Plan Name | EMBLEMHEALTH SERVICES COMPANY, LLC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES |
Plan identification number | 006 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | HEALTH INSURANCE PLAN OF GREATER NEW YORK |
Employer identification number (EIN): | 131828429 |
NAIC Classification: | 524140 |
Additional information about HEALTH INSURANCE PLAN OF GREATER NEW YORK
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1944-10-05 |
Company Identification Number: | 44664 |
Legal Registered Office Address: |
ATTENTION: GENERAL COUNSEL 55 WATER STREET NEW YORK United States of America (USA) 10041 |
More information about HEALTH INSURANCE PLAN OF GREATER NEW YORK
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
006 | 2012-01-01 | PATRICIA GRANNUM | MICHAEL PALMATEER | 2013-09-26 | |
006 | 2011-01-01 | PATRICIA GRANNUM | JOAN RUBY | 2012-10-08 | |
006 | 2009-01-01 | PATRICIA GRANNUM | RACHEL AMALFITANO | 2010-10-13 |
Measure | Date | Value |
---|---|---|
2012: EMBLEMHEALTH SERVICES COMPANY, LLC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,725 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,035 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 58 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 286 |
Total of all active and inactive participants | 2012-01-01 | 2,379 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 5 |
Total participants | 2012-01-01 | 2,384 |
Number of participants with account balances | 2012-01-01 | 1,460 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: EMBLEMHEALTH SERVICES COMPANY, LLC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,517 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,572 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 41 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 100 |
Total of all active and inactive participants | 2011-01-01 | 1,713 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 1,716 |
Number of participants with account balances | 2011-01-01 | 1,104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: EMBLEMHEALTH SERVICES COMPANY, LLC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 634 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 545 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 53 |
Total of all active and inactive participants | 2009-01-01 | 619 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 619 |
Number of participants with account balances | 2009-01-01 | 337 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2012 : EMBLEMHEALTH SERVICES COMPANY, LLC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $44,597,165 |
Total transfer of assets from this plan | 2012-12-31 | $221,950 |
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 | $8,829,292 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,092,689 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,966,012 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $62,421 |
Value of total corrective distributions | 2012-12-31 | $28,374 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,758,174 |
Value of total assets at end of year | 2012-12-31 | $67,315,545 |
Value of total assets at beginning of year | 2012-12-31 | $17,203,727 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $35,882 |
Total interest from all sources | 2012-12-31 | $106,904 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,141,692 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,141,692 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $4,432,919 |
Participant contributions at end of year | 2012-12-31 | $3,110,869 |
Participant contributions at beginning of year | 2012-12-31 | $764,738 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $107,946 |
Administrative expenses (other) incurred | 2012-12-31 | $27,175 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $5,736,603 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $67,315,545 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $17,203,727 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $8,707 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $54,483,180 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $13,150,526 |
Interest on participant loans | 2012-12-31 | $106,904 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $9,721,496 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $3,272,605 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,559,758 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $262,764 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $217,309 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $15,858 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,966,012 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2012-12-31 | 135381590 |
2011 : EMBLEMHEALTH SERVICES COMPANY, LLC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $5,193,476 |
Total transfer of assets from this plan | 2011-12-31 | $155,401 |
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 | $4,306,174 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $826,512 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $799,452 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $718 |
Value of total corrective distributions | 2011-12-31 | $5,992 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,755,961 |
Value of total assets at end of year | 2011-12-31 | $17,203,727 |
Value of total assets at beginning of year | 2011-12-31 | $8,685,990 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $20,350 |
Total interest from all sources | 2011-12-31 | $25,042 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $250,767 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $250,767 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $4,493,377 |
Participant contributions at end of year | 2011-12-31 | $764,738 |
Participant contributions at beginning of year | 2011-12-31 | $383,164 |
Participant contributions at beginning of year | 2011-12-31 | $72,411 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $28,467 |
Administrative expenses (other) incurred | 2011-12-31 | $20,350 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $3,479,662 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $17,203,727 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,685,990 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $13,150,526 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,726,904 |
Interest on participant loans | 2011-12-31 | $25,042 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $3,272,605 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,465,363 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-793,255 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $67,659 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $234,117 |
Employer contributions (assets) at end of year | 2011-12-31 | $15,858 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $38,148 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $799,452 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2011-12-31 | 135381590 |
2010 : EMBLEMHEALTH SERVICES COMPANY, LLC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $11,329 |
Total transfer of assets from this plan | 2010-12-31 | $94,891 |
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 | $3,967,136 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $702,077 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $692,163 |
Value of total corrective distributions | 2010-12-31 | $3,189 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,060,546 |
Value of total assets at end of year | 2010-12-31 | $8,685,990 |
Value of total assets at beginning of year | 2010-12-31 | $5,504,493 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,725 |
Total interest from all sources | 2010-12-31 | $14,803 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $114,456 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $114,456 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,968,314 |
Participant contributions at end of year | 2010-12-31 | $383,164 |
Participant contributions at beginning of year | 2010-12-31 | $251,762 |
Participant contributions at end of year | 2010-12-31 | $72,411 |
Participant contributions at beginning of year | 2010-12-31 | $16,180 |
Administrative expenses (other) incurred | 2010-12-31 | $6,725 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,265,059 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $8,685,990 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,504,493 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,726,904 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,233,541 |
Interest on participant loans | 2010-12-31 | $14,803 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,465,363 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,003,010 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $728,016 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $49,315 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $92,232 |
Employer contributions (assets) at end of year | 2010-12-31 | $38,148 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $692,163 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SALIBELLO & BRODER LLP |
Accountancy firm EIN | 2010-12-31 | 133051814 |
2009 : EMBLEMHEALTH SERVICES COMPANY, LLC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2012: EMBLEMHEALTH SERVICES COMPANY, LLC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2012 form 5500 responses | ||
---|---|---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: EMBLEMHEALTH SERVICES COMPANY, LLC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: EMBLEMHEALTH SERVICES COMPANY, LLC 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |