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BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan NameBOSTON RED SOX RETIREMENT AND SAVINGS PLAN
Plan identification number 005

BOSTON RED SOX RETIREMENT AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BOSTON RED SOX BASEBALL CLUB LTD PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:BOSTON RED SOX BASEBALL CLUB LTD PARTNERSHIP
Employer identification number (EIN):042642695
NAIC Classification:711210
NAIC Description: Spectator Sports

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTON RED SOX RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01BRAD HANOVICH
0052016-01-01AMY WARYAS TIMOTHY ZUE2017-10-16
0052015-01-01STEVEN A. FITCH

Plan Statistics for BOSTON RED SOX RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for BOSTON RED SOX RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022: BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,885
Total number of active participants reported on line 7a of the Form 55002022-01-011,515
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01137
Total of all active and inactive participants2022-01-011,652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,653
Number of participants with account balances2022-01-01665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,737
Total number of active participants reported on line 7a of the Form 55002021-01-011,757
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01128
Total of all active and inactive participants2021-01-011,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,885
Number of participants with account balances2021-01-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,687
Total number of active participants reported on line 7a of the Form 55002020-01-011,619
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01118
Total of all active and inactive participants2020-01-011,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,737
Number of participants with account balances2020-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0141
2019: BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,678
Total number of active participants reported on line 7a of the Form 55002019-01-011,591
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0196
Total of all active and inactive participants2019-01-011,687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,687
Number of participants with account balances2019-01-01591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01141
2018: BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,687
Total number of active participants reported on line 7a of the Form 55002018-01-011,569
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01109
Total of all active and inactive participants2018-01-011,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,678
Number of participants with account balances2018-01-01593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0190
2017: BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,160
Total number of active participants reported on line 7a of the Form 55002017-01-011,584
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01102
Total of all active and inactive participants2017-01-011,686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,687
Number of participants with account balances2017-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,004
Total number of active participants reported on line 7a of the Form 55002016-01-011,095
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-011,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,148
Number of participants with account balances2016-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122
2015: BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01764
Total number of active participants reported on line 7a of the Form 55002015-01-01967
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01990
Number of participants with account balances2015-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112

