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GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 401k Plan overview

Plan NameGNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST
Plan identification number 501

GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover

401k Sponsoring company profile

GREATER NEW YORK AUTOMOBILE DEALERS ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:GREATER NEW YORK AUTOMOBILE DEALERS ASSOCIATION, INC.
Employer identification number (EIN):110578480
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about GREATER NEW YORK AUTOMOBILE DEALERS ASSOCIATION, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1934-05-04
Company Identification Number: 129138
Legal Registered Office Address: 18-10 WHITESTONE
EXPRESSWAY
WHITESTONE
United States of America (USA)
11357

More information about GREATER NEW YORK AUTOMOBILE DEALERS ASSOCIATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01MICHAEL W. CONWAY2023-09-28
5012021-01-01MICHAEL W. CONWAY2022-09-15
5012020-01-01MICHAEL W. CONWAY2021-12-14
5012020-01-01MICHAEL W. CONWAY2022-08-30
5012019-01-01MICHAEL W. CONWAY2020-08-21
5012018-01-01MICHAEL W. CONWAY2019-09-13
5012017-01-01MICHAEL CONWAY
5012016-01-01MICHAEL CONWAY
5012015-01-01MICHAEL CONWAY
5012014-01-01MICHAEL CONWAY
5012013-01-01MICHAEL CONWAY
5012012-01-01MICHAEL CONWAY
5012011-01-01MICHAEL CONWAY
5012009-01-01MICHAEL CONWAY

Plan Statistics for GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST

401k plan membership statisitcs for GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST

Measure Date Value
2022: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
2021: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-010
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
2020: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-010
Total number of active participants reported on line 7a of the Form 55002020-01-010
Total of all active and inactive participants2020-01-010
2019: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-010
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
2018: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-010
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
2017: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
2016: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-010
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
2015: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
2014: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
2013: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01453
Total number of active participants reported on line 7a of the Form 55002013-01-01457
Number of retired or separated participants receiving benefits2013-01-016
Total of all active and inactive participants2013-01-01463
2012: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01527
Total number of active participants reported on line 7a of the Form 55002012-01-01448
Number of retired or separated participants receiving benefits2012-01-015
Total of all active and inactive participants2012-01-01453
2011: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01609
Total number of active participants reported on line 7a of the Form 55002011-01-01525
Number of retired or separated participants receiving benefits2011-01-012
Total of all active and inactive participants2011-01-01527
2009: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01700
Total number of active participants reported on line 7a of the Form 55002009-01-01481
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01490

