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PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 401k Plan overview

Plan NamePENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC.
Plan identification number 333

PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

EDWARD JOHN NOBLE FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:EDWARD JOHN NOBLE FOUNDATION, INC.
Employer identification number (EIN):061055586
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-08-01
3332021-08-01
3332020-08-01
3332019-08-01
3332018-08-01DEBORAH MENTON2020-05-26
3332017-08-01DEBORAH MENTON2019-04-15
3332016-08-01
3332015-08-01E.J. NOBLE SMITH
3332014-08-01E.J. NOBLE SMITH
3332013-08-01E.J. NOBLE SMITH
3332012-08-01E.J. NOBLE SMITH
3332011-08-01E.J. NOBLE SMITH
3332009-08-01E.J. NOBLE SMITH

Plan Statistics for PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC.

401k plan membership statisitcs for PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC.

Measure Date Value
2023: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2023 401k membership
Market value of plan assets2023-07-314,711,150
Acturial value of plan assets2023-07-314,711,150
Funding target for retired participants and beneficiaries receiving payment2023-07-31307,874
Number of terminated vested participants2023-07-318
Fundng target for terminated vested participants2023-07-311,517,378
Active participant vested funding target2023-07-313,525,763
Number of active participants2023-07-316
Total funding liabilities for active participants2023-07-313,525,763
Total participant count2023-07-3115
Total funding target for all participants2023-07-315,351,015
Balance at beginning of prior year after applicable adjustments2023-07-3187,300
Prefunding balance at beginning of prior year after applicable adjustments2023-07-31566,835
Carryover balanced portion elected for use to offset prior years funding requirement2023-07-310
Prefunding balanced used to offset prior years funding requirement2023-07-310
Amount remaining of carryover balance2023-07-3187,300
Amount remaining of prefunding balance2023-07-31566,835
Present value of excess contributions2023-07-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-07-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-07-310
Reductions in caryover balances due to elections or deemed elections2023-07-3180,691
Reductions in prefunding balances due to elections or deemed elections2023-07-3193,588
Balance of carryovers at beginning of current year2023-07-310
Balance of prefunding at beginning of current year2023-07-31430,338
Contributions allocated toward unpaid minimum require contributions from prior years2023-07-310
Contributions made to avoid restrictions adjusted to valuation date2023-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-07-310
Liquidity shortfalls end of Q12023-07-310
Liquidity shortfalls end of Q22023-07-310
Liquidity shortfalls end of Q32023-07-310
Liquidity shortfalls end of Q42023-07-310
Unpaid minimum required contributions for all prior years2023-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-07-310
Remaining amount of unpaid minimum required contributions2023-07-310
Minimum required contributions for current year target normal cost2023-07-310
Net shortfall amortization installment of oustanding balance2023-07-311,070,203
Waiver amortization installment2023-07-310
Total funding amount beforereflecting carryover/prefunding balances2023-07-3198,899
Carryover balance elected to use to offset funding requirement2023-07-310
Prefunding balance elected to use to offset funding requirement2023-07-3198,899
Additional cash requirement2023-07-310
Contributions allocatedtoward minimum required contributions for current year2023-07-310
Unpaid minimum required contributions for current year2023-07-310
Unpaid minimum required contributions for all years2023-07-310
2022: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2022 401k membership
Total participants, beginning-of-year2022-08-0115
Total number of active participants reported on line 7a of the Form 55002022-08-016
Number of retired or separated participants receiving benefits2022-08-011
Number of other retired or separated participants entitled to future benefits2022-08-018
Total of all active and inactive participants2022-08-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-08-010
Total participants2022-08-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-08-010
Market value of plan assets2022-07-315,108,299
Acturial value of plan assets2022-07-315,108,299
Funding target for retired participants and beneficiaries receiving payment2022-07-310
Number of terminated vested participants2022-07-318
Fundng target for terminated vested participants2022-07-311,389,227
Active participant vested funding target2022-07-313,499,301
Number of active participants2022-07-317
Total funding liabilities for active participants2022-07-313,499,301
Total participant count2022-07-3115
Total funding target for all participants2022-07-314,888,528
Balance at beginning of prior year after applicable adjustments2022-07-3173,294
Prefunding balance at beginning of prior year after applicable adjustments2022-07-31475,892
Carryover balanced portion elected for use to offset prior years funding requirement2022-07-310
Prefunding balanced used to offset prior years funding requirement2022-07-310
Amount remaining of carryover balance2022-07-3173,294
Amount remaining of prefunding balance2022-07-31475,892
Present value of excess contributions2022-07-31116,065
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-07-31122,321