Financial Data on BOSTON RED SOX RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022 : BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$92,663
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$0
Total income from all sources (including contributions)2022-12-31$-8,750,223
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,507,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,494,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,552,474
Value of total assets at end of year2022-12-31$71,104,076
Value of total assets at beginning of year2022-12-31$84,269,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,886
Total interest from all sources2022-12-31$19,988
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,365,721
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$1,365,721
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,784,585
Participant contributions at end of year2022-12-31$414,395
Participant contributions at beginning of year2022-12-31$466,093
Participant contributions at end of year2022-12-31$263,656
Participant contributions at beginning of year2022-12-31$142,050
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$516,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,258,206
Value of net assets at end of year (total assets less liabilities)2022-12-31$71,104,076
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$84,269,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$70,130,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$83,443,395
Value of interest in pooled separate accounts at end of year2022-12-31$34,338
Value of interest in pooled separate accounts at beginning of year2022-12-31$60,380
Interest on participant loans2022-12-31$19,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,689,087
Net investment gain/loss from pooled separate accounts2022-12-31$681
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$2,251,287
Employer contributions (assets) at end of year2022-12-31$260,881
Employer contributions (assets) at beginning of year2022-12-31$157,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,494,097
Contract administrator fees2022-12-31$13,886
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 name2022-12-31MAZARS USA LLP
Accountancy firm EIN2022-12-31131459550
2021 : BOSTON RED SOX RETIREMENT AND SAVINGS 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$16,054,416
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,379,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,359,188
Value of total corrective distributions2021-12-31$798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,572,769
Value of total assets at end of year2021-12-31$84,269,619
Value of total assets at beginning of year2021-12-31$72,594,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,739
Total interest from all sources2021-12-31$24,530
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,256,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,256,928
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
Contributions received from participants2021-12-31$3,278,289
Participant contributions at end of year2021-12-31$466,093
Participant contributions at beginning of year2021-12-31$502,955
Participant contributions at end of year2021-12-31$142,050
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$269,676
Other income not declared elsewhere2021-12-31$1,615
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$11,674,691
Value of net assets at end of year (total assets less liabilities)2021-12-31$84,269,619
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$72,594,928
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
Investment advisory and management fees2021-12-31$7,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$83,443,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$71,923,989
Value of interest in pooled separate accounts at end of year2021-12-31$60,380
Value of interest in pooled separate accounts at beginning of year2021-12-31$132,749
Interest on participant loans2021-12-31$24,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,196,632
Net investment gain/loss from pooled separate accounts2021-12-31$1,942
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$2,024,804
Employer contributions (assets) at end of year2021-12-31$157,701
Employer contributions (assets) at beginning of year2021-12-31$35,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,359,188
Contract administrator fees2021-12-31$12,204
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 name2021-12-31SAMET & COMPANY PC
Accountancy firm EIN2021-12-31043027605
2020 : BOSTON RED SOX RETIREMENT AND SAVINGS 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$15,321,348
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,948,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,920,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,145,463
Value of total assets at end of year2020-12-31$72,594,928
Value of total assets at beginning of year2020-12-31$62,221,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,431
Total interest from all sources2020-12-31$22,980
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,116,440
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$2,116,440
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
Contributions received from participants2020-12-31$2,993,087
Participant contributions at end of year2020-12-31$502,955
Participant contributions at beginning of year2020-12-31$378,400
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$105,530
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$291,258
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$10,373,328
Value of net assets at end of year (total assets less liabilities)2020-12-31$72,594,928
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$62,221,600
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
Investment advisory and management fees2020-12-31$7,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$71,923,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$59,294,688
Value of interest in pooled separate accounts at end of year2020-12-31$132,749
Value of interest in pooled separate accounts at beginning of year2020-12-31$142
Interest on participant loans2020-12-31$22,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,035,993
Net investment gain/loss from pooled separate accounts2020-12-31$472
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$1,861,118
Employer contributions (assets) at end of year2020-12-31$35,235
Employer contributions (assets) at beginning of year2020-12-31$2,442,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,920,589
Contract administrator fees2020-12-31$19,896
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 name2020-12-31SAMET & COMPANY PC
Accountancy firm EIN2020-12-31043027605
2019 : BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$19,144,850
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,012,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,985,692
Value of total corrective distributions2019-12-31$174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,304,621
Value of total assets at end of year2019-12-31$62,221,600
Value of total assets at beginning of year2019-12-31$46,089,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,601
Total interest from all sources2019-12-31$17,493
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,730,821
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$1,730,821
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
Contributions received from participants2019-12-31$3,314,478
Participant contributions at end of year2019-12-31$378,400
Participant contributions at beginning of year2019-12-31$258,406
Participant contributions at end of year2019-12-31$105,530
Participant contributions at beginning of year2019-12-31$169,507
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$748,504
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$16,132,383
Value of net assets at end of year (total assets less liabilities)2019-12-31$62,221,600
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$46,089,217
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
Investment advisory and management fees2019-12-31$82
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$59,294,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$41,911,807
Value of interest in pooled separate accounts at end of year2019-12-31$142
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$17,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,261,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,261,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,091,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,241,639
Employer contributions (assets) at end of year2019-12-31$2,442,840
