DUPREE & COMPANY, INC. WELFARE BENEFIT PLAN 401k Plan overview
| Plan Name | DUPREE & COMPANY, INC. WELFARE BENEFIT PLAN |
| Plan identification number | 502 |
DUPREE & COMPANY, INC. WELFARE BENEFIT PLAN Benefits
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits | - Health (other than dental or vision)
- Life insurance
- Dental
- Vision
- Other welfare benefit cover
|
401k Sponsoring company profile
DUPREE & COMPANY, INC. has sponsored the creation of one or more 401k plans.
Additional information about DUPREE & COMPANY, INC.
| Jurisdiction of Incorporation: | Colorado Department of State |
| Incorporation Date: | 1994-06-15 |
| Company Identification Number: | 19941068162 |
| Legal Registered Office Address: |
7100 N BROADWAY
BLDG 2-K
DENVER
United States of America (USA)
80221
|
More information about DUPREE & COMPANY, INC.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan DUPREE & COMPANY, INC. WELFARE BENEFIT PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 502 | 2023-01-01 | ALLEN E. GRIMES III | 2024-06-28 | | |
Plan Statistics for DUPREE & COMPANY, INC. WELFARE BENEFIT PLAN
401k plan membership statisitcs for DUPREE & COMPANY, INC. WELFARE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2023: DUPREE & COMPANY, INC. WELFARE BENEFIT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 11 |
| Total of all active and inactive participants | 2023-01-01 | 11 |
Form 5500 Responses for DUPREE & COMPANY, INC. WELFARE BENEFIT PLAN
| 2023: DUPREE & COMPANY, INC. WELFARE BENEFIT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | First time form 5500 has been submitted | Yes |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
Insurance Providers Used on plan
| ALL SAVERS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 82406 ) |
| Policy contract number | 1432315 |
| Policy instance | 1 |
| Insurance contract or identification number | 1432315 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-08-31 | | Total amount of commissions paid to insurance broker | USD $700 | | Total amount of fees paid to insurance company | USD $2,708 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | MEDICAL EXCESS LOSS, FSA, DCAP | | Welfare Benefit Premiums Paid to Carrier | USD $14,253 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF KENTUCKY (National Association of Insurance Commissioners NAIC id number: 54674 ) |
| Policy contract number | G02990 |
| Policy instance | 2 |
| Insurance contract or identification number | G02990 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-08-31 | | Total amount of commissions paid to insurance broker | USD $628 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF KENTUCKY (National Association of Insurance Commissioners NAIC id number: 54674 ) |
| Policy contract number | G0299V |
| Policy instance | 3 |
| Insurance contract or identification number | G0299V | | Number of Individuals Covered | 21 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $88 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 883532G |
| Policy instance | 4 |
| Insurance contract or identification number | 883532G | | Number of Individuals Covered | 11 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $109 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $1,089 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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