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UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 401k Plan overview

Plan NameUNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST
Plan identification number 001

UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNIVERSITY PHYSICIANS OF BROOKLYN, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY PHYSICIANS OF BROOKLYN, INC.
Employer identification number (EIN):113190652
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about UNIVERSITY PHYSICIANS OF BROOKLYN, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1993-12-06
Company Identification Number: 1777244
Legal Registered Office Address: CENTER AT BROOKLYN ATTN PRES.
450 CLARKSON AVE BOX 80
BROOKLYN
United States of America (USA)
112032068

More information about UNIVERSITY PHYSICIANS OF BROOKLYN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01THOMAS NICOLICH2024-10-04
0012022-01-01LORI DONNELL2024-06-12
0012021-01-01LORI DONNELL2024-05-30
0012020-01-01LORI DONNELL2024-05-30
0012019-01-01LORI DONNELL2024-05-30
0012018-01-01LORI DONNELL2024-05-30
0012017-01-01LORI DONNELL2024-05-30
0012016-01-01
0012016-01-01ALAN DZIJA2018-12-21
0012015-01-01
0012015-01-01STEVE FUHRO2016-10-17
0012014-01-01RAQUEL D. MORIAN
0012014-01-01
0012013-01-01KATHY LINTEN
0012012-01-01KATHY LINTEN
0012011-01-01KATHY LINTEN
0012009-01-01AILEEN PALAZZO
0012009-01-01AILEEN PALAZZO
0012009-01-01RICHARD MULRY
0012008-01-01AILEEN PALAZZO

Plan Statistics for UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST

401k plan membership statisitcs for UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST

Measure Date Value
2023: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01857
Total number of active participants reported on line 7a of the Form 55002023-01-01518
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01346
Total of all active and inactive participants2023-01-01864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-015
Total participants2023-01-01869
Number of participants with account balances2023-01-01849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01827
Total number of active participants reported on line 7a of the Form 55002022-01-01509
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01345
Total of all active and inactive participants2022-01-01854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0115
Total participants2022-01-01869
Number of participants with account balances2022-01-01841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01841
Total number of active participants reported on line 7a of the Form 55002021-01-01492
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01329
Total of all active and inactive participants2021-01-01821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-01836
Number of participants with account balances2021-01-01810
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01831
Total number of active participants reported on line 7a of the Form 55002020-01-01517
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01323
Total of all active and inactive participants2020-01-01840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01846
Number of participants with account balances2020-01-01829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01831
Total number of active participants reported on line 7a of the Form 55002019-01-01514
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01310
Total of all active and inactive participants2019-01-01824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-01831
Number of participants with account balances2019-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01791
Total number of active participants reported on line 7a of the Form 55002018-01-01529
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01296
Total of all active and inactive participants2018-01-01825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-01832
Number of participants with account balances2018-01-01816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01765
Total number of active participants reported on line 7a of the Form 55002017-01-01504
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01286
Total of all active and inactive participants2017-01-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01795
Number of participants with account balances2017-01-01780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01728
Total number of active participants reported on line 7a of the Form 55002016-01-01494
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01266
Total of all active and inactive participants2016-01-01760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01765
Number of participants with account balances2016-01-01749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01726
Total number of active participants reported on line 7a of the Form 55002015-01-01446
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01277
Total of all active and inactive participants2015-01-01723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01728
Number of participants with account balances2015-01-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01805
Total number of active participants reported on line 7a of the Form 55002014-01-01433
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01288
Total of all active and inactive participants2014-01-01721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-01727
Number of participants with account balances2014-01-01717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01754
Total number of active participants reported on line 7a of the Form 55002013-01-01495
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01302
Total of all active and inactive participants2013-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-01805
Number of participants with account balances2013-01-01729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01750
Total number of active participants reported on line 7a of the Form 55002012-01-01476
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01273
Total of all active and inactive participants2012-01-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01754
Number of participants with account balances2012-01-01685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01801
Total number of active participants reported on line 7a of the Form 55002011-01-01607
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01262
Total of all active and inactive participants2011-01-01869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01873
Number of participants with account balances2011-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01568
Total number of active participants reported on line 7a of the Form 55002009-01-01638
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01670
Number of participants with account balances2009-01-01670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-01551
Total number of active participants reported on line 7a of the Form 55002008-01-01505
Number of other retired or separated participants entitled to future benefits2008-01-0163
Total of all active and inactive participants2008-01-01568
Total participants2008-01-01568
Number of participants with account balances2008-01-01568

Financial Data on UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST

