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PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK
Plan identification number 001

PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ISRAEL DISCOUNT BANK OF NEW YORK has sponsored the creation of one or more 401k plans.

Company Name:ISRAEL DISCOUNT BANK OF NEW YORK
Employer identification number (EIN):135596781
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01SCOTT GRAHAM2021-07-14
0012019-01-01
0012018-01-01
0012017-01-01THOMAS KEHRER
0012016-01-01THOMAS KEHRER
0012015-01-01THOMAS KEHRER
0012014-01-01THOMAS KEHRER
0012013-01-01THOMAS P. KEHRER THOMAS P. KEHRER2014-10-14
0012012-01-01THOMAS P. KEHRER
0012011-01-01AUSTIN STONITSCH THOMAS P. KEHRER2012-10-16
0012009-01-01AUSTIN STONITSCH THOMAS P. KEHRER2010-10-14

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK

Measure Date Value
2019: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2019 401k membership
Total participants, beginning-of-year2019-01-01414
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2018 401k membership
Market value of plan assets2018-12-3154,927,510
Acturial value of plan assets2018-12-3151,526,483
Funding target for retired participants and beneficiaries receiving payment2018-12-315,712,258
Number of terminated vested participants2018-12-31120
Fundng target for terminated vested participants2018-12-314,771,281
Active participant vested funding target2018-12-3121,147,578
Number of active participants2018-12-31232
Total funding liabilities for active participants2018-12-3125,219,623
Total participant count2018-12-31418
Total funding target for all participants2018-12-3135,703,162
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3110,571,208
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3110,571,208
Present value of excess contributions2018-12-318,746,148
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-319,275,290
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3112,356,685
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31339,428
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01418
Total number of active participants reported on line 7a of the Form 55002018-01-01202
Number of retired or separated participants receiving benefits2018-01-0171
Number of other retired or separated participants entitled to future benefits2018-01-01140
Total of all active and inactive participants2018-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2017 401k membership
Market value of plan assets2017-12-3143,087,289
Acturial value of plan assets2017-12-3143,405,084
Funding target for retired participants and beneficiaries receiving payment2017-12-315,045,905
Number of terminated vested participants2017-12-31120
Fundng target for terminated vested participants2017-12-314,200,656
Active participant vested funding target2017-12-3122,507,116
Number of active participants2017-12-31257
Total funding liabilities for active participants2017-12-3126,104,864
Total participant count2017-12-31439
Total funding target for all participants2017-12-3135,351,425
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-319,746,642
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-319,746,642
Present value of excess contributions2017-12-314,657
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-314,948
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3110,571,208
Total employer contributions2017-12-3110,292,642
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-319,371,433
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31211,873
Net shortfall amortization installment of oustanding balance2017-12-312,517,549
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31625,285
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31625,285
Contributions allocatedtoward minimum required contributions for current year2017-12-319,371,433
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01439
Total number of active participants reported on line 7a of the Form 55002017-01-01232
Number of retired or separated participants receiving benefits2017-01-0165
Number of other retired or separated participants entitled to future benefits2017-01-01120
Total of all active and inactive participants2017-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2016 401k membership
Market value of plan assets2016-12-3139,135,100
Acturial value of plan assets2016-12-3140,808,207
Funding target for retired participants and beneficiaries receiving payment2016-12-314,281,992
Number of terminated vested participants2016-12-31115
Fundng target for terminated vested participants2016-12-313,656,023
Active participant vested funding target2016-12-3119,946,622
Number of active participants2016-12-31275
Total funding liabilities for active participants2016-12-3123,015,350
Total participant count2016-12-31445
Total funding target for all participants2016-12-3130,953,365
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-319,411,100
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-319,411,100
Present value of excess contributions2016-12-31353,393
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31376,010
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31376,010
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-319,746,642
Total employer contributions2016-12-312,406,802
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,311,953
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,415,496
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-312,307,296
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-312,307,296
Contributions allocatedtoward minimum required contributions for current year2016-12-312,311,953
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01445
Total number of active participants reported on line 7a of the Form 55002016-01-01257
Number of retired or separated participants receiving benefits2016-01-0160
Number of other retired or separated participants entitled to future benefits2016-01-01120
Total of all active and inactive participants2016-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2015 401k membership
Total participants, beginning-of-year2015-01-01458
Total number of active participants reported on line 7a of the Form 55002015-01-01275
Number of retired or separated participants receiving benefits2015-01-0154
Number of other retired or separated participants entitled to future benefits2015-01-01115
Total of all active and inactive participants2015-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2014 401k membership
Total participants, beginning-of-year2014-01-01474
Total number of active participants reported on line 7a of the Form 55002014-01-01298
Number of retired or separated participants receiving benefits2014-01-0144
Number of other retired or separated participants entitled to future benefits2014-01-01114
Total of all active and inactive participants2014-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2013 401k membership
Total participants, beginning-of-year2013-01-01487
Total number of active participants reported on line 7a of the Form 55002013-01-01326
Number of retired or separated participants receiving benefits2013-01-0142
Number of other retired or separated participants entitled to future benefits2013-01-01105
