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CASA HEALTH PLAN 401k Plan overview

Plan NameCASA HEALTH PLAN
Plan identification number 501

CASA HEALTH PLAN Benefits

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

401k Sponsoring company profile

CASA FORD, INC. has sponsored the creation of one or more 401k plans.

Company Name:CASA FORD, INC.
Employer identification number (EIN):741648142
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about CASA FORD, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1969-08-01
Company Identification Number: 0026445400
Legal Registered Office Address: 5815 MONTANA AVE

EL PASO
United States of America (USA)
79925

More information about CASA FORD, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASA HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-08-01
5012021-08-01
5012020-08-01RONALD LOWENFIELD2022-02-14
5012019-08-01MARIA D LUJAN2021-02-15 MARIA D LUJAN2021-02-15
5012018-08-01NANCY BENTLEY2019-12-20
5012017-08-01
5012016-08-01
5012015-08-01NANCY BENTLEY
5012014-08-01NANCY BENTLEY

Plan Statistics for CASA HEALTH PLAN

401k plan membership statisitcs for CASA HEALTH PLAN

Measure Date Value
2022: CASA HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-08-01288
Total number of active participants reported on line 7a of the Form 55002022-08-01357
Number of retired or separated participants receiving benefits2022-08-010
Number of other retired or separated participants entitled to future benefits2022-08-010
Total of all active and inactive participants2022-08-01357
2021: CASA HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-01371
Total number of active participants reported on line 7a of the Form 55002021-08-01288
Number of retired or separated participants receiving benefits2021-08-010
Number of other retired or separated participants entitled to future benefits2021-08-010
Total of all active and inactive participants2021-08-01288
2020: CASA HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-01396
Total number of active participants reported on line 7a of the Form 55002020-08-01371
Number of retired or separated participants receiving benefits2020-08-010
Number of other retired or separated participants entitled to future benefits2020-08-010
Total of all active and inactive participants2020-08-01371
2019: CASA HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-01307
Total number of active participants reported on line 7a of the Form 55002019-08-01396
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-010
Total of all active and inactive participants2019-08-01396
Total participants2019-08-01396
2018: CASA HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-01297
Total number of active participants reported on line 7a of the Form 55002018-08-01307
Total of all active and inactive participants2018-08-01307
Total participants2018-08-01307
2017: CASA HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-01331
Total number of active participants reported on line 7a of the Form 55002017-08-01297
Total of all active and inactive participants2017-08-01297
Total participants2017-08-01297
2016: CASA HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-01268
Total number of active participants reported on line 7a of the Form 55002016-08-01331
Total of all active and inactive participants2016-08-01331
Total participants2016-08-01331
2015: CASA HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-01256
Total number of active participants reported on line 7a of the Form 55002015-08-01268
Total of all active and inactive participants2015-08-01268
Total participants2015-08-01268
2014: CASA HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01207
Total number of active participants reported on line 7a of the Form 55002014-08-01256
Total of all active and inactive participants2014-08-01256
Total participants2014-08-01256