Financial Data on GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST

Measure Date Value
2022 : GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$3,500
Total income from all sources2022-12-31$49
Expenses. Total of all expenses incurred2022-12-31$9,373
Total plan assets at end of year2022-12-31$247,745
Total plan assets at beginning of year2022-12-31$260,569
Value of fidelity bond covering the plan2022-12-31$400,000
Expenses. Other expenses not covered elsewhere2022-12-31$5,513
Other income received2022-12-31$49
Net income (gross income less expenses)2022-12-31$-9,324
Net plan assets at end of year (total assets less liabilities)2022-12-31$247,745
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$257,069
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,860
2021 : GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2021 401k financial data
Total plan liabilities at end of year2021-12-31$3,500
Total plan liabilities at beginning of year2021-12-31$3,812
Total income from all sources2021-12-31$505
Expenses. Total of all expenses incurred2021-12-31$9,939
Total plan assets at end of year2021-12-31$260,569
Total plan assets at beginning of year2021-12-31$270,315
Value of fidelity bond covering the plan2021-12-31$400,000
Expenses. Other expenses not covered elsewhere2021-12-31$6,199
Other income received2021-12-31$505
Net income (gross income less expenses)2021-12-31$-9,434
Net plan assets at end of year (total assets less liabilities)2021-12-31$257,069
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$266,503
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,740
2020 : GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$3,812
Total plan liabilities at beginning of year2020-12-31$3,500
Total income from all sources2020-12-31$2,757
Expenses. Total of all expenses incurred2020-12-31$13,138
Total plan assets at end of year2020-12-31$270,315
Total plan assets at beginning of year2020-12-31$280,384
Value of fidelity bond covering the plan2020-12-31$500,000
Expenses. Other expenses not covered elsewhere2020-12-31$5,165
Other income received2020-12-31$2,757
Net income (gross income less expenses)2020-12-31$-10,381
Net plan assets at end of year (total assets less liabilities)2020-12-31$266,503
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$276,884
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$7,973
2019 : GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$3,500
Total plan liabilities at beginning of year2019-12-31$14,487
Total income from all sources2019-12-31$4,530
Expenses. Total of all expenses incurred2019-12-31$14,101
Total plan assets at end of year2019-12-31$280,384
Total plan assets at beginning of year2019-12-31$300,942
Value of fidelity bond covering the plan2019-12-31$500,000
Expenses. Other expenses not covered elsewhere2019-12-31$6,941
Other income received2019-12-31$4,530
Net income (gross income less expenses)2019-12-31$-9,571
Net plan assets at end of year (total assets less liabilities)2019-12-31$276,884
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$286,455
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$7,160
2018 : GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$14,487
Total plan liabilities at beginning of year2018-12-31$14,487
Total income from all sources2018-12-31$795
Expenses. Total of all expenses incurred2018-12-31$8,185
Total plan assets at end of year2018-12-31$300,942
Total plan assets at beginning of year2018-12-31$308,332
Value of fidelity bond covering the plan2018-12-31$500,000
Expenses. Other expenses not covered elsewhere2018-12-31$6,565
Other income received2018-12-31$795
Net income (gross income less expenses)2018-12-31$-7,390
Net plan assets at end of year (total assets less liabilities)2018-12-31$286,455
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$293,845
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,620
2017 : GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$14,487
Total plan liabilities at beginning of year2017-12-31$14,487
Total income from all sources2017-12-31$837
Expenses. Total of all expenses incurred2017-12-31$21,385
Total plan assets at end of year2017-12-31$308,332
Total plan assets at beginning of year2017-12-31$328,880
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$837
Net income (gross income less expenses)2017-12-31$-20,548
Net plan assets at end of year (total assets less liabilities)2017-12-31$293,845
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$314,393
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$21,385
2016 : GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$14,487
Total plan liabilities at beginning of year2016-12-31$25,676
Total income from all sources2016-12-31$500
Expenses. Total of all expenses incurred2016-12-31$14,570
Total plan assets at end of year2016-12-31$328,880
Total plan assets at beginning of year2016-12-31$354,139
Value of fidelity bond covering the plan2016-12-31$500,000
Assets. Value of tangible personal property2016-12-31$92
Expenses. Other expenses not covered elsewhere2016-12-31$14,570
Contributions received from other sources (not participants or employers)2016-12-31$500
Net income (gross income less expenses)2016-12-31$-14,070
Net plan assets at end of year (total assets less liabilities)2016-12-31$314,393
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$328,463
2015 : GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$25,676
Total plan liabilities at beginning of year2015-12-31$28,075
Total income from all sources2015-12-31$6,169
Expenses. Total of all expenses incurred2015-12-31$15,978
Total plan assets at end of year2015-12-31$354,139
Total plan assets at beginning of year2015-12-31$366,347
Value of fidelity bond covering the plan2015-12-31$500,000
Expenses. Other expenses not covered elsewhere2015-12-31$15,978
Other income received2015-12-31$6,169
Net income (gross income less expenses)2015-12-31$-9,809
Net plan assets at end of year (total assets less liabilities)2015-12-31$328,463
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$338,272
2014 : GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$28,075
Total plan liabilities at beginning of year2014-12-31$114,184
Total income from all sources2014-12-31$5,834
Expenses. Total of all expenses incurred2014-12-31$51,021
Total plan assets at end of year2014-12-31$366,347
Total plan assets at beginning of year2014-12-31$497,643
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$5,834
Net income (gross income less expenses)2014-12-31$-45,187
Net plan assets at end of year (total assets less liabilities)2014-12-31$338,272
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$383,459
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$51,021
2013 : GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 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$114,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$111,307
Total income from all sources (including contributions)2013-12-31$311,091
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$445,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$238,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$309,451
Value of total assets at end of year2013-12-31$497,643
Value of total assets at beginning of year2013-12-31$629,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$207,020
Total interest from all sources2013-12-31$1,640
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$16,004
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,760
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$278,212
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$269,633
Administrative expenses (other) incurred2013-12-31$191,016
Liabilities. Value of operating payables at end of year2013-12-31$114,184
Liabilities. Value of operating payables at beginning of year2013-12-31$111,307
Total non interest bearing cash at end of year2013-12-31$13,384
Total non interest bearing cash at beginning of year2013-12-31$8,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-134,471
Value of net assets at end of year (total assets less liabilities)2013-12-31$383,459
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$517,930
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 bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$199,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$346,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$346,523
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,640
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$238,542
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$305,691
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$6,867
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$4,431
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN2013-12-31132665700
2012 : GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 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$111,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$108,476
Total income from all sources (including contributions)2012-12-31$341,810
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$452,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$250,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$338,851
Value of total assets at end of year2012-12-31$629,237
Value of total assets at beginning of year2012-12-31$737,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$201,570
Total interest from all sources2012-12-31$2,959
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$12,307
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,199
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$269,633
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$239,715
Administrative expenses (other) incurred2012-12-31$189,263
Liabilities. Value of operating payables at end of year2012-12-31$111,307
Liabilities. Value of operating payables at beginning of year2012-12-31$108,476
Total non interest bearing cash at end of year2012-12-31$8,650
Total non interest bearing cash at beginning of year2012-12-31$7,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-110,706
Value of net assets at end of year (total assets less liabilities)2012-12-31$517,930
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$628,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$346,523
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$484,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$484,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,959
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$250,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$334,652
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$4,431
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$6,062
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN2012-12-31132665700
2011 : GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 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$108,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$91,806
Total income from all sources (including contributions)2011-12-31$380,797
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$460,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$267,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$377,957
Value of total assets at end of year2011-12-31$737,112
Value of total assets at beginning of year2011-12-31$800,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$193,328
Total interest from all sources2011-12-31$2,840
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$11,912
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,659
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$239,715
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$225,886
Administrative expenses (other) incurred2011-12-31$181,341
Liabilities. Value of operating payables at end of year2011-12-31$108,476
Liabilities. Value of operating payables at beginning of year2011-12-31$91,806
Total non interest bearing cash at end of year2011-12-31$7,095
Total non interest bearing cash at beginning of year2011-12-31$17,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-79,580
Value of net assets at end of year (total assets less liabilities)2011-12-31$628,636
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$708,216
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$75
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$484,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$550,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$550,801
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,840
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$267,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$373,298
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$6,062
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$6,013
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN2011-12-31132665700
2010 : GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 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$91,806
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$106,140
Total income from all sources (including contributions)2010-12-31$385,172
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$497,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$281,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$387,668
Value of total assets at end of year2010-12-31$800,022
Value of total assets at beginning of year2010-12-31$927,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$216,032
Total interest from all sources2010-12-31$-3,990
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$17,908
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,581
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$225,886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$219,188
Other income not declared elsewhere2010-12-31$1,494
Administrative expenses (other) incurred2010-12-31$197,992
Liabilities. Value of operating payables at end of year2010-12-31$91,806
Liabilities. Value of operating payables at beginning of year2010-12-31$104,190
Total non interest bearing cash at end of year2010-12-31$17,322
Total non interest bearing cash at beginning of year2010-12-31$22,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-112,720
Value of net assets at end of year (total assets less liabilities)2010-12-31$708,216
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$820,936
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$132
Interest earned on other investments2010-12-31$-4,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$550,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$679,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$679,724
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$318
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$281,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$382,087
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,950
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$6,013
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$6,045
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN2010-12-31132665700