Total of all active and inactive participants2013-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2012 401k membership
Total participants, beginning-of-year2012-01-01521
Total number of active participants reported on line 7a of the Form 55002012-01-01359
Number of retired or separated participants receiving benefits2012-01-0141
Number of other retired or separated participants entitled to future benefits2012-01-0185
Total of all active and inactive participants2012-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2011 401k membership
Total participants, beginning-of-year2011-01-01496
Total number of active participants reported on line 7a of the Form 55002011-01-01404
Number of retired or separated participants receiving benefits2011-01-0139
Number of other retired or separated participants entitled to future benefits2011-01-0176
Total of all active and inactive participants2011-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2009: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2009 401k membership
Total participants, beginning-of-year2009-01-01511
Total number of active participants reported on line 7a of the Form 55002009-01-01408
Number of retired or separated participants receiving benefits2009-01-0134
Number of other retired or separated participants entitled to future benefits2009-01-0169
Total of all active and inactive participants2009-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0140

Financial Data on PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK

Measure Date Value
2019 : PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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$502,418
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$502,418
Total income from all sources (including contributions)2019-12-31$5,934,742
Total income from all sources (including contributions)2019-12-31$5,934,742
Total loss/gain on sale of assets2019-12-31$2,135
Total loss/gain on sale of assets2019-12-31$2,135
Total of all expenses incurred2019-12-31$58,844,426
Total of all expenses incurred2019-12-31$58,844,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$58,311,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$58,311,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,338,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,338,000
Value of total assets at end of year2019-12-31$614,389
Value of total assets at end of year2019-12-31$614,389
Value of total assets at beginning of year2019-12-31$54,026,491
Value of total assets at beginning of year2019-12-31$54,026,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$532,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$532,679
Total interest from all sources2019-12-31$396,909
Total interest from all sources2019-12-31$396,909
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$718,668
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$718,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$718,668
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$718,668
Administrative expenses professional fees incurred2019-12-31$517,877
Administrative expenses professional fees incurred2019-12-31$517,877
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$614,389
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$614,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$44,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$44,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$502,418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$502,418
Administrative expenses (other) incurred2019-12-31$14,802
Administrative expenses (other) incurred2019-12-31$14,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-52,909,684
Value of net income/loss2019-12-31$-52,909,684
Value of net assets at end of year (total assets less liabilities)2019-12-31$614,389
Value of net assets at end of year (total assets less liabilities)2019-12-31$614,389
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$53,524,073
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$53,524,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,339,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,339,388
Income. Interest from US Government securities2019-12-31$394,716
Income. Interest from US Government securities2019-12-31$394,716
Income. Interest from corporate debt instruments2019-12-31$2,193
Income. Interest from corporate debt instruments2019-12-31$2,193
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$18,468,417
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$18,468,417
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$32,607,079
Asset value of US Government securities at beginning of year2019-12-31$32,607,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,479,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,479,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,338,000
Contributions received in cash from employer2019-12-31$3,338,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$39,843,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$39,843,330
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$35,980
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$35,980
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$33,039,889
Aggregate proceeds on sale of assets2019-12-31$33,039,889
Aggregate carrying amount (costs) on sale of assets2019-12-31$33,037,754
Aggregate carrying amount (costs) on sale of assets2019-12-31$33,037,754
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PRAGER METIS CPAS, LLC
Accountancy firm name2019-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2019-12-31061667465
Accountancy firm EIN2019-12-31061667465
2018 : PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,287
Total unrealized appreciation/depreciation of assets2018-12-31$-2,287
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$502,418
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,736,707
Total income from all sources (including contributions)2018-12-31$1,264,553
Total loss/gain on sale of assets2018-12-31$3,439
Total of all expenses incurred2018-12-31$3,017,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,251,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$54,026,491
Value of total assets at beginning of year2018-12-31$59,013,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$766,447
Total interest from all sources2018-12-31$15,805
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,377,895
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$1,377,895
Administrative expenses professional fees incurred2018-12-31$678,947
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$44,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$502,418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,736,707
Administrative expenses (other) incurred2018-12-31$87,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,752,968
Value of net assets at end of year (total assets less liabilities)2018-12-31$53,524,073
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$55,277,041
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$21,339,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$48,679,938
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$13,405
Income. Interest from corporate debt instruments2018-12-31$2,400
Asset value of US Government securities at end of year2018-12-31$32,607,079