Measure Date Value
2023 : UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$9,012,107
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,719,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,709,589
Expenses. Certain deemed distributions of participant loans2023-12-31$7,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,476,521
Value of total assets at end of year2023-12-31$52,829,890
Value of total assets at beginning of year2023-12-31$47,537,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$2,280
Total interest from all sources2023-12-31$467,629
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$343,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$343,784
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,391,940
Participant contributions at end of year2023-12-31$213,243
Participant contributions at beginning of year2023-12-31$242,597
Assets. Other investments not covered elsewhere at end of year2023-12-31$11,785
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$707,042
Other income not declared elsewhere2023-12-31$3,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,292,744
Value of net assets at end of year (total assets less liabilities)2023-12-31$52,829,890
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$47,537,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$40,194,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$34,398,699
Value of interest in pooled separate accounts at end of year2023-12-31$1,670,546
Value of interest in pooled separate accounts at beginning of year2023-12-31$2,289,655
Interest on participant loans2023-12-31$11,689
Interest earned on other investments2023-12-31$455,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$10,739,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$10,606,195
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$335,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$6,002,682
Net investment gain/loss from pooled separate accounts2023-12-31$-281,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$377,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,373,946
Contract administrator fees2023-12-31$2,280
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PKF O'CONNOR DAVIES LLP
Accountancy firm EIN2023-12-31271728945
2022 : UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,591,592
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,518,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,504,175
Expenses. Certain deemed distributions of participant loans2022-12-31$14,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,693,407
Value of total assets at end of year2022-12-31$47,537,146
Value of total assets at beginning of year2022-12-31$53,647,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$650
Total interest from all sources2022-12-31$378,002
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$727,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$727,833
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,224,875
Participant contributions at end of year2022-12-31$242,597
Participant contributions at beginning of year2022-12-31$270,278
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$41,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,110,535
Value of net assets at end of year (total assets less liabilities)2022-12-31$47,537,146
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$53,647,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,398,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,777,244
Value of interest in pooled separate accounts at end of year2022-12-31$2,289,655
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,279,653
Interest on participant loans2022-12-31$11,326
Interest earned on other investments2022-12-31$366,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,606,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,320,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,584,195
Net investment gain/loss from pooled separate accounts2022-12-31$193,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,426,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,504,175
Contract administrator fees2022-12-31$650
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PKF O'CONNOR DAVIES LLP
Accountancy firm EIN2022-12-31271728945
2021 : UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,549,483
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,077,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,077,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,927,066
Value of total assets at end of year2021-12-31$53,647,681
Value of total assets at beginning of year2021-12-31$49,176,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$715
Total interest from all sources2021-12-31$304,275
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,117,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,117,062
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,217,263
Participant contributions at end of year2021-12-31$270,278
Participant contributions at beginning of year2021-12-31$49,165
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$415,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,471,670
Value of net assets at end of year (total assets less liabilities)2021-12-31$53,647,681
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$49,176,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,777,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,946,769
Value of interest in pooled separate accounts at end of year2021-12-31$2,279,653
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,285,981
Interest on participant loans2021-12-31$6,704
Interest earned on other investments2021-12-31$297,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,320,506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,894,096
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,077,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,841,374
Net investment gain/loss from pooled separate accounts2021-12-31$359,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$294,126
Contract administrator fees2021-12-31$715
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PKF O'CONNOR DAVIES LLP
Accountancy firm EIN2021-12-31271728945
2020 : UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,025,683
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,304,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,304,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,371,318
Value of total assets at end of year2020-12-31$49,176,011
Value of total assets at beginning of year2020-12-31$43,454,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$292,214
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$562,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$562,743
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,168,332
Participant contributions at end of year2020-12-31$49,165
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$118,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,721,017
Value of net assets at end of year (total assets less liabilities)2020-12-31$49,176,011
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$43,454,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,946,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,911,775
Value of interest in pooled separate accounts at end of year2020-12-31$2,285,981
