SMITH CATTLE COMPANY, LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SMITH CATTLE COMPANY, LTD HEALTH BENEFIT
| Measure | Date | Value |
|---|
| 2017: SMITH CATTLE COMPANY, LTD HEALTH BENEFIT 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 200 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 113 |
| Number of retired or separated participants receiving benefits | 2017-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-05-01 | 0 |
| Total of all active and inactive participants | 2017-05-01 | 113 |
| 2016: SMITH CATTLE COMPANY, LTD HEALTH BENEFIT 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 196 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 199 |
| Total of all active and inactive participants | 2016-05-01 | 199 |
| Total participants | 2016-05-01 | 199 |
| 2015: SMITH CATTLE COMPANY, LTD HEALTH BENEFIT 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 179 |
| Total of all active and inactive participants | 2015-05-01 | 179 |
| Total participants | 2015-05-01 | 179 |
| Measure | Date | Value |
|---|
| 2017 : SMITH CATTLE COMPANY, LTD HEALTH BENEFIT 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-04-30 | $1,453,299 |
| Total of all expenses incurred | 2017-04-30 | $1,453,299 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-04-30 | $1,272,095 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-04-30 | $1,453,299 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-04-30 | $181,204 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-04-30 | No |
| Was this plan covered by a fidelity bond | 2017-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-04-30 | No |
| Contributions received from participants | 2017-04-30 | $9,327 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-04-30 | $29,082 |
| Administrative expenses (other) incurred | 2017-04-30 | $96,442 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-04-30 | No |
| Value of net income/loss | 2017-04-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-04-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-04-30 | $421,446 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-04-30 | No |
| Contributions received in cash from employer | 2017-04-30 | $1,414,890 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-04-30 | $850,649 |
| Contract administrator fees | 2017-04-30 | $84,762 |
| Did the plan have assets held for investment | 2017-04-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-04-30 | Yes |
| 2016 : SMITH CATTLE COMPANY, LTD HEALTH BENEFIT 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-04-30 | $1,185,034 |
| Total of all expenses incurred | 2016-04-30 | $1,185,034 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-04-30 | $1,037,847 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-04-30 | $1,185,034 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-04-30 | $147,187 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-04-30 | No |
| Was this plan covered by a fidelity bond | 2016-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-04-30 | No |
| Contributions received from participants | 2016-04-30 | $492,723 |
| Administrative expenses (other) incurred | 2016-04-30 | $80,301 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
| Value of net income/loss | 2016-04-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-04-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-04-30 | $415,817 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-04-30 | No |
| Contributions received in cash from employer | 2016-04-30 | $692,311 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-04-30 | $622,030 |
| Contract administrator fees | 2016-04-30 | $66,886 |
| Did the plan have assets held for investment | 2016-04-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-04-30 | Yes |
| 2017: SMITH CATTLE COMPANY, LTD HEALTH BENEFIT 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Submission has been amended | No |
| 2017-05-01 | This submission is the final filing | No |
| 2017-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-05-01 | Plan is a collectively bargained plan | No |
| 2017-05-01 | Plan funding arrangement – Insurance | Yes |
| 2017-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: SMITH CATTLE COMPANY, LTD HEALTH BENEFIT 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Plan funding arrangement – Insurance | Yes |
| 2016-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: SMITH CATTLE COMPANY, LTD HEALTH BENEFIT 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Plan funding arrangement – Insurance | Yes |
| 2015-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 199484 |
| Policy instance | 1 |
| Insurance contract or identification number | 199484 | | Number of Individuals Covered | 207 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $81,964 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-037844 |
| Policy instance | 2 |
| Insurance contract or identification number | 010-037844 | | Number of Individuals Covered | 319 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $9,330 | | Total amount of fees paid to insurance company | USD $1,525 | | Are there contracts with allocated funds for individual policies? | 0 | | 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 | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | 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 $93,297 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | S092092 |
| Policy instance | 1 |
| Insurance contract or identification number | S092092 | | Number of Individuals Covered | 179 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Total amount of fees paid to insurance company | USD $89,698 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $415,817 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 77140 | | Additional information about fees paid to insurance broker | REINSURANCE FEE | | Insurance broker organization code? | 3 | | Insurance broker name | INSURANCE MANAGEMENT SERVICE |
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