Asset value of US Government securities at beginning of year2018-12-31$553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-130,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$10,292,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,251,074
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$35,980
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$39,589
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$3,541
Aggregate carrying amount (costs) on sale of assets2018-12-31$102
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2018-12-31061667465
2017 : PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,795
Total unrealized appreciation/depreciation of assets2017-12-31$1,795
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,736,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$31,887
Total income from all sources (including contributions)2017-12-31$17,117,540
Total loss/gain on sale of assets2017-12-31$997
Total of all expenses incurred2017-12-31$4,934,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,597,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,292,642
Value of total assets at end of year2017-12-31$59,013,748
Value of total assets at beginning of year2017-12-31$43,125,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$337,248
Total interest from all sources2017-12-31$2,438
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$841,631
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$841,631
Administrative expenses professional fees incurred2017-12-31$287,248
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,026
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,736,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$31,887
Administrative expenses (other) incurred2017-12-31$50,000
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$12,183,003
Value of net assets at end of year (total assets less liabilities)2017-12-31$55,277,041
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,094,038
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$48,679,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$42,741,037
Income. Interest from US Government securities2017-12-31$30
Income. Interest from corporate debt instruments2017-12-31$2,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$8
Asset value of US Government securities at end of year2017-12-31$553
Asset value of US Government securities at beginning of year2017-12-31$694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,978,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$10,292,642
Employer contributions (assets) at end of year2017-12-31$10,292,642
Employer contributions (assets) at beginning of year2017-12-31$346,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,597,289
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$39,589
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$37,786
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$0
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
Aggregate proceeds on sale of assets2017-12-31$1,130
Aggregate carrying amount (costs) on sale of assets2017-12-31$133
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2017-12-31061667465
2016 : PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$633
Total unrealized appreciation/depreciation of assets2016-12-31$633
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$31,887
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,000
Total income from all sources (including contributions)2016-12-31$5,702,445
Total loss/gain on sale of assets2016-12-31$-17
Total of all expenses incurred2016-12-31$1,763,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,544,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,406,802
Value of total assets at end of year2016-12-31$43,125,925
Value of total assets at beginning of year2016-12-31$39,177,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$218,760
Total interest from all sources2016-12-31$2,437
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$854,294
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$854,294
Administrative expenses professional fees incurred2016-12-31$175,891
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$216
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$10,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$31,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$22,000
Administrative expenses (other) incurred2016-12-31$42,869
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$3,938,944
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,094,038
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,155,094
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$42,741,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$38,054,700
Income. Interest from US Government securities2016-12-31$37
Income. Interest from corporate debt instruments2016-12-31$2,400
Asset value of US Government securities at end of year2016-12-31$694
Asset value of US Government securities at beginning of year2016-12-31$847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,438,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$2,406,802
Employer contributions (assets) at end of year2016-12-31$346,192
Employer contributions (assets) at beginning of year2016-12-31$1,073,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,544,741
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$37,786
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$37,148
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$130
Aggregate carrying amount (costs) on sale of assets2016-12-31$147
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2016-12-31061667465
2015 : PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,532
Total unrealized appreciation/depreciation of assets2015-12-31$-2,532
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$22,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,000
Total income from all sources (including contributions)2015-12-31$2,982,724
Total loss/gain on sale of assets2015-12-31$-29
Total of all expenses incurred2015-12-31$3,518,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,277,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,150,253
Value of total assets at end of year2015-12-31$39,177,094
Value of total assets at beginning of year2015-12-31$39,714,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$241,546
Total interest from all sources2015-12-31$2,447
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$890,032
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$890,032
Administrative expenses professional fees incurred2015-12-31$202,012
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$10,575
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$22,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$24,000
Administrative expenses (other) incurred2015-12-31$39,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-535,861
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,155,094
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$39,690,955
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$38,054,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$39,264,497
Income. Interest from US Government securities2015-12-31$47
Income. Interest from corporate debt instruments2015-12-31$2,400
