Yates Industries, Inc.

23050 Industrial Drive East
St. Clair Shores, MI 48080

Business Stats

Policy History

Term Carrier Premium LCM
2022

1.465
2022

-
2022

1.800
2022

-
2022

1.650
2022

1.400
2022

1.352
2022

1.590
2021

1.580
2021

-
2021

1.800
2021

1.650
2021

1.400
2021

1.300
2021

1.506
2021
12-31-2021

-
2020

1.580
2020

-
2020

-
2020

1.800
2020

-
2020

1.650
2020

1.400
2020

1.300
2019

1.580
2019

-
2019

1.250
2019

1.800
2019

-
2019

1.500
2019

1.400
2019

-
2019

-
2019

1.400
2019

1.000
2019
12-31-2018

1.340
2019
12-31-2018

-
2019
12-31-2018

-
2019
12-31-2018

1.060
2019
12-31-2018

1.174
2019
01-03-2019

-
2018

1.320
2018

-
2018

-
2018

-
2018

1.174
2018

-
2018

1.000
2018

1.250
2017

1.320
2017

-
2017

-
2017

-
2017

1.174
2017

1.000
2017

1.000
2017

1.450
2017
12-31-2016

1.174
2016

-
2016

-
2016

1.174
2016

1.000
2016

1.390
2015

-
2015

-
2015

-
2015

-
2015

1.908
2015

1.174
2015

-
2014

-

Contacts

Goxk Wqhrx
Owner
(617) 634-7575
1d898

Muplqec Zyyuy
(440) 131-2326
80ef3

Edig Dnche
Principal
(694) 202-0643
6d 27

BIMEKUM R CATRS YEH
Benefits Admin
(635) 087-6480
8b6f7

HRQYIQA SICSR
Benefits Admin
(103) 777-7850
1898

HPQJLNY MILRC HOJ
Benefits Admin
(853) 208-1961
82

HIEOHM GDAUN
Benefits Admin
(260) 322-0245
83de

Industry Classification

Retirement Benefits

Financials

20212020201920182017201620152014201320122011
BOY Assets: $ 4,644,993 $ 6,104,392 $ 3,565,493 $ 5,294,959 $ 9,111,037 $ 1,831,906 $ 7,090,239 $ 4,765,952 $ 443,000 $ 428,456 $ 173,966
Liabilities: $ 0 $ 6 $ 255 $ 15 $ 3 $ 22 $ 12 $ 2
EE Contrib: $ 518,369 $ 453,704 $ 600,308 $ 203,987 $ 262,455 $ 660,456 $ 187,196 $ 59,968 $ 288,169 $ 11,838 $ 20,856
Emp Contrib: $ 62,589 $ 49,640 $ 36,296 $ 5 $ 9 $ 4
Income/Loss: $ 382,325 $ 343,503 $ 623,001($ 441,202) $ 966,960 $ 733,474($ 85,817) $ 89,561 $ 839,882 $ 70,407($ 12,116)
Total Income: $ 1,245,903 $ 674,100 $ 5,839,829 $ 977,664 $ 638,648 $ 83,357 $ 794,704 $ 351,260 $ 282,006 $ 978,518 $ 1,324
Paid Benefits: $ 156,225 $ 276,260 $ 746,487 $ 130,088 $ 750,764 $ 754,023 $ 143 $ 65,587 $ 62,358 $ 11,150 $ 95,571
Expenses: $ 0 $ 60 $ 85 $ 9 $ 8 $ 319 $ 8 $ 43 $ 0 $ 26
  Commission: $ 7,494 $ 2,876 $ 1,960 $ 181 $ 751 $ 587 $ 465 $ 845 $ 183 $ 52
Net Income: $ 1,075,762 $ 727,184 $ 649,967 $ 4,987 $ 628,326 $ 957,329 $ 164,091 $ 625,037 $ 750,664 $ 511,115 $ 9,737
Net Assets: $ 5,720,755 $ 7,224,304 $ 4,856,698 $ 8,055,445 $ 2,865,428 $ 8,471,563 $ 4,348,300 $ 9,266,865 $ 4,761,603 $ 543,388 $ 963,470

Participants

20212020201920182017201620152014201320122011
Total Participants:1714360547173831472095539087284
Active Part.:151100719168190036348509d6ada80
Retired Part.:38078328cff3d3f 0fb
Deceased Part.:41ebd3f373e1d5f19212

Insurance

No Insurance Coverage

Providers

SGJFPXUK RGLLK UVYGBYQASGFK, XCD.
GGEXSNOB

ONE FINANCIAL CENTER MA5-515-14-01
BOSTON, MA 02111
UJDARCMO BDNEVXHDUSPL XMBV.

