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| Plan Name | ROY E WHITEHEAD HEALTH & WELFARE |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | ROY E. WHITEHEAD, INC |
| Employer identification number (EIN): | 952553265 |
| NAIC Classification: | 236200 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2022-07-01 | CHRISTOPHER BAGLEY | 2024-03-08 | ||
| 501 | 2021-07-01 | CHRISTOPHER BAGLEY | 2023-03-31 |
| Measure | Date | Value |
|---|---|---|
| 2022: ROY E WHITEHEAD HEALTH & WELFARE 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-07-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 20 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 0 |
| Total of all active and inactive participants | 2022-07-01 | 20 |
| Number of employers contributing to the scheme | 2022-07-01 | 0 |
| 2021: ROY E WHITEHEAD HEALTH & WELFARE 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-07-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 38 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
| Total of all active and inactive participants | 2021-07-01 | 38 |
| Number of employers contributing to the scheme | 2021-07-01 | 0 |
| 2022: ROY E WHITEHEAD HEALTH & WELFARE 2022 form 5500 responses | ||
|---|---|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: ROY E WHITEHEAD HEALTH & WELFARE 2021 form 5500 responses | ||
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | First time form 5500 has been submitted | Yes |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) | |||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 930239 | ||||||||||||||||||||||||||||||||||||||||
| 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 | 930239 | ||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||
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