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LOCAL 550 ANNUITY PLAN 401k Plan overview

Plan NameLOCAL 550 ANNUITY PLAN
Plan identification number 001

LOCAL 550 ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SPRINKLER FITTERS AND APPRENTICES LOCAL UNION NO. 550 has sponsored the creation of one or more 401k plans.

Company Name:SPRINKLER FITTERS AND APPRENTICES LOCAL UNION NO. 550
Employer identification number (EIN):041859910
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 550 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PETER GIBBONS2023-10-10
0012021-01-01PETER GIBBONS2022-10-06
0012020-01-01PETER GIBBONS2021-09-21
0012019-01-01PETER GIBBONS2020-09-30
0012018-01-01PETER GIBBONS2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01PETER GIBBONS
0012013-01-01PETER GIBBONS
0012012-01-01PETER GIBBONS
0012011-01-01PETER GIBBONS
0012010-01-01PETER GIBBONS
0012009-01-01CAROL LIPMAN

Plan Statistics for LOCAL 550 ANNUITY PLAN

401k plan membership statisitcs for LOCAL 550 ANNUITY PLAN

Measure Date Value
2022: LOCAL 550 ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01771
Total number of active participants reported on line 7a of the Form 55002022-01-01785
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-0119
Total of all active and inactive participants2022-01-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-01830
Number of participants with account balances2022-01-01758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-0129
2021: LOCAL 550 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01740
Total number of active participants reported on line 7a of the Form 55002021-01-01761
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01771
Number of participants with account balances2021-01-01739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0129
2020: LOCAL 550 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01750
Total number of active participants reported on line 7a of the Form 55002020-01-01720
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01739
Number of participants with account balances2020-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0129
2019: LOCAL 550 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01732
Total number of active participants reported on line 7a of the Form 55002019-01-01730
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-01750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01750
Number of participants with account balances2019-01-01730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0129
2018: LOCAL 550 ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01658
Total number of active participants reported on line 7a of the Form 55002018-01-01707
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01732
Number of participants with account balances2018-01-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0129
2017: LOCAL 550 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01594
Total number of active participants reported on line 7a of the Form 55002017-01-01653
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01656
Number of participants with account balances2017-01-01632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0129
2016: LOCAL 550 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01568
Total number of active participants reported on line 7a of the Form 55002016-01-01593
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01594
Number of participants with account balances2016-01-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0129
2015: LOCAL 550 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01538
Total number of active participants reported on line 7a of the Form 55002015-01-01567
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01568
Number of participants with account balances2015-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0129
2014: LOCAL 550 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01521
Total number of active participants reported on line 7a of the Form 55002014-01-01536
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01537
Number of participants with account balances2014-01-01534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0129
2013: LOCAL 550 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01480
Total number of active participants reported on line 7a of the Form 55002013-01-01513
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01521
Number of participants with account balances2013-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-014
2012: LOCAL 550 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01486
Total number of active participants reported on line 7a of the Form 55002012-01-01454
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01480
Number of participants with account balances2012-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-014
2011: LOCAL 550 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01507
Total number of active participants reported on line 7a of the Form 55002011-01-01461
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01486
Number of participants with account balances2011-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-014
2010: LOCAL 550 ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01527
Total number of active participants reported on line 7a of the Form 55002010-01-01486
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01506
Number of participants with account balances2010-01-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-014
2009: LOCAL 550 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01552
Total number of active participants reported on line 7a of the Form 55002009-01-01506
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01527
Number of participants with account balances2009-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-014

