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F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 401k Plan overview

Plan NameF. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST
Plan identification number 502

F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST Benefits

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

401k Sponsoring company profile

F. W. OFFENHAUSER & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:F. W. OFFENHAUSER & COMPANY, INC.
Employer identification number (EIN):751677226
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022020-06-01
5022019-06-01
5022017-06-01WILLIAM MORRISS
5022016-06-01WILLIAM MORRISS
5022015-06-01WILLIAM MORRISS
5022014-06-01WILLIAM MORRISS
5022013-06-01WILLIAM MORRISS
5022012-06-01WILLIAM MORRISS
5022011-06-01WILLIAM MORRISS
5022009-06-01WILLIAM MORRISS

Plan Statistics for F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST

401k plan membership statisitcs for F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST

Measure Date Value
2020: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-06-0135
Total number of active participants reported on line 7a of the Form 55002020-06-010
Total of all active and inactive participants2020-06-010
2019: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-06-0138
Total number of active participants reported on line 7a of the Form 55002019-06-0135
Total of all active and inactive participants2019-06-0135
2017: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-06-0144
Total number of active participants reported on line 7a of the Form 55002017-06-0140
Total of all active and inactive participants2017-06-0140
2016: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-06-0146
Total number of active participants reported on line 7a of the Form 55002016-06-0144
Total of all active and inactive participants2016-06-0144
2015: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-06-0140
Total number of active participants reported on line 7a of the Form 55002015-06-0146
Total of all active and inactive participants2015-06-0146
2014: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-06-0143
Total number of active participants reported on line 7a of the Form 55002014-06-0140
Total of all active and inactive participants2014-06-0140
2013: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-06-0146
Total number of active participants reported on line 7a of the Form 55002013-06-0143
Total of all active and inactive participants2013-06-0143
2012: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-06-0145
Total number of active participants reported on line 7a of the Form 55002012-06-0146
Total of all active and inactive participants2012-06-0146
2011: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-06-0149
Total number of active participants reported on line 7a of the Form 55002011-06-0145
Total of all active and inactive participants2011-06-0145
2009: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-06-0158
Total number of active participants reported on line 7a of the Form 55002009-06-0149
Total of all active and inactive participants2009-06-0149