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-07-310
Reductions in caryover balances due to elections or deemed elections2022-07-310
Reductions in prefunding balances due to elections or deemed elections2022-07-310
Balance of carryovers at beginning of current year2022-07-3187,300
Balance of prefunding at beginning of current year2022-07-31566,835
Total employer contributions2022-07-310
Total employee contributions2022-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-07-310
Contributions made to avoid restrictions adjusted to valuation date2022-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-07-310
Liquidity shortfalls end of Q12022-07-310
Liquidity shortfalls end of Q22022-07-310
Liquidity shortfalls end of Q32022-07-310
Liquidity shortfalls end of Q42022-07-310
Unpaid minimum required contributions for all prior years2022-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-07-310
Remaining amount of unpaid minimum required contributions2022-07-310
Minimum required contributions for current year target normal cost2022-07-310
Total funding amount beforereflecting carryover/prefunding balances2022-07-310
Additional cash requirement2022-07-310
Contributions allocatedtoward minimum required contributions for current year2022-07-310
Unpaid minimum required contributions for current year2022-07-310
Unpaid minimum required contributions for all years2022-07-310
2021: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2021 401k membership
Total participants, beginning-of-year2021-08-0115
Total number of active participants reported on line 7a of the Form 55002021-08-016
Number of retired or separated participants receiving benefits2021-08-011
Number of other retired or separated participants entitled to future benefits2021-08-018
Total of all active and inactive participants2021-08-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-08-010
Total participants2021-08-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-08-010
Market value of plan assets2021-07-314,316,035
Acturial value of plan assets2021-07-314,316,035
Funding target for retired participants and beneficiaries receiving payment2021-07-310
Number of terminated vested participants2021-07-316
Fundng target for terminated vested participants2021-07-31369,787
Active participant vested funding target2021-07-314,340,649
Number of active participants2021-07-3110
Total funding liabilities for active participants2021-07-314,340,649
Total participant count2021-07-3116
Total funding target for all participants2021-07-314,710,436
Balance at beginning of prior year after applicable adjustments2021-07-3172,691
Prefunding balance at beginning of prior year after applicable adjustments2021-07-31318,137
Carryover balanced portion elected for use to offset prior years funding requirement2021-07-310
Prefunding balanced used to offset prior years funding requirement2021-07-310
Amount remaining of carryover balance2021-07-3172,691
Amount remaining of prefunding balance2021-07-31318,137
Present value of excess contributions2021-07-31146,986
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-07-31155,114
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-07-31155,114
Reductions in caryover balances due to elections or deemed elections2021-07-310
Reductions in prefunding balances due to elections or deemed elections2021-07-310
Balance of carryovers at beginning of current year2021-07-3173,294
Balance of prefunding at beginning of current year2021-07-31475,892
Total employer contributions2021-07-31275,000
Total employee contributions2021-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-07-310
Contributions made to avoid restrictions adjusted to valuation date2021-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-07-31268,898
Liquidity shortfalls end of Q12021-07-310
Liquidity shortfalls end of Q22021-07-310
Liquidity shortfalls end of Q32021-07-310
Liquidity shortfalls end of Q42021-07-310
Unpaid minimum required contributions for all prior years2021-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-07-310
Remaining amount of unpaid minimum required contributions2021-07-310
Minimum required contributions for current year target normal cost2021-07-310
Net shortfall amortization installment of oustanding balance2021-07-31943,587
Waiver amortization installment2021-07-310
Total funding amount beforereflecting carryover/prefunding balances2021-07-31152,833
Carryover balance elected to use to offset funding requirement2021-07-310
Prefunding balance elected to use to offset funding requirement2021-07-310
Additional cash requirement2021-07-31152,833
Contributions allocatedtoward minimum required contributions for current year2021-07-31268,898
Unpaid minimum required contributions for current year2021-07-310
Unpaid minimum required contributions for all years2021-07-310
2020: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2020 401k membership
Total participants, beginning-of-year2020-08-0116
Total number of active participants reported on line 7a of the Form 55002020-08-017
Number of retired or separated participants receiving benefits2020-08-010
Number of other retired or separated participants entitled to future benefits2020-08-018
Total of all active and inactive participants2020-08-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-08-010
Total participants2020-08-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-08-010
Market value of plan assets2020-07-315,969,613
Acturial value of plan assets2020-07-315,969,613
