401k Plan data: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN plan

LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 401k Plan overview

Plan Name	LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN
Plan identification number	502

LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Temporary disability (accident and sickness) Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20. Unfunded, fully insured, or combination unfunded/insured welfare plan that stopped filing form 5500s in an earlier plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

LOCKE SUPPLY CO. has sponsored the creation of one or more 401k plans.

Company Name: LOCKE SUPPLY CO.

Employer identification number (EIN): 730689366

NAIC Classification: 423700

Additional information about LOCKE SUPPLY CO.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1973-03-30

Company Identification Number: 0003406206

Legal Registered Office Address: PO BOX 26128

OKLAHOMA CITY
United States of America (USA)
73126

More information about LOCKE SUPPLY CO.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2015-09-01 SARA EDWARDS
502 2014-09-01 JACK H. ANDERSON
502 2013-09-01 JACK H. ANDERSON
502 2012-09-01 JACK H. ANDERSON
502 2011-09-01 JACK H. ANDERSON
502 2010-09-01 JACK H. ANDERSON
502 2009-09-01 JACK ANDERSON
502 2009-09-01 JACK ANDERSON 2011-03-30
502 2009-09-01 JACK ANDERSON 2011-03-31

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
502	2015-09-01	SARA EDWARDS
502	2014-09-01	JACK H. ANDERSON
502	2013-09-01	JACK H. ANDERSON
502	2012-09-01	JACK H. ANDERSON
502	2011-09-01	JACK H. ANDERSON
502	2010-09-01	JACK H. ANDERSON
502	2009-09-01	JACK ANDERSON
502	2009-09-01		JACK ANDERSON	2011-03-30
502	2009-09-01		JACK ANDERSON	2011-03-31

Plan Statistics for LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN

401k plan membership statisitcs for LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN

Measure Date Value
2015: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 819
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 0
Number of retired or separated participants receiving benefits 2015-09-01 0
Number of other retired or separated participants entitled to future benefits 2015-09-01 0
Total of all active and inactive participants 2015-09-01 0
2014: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 723
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 831
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 0
Total of all active and inactive participants 2014-09-01 831
2013: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 637
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 700
Total of all active and inactive participants 2013-09-01 700
2012: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 597
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 637
Total of all active and inactive participants 2012-09-01 637
2011: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 553
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 597
Total of all active and inactive participants 2011-09-01 597
2010: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 531
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 553
Total of all active and inactive participants 2010-09-01 553
2009: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 562
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 531
Total of all active and inactive participants 2009-09-01 531
Total participants 2009-09-01 531

Measure	Date	Value
2015: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	819
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	0
Number of retired or separated participants receiving benefits	2015-09-01	0
Number of other retired or separated participants entitled to future benefits	2015-09-01	0
Total of all active and inactive participants	2015-09-01	0
2014: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	723
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	831
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	0
Total of all active and inactive participants	2014-09-01	831
2013: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	637
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	700
Total of all active and inactive participants	2013-09-01	700
2012: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	597
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	637
Total of all active and inactive participants	2012-09-01	637
2011: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	553
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	597
Total of all active and inactive participants	2011-09-01	597
2010: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	531
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	553
Total of all active and inactive participants	2010-09-01	553
2009: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	562
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	531
Total of all active and inactive participants	2009-09-01	531
Total participants	2009-09-01	531

Form 5500 Responses for LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN

2015: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	Yes
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2014: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Insurance	Yes
2014-09-01	Plan benefit arrangement – Insurance	Yes
2013: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Plan funding arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes
2012: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-09-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-09-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-09-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: LOCKE SUPPLY COMPANY SHORT TERM DISABILITY PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-09-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

0116304

Policy instance

Insurance contract or identification number	0116304
Number of Individuals Covered	1607
Insurance policy start date	2015-09-01
Insurance policy end date	2016-08-31
Total amount of commissions paid to insurance broker	USD $25,649
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $143,916
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $25,649
Insurance broker organization code?	3
Insurance broker name	RYAN BENEFITS INC

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

0116304

Policy instance

Insurance contract or identification number	0116304
Number of Individuals Covered	831
Insurance policy start date	2014-09-01
Insurance policy end date	2015-08-31
Total amount of commissions paid to insurance broker	USD $19,172
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $139,950
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,172
Insurance broker organization code?	3
Insurance broker name	RYAN BENEFITS INC

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000ADRB

Policy instance

Insurance contract or identification number	G000ADRB
Number of Individuals Covered	700
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $130,226
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LOCKE SUPPLY CO.
Employer identification number (EIN):	730689366
NAIC Classification:	423700

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1973-03-30
Company Identification Number:	0003406206
Legal Registered Office Address:	PO BOX 26128 OKLAHOMA CITY United States of America (USA) 73126