500 SALEM STREET MAIL ZONE O3N
SMITHFIELD, RI 02917
VGHPJZCY YOBGLHCES ODTOQFGZZSOE, UK

100 FOUNTAIN PARKWAY
ST. PETERSBURG, FL 33716
HLOSVVSK OVQSMEUJNC GAASCFQEA LZTEV

201 HOPMEADOW STREET
SIMSBURY, CT 06089
NAAZGXY

1555 PEACHTREE STREET NW 1800
ATLANTA, GA 30309
HGWJG TXUAVGLQCYSE, EVA

151 DETROIT STREET
DENVER, CO 80206
VESQ QNUBZ CCFJTCLX UTPRWJVT, JLR

100 INTERNATIONAL DRIVE
BALTIMORE, MD 21202
AQH DTEJ PLDUVJWIFLMB, DIF.
FOOFWMRYSN MOME EHRFXNCAGJOK FLU
MIDREVQ FIEXVZZANE TABHFTWLHR, NBY
QNRSJYWUKT JEJTSRHQDYR JGP
KTLPZ SDFPHT IYCXVTMKDTM
X. GHNN EPUQR

100 EAST PRATT STREET
BALTIMORE, MD 21202
DQT OMH PJCDRZRZWF EFBLFRCZDWW

335 MADISON AVENUE 19TH FLOOR
NEW YORK, NY 10017
BLIRO NRCJK RCSQO JHESOGNGRST, DLC

525 MARKET STREET 12TH FLOOR
SAN FRANCISO, CA 94105
SCT, REO.Participant loan processing
Direct payment from the plan
Recordkeeping and information management (computing, tabulating, data processing, etc.)
Recordkeeping fees
Compensation:$7,493
Relation:RECORD KEEPER
UNZ NUNQOD-XMARMXDistribution (12b-1) fees
Sub-transfer agency fees
Shareholder servicing fees
Other services
Other (specify)
Compensation:$0
Relation:RECORD KEEPER
XTHMVZ PDLIDAH PFELD CUSRQL DPP
34901 WOODWARD AVE STE 300
BIRMINGHAM, MI 48009
Other services
Other (specify)
Compensation:$0
Relation:ADVISOR
UDPIZU QGUZZUS IZIBY FDWJXD ZOU
Source: ADP BROKER-DEALER
Other (specify)
Compensation:0.0025 BASIS POINTS
HNB WNAASQ-LJTJEZ
Source: AMERICAN FUNDS DISTRIBUTORS, INC.
Distribution (12b-1) fees
Sub-transfer agency fees
Shareholder servicing fees
Compensation:ANNUAL RATE 0.00500 OF AVERAGE DAILY ASSETS ANNUAL RATE 0.00150 OF AVERAGE DAILY ASSETS ANNUAL RATE 0.00500 OF AVERAGE DAILY ASSETS ANNUAL RATE 0.00150 OF AVERAGE DAILY ASSETS ANNUAL RATE 0.00500 OF AVERAGE DAILY ASSETS
BMG AHNUIF-PRDYQM
Source: COLUMBIA
Distribution (12b-1) fees
Sub-transfer agency fees
Shareholder servicing fees
Compensation:ANNUAL RATE 0.00250 OF AVERAGE DAILY ASSETS
OCE MWLVWW-PNAUZX
Source: FIDELITY DISTRIBUTORS CORP.
Distribution (12b-1) fees
Sub-transfer agency fees
Shareholder servicing fees
Compensation:ANNUAL RATE 0.00250 OF AVERAGE DAILY ASSETS
WSB GMTKUC-XHYLMN
Source: FRANKLIN TEMPLETON DISTRIBUTORS, IN
Distribution (12b-1) fees
Sub-transfer agency fees
Shareholder servicing fees
Compensation:ANNUAL RATE 0.00250 OF AVERAGE DAILY ASSETS
IGL VFZYEB-ZRHXZT
Source: HARTFORD INVESTMENT FINANCIAL SERVI
Distribution (12b-1) fees
Sub-transfer agency fees
Shareholder servicing fees
Compensation:ANNUAL RATE 0.00250 OF AVERAGE DAILY ASSETS ANNUAL RATE 0.00150 OF AVERAGE DAILY ASSETS
AKS JFLQGD-QAOQCP
Source: INVESCO
Distribution (12b-1) fees
Sub-transfer agency fees
Shareholder servicing fees
Other (specify)
Compensation:ANNUAL RATE 0.00250 OF AVERAGE DAILY ASSETS ANNUAL RATE 0.00520 OF AVERAGE DAILY ASSETS
QQH WMPJTQ-MMGEJN
Source: JANUS DISTRIBUTORS, LLC
Distribution (12b-1) fees
Sub-transfer agency fees
Shareholder servicing fees
Compensation:ANNUAL RATE 0.00250 OF AVERAGE DAILY ASSETS
AIC XVYSIF-DIBJUK
Source: LEGG MASON INVESTOR SERVICES, LLC
Distribution (12b-1) fees
Sub-transfer agency fees
Shareholder servicing fees
Compensation:ANNUAL RATE 0.00250 OF AVERAGE DAILY ASSETS
IYO CMLNMK-YAMUMS
Source: MFS FUND DISTRIBUTORS, INC.
Distribution (12b-1) fees
Sub-transfer agency fees
Shareholder servicing fees
Compensation:ANNUAL RATE 0.00250 OF AVERAGE DAILY ASSETS
RBZ PJTFNO-NUBWSO
Source: NATIONWIDE FUND DISTRIBUTORS LLC
Distribution (12b-1) fees
Sub-transfer agency fees
Shareholder servicing fees
Compensation:ANNUAL RATE 0.00250 OF AVERAGE DAILY ASSETS ANNUAL RATE 0.00250 OF AVERAGE DAILY ASSETS ANNUAL RATE 0.00250 OF AVERAGE DAILY ASSETS
FNW YKCTVU-KLAHTY
Source: PIONEER INVESTMENT MANAGEMENT, INC
Distribution (12b-1) fees
Sub-transfer agency fees
Shareholder servicing fees
Compensation:ANNUAL RATE 0.00250 OF AVERAGE DAILY ASSETS
QLB CHRQBK-GBUKWO
Source: PRUDENTIAL INVESTMENTS LLC
Distribution (12b-1) fees
Sub-transfer agency fees
Shareholder servicing fees
Compensation:ANNUAL RATE 0.00250 OF AVERAGE DAILY ASSETS ANNUAL RATE 0.00250 OF AVERAGE DAILY ASSETS
KSB ZRWAGJ-DJDTXO
Source: STATE STREET CORPORATION
Other (specify)
Compensation:ANNUAL RATE 0.00500 OF AVERAGE DAILY ASSETS
TDX ITRJXA-PPCGAN
Source: T. ROWE PRICE
Distribution (12b-1) fees
Sub-transfer agency fees
Shareholder servicing fees
Compensation:ANNUAL RATE 0.00500 OF AVERAGE DAILY ASSETS ANNUAL RATE 0.00150 OF AVERAGE DAILY ASSETS
AEA AHHPZS-ATVRVK
Source: VAN ECK SECURITIES CORPORATION
Distribution (12b-1) fees
Sub-transfer agency fees
Shareholder servicing fees
Compensation:ANNUAL RATE 0.00250 OF AVERAGE DAILY ASSETS
TAK SFULNU-LJRRSR
Source: WELLS FARGO FUNDS DISTRIBUTOR, LLC
Sub-transfer agency fees
Shareholder servicing fees
Compensation:ANNUAL RATE 0.00550 OF AVERAGE DAILY ASSETS