Financial Data on F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST

Measure Date Value
2021 : F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2021 401k financial data
Expenses. Total of all expenses incurred2021-05-31$68,367
Benefits paid (including direct rollovers)2021-05-31$68,367
Total plan assets at end of year2021-05-31$0
Total plan assets at beginning of year2021-05-31$68,367
Net income (gross income less expenses)2021-05-31$-68,367
Net plan assets at end of year (total assets less liabilities)2021-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-05-31$68,367
2020 : F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2020 401k financial data
Total income from all sources2020-05-31$114,956
Expenses. Total of all expenses incurred2020-05-31$61,921
Benefits paid (including direct rollovers)2020-05-31$42,068
Total plan assets at end of year2020-05-31$68,367
Total plan assets at beginning of year2020-05-31$15,332
Expenses. Other expenses not covered elsewhere2020-05-31$19,853
Other income received2020-05-31$34,743
Net income (gross income less expenses)2020-05-31$53,035
Net plan assets at end of year (total assets less liabilities)2020-05-31$68,367
Net plan assets at beginning of year (total assets less liabilities)2020-05-31$15,332
Total contributions received or receivable from employer(s)2020-05-31$80,213
2018 : F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2018 401k financial data
Total income from all sources2018-05-31$501,343
Expenses. Total of all expenses incurred2018-05-31$560,210
Benefits paid (including direct rollovers)2018-05-31$543,234
Total plan assets at end of year2018-05-31$2,095
Total plan assets at beginning of year2018-05-31$60,962
Expenses. Other expenses not covered elsewhere2018-05-31$16,976
Other income received2018-05-31$27,138
Net income (gross income less expenses)2018-05-31$-58,867
Net plan assets at end of year (total assets less liabilities)2018-05-31$2,095
Net plan assets at beginning of year (total assets less liabilities)2018-05-31$60,962
Total contributions received or receivable from employer(s)2018-05-31$474,205
2017 : F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2017 401k financial data
Total income from all sources2017-05-31$682,596
Expenses. Total of all expenses incurred2017-05-31$622,372
Benefits paid (including direct rollovers)2017-05-31$601,636
Total plan assets at end of year2017-05-31$60,962
Total plan assets at beginning of year2017-05-31$738
Expenses. Other expenses not covered elsewhere2017-05-31$20,736
Other income received2017-05-31$126,924
Net income (gross income less expenses)2017-05-31$60,224
Net plan assets at end of year (total assets less liabilities)2017-05-31$60,962
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$738
Total contributions received or receivable from employer(s)2017-05-31$555,672
2016 : F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2016 401k financial data
Total income from all sources2016-05-31$891,308
Expenses. Total of all expenses incurred2016-05-31$896,557
Benefits paid (including direct rollovers)2016-05-31$875,868
Total plan assets at end of year2016-05-31$738
Total plan assets at beginning of year2016-05-31$5,987
Expenses. Other expenses not covered elsewhere2016-05-31$20,689
Other income received2016-05-31$201,263
Net income (gross income less expenses)2016-05-31$-5,249
Net plan assets at end of year (total assets less liabilities)2016-05-31$738
Net plan assets at beginning of year (total assets less liabilities)2016-05-31$5,987
Total contributions received or receivable from employer(s)2016-05-31$690,045
2015 : F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2015 401k financial data
Total income from all sources2015-05-31$560,221
Expenses. Total of all expenses incurred2015-05-31$612,597
Benefits paid (including direct rollovers)2015-05-31$591,471
Total plan assets at end of year2015-05-31$5,987
Total plan assets at beginning of year2015-05-31$58,363
Expenses. Other expenses not covered elsewhere2015-05-31$21,126
Other income received2015-05-31$10,960
Net income (gross income less expenses)2015-05-31$-52,376
Net plan assets at end of year (total assets less liabilities)2015-05-31$5,987
Net plan assets at beginning of year (total assets less liabilities)2015-05-31$58,363
Total contributions received or receivable from employer(s)2015-05-31$549,261
2014 : F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2014 401k financial data
Total income from all sources2014-05-31$658,543
Expenses. Total of all expenses incurred2014-05-31$629,388
Benefits paid (including direct rollovers)2014-05-31$598,661
Total plan assets at end of year2014-05-31$58,363
Total plan assets at beginning of year2014-05-31$29,208
Expenses. Other expenses not covered elsewhere2014-05-31$30,727
Other income received2014-05-31$165,447
Net income (gross income less expenses)2014-05-31$29,155
Net plan assets at end of year (total assets less liabilities)2014-05-31$58,363
Net plan assets at beginning of year (total assets less liabilities)2014-05-31$29,208
Total contributions received or receivable from employer(s)2014-05-31$493,096
2013 : F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2013 401k financial data
Total income from all sources2013-05-31$923,543
Expenses. Total of all expenses incurred2013-05-31$919,180
Benefits paid (including direct rollovers)2013-05-31$890,712
Total plan assets at end of year2013-05-31$29,208
Total plan assets at beginning of year2013-05-31$24,845
Expenses. Other expenses not covered elsewhere2013-05-31$28,468
Other income received2013-05-31$318,680
Net income (gross income less expenses)2013-05-31$4,363
Net plan assets at end of year (total assets less liabilities)2013-05-31$29,208
Net plan assets at beginning of year (total assets less liabilities)2013-05-31$24,845
Total contributions received or receivable from employer(s)2013-05-31$604,863
2012 : F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2012 401k financial data
Total income from all sources2012-05-31$601,239
Expenses. Total of all expenses incurred2012-05-31$625,906
Benefits paid (including direct rollovers)2012-05-31$596,842
Total plan assets at end of year2012-05-31$24,845
Total plan assets at beginning of year2012-05-31$49,512
Other income received2012-05-31$57,385
Net income (gross income less expenses)2012-05-31$-24,667
Net plan assets at end of year (total assets less liabilities)2012-05-31$24,845
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$49,512
Total contributions received or receivable from employer(s)2012-05-31$543,854
Expenses. Administrative service providers (salaries,fees and commissions)2012-05-31$29,064
2011 : F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2011 401k financial data
Total plan liabilities at beginning of year2011-05-31$793
Total income from all sources2011-05-31$490,943
Expenses. Total of all expenses incurred2011-05-31$441,431
Benefits paid (including direct rollovers)2011-05-31$413,112
Total plan assets at end of year2011-05-31$49,512
Total plan assets at beginning of year2011-05-31$793
Other income received2011-05-31$7,662
Net income (gross income less expenses)2011-05-31$49,512
Net plan assets at end of year (total assets less liabilities)2011-05-31$49,512
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$0
Total contributions received or receivable from employer(s)2011-05-31$483,281
Expenses. Administrative service providers (salaries,fees and commissions)2011-05-31$28,319

Form 5500 Responses for F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST

2020: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01This submission is the final filingYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2017: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2009: F. W. OFFENHAUSER & COMPANY, INC. EMPLOYEES BENEFIT PLAN & TRUST 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01This submission is the final filingNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN HEALTH HOLDINGS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 1
PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 2
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )
Policy contract numberNOT AVAILABLE
Policy instance 3

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