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| Plan Name | SUTTON TRUCKING, LLC HEALTH AND WELFARE PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | SUTTON TRUCKING, LLC |
| Employer identification number (EIN): | 833707220 |
| NAIC Classification: | 484200 |
| NAIC Description: | Specialized Freight Trucking |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2024-05-01 | AMY ANDERSEN | |||
| 501 | 2023-05-01 | ||||
| 501 | 2023-05-01 | AMY ANDERSEN | |||
| 501 | 2022-05-01 | MIKE HARFORD | 2023-10-06 | ||
| 501 | 2020-05-01 | MIKE HARFORD | 2021-10-06 | ||
| 501 | 2020-05-01 | MIKE HARFORD | 2022-09-21 | ||
| 501 | 2018-11-01 | MIKE HARFORD | 2020-01-27 |
| Measure | Date | Value |
|---|---|---|
| 2023: SUTTON TRUCKING, LLC HEALTH AND WELFARE PLAN 2023 401k membership | ||
| Total participants, beginning-of-year | 2023-05-01 | 113 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-05-01 | 142 |
| Number of retired or separated participants receiving benefits | 2023-05-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2023-05-01 | 53 |
| Total of all active and inactive participants | 2023-05-01 | 199 |
| 2022: SUTTON TRUCKING, LLC HEALTH AND WELFARE PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-05-01 | 130 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 110 |
| Number of retired or separated participants receiving benefits | 2022-05-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 0 |
| Total of all active and inactive participants | 2022-05-01 | 113 |
| Number of employers contributing to the scheme | 2022-05-01 | 0 |
| 2020: SUTTON TRUCKING, LLC HEALTH AND WELFARE PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-05-01 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 114 |
| Number of retired or separated participants receiving benefits | 2020-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 0 |
| Total of all active and inactive participants | 2020-05-01 | 114 |
| Number of employers contributing to the scheme | 2020-05-01 | 0 |
| 2018: SUTTON TRUCKING, LLC HEALTH AND WELFARE PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-11-01 | 112 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 86 |
| Number of retired or separated participants receiving benefits | 2018-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 0 |
| Total of all active and inactive participants | 2018-11-01 | 86 |
| Number of employers contributing to the scheme | 2018-11-01 | 0 |
| 2023: SUTTON TRUCKING, LLC HEALTH AND WELFARE PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-05-01 | Type of plan entity | Single employer plan |
| 2023-05-01 | Submission has been amended | No |
| 2023-05-01 | This submission is the final filing | No |
| 2023-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-05-01 | Plan is a collectively bargained plan | No |
| 2023-05-01 | Plan funding arrangement – Insurance | Yes |
| 2023-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: SUTTON TRUCKING, LLC HEALTH AND WELFARE PLAN 2022 form 5500 responses | ||
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | Plan funding arrangement – Insurance | Yes |
| 2022-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: SUTTON TRUCKING, LLC HEALTH AND WELFARE PLAN 2020 form 5500 responses | ||
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Submission has been amended | Yes |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: SUTTON TRUCKING, LLC HEALTH AND WELFARE PLAN 2018 form 5500 responses | ||
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | First time form 5500 has been submitted | Yes |
| 2018-11-01 | Plan funding arrangement – Insurance | Yes |
| 2018-11-01 | Plan benefit arrangement – Insurance | Yes |
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | IISI 3643-23 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 945446 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 945446 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 1117451 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 1117451 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | P91265 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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