH & WELFARE PLAN

401k plan membership statisitcs for HERTRICH FAMILY OF AUTOMOBILE DEALERS EMPLOYEE HEALTH & WELFARE PLAN

Measure Date Value
2022: HERTRICH FAMILY OF AUTOMOBILE DEALERS EMPLOYEE HEALTH & WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-01459
Total number of active participants reported on line 7a of the Form 55002022-10-01521
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-010
Total of all active and inactive participants2022-10-01521
2021: HERTRICH FAMILY OF AUTOMOBILE DEALERS EMPLOYEE HEALTH & WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01449
Total number of active participants reported on line 7a of the Form 55002021-10-01440
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-01440
2020: HERTRICH FAMILY OF AUTOMOBILE DEALERS EMPLOYEE HEALTH & WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01449
Total number of active participants reported on line 7a of the Form 55002020-10-01459
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-01459
2019: HERTRICH FAMILY OF AUTOMOBILE DEALERS EMPLOYEE HEALTH & WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01439
Total number of active participants reported on line 7a of the Form 55002019-10-01449
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-01449

Form 5500 Responses for HERTRICH FAMILY OF AUTOMOBILE DEALERS EMPLOYEE HEALTH & WELFARE PLAN

2022: HERTRICH FAMILY OF AUTOMOBILE DEALERS EMPLOYEE HEALTH & WELFARE PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – General assets of the sponsorYes
2022-10-01Plan benefit arrangement – General assets of the sponsorYes
2021: HERTRICH FAMILY OF AUTOMOBILE DEALERS EMPLOYEE HEALTH & WELFARE PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – General assets of the sponsorYes
2021-10-01Plan benefit arrangement – General assets of the sponsorYes
2020: HERTRICH FAMILY OF AUTOMOBILE DEALERS EMPLOYEE HEALTH & WELFARE PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – General assets of the sponsorYes
2020-10-01Plan benefit arrangement – General assets of the sponsorYes
2019: HERTRICH FAMILY OF AUTOMOBILE DEALERS EMPLOYEE HEALTH & WELFARE PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01First time form 5500 has been submittedYes
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – General assets of the sponsorYes
2019-10-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

ACCURISK SOLUTIONS LLC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberL230000217
Policy instance 1
ACCURISK SOLUTIONS LLC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberL230000217
Policy instance 1
QBE A&H (National Association of Insurance Commissioners NAIC id number: 10219 )
Policy contract numberLGS02235-19
Policy instance 1
Insurance contract or identification numberLGS02235-19
Number of Individuals Covered459
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $284,823
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
QBE A&H (National Association of Insurance Commissioners NAIC id number: 10219 )
Policy contract numberLGS02235-19
Policy instance 1
Insurance contract or identification numberLGS02235-19
Number of Individuals Covered450
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $382,443
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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