Funding target for retired participants and beneficiaries receiving payment2020-07-310
Number of terminated vested participants2020-07-319
Fundng target for terminated vested participants2020-07-31797,110
Active participant vested funding target2020-07-314,845,661
Number of active participants2020-07-3111
Total funding liabilities for active participants2020-07-314,845,661
Total participant count2020-07-3120
Total funding target for all participants2020-07-315,642,771
Balance at beginning of prior year after applicable adjustments2020-07-3169,342
Prefunding balance at beginning of prior year after applicable adjustments2020-07-31155,413
Carryover balanced portion elected for use to offset prior years funding requirement2020-07-310
Prefunding balanced used to offset prior years funding requirement2020-07-310
Amount remaining of carryover balance2020-07-3169,342
Amount remaining of prefunding balance2020-07-31155,413
Present value of excess contributions2020-07-31146,806
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-07-31155,218
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-07-31155,218
Reductions in caryover balances due to elections or deemed elections2020-07-310
Reductions in prefunding balances due to elections or deemed elections2020-07-310
Balance of carryovers at beginning of current year2020-07-3172,691
Balance of prefunding at beginning of current year2020-07-31318,137
Total employer contributions2020-07-31150,000
Total employee contributions2020-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-07-310
Contributions made to avoid restrictions adjusted to valuation date2020-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-07-31146,986
Unpaid minimum required contributions for all prior years2020-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-07-310
Remaining amount of unpaid minimum required contributions2020-07-310
Minimum required contributions for current year target normal cost2020-07-310
Net shortfall amortization installment of oustanding balance2020-07-310
Waiver amortization installment2020-07-310
Total funding amount beforereflecting carryover/prefunding balances2020-07-310
Carryover balance elected to use to offset funding requirement2020-07-310
Prefunding balance elected to use to offset funding requirement2020-07-310
Additional cash requirement2020-07-310
Contributions allocatedtoward minimum required contributions for current year2020-07-31146,986
Unpaid minimum required contributions for current year2020-07-310
Unpaid minimum required contributions for all years2020-07-310
2019: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2019 401k membership
Total participants, beginning-of-year2019-08-0120
Total number of active participants reported on line 7a of the Form 55002019-08-0110
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-016
Total of all active and inactive participants2019-08-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-08-010
Total participants2019-08-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-08-010
Market value of plan assets2019-07-315,547,527
Acturial value of plan assets2019-07-315,547,527
Funding target for retired participants and beneficiaries receiving payment2019-07-310
Number of terminated vested participants2019-07-319
Fundng target for terminated vested participants2019-07-31734,344
Active participant vested funding target2019-07-314,697,687
Number of active participants2019-07-3111
Total funding liabilities for active participants2019-07-314,697,687
Total participant count2019-07-3120
Total funding target for all participants2019-07-315,432,031
Balance at beginning of prior year after applicable adjustments2019-07-3165,547
Prefunding balance at beginning of prior year after applicable adjustments2019-07-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-07-310
Prefunding balanced used to offset prior years funding requirement2019-07-310
Amount remaining of carryover balance2019-07-3165,547
Amount remaining of prefunding balance2019-07-310
Present value of excess contributions2019-07-31146,727
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-07-31155,413
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-07-31155,413
Reductions in caryover balances due to elections or deemed elections2019-07-310
Reductions in prefunding balances due to elections or deemed elections2019-07-310
Balance of carryovers at beginning of current year2019-07-3169,342
Balance of prefunding at beginning of current year2019-07-31155,413
Total employer contributions2019-07-31150,000
Total employee contributions2019-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-07-310
Contributions made to avoid restrictions adjusted to valuation date2019-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-07-31146,806
Unpaid minimum required contributions for all prior years2019-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-07-310
Remaining amount of unpaid minimum required contributions2019-07-310
Minimum required contributions for current year target normal cost2019-07-310
Net shortfall amortization installment of oustanding balance2019-07-310
Waiver amortization installment2019-07-310
Total funding amount beforereflecting carryover/prefunding balances2019-07-310
Carryover balance elected to use to offset funding requirement2019-07-310
Prefunding balance elected to use to offset funding requirement2019-07-310
Additional cash requirement2019-07-310
Contributions allocatedtoward minimum required contributions for current year2019-07-31146,806
Unpaid minimum required contributions for current year2019-07-310