Financial Data on LOCAL 550 ANNUITY PLAN

Measure Date Value
2022 : LOCAL 550 ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-13,465,716
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,874,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,550,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,924,373
Value of total assets at end of year2022-12-31$119,649,320
Value of total assets at beginning of year2022-12-31$138,989,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$324,493
Total interest from all sources2022-12-31$611,968
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,931,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$9,931,167
Administrative expenses professional fees incurred2022-12-31$21,650
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$65,000
Administrative expenses (other) incurred2022-12-31$189,009
Total non interest bearing cash at end of year2022-12-31$303,746
Total non interest bearing cash at beginning of year2022-12-31$380,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-19,340,679
Value of net assets at end of year (total assets less liabilities)2022-12-31$119,649,320
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$138,989,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$83,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$95,604,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$120,840,160
Interest earned on other investments2022-12-31$611,949
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$23,740,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$17,769,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-36,933,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$12,859,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,550,470
Contract administrator fees2022-12-31$30,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GOULET, SALVIDIO & ASSOCIATES, P.C.
Accountancy firm EIN2022-12-31042623065
2021 : LOCAL 550 ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$29,120,486
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,532,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,399,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,278,181
Value of total assets at end of year2021-12-31$138,989,999
Value of total assets at beginning of year2021-12-31$114,401,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$132,909
Total interest from all sources2021-12-31$693,749
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,594,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$10,594,665
Administrative expenses professional fees incurred2021-12-31$21,998
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$80,911
Total non interest bearing cash at end of year2021-12-31$380,819
Total non interest bearing cash at beginning of year2021-12-31$178,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$24,588,235
Value of net assets at end of year (total assets less liabilities)2021-12-31$138,989,999
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$114,401,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$120,840,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$97,904,674
Interest earned on other investments2021-12-31$693,719
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$30
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$17,769,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$16,318,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,553,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$12,278,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,399,342
Contract administrator fees2021-12-31$30,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GOULET, SALVIDIO & ASSOCIATES, P.C.
Accountancy firm EIN2021-12-31042623065
2020 : LOCAL 550 ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$28,244,413
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,324,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,194,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,375,244
Value of total assets at end of year2020-12-31$114,401,764
Value of total assets at beginning of year2020-12-31$99,481,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$130,213
Total interest from all sources2020-12-31$482,674
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,620,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$6,620,373
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,760
Administrative expenses (other) incurred2020-12-31$100,213
Total non interest bearing cash at end of year2020-12-31$178,177
Total non interest bearing cash at beginning of year2020-12-31$233,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$14,919,892
Value of net assets at end of year (total assets less liabilities)2020-12-31$114,401,764
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$99,481,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$97,904,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$87,967,326
Interest earned on other investments2020-12-31$482,637
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$16,318,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,281,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,766,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$9,363,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,194,308
Contract administrator fees2020-12-31$30,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GOULET, SALVIDIO & ASSOCIATES, P.C.
Accountancy firm EIN2020-12-31042623065
2019 : LOCAL 550 ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$13,430,597
Total unrealized appreciation/depreciation of assets2019-12-31$13,430,597
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$30,038,569
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,769,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,573,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,723,056
Value of total assets at end of year2019-12-31$99,481,872
Value of total assets at beginning of year2019-12-31$73,212,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$195,960
Total interest from all sources2019-12-31$344,208
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,540,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,540,708
Administrative expenses professional fees incurred2019-12-31$20,225
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Administrative expenses (other) incurred2019-12-31$145,735
Total non interest bearing cash at end of year2019-12-31$233,438
Total non interest bearing cash at beginning of year2019-12-31$163,693
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$26,269,541
Value of net assets at end of year (total assets less liabilities)2019-12-31$99,481,872
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$73,212,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$87,967,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$64,042,292
Interest earned on other investments2019-12-31$344,162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$46
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,281,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,006,346
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,723,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,573,068
Contract administrator fees2019-12-31$30,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GOULET, SALVIDIO & ASSOCIATES, P.C.
Accountancy firm EIN2019-12-31042623065
2018 : LOCAL 550 ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-10,024
Total unrealized appreciation/depreciation of assets2018-12-31$-10,024
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$8,116,012
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,734,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,491,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,735,224
Value of total assets at end of year2018-12-31$73,212,331
Value of total assets at beginning of year2018-12-31$70,831,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$243,073
Total interest from all sources2018-12-31$264,824
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,659,400
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$5,659,400
Administrative expenses professional fees incurred2018-12-31$19,679
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$180,237
Administrative expenses (other) incurred2018-12-31$193,394
Total non interest bearing cash at end of year2018-12-31$163,693
Total non interest bearing cash at beginning of year2018-12-31$116,383
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$2,381,178
Value of net assets at end of year (total assets less liabilities)2018-12-31$73,212,331
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$70,831,153
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
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$64,042,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$63,650,326
Interest earned on other investments2018-12-31$264,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$51
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,006,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,064,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,533,412
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
Contributions received in cash from employer2018-12-31$10,554,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,491,761
Contract administrator fees2018-12-31$30,000
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
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 name2018-12-31GOULET, SALVIDIO & ASSOCIATES, P.C.
Accountancy firm EIN2018-12-31042623065
2017 : LOCAL 550 ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$19,335,564
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,166,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,984,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,076,231
Value of total assets at end of year2017-12-31$70,831,153
Value of total assets at beginning of year2017-12-31$55,662,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$182,664
Total interest from all sources2017-12-31$36
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,577,321
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$2,577,321
Administrative expenses professional fees incurred2017-12-31$20,950
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$170,464
Administrative expenses (other) incurred2017-12-31$117,841
Total non interest bearing cash at end of year2017-12-31$116,383
Total non interest bearing cash at beginning of year2017-12-31$82,035
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$15,168,873
Value of net assets at end of year (total assets less liabilities)2017-12-31$70,831,153
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$55,662,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$23,873
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$63,650,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$48,810,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$36
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,064,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,769,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,681,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,905,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,984,027
Contract administrator fees2017-12-31$20,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GOULET, SALVIDIO & ASSOCIATES, P.C.
Accountancy firm EIN2017-12-31042623065
2016 : LOCAL 550 ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$10,914,075
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,007,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,910,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,609,958
Value of total assets at end of year2016-12-31$55,662,280
