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SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 401k Plan overview

Plan NameSEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN
Plan identification number 504

SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

SEWELL FAMILY OF COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SEWELL FAMILY OF COMPANIES, INC.
Employer identification number (EIN):750715754
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-03-01SHERRILYN MOBLEY2023-08-23
5042021-03-01SHERRILYN MOBLEY2022-08-02
5042020-03-01SHERRILYN MOBLEY2021-08-17
5042019-03-01SHERRILYN MOBLEY2020-11-17
5042018-03-01SHERRILYN MOBLEY2019-09-19
5042017-03-01
5042016-03-01
5042015-03-01
5042014-03-01SHERRILYN MOBLEY
5042013-03-01SHERRILYN MOBLEY
5042013-02-01SHERRILYN MOBLEY
5042012-02-01PAUL CRUMP
5042011-02-01PAUL CRUMP
5042010-02-01PAUL CRUMP
5042009-02-01PAUL CRUMP

Plan Statistics for SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN

401k plan membership statisitcs for SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN

Measure Date Value
2022: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-03-01375
Total number of active participants reported on line 7a of the Form 55002022-03-01540
Number of retired or separated participants receiving benefits2022-03-010
Number of other retired or separated participants entitled to future benefits2022-03-010
Total of all active and inactive participants2022-03-01540
Number of employers contributing to the scheme2022-03-010
2021: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-03-01376
Total number of active participants reported on line 7a of the Form 55002021-03-01375
Number of retired or separated participants receiving benefits2021-03-010
Number of other retired or separated participants entitled to future benefits2021-03-010
Total of all active and inactive participants2021-03-01375
Number of employers contributing to the scheme2021-03-010
2020: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-03-01387
Total number of active participants reported on line 7a of the Form 55002020-03-01376
Number of retired or separated participants receiving benefits2020-03-010
Number of other retired or separated participants entitled to future benefits2020-03-010
Total of all active and inactive participants2020-03-01376
Number of employers contributing to the scheme2020-03-010
2019: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-01714
Total number of active participants reported on line 7a of the Form 55002019-03-01387
Number of retired or separated participants receiving benefits2019-03-010
Number of other retired or separated participants entitled to future benefits2019-03-010
Total of all active and inactive participants2019-03-01387
Number of employers contributing to the scheme2019-03-010
2018: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-01362
Total number of active participants reported on line 7a of the Form 55002018-03-01714
Number of retired or separated participants receiving benefits2018-03-010
Number of other retired or separated participants entitled to future benefits2018-03-010
Total of all active and inactive participants2018-03-01714
Number of employers contributing to the scheme2018-03-010
2017: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-01251
Total number of active participants reported on line 7a of the Form 55002017-03-01362
Number of retired or separated participants receiving benefits2017-03-010
Number of other retired or separated participants entitled to future benefits2017-03-010
Total of all active and inactive participants2017-03-01362
2016: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01266
Total number of active participants reported on line 7a of the Form 55002016-03-01251
Number of retired or separated participants receiving benefits2016-03-010
Number of other retired or separated participants entitled to future benefits2016-03-010
Total of all active and inactive participants2016-03-01251
2015: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-01290
Total number of active participants reported on line 7a of the Form 55002015-03-01290
Number of retired or separated participants receiving benefits2015-03-010
Number of other retired or separated participants entitled to future benefits2015-03-010
Total of all active and inactive participants2015-03-01290
2014: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01290
Total number of active participants reported on line 7a of the Form 55002014-03-01290
Number of retired or separated participants receiving benefits2014-03-010
Number of other retired or separated participants entitled to future benefits2014-03-010
Total of all active and inactive participants2014-03-01290
2013: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01290
Total number of active participants reported on line 7a of the Form 55002013-03-01290
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-010
Total of all active and inactive participants2013-03-01290
Total participants, beginning-of-year2013-02-01221
Total number of active participants reported on line 7a of the Form 55002013-02-01290
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-010
Total of all active and inactive participants2013-02-01290
2012: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01201
Total number of active participants reported on line 7a of the Form 55002012-02-01221
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-010
Total of all active and inactive participants2012-02-01221
2011: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01191
Total number of active participants reported on line 7a of the Form 55002011-02-01201
Total of all active and inactive participants2011-02-01201
2010: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-01178
Total number of active participants reported on line 7a of the Form 55002010-02-01191
Number of retired or separated participants receiving benefits2010-02-010
Number of other retired or separated participants entitled to future benefits2010-02-010
Total of all active and inactive participants2010-02-01191
2009: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01180
Total number of active participants reported on line 7a of the Form 55002009-02-01178
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-010
Total of all active and inactive participants2009-02-01178