Unpaid minimum required contributions for all years2019-07-310
2018: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2018 401k membership
Total participants, beginning-of-year2018-08-0120
Total number of active participants reported on line 7a of the Form 55002018-08-0111
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-019
Total of all active and inactive participants2018-08-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-08-010
Total participants2018-08-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-08-010
Market value of plan assets2018-07-315,097,303
Acturial value of plan assets2018-07-315,097,303
Funding target for retired participants and beneficiaries receiving payment2018-07-310
Number of terminated vested participants2018-07-319
Fundng target for terminated vested participants2018-07-31651,308
Active participant vested funding target2018-07-314,372,439
Number of active participants2018-07-3111
Total funding liabilities for active participants2018-07-314,372,439
Total participant count2018-07-3120
Total funding target for all participants2018-07-315,023,747
Balance at beginning of prior year after applicable adjustments2018-07-310
Prefunding balance at beginning of prior year after applicable adjustments2018-07-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-07-310
Prefunding balanced used to offset prior years funding requirement2018-07-310
Amount remaining of carryover balance2018-07-310
Amount remaining of prefunding balance2018-07-310
Present value of excess contributions2018-07-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-07-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-07-310
Reductions in caryover balances due to elections or deemed elections2018-07-310
Reductions in prefunding balances due to elections or deemed elections2018-07-310
Balance of carryovers at beginning of current year2018-07-310
Balance of prefunding at beginning of current year2018-07-310
Total employer contributions2018-07-31150,000
Total employee contributions2018-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-07-310
Contributions made to avoid restrictions adjusted to valuation date2018-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-07-31146,727
Unpaid minimum required contributions for all prior years2018-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-07-310
Remaining amount of unpaid minimum required contributions2018-07-310
Minimum required contributions for current year target normal cost2018-07-310
Net shortfall amortization installment of oustanding balance2018-07-310
Waiver amortization installment2018-07-310
Total funding amount beforereflecting carryover/prefunding balances2018-07-310
Carryover balance elected to use to offset funding requirement2018-07-310
Prefunding balance elected to use to offset funding requirement2018-07-310
Additional cash requirement2018-07-310
Contributions allocatedtoward minimum required contributions for current year2018-07-31146,727
Unpaid minimum required contributions for current year2018-07-310
Unpaid minimum required contributions for all years2018-07-310
2017: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2017 401k membership
Total participants, beginning-of-year2017-08-0120
Total number of active participants reported on line 7a of the Form 55002017-08-0111
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-019
Total of all active and inactive participants2017-08-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-010
Total participants2017-08-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-010
Market value of plan assets2017-07-314,963,073
Acturial value of plan assets2017-07-314,963,073
Funding target for retired participants and beneficiaries receiving payment2017-07-310
Number of terminated vested participants2017-07-3110
Fundng target for terminated vested participants2017-07-31753,677
Active participant vested funding target2017-07-314,218,940
Number of active participants2017-07-3111
Total funding liabilities for active participants2017-07-314,218,940
Total participant count2017-07-3121
Total funding target for all participants2017-07-314,972,617
Balance at beginning of prior year after applicable adjustments2017-07-310
Prefunding balance at beginning of prior year after applicable adjustments2017-07-310
Amount remaining of carryover balance2017-07-310
Amount remaining of prefunding balance2017-07-310
Present value of excess contributions2017-07-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-07-310
Balance of carryovers at beginning of current year2017-07-310
Balance of prefunding at beginning of current year2017-07-310
Total employer contributions2017-07-310
Total employee contributions2017-07-310
Remaining amount of unpaid minimum required contributions2017-07-310
Minimum required contributions for current year target normal cost2017-07-310
Total funding amount beforereflecting carryover/prefunding balances2017-07-310
Additional cash requirement2017-07-310
Unpaid minimum required contributions for current year2017-07-310
Unpaid minimum required contributions for all years2017-07-310
2016: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2016 401k membership
Total participants, beginning-of-year2016-08-0121
Total number of active participants reported on line 7a of the Form 55002016-08-0111
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-019
Total of all active and inactive participants2016-08-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-010
Total participants2016-08-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-010