Features

    2E - Profit-sharing

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2J - Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

    2K - Stock bonusCode section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

    2S - Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Health Benefits

Financials

202120202019201820172016
BOY Assets: $ 0 $ 4 $ 5 $ 7
Liabilities: $ 0 $ 2 $ 2 $ 82
EE Contrib: $ 0 $ 89 $ 8 $ 1 $ 4 $ 41
Emp Contrib: $ 0 $ 32 $ 8 $ 1
Income/Loss: $ 0 $ 9 $ 3
Total Income: $ 0 $ 4 $ 9 $ 62
Paid Benefits: $ 0 $ 16 $ 58 $ 1 $ 86
Expenses: $ 0 $ 2 $ 0
  Commission: $ 0 $ 2,000 $ 319 $ 1 $ 3
Net Income: $ 0 $ 9
Net Assets: $ 0 $ 0 $ 4 $ 4

Participants

202120202019201820172016
Total Participants:153286411461692532
Active Part.:153941344534794074
Retired Part.:802e2bcd9289
Deceased Part.:2ef35cd4f2

Insurance

ZVCWAHUNK QZPX JZWVQHJAL KPEYVNY
Renewal:12-31-2021
Covered:153
  1. Dental
  2. Life Insurance
  3. Temp. Disability Insurance
  4. PPO Contract
  5. Indemnity Contract
  6. CRITICAL ILLNESS

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 159,023
Commission8.28% $ 13,169
Fees0% $ 0
Brokers
DQFV RUKGV FVRB JBHYOJ HX SOKLNHKN
Renewal:12-31-2021
Covered:130
  1. Stop Loss

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 387,109
Commission3.46% $ 13,375
Fees10.21% $ 39,522
Brokers

Providers

No Providers

Features

    4A - Health (other than vision or dental).

    4B - Life insurance.

    4D - Dental.

    4E - Vision.

    4F - Temporary disability (accident and sickness).

    4Q - Other.


OSHA

Motor Carrier