Form 5500 Responses for SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN

2022: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan benefit arrangement – InsuranceYes
2021: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan benefit arrangement – InsuranceYes
2020: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan benefit arrangement – InsuranceYes
2019: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan benefit arrangement – InsuranceYes
2018: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan benefit arrangement – InsuranceYes
2017: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes
2016: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes
2013: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – InsuranceYes
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-02-01Plan is a collectively bargained planNo
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan benefit arrangement – InsuranceYes
2012: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan benefit arrangement – InsuranceYes
2011: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan benefit arrangement – InsuranceYes
2010: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Submission has been amendedNo
2010-02-01This submission is the final filingNo
2010-02-01This return/report is a short plan year return/report (less than 12 months)No
2010-02-01Plan is a collectively bargained planNo
2010-02-01Plan funding arrangement – InsuranceYes
2010-02-01Plan benefit arrangement – InsuranceYes
2009: SEWELL FAMILY OF COMPANIES LIFE AND DISABILITY BENEFITS PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0B5KB
Policy instance 1
Insurance contract or identification numberGLUG0B5KB
Number of Individuals Covered540
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $45,909
Total amount of fees paid to insurance companyUSD $17,161
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT,CRITICAL ILLNESS,ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $296,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,909
Amount paid for insurance broker fees13606
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0B5KB
Policy instance 1
Insurance contract or identification numberGLUG0B5KB
Number of Individuals Covered375
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $34,922
Total amount of fees paid to insurance companyUSD $18,273
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $229,315
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,922
Amount paid for insurance broker fees6266
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0B5KB
Policy instance 1
Insurance contract or identification numberGLUG0B5KB
Number of Individuals Covered376
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $31,299
Total amount of fees paid to insurance companyUSD $25,208
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $207,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,299
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerOTHER COMPENSATION
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0B5KB
Policy instance 1
Insurance contract or identification numberGLUG0B5KB
Number of Individuals Covered387
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $34,125
Total amount of fees paid to insurance companyUSD $12,710
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $224,578
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,125
Amount paid for insurance broker fees10894
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number474463
Policy instance 1
Insurance contract or identification number474463
Number of Individuals Covered296
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $23,941
Total amount of fees paid to insurance companyUSD $231
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $214,096
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,941
Amount paid for insurance broker fees231
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG0B5KB
Policy instance 2
Insurance contract or identification numberGUG0B5KB
Number of Individuals Covered714
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $29,336
Total amount of fees paid to insurance companyUSD $5,806
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $181,525
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,336
Amount paid for insurance broker fees4354
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number474463
Policy instance 1
Insurance contract or identification number474463
Number of Individuals Covered296
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $23,941
Total amount of fees paid to insurance companyUSD $231
Other welfare benefits providedACCIDENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $214,096
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,941
Amount paid for insurance broker fees231
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameSTA BENEFITS LTD
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG0B5KB
Policy instance 2
Insurance contract or identification numberGUG0B5KB
Number of Individuals Covered362
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $26,009
Total amount of fees paid to insurance companyUSD $6,966
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $174,653
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,009
Amount paid for insurance broker fees6966
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameSTA BENEFITS LTD

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