Asset value of US Government securities at end of year2015-12-31$847
Asset value of US Government securities at beginning of year2015-12-31$1,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,057,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$3,150,253
Employer contributions (assets) at end of year2015-12-31$1,073,824
Employer contributions (assets) at beginning of year2015-12-31$409,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,277,039
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$37,148
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$39,685
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$231
Aggregate carrying amount (costs) on sale of assets2015-12-31$260
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 name2015-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2015-12-31061667465
2014 : PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,675
Total unrealized appreciation/depreciation of assets2014-12-31$2,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$24,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$59,191
Total income from all sources (including contributions)2014-12-31$5,807,741
Total loss/gain on sale of assets2014-12-31$13,032
Total of all expenses incurred2014-12-31$2,915,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,671,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,901,168
Value of total assets at end of year2014-12-31$39,714,955
Value of total assets at beginning of year2014-12-31$36,858,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$244,045
Total interest from all sources2014-12-31$2,459
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,044,062
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$1,044,062
Administrative expenses professional fees incurred2014-12-31$204,590
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$218
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$24,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$59,191
Administrative expenses (other) incurred2014-12-31$39,455
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$2,892,126
Value of net assets at end of year (total assets less liabilities)2014-12-31$39,690,955
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,798,829
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$39,264,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$33,347,892
Income. Interest from US Government securities2014-12-31$59
Income. Interest from corporate debt instruments2014-12-31$2,400
Asset value of US Government securities at end of year2014-12-31$1,099
Asset value of US Government securities at beginning of year2014-12-31$1,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,844,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$2,901,168
Employer contributions (assets) at end of year2014-12-31$409,456
Employer contributions (assets) at beginning of year2014-12-31$3,471,558
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,671,570
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$39,685
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$37,026
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$13,280
Aggregate carrying amount (costs) on sale of assets2014-12-31$248
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2014-12-31061667465
2013 : PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-2,826
Total unrealized appreciation/depreciation of assets2013-12-31$-2,826
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$59,191
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$42,306
Total income from all sources (including contributions)2013-12-31$7,195,277
Total loss/gain on sale of assets2013-12-31$1,219
Total of all expenses incurred2013-12-31$1,557,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,298,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,471,558
Value of total assets at end of year2013-12-31$36,858,020
Value of total assets at beginning of year2013-12-31$31,203,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$259,494
Total interest from all sources2013-12-31$2,475
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$733,338
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$733,338
Administrative expenses professional fees incurred2013-12-31$219,890
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$213
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$59,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$42,306
Administrative expenses (other) incurred2013-12-31$39,604
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$5,637,435
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,798,829
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,161,394
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$33,347,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,161,789
Income. Interest from US Government securities2013-12-31$75
Income. Interest from corporate debt instruments2013-12-31$2,400
Asset value of US Government securities at end of year2013-12-31$1,331
Asset value of US Government securities at beginning of year2013-12-31$1,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,989,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$3,471,558
Employer contributions (assets) at end of year2013-12-31$3,471,558
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,298,348
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$37,026
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$39,856
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$1,732
Aggregate carrying amount (costs) on sale of assets2013-12-31$513
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 name2013-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2013-12-31061667465
2012 : PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,290,740
Total unrealized appreciation/depreciation of assets2012-12-31$2,290,740
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$42,306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$32,000
Total income from all sources (including contributions)2012-12-31$5,213,334
Total loss/gain on sale of assets2012-12-31$-1,099,140
Total of all expenses incurred2012-12-31$2,515,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,177,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,521,276
Value of total assets at end of year2012-12-31$31,203,700
Value of total assets at beginning of year2012-12-31$28,495,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$337,535
Total interest from all sources2012-12-31$2,507
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$927,406
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$924,015
Administrative expenses professional fees incurred2012-12-31$294,942
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$215
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$42,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$32,000
Administrative expenses (other) incurred2012-12-31$42,593
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$2,698,030
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,161,394
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,463,364
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$31,161,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,359,182
Income. Interest from US Government securities2012-12-31$107
