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NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 401k Plan overview

Plan NameNORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN
Plan identification number 001

NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

REGIONCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:REGIONCARE, INC.
Employer identification number (EIN):113226728
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about REGIONCARE, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1991-06-18
Company Identification Number: 1556203
Legal Registered Office Address: ATTN LEGAL DEPT
2000 MARCUS AVENUE
NEW HYDE PARK
United States of America (USA)
11042

More information about REGIONCARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01MICHELE CUSACK
0012017-01-01MICHELE CUSACK
0012016-01-01ROBERT SHAPIRO
0012015-01-01ROBERT SHAPIRO
0012014-01-01ROBERT SHAPIRO
0012013-01-01ROBERT SHAPIRO
0012012-01-01ROBERT SHAPIRO
0012011-01-01ROBERT SHAPIRO
0012010-01-01ROBERT SHAPIRO
0012009-01-01ROBERT SHAPIRO

Plan Statistics for NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN

401k plan membership statisitcs for NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN

Measure Date Value
2017: NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,732
Total number of active participants reported on line 7a of the Form 55002017-01-011,326
Number of retired or separated participants receiving benefits2017-01-0142
Number of other retired or separated participants entitled to future benefits2017-01-01420
Total of all active and inactive participants2017-01-011,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-011,794
Number of participants with account balances2017-01-011,794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01110
2016: NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,691
Total number of active participants reported on line 7a of the Form 55002016-01-011,406
Number of retired or separated participants receiving benefits2016-01-0139
Number of other retired or separated participants entitled to future benefits2016-01-01280
Total of all active and inactive participants2016-01-011,725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-011,732
Number of participants with account balances2016-01-011,732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0132
2015: NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,279
Total number of active participants reported on line 7a of the Form 55002015-01-011,307
Number of retired or separated participants receiving benefits2015-01-0133
Number of other retired or separated participants entitled to future benefits2015-01-01344
Total of all active and inactive participants2015-01-011,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-011,691
Number of participants with account balances2015-01-011,691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,385
Total number of active participants reported on line 7a of the Form 55002014-01-011,171
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-0197
Total of all active and inactive participants2014-01-011,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,279
Number of participants with account balances2014-01-01721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01757
Total number of active participants reported on line 7a of the Form 55002013-01-012,273
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01109
Total of all active and inactive participants2013-01-012,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-012,385
Number of participants with account balances2013-01-01735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,309
Total number of active participants reported on line 7a of the Form 55002012-01-01989
Number of retired or separated participants receiving benefits2012-01-0124
Number of other retired or separated participants entitled to future benefits2012-01-01376
Total of all active and inactive participants2012-01-011,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,389
Number of participants with account balances2012-01-01757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0176
2011: NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,325
Total number of active participants reported on line 7a of the Form 55002011-01-01907
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-01394
Total of all active and inactive participants2011-01-011,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,309
Number of participants with account balances2011-01-01741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0189
2010: NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,253
Total number of active participants reported on line 7a of the Form 55002010-01-01906
Number of retired or separated participants receiving benefits2010-01-0122
Number of other retired or separated participants entitled to future benefits2010-01-01397
Total of all active and inactive participants2010-01-011,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,325
Number of participants with account balances2010-01-01752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0157
2009: NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,241
Total number of active participants reported on line 7a of the Form 55002009-01-01866
Number of retired or separated participants receiving benefits2009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-01375
Total of all active and inactive participants2009-01-011,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,253
Number of participants with account balances2009-01-01756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0186

