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IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 401k Plan overview

Plan NameIVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN
Plan identification number 502

IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN Benefits

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

401k Sponsoring company profile

IVEY MECHANICAL COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:IVEY MECHANICAL COMPANY, LLC
Employer identification number (EIN):810584608
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about IVEY MECHANICAL COMPANY, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2003-02-10
Company Identification Number: 0800172955
Legal Registered Office Address: PO BOX 610

KOSCIUSKO
United States of America (USA)
39090

More information about IVEY MECHANICAL COMPANY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022015-01-01STEVEN YOUNG STEVEN YOUNG2016-06-10
5022014-01-01STEVEN YOUNG STEVEN YOUNG2015-07-29
5022013-01-01STEVEN YOUNG STEVEN YOUNG2015-07-29
5022012-01-01STEVEN YOUNG STEVEN YOUNG2015-07-29
5022011-01-01STEVEN YOUNG STEVEN YOUNG2015-07-29
5022010-01-01STEVEN YOUNG STEVEN YOUNG2015-07-29
5022009-01-01STEVEN YOUNG STEVEN YOUNG2015-07-29
5022008-01-01STEVEN YOUNG STEVEN YOUNG2015-07-29
5022007-03-01STEVEN YOUNG STEVEN YOUNG2015-07-29
5022006-03-01STEVEN YOUNG STEVEN YOUNG2015-07-29
5022005-03-01STEVEN YOUNG STEVEN YOUNG2015-07-29

Plan Statistics for IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN

401k plan membership statisitcs for IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN

Measure Date Value
2015: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01142
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
2014: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01125
Total number of active participants reported on line 7a of the Form 55002014-01-01131
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01132
2013: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01124
Total number of active participants reported on line 7a of the Form 55002013-01-01125
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01125
2012: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01129
Total number of active participants reported on line 7a of the Form 55002012-01-01132
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01133
2011: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01143
Total number of active participants reported on line 7a of the Form 55002011-01-01145
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01145
2010: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01125
Total number of active participants reported on line 7a of the Form 55002010-01-01121
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01123
2009: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01110
Total number of active participants reported on line 7a of the Form 55002009-01-01114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01114
2008: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01128
Total number of active participants reported on line 7a of the Form 55002008-01-01127
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-01127
2007: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2007 401k membership
Total participants, beginning-of-year2007-03-01116
Total number of active participants reported on line 7a of the Form 55002007-03-01113
Number of retired or separated participants receiving benefits2007-03-010
Number of other retired or separated participants entitled to future benefits2007-03-010
Total of all active and inactive participants2007-03-01113
2006: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2006 401k membership
Total participants, beginning-of-year2006-03-01117
Total number of active participants reported on line 7a of the Form 55002006-03-01115
Number of retired or separated participants receiving benefits2006-03-010
Number of other retired or separated participants entitled to future benefits2006-03-010
Total of all active and inactive participants2006-03-01115
2005: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2005 401k membership
Total participants, beginning-of-year2005-03-01116
Total number of active participants reported on line 7a of the Form 55002005-03-01114
Number of retired or separated participants receiving benefits2005-03-010
Number of other retired or separated participants entitled to future benefits2005-03-010
Total of all active and inactive participants2005-03-01114