Form 5500 Responses for CASA HEALTH PLAN

2022: CASA HEALTH PLAN 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01Plan funding arrangement – InsuranceYes
2022-08-01Plan benefit arrangement – InsuranceYes
2021: CASA HEALTH PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan benefit arrangement – InsuranceYes
2020: CASA HEALTH PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan benefit arrangement – InsuranceYes
2019: CASA HEALTH PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan benefit arrangement – InsuranceYes
2018: CASA HEALTH PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan benefit arrangement – InsuranceYes
2017: CASA HEALTH PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan benefit arrangement – InsuranceYes
2016: CASA HEALTH PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan benefit arrangement – InsuranceYes
2015: CASA HEALTH PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – InsuranceYes
2014: CASA HEALTH PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF022832
Policy instance 2
Insurance contract or identification numberF022832
Number of Individuals Covered514
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $8,659
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENT DISABILITY D
Welfare Benefit Premiums Paid to CarrierUSD $63,829
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,659
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number016083
Policy instance 1
Insurance contract or identification number016083
Number of Individuals Covered357
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $8,349
Total amount of fees paid to insurance companyUSD $1,922
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,355,912
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,349
Insurance broker organization code?3
Amount paid for insurance broker fees1922
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF022832
Policy instance 2
Insurance contract or identification numberF022832
Number of Individuals Covered411
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $7,468
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,029
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,468
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number016083
Policy instance 1
Insurance contract or identification number016083
Number of Individuals Covered288
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $6,169
Total amount of fees paid to insurance companyUSD $4,432
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,946,183
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,169
Amount paid for insurance broker fees4432
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS BONUSES PAID
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF022832
Policy instance 2
Insurance contract or identification numberF022832
Number of Individuals Covered322
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $7,231
Total amount of fees paid to insurance companyUSD $3,867
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $48,330
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,231
Amount paid for insurance broker fees3867
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number016083
Policy instance 1
Insurance contract or identification number016083
Number of Individuals Covered371
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $3,711
Total amount of fees paid to insurance companyUSD $152
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,479,162
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,711
Amount paid for insurance broker fees152
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS BONUSES PAID
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number873731G
Policy instance 2
Insurance contract or identification number873731G
Number of Individuals Covered338
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of fees paid to insurance companyUSD $123
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees123
Additional information about fees paid to insurance brokerBONUS PAID
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number016083
Policy instance 1
Insurance contract or identification number016083
Number of Individuals Covered396
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $3,991
Total amount of fees paid to insurance companyUSD $3,384
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,690,203
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,991
Amount paid for insurance broker fees3384
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF022832
Policy instance 3
Insurance contract or identification numberF022832
Number of Individuals Covered375
Insurance policy start date2018-08-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $2,107
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,107
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number872731G
Policy instance 2
Insurance contract or identification number872731G
Number of Individuals Covered318
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $7,212
Life Insurance Welfare BenefitYes
Other welfare benefits providedLIFE-BTRM, LIFE-SDEP, LIFE-VOL
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,212
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number016083
Policy instance 1
Insurance contract or identification number016083
Number of Individuals Covered307
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $4,038
Total amount of fees paid to insurance companyUSD $1,863
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,728,557
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,038
Amount paid for insurance broker fees1863
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number872731G
Policy instance 2
Insurance contract or identification number872731G
Number of Individuals Covered328
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
Total amount of fees paid to insurance companyUSD $9,827
Life Insurance Welfare BenefitYes
Other welfare benefits providedLIFE-BTRM, LIFE-SDEP, LIFE-VOL
Welfare Benefit Premiums Paid to CarrierUSD $73,446
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9827
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL TEXAS INC
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number016083
Policy instance 1
Insurance contract or identification number016083
Number of Individuals Covered297
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of fees paid to insurance companyUSD $1,629
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedVOL LIFE & VOL DEP LIFE
Welfare Benefit Premiums Paid to CarrierUSD $1,569,916
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1629
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
Insurance broker nameHUB INTERNATIONAL TEXAS, INC.
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number872731G
Policy instance 2
Insurance contract or identification number872731G
Number of Individuals Covered307
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $9,725
Life Insurance Welfare BenefitYes
Other welfare benefits providedLIFE-BTRM, LIFE-SDEP, LIFE-VOL
Welfare Benefit Premiums Paid to CarrierUSD $71,891
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $9,725
Insurance broker organization code?3
Insurance broker nameJ D WILLIAMS COMPAYNY
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number016083
Policy instance 1
Insurance contract or identification number016083
Number of Individuals Covered268
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $1,968
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedVOL LIFE & VOL DEP LIFE
Welfare Benefit Premiums Paid to CarrierUSD $1,249,630
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,968
Insurance broker nameHUB INTERNATIONAL TEXAS, INC.
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number872731G
Policy instance 2
Insurance contract or identification number872731G
Number of Individuals Covered299
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Total amount of commissions paid to insurance brokerUSD $9,352
Life Insurance Welfare BenefitYes
Other welfare benefits providedLIFE-BTRM, LIFE-SDEP, LIFE-VOL
Welfare Benefit Premiums Paid to CarrierUSD $69,191
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,352
Insurance broker nameJ D WILLIAMS COMPAYNY
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number016083
Policy instance 1
Insurance contract or identification number016083
Number of Individuals Covered256
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $1,536
Total amount of fees paid to insurance companyUSD $22
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedVOL LIFE & VOL DEP LIFE
Welfare Benefit Premiums Paid to CarrierUSD $1,126,873
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,536
Amount paid for insurance broker fees5
Additional information about fees paid to insurance brokerMISCELLANEOUS GIFTS, MEALS, ENTERTAIN- MENT AND MEETINGS
Insurance broker nameCASA HEALTH PLAN

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