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TRICON ENERGY LIFE AND DISABILITY PLAN 401k Plan overview

Plan NameTRICON ENERGY LIFE AND DISABILITY PLAN
Plan identification number 502

TRICON ENERGY LIFE AND DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

TRICON ENERGY, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRICON ENERGY, INC.
Employer identification number (EIN):760502110
NAIC Classification:424600

Additional information about TRICON ENERGY, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1996-04-30
Company Identification Number: 0139761200
Legal Registered Office Address: 1500 POST OAK BLVD FL 18

HOUSTON
United States of America (USA)
77056

More information about TRICON ENERGY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRICON ENERGY LIFE AND DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022023-01-01ROBIN SOLTIS2024-07-18
5022022-01-01ROBIN SOLTIS2023-09-19

Plan Statistics for TRICON ENERGY LIFE AND DISABILITY PLAN

401k plan membership statisitcs for TRICON ENERGY LIFE AND DISABILITY PLAN

Measure Date Value
2023: TRICON ENERGY LIFE AND DISABILITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01113
Total number of active participants reported on line 7a of the Form 55002023-01-01117
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01117
Number of employers contributing to the scheme2023-01-010
2022: TRICON ENERGY LIFE AND DISABILITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01100
Total number of active participants reported on line 7a of the Form 55002022-01-01113
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01113
Number of employers contributing to the scheme2022-01-010

Form 5500 Responses for TRICON ENERGY LIFE AND DISABILITY PLAN

2023: TRICON ENERGY LIFE AND DISABILITY PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: TRICON ENERGY LIFE AND DISABILITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01First time form 5500 has been submittedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number691320
Policy instance 1
Insurance contract or identification number691320
Number of Individuals Covered117
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $8,341
Total amount of fees paid to insurance companyUSD $767
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, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $61,356
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number691320
Policy instance 1
Insurance contract or identification number691320
Number of Individuals Covered113
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $9,024
Total amount of fees paid to insurance companyUSD $832
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, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $61,796
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,024
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION

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