Form 5500 Responses for GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST

2022: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: GNY AUTOMOBILE DEALERS HEALTH & WELFARE TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

NATIONAL BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61409 )
Policy contract number0950000A
Policy instance 1
Insurance contract or identification number0950000A
Number of Individuals Covered257
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $22,145
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number10150
Policy instance 2
Insurance contract or identification number10150
Number of Individuals Covered325
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,483
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00407330
Policy instance 3
Insurance contract or identification number00407330
Number of Individuals Covered249
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $23,198
Total amount of fees paid to insurance companyUSD $6,995
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $208,617
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,948
Amount paid for insurance broker fees6995
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameNRL ASSOCIATES LTD
NATIONAL BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61409 )
Policy contract number0950000A
Policy instance 1
Insurance contract or identification number0950000A
Number of Individuals Covered253
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $11,246
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number10150
Policy instance 2
Insurance contract or identification number10150
Number of Individuals Covered337
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $13,786
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00407330
Policy instance 3
Insurance contract or identification number00407330
Number of Individuals Covered261
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $25,971
Total amount of fees paid to insurance companyUSD $7,253
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $233,557
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,691
Amount paid for insurance broker fees7253
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameNRL ASSOCIATES LTD
NATIONAL BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61409 )
Policy contract number0950000A
Policy instance 2
Insurance contract or identification number0950000A
Number of Individuals Covered299
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $16,326
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00407330
Policy instance 1
Insurance contract or identification number00407330
Number of Individuals Covered315
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $26,499
Total amount of fees paid to insurance companyUSD $7,343
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $238,296
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number10150
Policy instance 3
Insurance contract or identification number10150
Number of Individuals Covered392
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $19,803
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number10150
Policy instance 3
Insurance contract or identification number10150
Number of Individuals Covered482
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $22,909
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61409 )
Policy contract number0950000A
Policy instance 2
Insurance contract or identification number0950000A
Number of Individuals Covered312
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $16,794
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00407330
Policy instance 1
Insurance contract or identification number00407330
Number of Individuals Covered315
Insurance policy start date2009-10-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $29,286
Total amount of fees paid to insurance companyUSD $11,032
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $241,631
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,498
Amount paid for insurance broker fees11032
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameNRL ASSOCIATES LTD

Potentially related plans

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