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,597,914
Interest on participant loans2020-12-31$94
Interest earned on other investments2020-12-31$292,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,894,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,945,305
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,304,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,820,150
Net investment gain/loss from pooled separate accounts2020-12-31$-20,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,084,584
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PKF O'CONNOR DAVIES LLP
Accountancy firm EIN2020-12-31271728945
2019 : UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,350,457
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,708,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,708,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,529,395
Value of total assets at end of year2019-12-31$43,454,994
Value of total assets at beginning of year2019-12-31$36,813,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$275,138
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$343,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$343,067
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,143,249
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$586,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,641,850
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,454,994
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$36,813,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,911,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,716,958
Value of interest in pooled separate accounts at end of year2019-12-31$2,597,914
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,543,539
Interest earned on other investments2019-12-31$275,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,945,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,552,647
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,065,093
Net investment gain/loss from pooled separate accounts2019-12-31$137,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$799,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,707,315
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES LLP
Accountancy firm EIN2019-12-31271728945
2018 : UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,579,701
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,095,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,095,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,767,240
Value of total assets at end of year2018-12-31$36,813,144
Value of total assets at beginning of year2018-12-31$36,329,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$260,764
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$381,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$381,341
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$970,286
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$412,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$483,799
Value of net assets at end of year (total assets less liabilities)2018-12-31$36,813,144
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$36,329,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$26,716,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,780,601
Value of interest in pooled separate accounts at end of year2018-12-31$2,543,539
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,392,025
Interest on participant loans2018-12-31$6
Interest earned on other investments2018-12-31$260,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,552,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,156,719
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$139,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,946,399
Net investment gain/loss from pooled separate accounts2018-12-31$116,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,384,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$956,297
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PKF O'CONNOR DAVIES LLP
Accountancy firm EIN2018-12-31271728945
2017 : UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$378
Total income from all sources (including contributions)2017-12-31$2,628,970
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,614,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,614,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,595,952
Value of total assets at end of year2017-12-31$36,329,345
Value of total assets at beginning of year2017-12-31$36,314,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$244,991
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$236,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$236,842
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$2,209
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$877,225
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$228,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$378
Other income not declared elsewhere2017-12-31$-3,918,443
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$23
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$14,754
Value of net assets at end of year (total assets less liabilities)2017-12-31$36,329,345
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,314,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,780,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,735,944
Value of interest in pooled separate accounts at end of year2017-12-31$2,392,025
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,419,440
Interest on participant loans2017-12-31$4
Interest earned on other investments2017-12-31$244,987
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$27,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$327,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$327,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,156,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,574,330
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$109,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,367,321
Net investment gain/loss from pooled separate accounts2017-12-31$102,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,490,593
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$1,490,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,504,331
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,737,522
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PKF O'CONNOR DAVIES LLP
Accountancy firm EIN2017-12-31271728945
2016 : UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,832,394
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,463,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,438,548
Expenses. Certain deemed distributions of participant loans2016-12-31$60,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,149,561
Value of total assets at end of year2016-12-31$34,879,979
Value of total assets at beginning of year2016-12-31$33,510,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,797
Total interest from all sources2016-12-31$240,490
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$166,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$134,549
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$2,209
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,002,403
Participant contributions at end of year2016-12-31$58,000