Income. Interest from corporate debt instruments2012-12-31$2,400
Asset value of US Government securities at end of year2012-12-31$1,840
Asset value of US Government securities at beginning of year2012-12-31$2,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,570,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$1,521,276
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$7,100,000
Income. Dividends from common stock2012-12-31$3,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,177,769
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$39,856
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$33,449
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$23,517,256
Aggregate carrying amount (costs) on sale of assets2012-12-31$24,616,396
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 name2012-12-31PRAGER METIS CPAS, LLC
Accountancy firm EIN2012-12-31061667465
2011 : PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,575,960
Total unrealized appreciation/depreciation of assets2011-12-31$1,575,960
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$32,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$22,000
Total income from all sources (including contributions)2011-12-31$9,652,867
Total loss/gain on sale of assets2011-12-31$-1,677,928
Total of all expenses incurred2011-12-31$1,129,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$767,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,900,000
Value of total assets at end of year2011-12-31$28,495,364
Value of total assets at beginning of year2011-12-31$19,961,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$362,085
Total interest from all sources2011-12-31$2,511
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$938,474
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$933,991
Administrative expenses professional fees incurred2011-12-31$322,210
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$32,895
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$218
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$5,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$32,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$22,000
Administrative expenses (other) incurred2011-12-31$39,875
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$8,523,615
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,463,364
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,939,749
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$21,359,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,974,311
Income. Interest from US Government securities2011-12-31$127
Income. Interest from corporate debt instruments2011-12-31$2,384
Asset value of US Government securities at end of year2011-12-31$2,515
Asset value of US Government securities at beginning of year2011-12-31$3,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-86,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$8,900,000
Employer contributions (assets) at end of year2011-12-31$7,100,000
Employer contributions (assets) at beginning of year2011-12-31$1,800,000
Income. Dividends from common stock2011-12-31$4,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$734,272
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$33,449
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$54,352
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$4,124,826
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
Aggregate proceeds on sale of assets2011-12-31$33,300,140
Aggregate carrying amount (costs) on sale of assets2011-12-31$34,978,068
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 name2011-12-31METIS GROUP LLC
Accountancy firm EIN2011-12-31061667465
2010 : PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$648,992
Total unrealized appreciation/depreciation of assets2010-12-31$648,992
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$22,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$23,500
Total income from all sources (including contributions)2010-12-31$4,259,310
Total loss/gain on sale of assets2010-12-31$-63,586
Total of all expenses incurred2010-12-31$3,331,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,066,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,800,000
Value of total assets at end of year2010-12-31$19,961,749
Value of total assets at beginning of year2010-12-31$19,035,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$264,783
Total interest from all sources2010-12-31$3,811
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$991,081
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$929,038
Administrative expenses professional fees incurred2010-12-31$145,634
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$5,202
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$68,130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$22,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$23,500
Administrative expenses (other) incurred2010-12-31$54,996
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$928,207
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,939,749
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,011,542
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$64,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,974,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,632,282
Income. Interest from US Government securities2010-12-31$173
Income. Interest from corporate debt instruments2010-12-31$3,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$206,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$206,131
Asset value of US Government securities at end of year2010-12-31$3,058
Asset value of US Government securities at beginning of year2010-12-31$3,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$879,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$1,800,000
Employer contributions (assets) at end of year2010-12-31$1,800,000
Employer contributions (assets) at beginning of year2010-12-31$2,000,000
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$62,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,066,320
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$54,352
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$51,570
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$4,124,826
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,073,147
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
Aggregate proceeds on sale of assets2010-12-31$1,036,875
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,100,461
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 name2010-12-31METIS GROUP LLC
Accountancy firm EIN2010-12-31061667465
2009 : PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 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 PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK

2019: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 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 – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF ISRAEL DISCOUNT BANK OF NEW YORK 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031-1426-5
Policy instance 1
Insurance contract or identification number031-1426-5
Number of Individuals Covered128
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?No
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

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