2015: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2015 401k membership
Total participants, beginning-of-year2015-08-0121
Total number of active participants reported on line 7a of the Form 55002015-08-0111
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-0110
Total of all active and inactive participants2015-08-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-010
Total participants2015-08-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-010
2014: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2014 401k membership
Total participants, beginning-of-year2014-08-0121
Total number of active participants reported on line 7a of the Form 55002014-08-0111
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-0110
Total of all active and inactive participants2014-08-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-010
Total participants2014-08-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-010
2013: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2013 401k membership
Total participants, beginning-of-year2013-08-0121
Total number of active participants reported on line 7a of the Form 55002013-08-0114
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-017
Total of all active and inactive participants2013-08-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-010
Total participants2013-08-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-010
2012: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2012 401k membership
Total participants, beginning-of-year2012-08-0123
Total number of active participants reported on line 7a of the Form 55002012-08-0117
Number of retired or separated participants receiving benefits2012-08-010
Number of other retired or separated participants entitled to future benefits2012-08-014
Total of all active and inactive participants2012-08-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-010
Total participants2012-08-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-010
2011: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2011 401k membership
Total participants, beginning-of-year2011-08-0123
Total number of active participants reported on line 7a of the Form 55002011-08-0119
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-014
Total of all active and inactive participants2011-08-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-010
Total participants2011-08-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-010
2009: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2009 401k membership
Total participants, beginning-of-year2009-08-0121
Total number of active participants reported on line 7a of the Form 55002009-08-0117
Number of retired or separated participants receiving benefits2009-08-010
Number of other retired or separated participants entitled to future benefits2009-08-014
Total of all active and inactive participants2009-08-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-010
Total participants2009-08-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-010

Financial Data on PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC.

Measure Date Value
2023 : PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2023 401k financial data
Total income from all sources2023-07-31$423,570
Expenses. Total of all expenses incurred2023-07-31$31,730
Benefits paid (including direct rollovers)2023-07-31$25,445
Total plan assets at end of year2023-07-31$5,102,990
Total plan assets at beginning of year2023-07-31$4,711,150
Value of fidelity bond covering the plan2023-07-31$500,000
Other income received2023-07-31$423,570
Net income (gross income less expenses)2023-07-31$391,840
Net plan assets at end of year (total assets less liabilities)2023-07-31$5,102,990
Net plan assets at beginning of year (total assets less liabilities)2023-07-31$4,711,150
Expenses. Administrative service providers (salaries,fees and commissions)2023-07-31$6,285
2022 : PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2022 401k financial data
Total income from all sources2022-07-31$-380,742
Expenses. Total of all expenses incurred2022-07-31$16,407
Benefits paid (including direct rollovers)2022-07-31$10,602
Total plan assets at end of year2022-07-31$4,711,150
Total plan assets at beginning of year2022-07-31$5,108,299
Value of fidelity bond covering the plan2022-07-31$500,000
Other income received2022-07-31$-380,742
Net income (gross income less expenses)2022-07-31$-397,149
Net plan assets at end of year (total assets less liabilities)2022-07-31$4,711,150
Net plan assets at beginning of year (total assets less liabilities)2022-07-31$5,108,299
Expenses. Administrative service providers (salaries,fees and commissions)2022-07-31$5,805
2021 : PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2021 401k financial data
Total income from all sources2021-07-31$1,109,735
Expenses. Total of all expenses incurred2021-07-31$317,471
Benefits paid (including direct rollovers)2021-07-31$308,414
Total plan assets at end of year2021-07-31$5,108,299
Total plan assets at beginning of year2021-07-31$4,316,035
Value of fidelity bond covering the plan2021-07-31$500,000
Expenses. Other expenses not covered elsewhere2021-07-31$9,057
Other income received2021-07-31$834,735
Net income (gross income less expenses)2021-07-31$792,264
Net plan assets at end of year (total assets less liabilities)2021-07-31$5,108,299
Net plan assets at beginning of year (total assets less liabilities)2021-07-31$4,316,035
Total contributions received or receivable from employer(s)2021-07-31$275,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-07-31$0