Participant contributions at beginning of year2016-12-31$58,000
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$39,721
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$137,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,369,049
Value of net assets at end of year (total assets less liabilities)2016-12-31$34,879,979
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,510,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,735,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,601,200
Value of interest in pooled separate accounts at end of year2016-12-31$2,419,440
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,300,651
Interest on participant loans2016-12-31$2,465
Interest earned on other investments2016-12-31$240,106
Value of interest in common/collective trusts at end of year2016-12-31$27,066
Value of interest in common/collective trusts at beginning of year2016-12-31$24,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$325,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$483,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$483,972
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,574,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,047,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,155,833
Net investment gain/loss from pooled separate accounts2016-12-31$119,245
Net investment gain or loss from common/collective trusts2016-12-31$626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$10,000
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$1,350,443
Income. Dividends from common stock2016-12-31$32,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,438,548
Contract administrator fees2016-12-31$24,797
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,737,522
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,604,843
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PKF O'CONNOR DAVIES LLP
Accountancy firm EIN2016-12-31271728945
2015 : UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$489
Total income from all sources (including contributions)2015-12-31$1,310,732
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,209,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,208,888
Expenses. Certain deemed distributions of participant loans2015-12-31$1,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$990,212
Value of total assets at end of year2015-12-31$33,728,925
Value of total assets at beginning of year2015-12-31$33,627,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$336
Total interest from all sources2015-12-31$207,228
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$99,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$99,093
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$956,489
Participant contributions at end of year2015-12-31$59,334
Participant contributions at beginning of year2015-12-31$59,334
Participant contributions at end of year2015-12-31$39,721
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$33,723
Administrative expenses (other) incurred2015-12-31$41,217
Liabilities. Value of operating payables at end of year2015-12-31$489
Liabilities. Value of operating payables at beginning of year2015-12-31$489
Total non interest bearing cash at end of year2015-12-31$254
Total non interest bearing cash at beginning of year2015-12-31$254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$101,508
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,728,436
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$33,626,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,660,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,585,289
Value of interest in pooled separate accounts at end of year2015-12-31$2,300,651
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,055,409
Interest earned on other investments2015-12-31$207,228
Value of interest in common/collective trusts at end of year2015-12-31$25,170
Value of interest in common/collective trusts at beginning of year2015-12-31$25,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$862,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$862,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$862,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,047,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,732,930
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$21,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-156,666
Net investment gain/loss from pooled separate accounts2015-12-31$170,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$1,533,359
Income. Dividends from common stock2015-12-31$61,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,187,652
Contract administrator fees2015-12-31$336
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,772,772
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,772,772
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PKF O'CONNOR DAVIES LLP
Accountancy firm EIN2015-12-31271728945
2014 : UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$6,280
Total transfer of assets from this plan2014-12-31$2,435,317
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,266,029
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,623,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,547,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,660,749
Value of total assets at end of year2014-12-31$32,033,551
Value of total assets at beginning of year2014-12-31$32,819,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$75,960
Total interest from all sources2014-12-31$204,545
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$147,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$115,508
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$958,440
Participant contributions at end of year2014-12-31$1,334
Participant contributions at beginning of year2014-12-31$59,334
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$217,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$34,773
Liabilities. Value of operating payables at end of year2014-12-31$489
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$254
Total non interest bearing cash at beginning of year2014-12-31$445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,643,023
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,033,551
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,819,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,585,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,979,355
Value of interest in pooled separate accounts at end of year2014-12-31$2,055,409
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,949,411
Interest on participant loans2014-12-31$1
Interest earned on other investments2014-12-31$204,336
Value of interest in common/collective trusts at end of year2014-12-31$25,170
Value of interest in common/collective trusts at beginning of year2014-12-31$22,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$860,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$916,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$916,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,732,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,325,090
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$205,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,023,681
Net investment gain/loss from pooled separate accounts2014-12-31$229,763