Financial Data on NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN

Measure Date Value
2017 : NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 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$0
Total income from all sources (including contributions)2017-12-31$16,965,540
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,851,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,632,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,791,388
Value of total assets at end of year2017-12-31$95,344,624
Value of total assets at beginning of year2017-12-31$83,230,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$218,919
Total interest from all sources2017-12-31$48,787
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,329,705
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$1,329,705
Administrative expenses professional fees incurred2017-12-31$50,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$40,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,328,244
Participant contributions at end of year2017-12-31$1,375,771
Participant contributions at beginning of year2017-12-31$1,190,930
Administrative expenses (other) incurred2017-12-31$37,942
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$12,113,832
Value of net assets at end of year (total assets less liabilities)2017-12-31$95,344,624
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$83,230,792
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
Investment advisory and management fees2017-12-31$130,977
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$75,517,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$62,563,863
Interest on participant loans2017-12-31$48,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$18,451,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$19,475,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,795,660
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,463,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,632,789
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 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$10,070,803
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,981,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,624,390
Expenses. Certain deemed distributions of participant loans2016-12-31$97,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,652,738
Value of total assets at end of year2016-12-31$83,230,792
Value of total assets at beginning of year2016-12-31$78,141,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$259,485
Total interest from all sources2016-12-31$44,978
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,002,838
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$1,002,838
Administrative expenses professional fees incurred2016-12-31$53,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$40,000,000
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$2,496,677
Participant contributions at end of year2016-12-31$1,190,930
Participant contributions at beginning of year2016-12-31$1,049,127
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$5,089,092
Value of net assets at end of year (total assets less liabilities)2016-12-31$83,230,792
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$78,141,700
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
Investment advisory and management fees2016-12-31$4,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$62,563,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$58,005,428
Interest on participant loans2016-12-31$44,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$19,475,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$19,087,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,370,249
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$1,156,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,624,390
Contract administrator fees2016-12-31$202,065
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 name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,827,344
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,860,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,733,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,717,887
Value of total assets at end of year2015-12-31$78,141,700
Value of total assets at beginning of year2015-12-31$79,174,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$127,015
Total interest from all sources2015-12-31$36,325
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$40,000,000
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$1,882,067
Participant contributions at end of year2015-12-31$1,049,127
Participant contributions at beginning of year2015-12-31$843,511
Other income not declared elsewhere2015-12-31$967,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,032,789
Value of net assets at end of year (total assets less liabilities)2015-12-31$78,141,700
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$79,174,489
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
Investment advisory and management fees2015-12-31$127,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$58,005,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$67,199,922
Interest on participant loans2015-12-31$36,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$19,087,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,131,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-894,684
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$835,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,733,118
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 name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$55,407,474
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$1,847,247
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,481,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,441,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$500,173
Value of total assets at end of year2014-12-31$79,174,489
Value of total assets at beginning of year2014-12-31$23,401,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,639
Total interest from all sources2014-12-31$19,345
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$40,000,000
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$375,389
Participant contributions at end of year2014-12-31$843,511
Participant contributions at beginning of year2014-12-31$456,858
Other income not declared elsewhere2014-12-31$406,325
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$365,734
Value of net assets at end of year (total assets less liabilities)2014-12-31$79,174,489
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,401,281
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$39,639
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$67,199,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,634,318
Interest on participant loans2014-12-31$19,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,131,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,310,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$921,404
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$124,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,441,874
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 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$0
Total income from all sources (including contributions)2013-12-31$3,574,339
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$796,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$773,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$399,960
Value of total assets at end of year2013-12-31$23,401,281
Value of total assets at beginning of year2013-12-31$20,623,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,135
Total interest from all sources2013-12-31$19,682
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$40,000,000
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$286,625
Participant contributions at end of year2013-12-31$456,858
Participant contributions at beginning of year2013-12-31$400,269
Other income not declared elsewhere2013-12-31$651,840
Administrative expenses (other) incurred2013-12-31$23,135
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$2,777,773
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,401,281
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,623,508
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$13,634,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,626,826
Interest on participant loans2013-12-31$19,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,310,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,596,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,502,857
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$113,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$773,431
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 name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,541,882
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,125,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,108,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$703,293
Value of total assets at end of year2012-12-31$20,623,508
Value of total assets at beginning of year2012-12-31$19,207,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,619
Total interest from all sources2012-12-31$16,724
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$40,000,000
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$450,951
Participant contributions at end of year2012-12-31$400,269
Participant contributions at beginning of year2012-12-31$406,998
Other income not declared elsewhere2012-12-31$638,997
Administrative expenses (other) incurred2012-12-31$16,619
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$1,416,359
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,623,508
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,207,149
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$10,626,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,168,526
Interest on participant loans2012-12-31$16,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,596,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,631,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,182,868
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$252,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,108,904
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 name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$795,075
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,178,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,155,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$615,476
Value of total assets at end of year2011-12-31$19,207,149
Value of total assets at beginning of year2011-12-31$19,590,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,581
Total interest from all sources2011-12-31$19,426
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$40,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$379,328
Participant contributions at end of year2011-12-31$406,998
Participant contributions at beginning of year2011-12-31$416,305
Other income not declared elsewhere2011-12-31$503,574
Administrative expenses (other) incurred2011-12-31$22,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-383,497
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,207,149
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,590,646
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,168,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,766,380
Interest on participant loans2011-12-31$19,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,631,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,407,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-343,401
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$236,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,155,991
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 name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,145,218
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,282,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,261,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$551,224
Value of total assets at end of year2010-12-31$19,590,646
Value of total assets at beginning of year2010-12-31$18,728,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,701
Total interest from all sources2010-12-31$20,227
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$122,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$122,098
Administrative expenses professional fees incurred2010-12-31$13,446
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$40,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$333,815
Participant contributions at end of year2010-12-31$416,305
Participant contributions at beginning of year2010-12-31$370,821
Other income not declared elsewhere2010-12-31$363,682
Administrative expenses (other) incurred2010-12-31$8,255
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$862,327
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,590,646
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,728,319
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,766,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,358,522
Income. Interest from loans (other than to participants)2010-12-31$20,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,407,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,998,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,087,987
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$217,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,261,190
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 name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN

2017: NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 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: NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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: NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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: NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 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: NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 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: NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32978
Policy instance 1
Insurance contract or identification number32978
Number of Individuals Covered1794
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32978
Policy instance 1
Insurance contract or identification number32978
Number of Individuals Covered1691
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009557-01
Policy instance 1
Insurance contract or identification number1009557-01
Number of Individuals Covered721
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTAO80515
Policy instance 2
Insurance contract or identification numberTAO80515
Number of Individuals Covered286
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT80226
Policy instance 3
Insurance contract or identification numberTT80226
Number of Individuals Covered354
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009557-01
Policy instance 1
Insurance contract or identification number1009557-01
Number of Individuals Covered482
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009557-01
Policy instance 1
Insurance contract or identification number1009557-01
Number of Individuals Covered757
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,354
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,354
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINSURANCE AGENT OR BROKER
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009557-01
Policy instance 1
Insurance contract or identification number1009557-01
Number of Individuals Covered741
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,074
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009557-01
Policy instance 1
Insurance contract or identification number1009557-01
Number of Individuals Covered752
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $437
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $209
Additional information about fees paid to insurance brokerINSURANCE AGENT OR BROKER
Insurance broker organization code?3
Insurance broker nameJAMES HOUSTON AND C.L. DELARA

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