Employer contributions (assets) at beginning of year2019-12-31$2,488,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,985,692
Contract administrator fees2019-12-31$26,519
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 name2019-12-31SAMET & COMPANY PC
Accountancy firm EIN2019-12-31043027605
2018 : BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,639,479
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$769,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$725,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,576,741
Value of total assets at end of year2018-12-31$46,089,217
Value of total assets at beginning of year2018-12-31$42,219,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,258
Total interest from all sources2018-12-31$11,678
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$963,986
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$963,986
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 period2018-12-31Yes
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
Contributions received from participants2018-12-31$3,103,365
Participant contributions at end of year2018-12-31$258,406
Participant contributions at beginning of year2018-12-31$315,885
Participant contributions at end of year2018-12-31$169,507
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$225,234
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$3,869,719
Value of net assets at end of year (total assets less liabilities)2018-12-31$46,089,217
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$42,219,498
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$12,540
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$41,911,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$41,542,717
Interest on participant loans2018-12-31$11,678
Interest earned on other investments2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,261,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$295,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$295,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,912,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,248,142
Employer contributions (assets) at end of year2018-12-31$2,488,399
Employer contributions (assets) at beginning of year2018-12-31$65,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$725,502
Contract administrator fees2018-12-31$31,718
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31SAMET & COMPANY PC
Accountancy firm EIN2018-12-31043027605
2017 : BOSTON RED SOX RETIREMENT AND SAVINGS 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$13,260,623
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,456,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,396,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,954,007
Value of total assets at end of year2017-12-31$42,219,498
Value of total assets at beginning of year2017-12-31$30,415,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$59,317
Total interest from all sources2017-12-31$13,014
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$744,512
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$744,512
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,795,773
Participant contributions at end of year2017-12-31$315,885
Participant contributions at beginning of year2017-12-31$197,480
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$118,737
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$241,929
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$11,804,329
Value of net assets at end of year (total assets less liabilities)2017-12-31$42,219,498
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,415,169
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$18,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$41,542,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$29,162,380
Interest on participant loans2017-12-31$9,526
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$295,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$685,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$685,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,549,090
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$3,916,305
Employer contributions (assets) at end of year2017-12-31$65,051
Employer contributions (assets) at beginning of year2017-12-31$250,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,396,977
Contract administrator fees2017-12-31$41,310
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 name2017-12-31SAMET & COMPANY PC
Accountancy firm EIN2017-12-31043027605
2016 : BOSTON RED SOX RETIREMENT AND SAVINGS 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$8,428,474
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,030,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$978,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,235,355
Value of total assets at end of year2016-12-31$30,415,169
Value of total assets at beginning of year2016-12-31$23,016,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,148
Total interest from all sources2016-12-31$9,650
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$551,421
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$551,421
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,589,803
Participant contributions at end of year2016-12-31$197,480
Participant contributions at beginning of year2016-12-31$259,006
Participant contributions at end of year2016-12-31$118,737
Participant contributions at beginning of year2016-12-31$97,646
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$155,645
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$7,398,446
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,415,169
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,016,723
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$17,636
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$29,162,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,074,702
Interest on participant loans2016-12-31$7,852
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$685,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$318,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$318,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,632,048
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$3,489,907
Employer contributions (assets) at end of year2016-12-31$250,726
Employer contributions (assets) at beginning of year2016-12-31$267,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$978,880
Contract administrator fees2016-12-31$33,512
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 name2016-12-31SAMET & COMPANY PC
Accountancy firm EIN2016-12-31043027605
2015 : BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$17,508,296
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$5,949,916
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$441,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$405,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,242,092
Value of total assets at end of year2015-12-31$23,016,723
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,020
Total interest from all sources2015-12-31$11,347
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$428,376
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$428,376
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,511,230
Participant contributions at end of year2015-12-31$259,006
Participant contributions at end of year2015-12-31$97,646
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$289,984
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$5,508,427
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,016,723
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
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$12,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,074,702
Interest on participant loans2015-12-31$9,637
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$318,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-731,899
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$3,440,878
Employer contributions (assets) at end of year2015-12-31$267,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$405,469
Contract administrator fees2015-12-31$23,178
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31SAMET & COMPANY PC
Accountancy firm EIN2015-12-31043027605

Form 5500 Responses for BOSTON RED SOX RETIREMENT AND SAVINGS PLAN

2022: BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BOSTON RED SOX RETIREMENT AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered665
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered644
Insurance policy start date2021-09-23
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered616
Insurance policy start date2020-09-23
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered591
Insurance policy start date2019-09-23
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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