Net investment gain or loss from common/collective trusts2014-12-31$2,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,484,966
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$2,375,300
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$31,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,341,811
Contract administrator fees2014-12-31$41,187
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,772,772
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,191,430
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31O'CONNOR DAVIES LLP
Accountancy firm EIN2014-12-31271728945
2013 : UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$418
Total income from all sources (including contributions)2013-12-31$7,347,318
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,992,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,945,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,784,530
Value of total assets at end of year2013-12-31$32,819,565
Value of total assets at beginning of year2013-12-31$28,465,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,878
Total interest from all sources2013-12-31$196,940
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$624,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$152,776
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$10,240
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,076,585
Participant contributions at end of year2013-12-31$59,334
Participant contributions at beginning of year2013-12-31$37,334
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$7,300
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$338,517
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$418
Administrative expenses (other) incurred2013-12-31$46,878
Total non interest bearing cash at end of year2013-12-31$445
Total non interest bearing cash at beginning of year2013-12-31$1,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,354,478
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,819,565
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,465,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,979,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,484,934
Value of interest in pooled separate accounts at end of year2013-12-31$1,949,411
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,304,164
Interest earned on other investments2013-12-31$196,940
Value of interest in common/collective trusts at end of year2013-12-31$22,258
Value of interest in common/collective trusts at beginning of year2013-12-31$49,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$916,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,229,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,229,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,325,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,598,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,572,589
Net investment gain/loss from pooled separate accounts2013-12-31$149,079
Net investment gain or loss from common/collective trusts2013-12-31$19,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,369,428
Employer contributions (assets) at end of year2013-12-31$2,375,300
Employer contributions (assets) at beginning of year2013-12-31$2,523,167
Income. Dividends from common stock2013-12-31$471,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,945,962
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$2,191,430
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,219,518
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31O'CONNOR DAVIES LLP
Accountancy firm EIN2013-12-31271728945
2012 : UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$418
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,000
Total income from all sources (including contributions)2012-12-31$5,400,553
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,351,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,283,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,864,368
Value of total assets at end of year2012-12-31$28,465,505
Value of total assets at beginning of year2012-12-31$24,419,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$68,262
Total interest from all sources2012-12-31$163,904
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$86,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$94,299
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$10,240
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$14,020
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,030,475
Participant contributions at end of year2012-12-31$37,334
Participant contributions at beginning of year2012-12-31$1,334
Participant contributions at end of year2012-12-31$7,300
Participant contributions at beginning of year2012-12-31$15,183
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$310,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,000
Administrative expenses (other) incurred2012-12-31$68,262
Total non interest bearing cash at end of year2012-12-31$1,159
Total non interest bearing cash at beginning of year2012-12-31$878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,048,655
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,465,087
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,416,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,484,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,542,210
Value of interest in pooled separate accounts at end of year2012-12-31$1,304,164
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,072,769
Interest on participant loans2012-12-31$25
Interest earned on other investments2012-12-31$163,879
Value of interest in common/collective trusts at end of year2012-12-31$49,415
Value of interest in common/collective trusts at beginning of year2012-12-31$38,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,229,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,117,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,117,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,598,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,361,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,168,614
Net investment gain/loss from pooled separate accounts2012-12-31$111,694
Net investment gain or loss from common/collective trusts2012-12-31$5,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,523,167
Employer contributions (assets) at end of year2012-12-31$2,523,167
Employer contributions (assets) at beginning of year2012-12-31$2,420,754
Income. Dividends from preferred stock2012-12-31$276
Income. Dividends from common stock2012-12-31$-8,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,283,636
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,219,518
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,834,753
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31O'CONNOR DAVIES LLP
Accountancy firm EIN2012-12-31271728945
2011 : UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-81,669
Total unrealized appreciation/depreciation of assets2011-12-31$-81,669
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,396,887
Total of all expenses incurred2011-12-31$1,214,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,174,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,349,347
Value of total assets at end of year2011-12-31$24,419,432
Value of total assets at beginning of year2011-12-31$22,234,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$39,929