2020 : PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2020 401k financial data
Total income from all sources2020-07-31$203,447
Expenses. Total of all expenses incurred2020-07-31$1,857,025
Benefits paid (including direct rollovers)2020-07-31$1,846,018
Total plan assets at end of year2020-07-31$4,316,035
Total plan assets at beginning of year2020-07-31$5,969,613
Value of fidelity bond covering the plan2020-07-31$500,000
Expenses. Other expenses not covered elsewhere2020-07-31$11,007
Other income received2020-07-31$53,447
Net income (gross income less expenses)2020-07-31$-1,653,578
Net plan assets at end of year (total assets less liabilities)2020-07-31$4,316,035
Net plan assets at beginning of year (total assets less liabilities)2020-07-31$5,969,613
Total contributions received or receivable from employer(s)2020-07-31$150,000
2019 : PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2019 401k financial data
Total income from all sources2019-07-31$433,986
Expenses. Total of all expenses incurred2019-07-31$11,900
Total plan assets at end of year2019-07-31$5,969,613
Total plan assets at beginning of year2019-07-31$5,547,527
Value of fidelity bond covering the plan2019-07-31$500,000
Other income received2019-07-31$283,986
Net income (gross income less expenses)2019-07-31$422,086
Net plan assets at end of year (total assets less liabilities)2019-07-31$5,969,613
Net plan assets at beginning of year (total assets less liabilities)2019-07-31$5,547,527
Total contributions received or receivable from employer(s)2019-07-31$150,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-07-31$11,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-07-31$0
2018 : PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-31$0
2017 : PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2017 401k financial data
Total income from all sources2017-07-31$441,043
Expenses. Total of all expenses incurred2017-07-31$306,813
Benefits paid (including direct rollovers)2017-07-31$295,847
Total plan assets at end of year2017-07-31$5,097,303
Total plan assets at beginning of year2017-07-31$4,963,073
Value of fidelity bond covering the plan2017-07-31$500,000
Other income received2017-07-31$341,043
Net income (gross income less expenses)2017-07-31$134,230
Net plan assets at end of year (total assets less liabilities)2017-07-31$5,097,303
Net plan assets at beginning of year (total assets less liabilities)2017-07-31$4,963,073
Total contributions received or receivable from employer(s)2017-07-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-07-31$10,966
2016 : PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2016 401k financial data
Total income from all sources2016-07-31$15,586
Expenses. Total of all expenses incurred2016-07-31$10,025
Total plan assets at end of year2016-07-31$4,963,073
Total plan assets at beginning of year2016-07-31$4,957,512
Value of fidelity bond covering the plan2016-07-31$500,000
Other income received2016-07-31$15,586
Net income (gross income less expenses)2016-07-31$5,561
Net plan assets at end of year (total assets less liabilities)2016-07-31$4,963,073
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$4,957,512
Expenses. Administrative service providers (salaries,fees and commissions)2016-07-31$10,025
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-07-31$0
2015 : PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2015 401k financial data
Total income from all sources2015-07-31$220,531
Expenses. Total of all expenses incurred2015-07-31$9,970
Total plan assets at end of year2015-07-31$4,957,512
Total plan assets at beginning of year2015-07-31$4,746,951
Value of fidelity bond covering the plan2015-07-31$500,000
Other income received2015-07-31$220,531
Net income (gross income less expenses)2015-07-31$210,561
Net plan assets at end of year (total assets less liabilities)2015-07-31$4,957,512
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$4,746,951
Expenses. Administrative service providers (salaries,fees and commissions)2015-07-31$9,970
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
2014 : PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2014 401k financial data
Total income from all sources2014-07-31$339,829
Expenses. Total of all expenses incurred2014-07-31$10,776
Total plan assets at end of year2014-07-31$4,746,951
Total plan assets at beginning of year2014-07-31$4,417,898
Value of fidelity bond covering the plan2014-07-31$500,000
Other income received2014-07-31$241,647
Net income (gross income less expenses)2014-07-31$329,053
Net plan assets at end of year (total assets less liabilities)2014-07-31$4,746,951
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$4,417,898
Total contributions received or receivable from employer(s)2014-07-31$98,182
Expenses. Administrative service providers (salaries,fees and commissions)2014-07-31$10,776
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
2013 : PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2013 401k financial data
Total income from all sources2013-07-31$462,755
Expenses. Total of all expenses incurred2013-07-31$12,090
Benefits paid (including direct rollovers)2013-07-31$2,452
Total plan assets at end of year2013-07-31$4,417,898
Total plan assets at beginning of year2013-07-31$3,967,233
Value of fidelity bond covering the plan2013-07-31$500,000
Other income received2013-07-31$362,755
Net income (gross income less expenses)2013-07-31$450,665
Net plan assets at end of year (total assets less liabilities)2013-07-31$4,417,898