Value of total assets at beginning of year2016-12-31$47,755,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$96,856
Total interest from all sources2016-12-31$28
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,410,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,410,419
Administrative expenses professional fees incurred2016-12-31$21,092
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$79,494
Administrative expenses (other) incurred2016-12-31$33,520
Total non interest bearing cash at end of year2016-12-31$82,035
Total non interest bearing cash at beginning of year2016-12-31$54,172
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$7,906,695
Value of net assets at end of year (total assets less liabilities)2016-12-31$55,662,280
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$47,755,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$22,244
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$48,810,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$42,304,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$28
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,769,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,396,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,893,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,530,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,910,524
Contract administrator fees2016-12-31$20,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GOULET, SALVIDIO & ASSOCIATES, P.C.
Accountancy firm EIN2016-12-31042623065
2015 : LOCAL 550 ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,652,684
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,935,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,809,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,571,962
Value of total assets at end of year2015-12-31$47,755,585
Value of total assets at beginning of year2015-12-31$44,038,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$126,243
Total interest from all sources2015-12-31$158,117
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,877,033
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$1,877,033
Administrative expenses professional fees incurred2015-12-31$19,560
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$64,920
Total non interest bearing cash at end of year2015-12-31$54,172
Total non interest bearing cash at beginning of year2015-12-31$56,832
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$3,717,175
Value of net assets at end of year (total assets less liabilities)2015-12-31$47,755,585
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$44,038,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$21,763
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$42,304,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$38,860,510
Interest earned on other investments2015-12-31$158,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,396,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,121,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,954,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,571,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,809,266
Contract administrator fees2015-12-31$20,000
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GOULET, SALVIDIO & ASSOCIATES, P.C.
Accountancy firm EIN2015-12-31042623065
2014 : LOCAL 550 ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,968,325
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,396,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,252,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,172,468
Value of total assets at end of year2014-12-31$44,038,410
Value of total assets at beginning of year2014-12-31$38,466,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$143,944
Total interest from all sources2014-12-31$37
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,081,784
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$2,081,784
Administrative expenses professional fees incurred2014-12-31$17,550
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$77,330
Administrative expenses (other) incurred2014-12-31$96,394
Total non interest bearing cash at end of year2014-12-31$56,832
Total non interest bearing cash at beginning of year2014-12-31$111,493
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$5,572,305
Value of net assets at end of year (total assets less liabilities)2014-12-31$44,038,410
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$38,466,105
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$38,860,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$34,011,342
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,121,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,343,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$636,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,172,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,252,076
Contract administrator fees2014-12-31$30,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GOULET, SALVIDIO & ASSOCIATES, P.C.
Accountancy firm EIN2014-12-31042623065
2013 : LOCAL 550 ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$11,298,874
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,028,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,967,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,525,191
Value of total assets at end of year2013-12-31$38,466,105
Value of total assets at beginning of year2013-12-31$30,195,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$60,486
Total interest from all sources2013-12-31$69
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,294,633
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$1,294,633
Administrative expenses professional fees incurred2013-12-31$25,241
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$68,106
Administrative expenses (other) incurred2013-12-31$25,245
Total non interest bearing cash at end of year2013-12-31$111,493
Total non interest bearing cash at beginning of year2013-12-31$98,382
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$8,270,642
Value of net assets at end of year (total assets less liabilities)2013-12-31$38,466,105
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$30,195,463
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$34,011,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$30,097,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$69
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,343,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,410,875
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$4,525,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,967,746
Contract administrator fees2013-12-31$10,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GOULET, SALVIDIO & ASSOCIATES, P.C.
Accountancy firm EIN2013-12-31042623065
2012 : LOCAL 550 ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,284,780
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,027,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,950,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,122,083
Value of total assets at end of year2012-12-31$30,195,463
Value of total assets at beginning of year2012-12-31$27,937,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$77,021
Total interest from all sources2012-12-31$49
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$690,025
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$690,025
Administrative expenses professional fees incurred2012-12-31$24,530
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$72,054
Administrative expenses (other) incurred2012-12-31$32,491
Total non interest bearing cash at end of year2012-12-31$98,382
Total non interest bearing cash at beginning of year2012-12-31$163,239
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$2,257,597
Value of net assets at end of year (total assets less liabilities)2012-12-31$30,195,463
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,937,866
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
Investment advisory and management fees2012-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$30,097,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,774,627
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$49
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,400,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,122,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,950,162
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GOULET, SALVIDIO & ASSOCIATES, P.C.
Accountancy firm EIN2012-12-31042623065
2011 : LOCAL 550 ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,336,325
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,145,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,069,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,723,043
Value of total assets at end of year2011-12-31$27,937,866
Value of total assets at beginning of year2011-12-31$30,746,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$76,137
Total interest from all sources2011-12-31$73
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$533,491
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$533,491
Administrative expenses professional fees incurred2011-12-31$30,663
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$59,973
Administrative expenses (other) incurred2011-12-31$25,474
Total non interest bearing cash at end of year2011-12-31$163,239
Total non interest bearing cash at beginning of year2011-12-31$46,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,808,934
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,937,866
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$30,746,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$27,774,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$30,700,697
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$73
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,980,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,723,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,069,122
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GOULET, SALVIDIO & ASSOCIATES, P.C.
Accountancy firm EIN2011-12-31042623065
2010 : LOCAL 550 ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,311,775
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,529,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,446,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,998,886
Value of total assets at end of year2010-12-31$30,746,800
Value of total assets at beginning of year2010-12-31$28,964,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$82,371
Total interest from all sources2010-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$443,048
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$443,048
Administrative expenses professional fees incurred2010-12-31$31,754
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$46,459
Administrative expenses (other) incurred2010-12-31$25,617
Total non interest bearing cash at end of year2010-12-31$46,103
Total non interest bearing cash at beginning of year2010-12-31$3,459
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$1,782,450
Value of net assets at end of year (total assets less liabilities)2010-12-31$30,746,800
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,964,350
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$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$30,700,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$28,960,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,823,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,998,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,446,954
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GOULET, SALVIDIO & ASSOCIATES, P.C.
Accountancy firm EIN2010-12-31042623065
2009 : LOCAL 550 ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LOCAL 550 ANNUITY PLAN