Total interest from all sources2011-12-31$151,293
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$72,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$36,173
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$14,020
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$928,466
Participant contributions at end of year2011-12-31$1,334
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$15,183
Participant contributions at beginning of year2011-12-31$84,803
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$127
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$878
Total non interest bearing cash at beginning of year2011-12-31$8,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,182,307
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,416,432
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,234,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$39,929
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,542,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,419,509
Value of interest in pooled separate accounts at end of year2011-12-31$1,072,769
Value of interest in pooled separate accounts at beginning of year2011-12-31$832,687
Interest earned on other investments2011-12-31$150,393
Value of interest in common/collective trusts at end of year2011-12-31$38,059
Value of interest in common/collective trusts at beginning of year2011-12-31$33,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,117,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$850,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$850,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,361,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,847,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-208,616
Net investment gain/loss from pooled separate accounts2011-12-31$114,789
Net investment gain or loss from common/collective trusts2011-12-31$-966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,420,754
Employer contributions (assets) at end of year2011-12-31$2,420,754
Employer contributions (assets) at beginning of year2011-12-31$2,606,271
Income. Dividends from common stock2011-12-31$36,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,174,651
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,834,753
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,550,358
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2011-12-31271728945
2010 : UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$5,115,528
Total of all expenses incurred2010-12-31$818,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$784,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,708,723
Value of total assets at end of year2010-12-31$22,234,125
Value of total assets at beginning of year2010-12-31$17,936,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$33,996
Total interest from all sources2010-12-31$88,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$11,501
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,023,531
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$15,000
Participant contributions at end of year2010-12-31$84,803
Participant contributions at beginning of year2010-12-31$123,749
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$78,921
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$10,667
Total non interest bearing cash at end of year2010-12-31$8,802
Total non interest bearing cash at beginning of year2010-12-31$6,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,297,436
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,234,125
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,936,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$33,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,419,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,026,252
Value of interest in pooled separate accounts at end of year2010-12-31$832,687
Value of interest in pooled separate accounts at beginning of year2010-12-31$563,240
Interest on participant loans2010-12-31$1,825
Value of interest in common/collective trusts at end of year2010-12-31$33,475
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$850,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$532,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$532,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$86,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,847,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,099,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,318,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,606,271
Employer contributions (assets) at end of year2010-12-31$2,606,271
Employer contributions (assets) at beginning of year2010-12-31$2,390,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$784,096
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,550,358
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,157,425
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31O'CONNOR DAVIES MUNNS & DOBBINS LLP
Accountancy firm EIN2010-12-31133385019

Form 5500 Responses for UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST

2023: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347143
Policy instance 1
Insurance contract or identification number347143
Number of Individuals Covered551
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347143
Policy instance 1
Insurance contract or identification number347143
Number of Individuals Covered558
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347143
Policy instance 1
Insurance contract or identification number347143
Number of Individuals Covered566
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347143
Policy instance 1
Insurance contract or identification number347143
Number of Individuals Covered586
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347143
Policy instance 1
Insurance contract or identification number347143
Number of Individuals Covered604
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347143
Policy instance 1
Insurance contract or identification number347143
Number of Individuals Covered618
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347143
Policy instance 1
Insurance contract or identification number347143
Number of Individuals Covered630
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347143
Policy instance 1
Insurance contract or identification number347143
Number of Individuals Covered674
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347143
Policy instance 1
Insurance contract or identification number347143
Number of Individuals Covered705
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347143
Policy instance 1
Insurance contract or identification number347143
Number of Individuals Covered687
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number347143
Policy instance 1
Insurance contract or identification number347143
Number of Individuals Covered640
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number19390
Policy instance 1
Insurance contract or identification number19390
Number of Individuals Covered604
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number19390
Policy instance 1
Insurance contract or identification number19390
Number of Individuals Covered604
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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