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$3,967,233
Total contributions received or receivable from employer(s)2013-07-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-07-31$9,638
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-07-31$0
2012 : PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2012 401k financial data
Total income from all sources2012-07-31$171,818
Expenses. Total of all expenses incurred2012-07-31$11,808
Total plan assets at end of year2012-07-31$3,967,233
Total plan assets at beginning of year2012-07-31$3,807,223
Value of fidelity bond covering the plan2012-07-31$500,000
Other income received2012-07-31$71,818
Net income (gross income less expenses)2012-07-31$160,010
Net plan assets at end of year (total assets less liabilities)2012-07-31$3,967,233
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$3,807,223
Total contributions received or receivable from employer(s)2012-07-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-07-31$11,808
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-07-31$0
2011 : PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2011 401k financial data
Total income from all sources2011-07-31$419,958
Expenses. Total of all expenses incurred2011-07-31$11,857
Total plan assets at end of year2011-07-31$3,807,223
Total plan assets at beginning of year2011-07-31$3,399,122
Value of fidelity bond covering the plan2011-07-31$500,000
Other income received2011-07-31$219,958
Net income (gross income less expenses)2011-07-31$408,101
Net plan assets at end of year (total assets less liabilities)2011-07-31$3,807,223
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$3,399,122
Total contributions received or receivable from employer(s)2011-07-31$200,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-07-31$11,857
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-07-31$0
2010 : PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0

Form 5500 Responses for PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC.

2022: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01Submission has been amendedNo
2022-08-01This submission is the final filingNo
2022-08-01This return/report is a short plan year return/report (less than 12 months)No
2022-08-01Plan is a collectively bargained planNo
2022-08-01Plan funding arrangement – InsuranceYes
2022-08-01Plan funding arrangement – TrustYes
2022-08-01Plan benefit arrangement – InsuranceYes
2021: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Submission has been amendedNo
2021-08-01This submission is the final filingNo
2021-08-01This return/report is a short plan year return/report (less than 12 months)No
2021-08-01Plan is a collectively bargained planNo
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan funding arrangement – TrustYes
2021-08-01Plan benefit arrangement – InsuranceYes
2020: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Submission has been amendedNo
2020-08-01This submission is the final filingNo
2020-08-01This return/report is a short plan year return/report (less than 12 months)No
2020-08-01Plan is a collectively bargained planNo
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan funding arrangement – TrustYes
2020-08-01Plan benefit arrangement – InsuranceYes
2019: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Submission has been amendedNo
2019-08-01This submission is the final filingNo
2019-08-01This return/report is a short plan year return/report (less than 12 months)No
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement – InsuranceYes
2018: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)No
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement – InsuranceYes
2017: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement – InsuranceYes
2016: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement – InsuranceYes
2015: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement – InsuranceYes
2014: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement – InsuranceYes
2013: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement – InsuranceYes
2012: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement – InsuranceYes
2011: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2011 form 5500 responses
2011-08-01Type of plan entityMulitple employer plan
2011-08-01Submission has been amendedYes
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement – InsuranceYes
2009: PENSION PLAN FOR THE EMPLOYEES OF EDWARD JOHN NOBLE FOUNDATION, INC. 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA40064
Policy instance 1
Insurance contract or identification numberGA40064
Number of Individuals Covered15
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA40064
Policy instance 1
Insurance contract or identification numberGA40064
Number of Individuals Covered15
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA40064
Policy instance 1
Insurance contract or identification numberGA40064
Number of Individuals Covered15
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA40064
Policy instance 1
Insurance contract or identification numberGA40064
Number of Individuals Covered16
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA40064
Policy instance 1
Insurance contract or identification numberGA40064
Number of Individuals Covered20
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA40064
Policy instance 1
Insurance contract or identification numberGA40064
Number of Individuals Covered20
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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