2022: LOCAL 550 ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOCAL 550 ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOCAL 550 ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOCAL 550 ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-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 planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOCAL 550 ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-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 planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOCAL 550 ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-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 planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOCAL 550 ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOCAL 550 ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-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 planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOCAL 550 ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-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 planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOCAL 550 ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-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 planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOCAL 550 ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOCAL 550 ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOCAL 550 ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOCAL 550 ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780649-01
Policy instance 2
Insurance contract or identification number780649-01
Number of Individuals Covered758
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61106-1
Policy instance 1
Insurance contract or identification numberMR 61106-1
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61106-1
Policy instance 1
Insurance contract or identification numberMR 61106-1
Number of Individuals Covered739
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61106-1
Policy instance 1
Insurance contract or identification numberMR 61106-1
Number of Individuals Covered724
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61106-1
Policy instance 1
Insurance contract or identification numberMR 61106-1
Number of Individuals Covered730
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61106-1
Policy instance 1
Insurance contract or identification numberMR 61106-1
Number of Individuals Covered691
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61106-1
Policy instance 1
Insurance contract or identification numberMR 61106-1
Number of Individuals Covered632
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61106-1
Policy instance 1
Insurance contract or identification numberMR 61106-1
Number of Individuals Covered559
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,000
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,000
Insurance broker organization code?4
Insurance broker nameNYLINK INSURANCE AGENCY INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61106-1
Policy instance 1
Insurance contract or identification numberMR 61106-1
Number of Individuals Covered534
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $37,500
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,500
Insurance broker organization code?4
Insurance broker nameNYLINK INSURANCE AGENCY INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61106-1
Policy instance 1
Insurance contract or identification numberMR 61106-1
Number of Individuals Covered505
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $50,000
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,000
Insurance broker organization code?4
Insurance broker nameNYLINK INSURANCE AGENCY INC.

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