Form 5500 Responses for IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN

2015: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes
2007: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2007 form 5500 responses
2007-03-01Type of plan entitySingle employer plan
2007-03-01Submission has been amendedNo
2007-03-01This submission is the final filingNo
2007-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2007-03-01Plan is a collectively bargained planNo
2007-03-01Plan funding arrangement – InsuranceYes
2007-03-01Plan benefit arrangement – InsuranceYes
2006: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2006 form 5500 responses
2006-03-01Type of plan entitySingle employer plan
2006-03-01Submission has been amendedNo
2006-03-01This submission is the final filingNo
2006-03-01This return/report is a short plan year return/report (less than 12 months)No
2006-03-01Plan is a collectively bargained planNo
2006-03-01Plan funding arrangement – InsuranceYes
2006-03-01Plan benefit arrangement – InsuranceYes
2005: IVEY MECHANICAL COMPANY, LLC GROUP HEALTH PLAN 2005 form 5500 responses
2005-03-01Type of plan entitySingle employer plan
2005-03-01First time form 5500 has been submittedYes
2005-03-01Submission has been amendedNo
2005-03-01This submission is the final filingNo
2005-03-01This return/report is a short plan year return/report (less than 12 months)No
2005-03-01Plan is a collectively bargained planNo
2005-03-01Plan funding arrangement – InsuranceYes
2005-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number736592
Policy instance 1
Insurance contract or identification number736592
Number of Individuals Covered144
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $26,923
Total amount of fees paid to insurance companyUSD $4,241
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,149,673
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,923
Amount paid for insurance broker fees4241
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE MARKETING INC
ANTHEM HEALTH PLAN OF KENTUCKY D.B.A. ANTHEM BLUECROSS BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 95120 )
Policy contract number00234668
Policy instance 1
Insurance contract or identification number00234668
Number of Individuals Covered283
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $31,220
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $927,860
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,220
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE MARKETING INC
ANTHEM HEALTH PLAN OF KENTUCKY D.B.A. ANTHEM BLUECROSS BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 95120 )
Policy contract number00234668
Policy instance 1
Insurance contract or identification number00234668
Number of Individuals Covered273
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $31,000
Total amount of fees paid to insurance companyUSD $3,168
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $954,879
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,000
Amount paid for insurance broker fees3168
Additional information about fees paid to insurance brokerFEES PAID
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE MARKETING INC
ANTHEM HEALTH PLAN OF KENTUCKY D.B.A. ANTHEM BLUECROSS BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 95120 )
Policy contract number00234668
Policy instance 1
Insurance contract or identification number00234668
Number of Individuals Covered291
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $33,220
Total amount of fees paid to insurance companyUSD $8,000
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $896,876
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,220
Amount paid for insurance broker fees8000
Additional information about fees paid to insurance brokerFEES PAID
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE MARKETING INC
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number552933
Policy instance 1
Insurance contract or identification number552933
Number of Individuals Covered148
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $42,875
Total amount of fees paid to insurance companyUSD $4,613
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $995,276
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number552933
Policy instance 1
Insurance contract or identification number552933
Number of Individuals Covered124
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $30,750
Total amount of fees paid to insurance companyUSD $4,380
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $720,647
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,750
Amount paid for insurance broker fees4380
Additional information about fees paid to insurance brokerVOLUME INCENTIVES & NON-MONETARY COMPENSATION PAID
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE MARKETING INC
ANTHEM HEALTH PLAN OF KENTUCKY D.B.A. ANTHEM BLUECROSS BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 95120 )
Policy contract number00063778
Policy instance 1
Insurance contract or identification number00063778
Number of Individuals Covered247
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $14,441
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $779,072
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,441
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE MARKETING INC
ANTHEM HEALTH PLAN OF KENTUCKY D.B.A. ANTHEM BLUECROSS BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 95120 )
Policy contract number00063778
Policy instance 1
Insurance contract or identification number00063778
Number of Individuals Covered272
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $30,986
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $699,005
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,986
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE MARKETING INC
ANTHEM HEALTH PLAN OF KENTUCKY D.B.A. ANTHEM BLUECROSS BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 95120 )
Policy contract number00063778
Policy instance 1
Insurance contract or identification number00063778
Number of Individuals Covered117
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $27,905
Total amount of fees paid to insurance companyUSD $1,755
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $676,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,905
Amount paid for insurance broker fees1755
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE MARKETING INC
ANTHEM HEALTH PLAN OF KENTUCKY D.B.A. ANTHEM BLUECROSS BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 95120 )
Policy contract number00063778
Policy instance 1
Insurance contract or identification number00063778
Number of Individuals Covered115
Insurance policy start date2006-03-01
Insurance policy end date2007-02-28
Total amount of commissions paid to insurance brokerUSD $28,158
Total amount of fees paid to insurance companyUSD $7,048
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $655,535
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,158
Amount paid for insurance broker fees7048
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE MARKETING
ANTHEM HEALTH PLAN OF KENTUCKY D.B.A. ANTHEM BLUECROSS BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 95120 )
Policy contract number00063778
Policy instance 1
Insurance contract or identification number00063778
Number of Individuals Covered118
Insurance policy start date2005-03-01
Insurance policy end date2006-02-28
Total amount of commissions paid to insurance brokerUSD $24,921
Total amount of fees paid to insurance companyUSD $1,123
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $586,833
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,921
Amount paid for insurance broker fees1123
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameBENEFIT INSURANCE MARKETING

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