| Plan Name | DENIS S. OCONNOR, INC. RETIREMENT PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | DENIS S. O'CONNOR, INC. |
| Employer identification number (EIN): | 112046471 |
| NAIC Classification: | 812210 |
| NAIC Description: | Funeral Homes and Funeral Services |
Additional information about DENIS S. O'CONNOR, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1944-03-20 |
| Company Identification Number: | 55017 |
| Legal Registered Office Address: |
91-05 BEACH CHANNEL DRIVE Queens ROCKAWAY BEACH United States of America (USA) 11552 |
More information about DENIS S. O'CONNOR, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ROBERT LINDHOLM | 2024-09-10 | ||
| 002 | 2022-01-01 | ROBERT LINDHOLM | 2023-10-03 | ||
| 002 | 2021-01-01 | ROBERT LINDHOLM | 2022-10-10 | ||
| 002 | 2020-01-01 | VINCENT O'CONNOR | 2021-08-31 | ||
| 002 | 2019-01-01 | VINCENT O'CONNOR | 2020-08-11 | ||
| 002 | 2018-01-01 | VINCENT O'CONNOR | 2019-10-04 | ||
| 002 | 2017-01-01 | VINCENT O'CONNOR | |||
| 002 | 2016-01-01 | VINCENT O'CONNOR | |||
| 002 | 2015-01-01 | VINCENT O'CONNOR | |||
| 002 | 2014-01-01 | VINCENT O'CONNOR | |||
| 002 | 2013-01-01 | VINCENT O'CONNOR | |||
| 002 | 2012-01-01 | VINCENT O'CONNOR | |||
| 002 | 2011-01-01 | VINCENT O'CONNOR | |||
| 002 | 2010-01-01 | VINCENT O'CONNOR | |||
| 002 | 2009-01-01 | VINCENT O'CONNOR |
| Measure | Date | Value |
|---|---|---|
| 2025 : DENIS S. OCONNOR, INC. RETIREMENT PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-08-05 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-05 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-05 | 50 |
| Net assets as of the end of the plan year | 2025-08-05 | 802404 |
| Total assets as of the beginning of the plan year | 2025-08-05 | 656388 |
| Value of plan covered by a fidelity bond | 2025-08-05 | 160000 |
| Participant contributions to plan in this plan year | 2025-08-05 | 47200 |
| Value of participant loans at end of plan year | 2025-08-05 | 5112 |
| Other expenses paid from plan in this plan year | 2025-08-05 | 0 |
| Other contributions to plan in this plan year | 2025-08-05 | 0 |
| Other income to plan in this plan year | 2025-08-05 | 80391 |
| Plan net income in this plan year | 2025-08-05 | 146016 |
| Net assets as of the end of the plan year | 2025-08-05 | 802404 |
| Net assets as of the beginning of the plan year | 2025-08-05 | 656388 |
| Employer contributions to plan in this plan year | 2025-08-05 | 18475 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-05 | 50 |
| 2024 : DENIS S. OCONNOR, INC. RETIREMENT PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-10 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-10 | 1152487 |
| Net assets as of the end of the plan year | 2024-09-10 | 656388 |
| Total assets as of the beginning of the plan year | 2024-09-10 | 1624922 |
| Value of plan covered by a fidelity bond | 2024-09-10 | 162493 |
| Participant contributions to plan in this plan year | 2024-09-10 | 47200 |
| Value of participant loans at end of plan year | 2024-09-10 | 7104 |
| Other expenses paid from plan in this plan year | 2024-09-10 | 0 |
| Other contributions to plan in this plan year | 2024-09-10 | 0 |
| Other income to plan in this plan year | 2024-09-10 | 110279 |
| Plan net income in this plan year | 2024-09-10 | -968534 |
| Net assets as of the end of the plan year | 2024-09-10 | 656388 |
| Net assets as of the beginning of the plan year | 2024-09-10 | 1624922 |
| Employer contributions to plan in this plan year | 2024-09-10 | 26474 |
| Fees paid to broker by Benefit Provider | 2024-09-10 | 3965 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-10 | 400 |
| 2022 : DENIS S. OCONNOR, INC. RETIREMENT PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-10-10 | 61398 |
| Net assets as of the end of the plan year | 2022-10-10 | 1763674 |
| Total assets as of the beginning of the plan year | 2022-10-10 | 1633806 |
| Value of plan covered by a fidelity bond | 2022-10-10 | 163381 |
| Participant contributions to plan in this plan year | 2022-10-10 | 56920 |
| Other contributions to plan in this plan year | 2022-10-10 | 342 |
| Other income to plan in this plan year | 2022-10-10 | 104422 |
| Plan net income in this plan year | 2022-10-10 | 129868 |
| Net assets as of the end of the plan year | 2022-10-10 | 1763674 |
| Net assets as of the beginning of the plan year | 2022-10-10 | 1633806 |
| Employer contributions to plan in this plan year | 2022-10-10 | 29582 |
| Fees paid to broker by Benefit Provider | 2022-10-10 | 5530 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-10 | 300 |
| 2017 : DENIS S. OCONNOR, INC. RETIREMENT PLAN 2017 401k financial data | ||
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $185,148 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $43,119 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $43,119 |
| Total plan assets at end of year | 2017-12-31 | $1,369,261 |
| Total plan assets at beginning of year | 2017-12-31 | $1,227,232 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $54,395 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $95,933 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $142,029 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,369,261 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,227,232 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $34,820 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : DENIS S. OCONNOR, INC. RETIREMENT PLAN 2016 401k financial data | ||
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $130,125 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $35,338 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $35,288 |
| Total plan assets at end of year | 2016-12-31 | $1,227,232 |
| Total plan assets at beginning of year | 2016-12-31 | $1,132,445 |
| Value of fidelity bond covering the plan | 2016-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $38,570 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $53,951 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $94,787 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,227,232 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,132,445 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $37,604 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $50 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : DENIS S. OCONNOR, INC. RETIREMENT PLAN 2015 401k financial data | ||
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $78,413 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $27,288 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $27,263 |
| Total plan assets at end of year | 2015-12-31 | $1,132,445 |
| Total plan assets at beginning of year | 2015-12-31 | $1,081,320 |
| Value of fidelity bond covering the plan | 2015-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $36,030 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-4,188 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $51,125 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,132,445 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,081,320 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $46,571 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $25 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : DENIS S. OCONNOR, INC. RETIREMENT PLAN 2014 401k financial data | ||
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $126,947 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $24,746 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $24,721 |
| Total plan assets at end of year | 2014-12-31 | $1,081,320 |
| Total plan assets at beginning of year | 2014-12-31 | $979,119 |
| Value of fidelity bond covering the plan | 2014-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $46,600 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $36,945 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $102,201 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,081,320 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $979,119 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $43,402 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $25 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : DENIS S. OCONNOR, INC. RETIREMENT PLAN 2013 401k financial data | ||
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $383,675 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $24,193 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $24,193 |
| Total plan assets at end of year | 2013-12-31 | $979,119 |
| Total plan assets at beginning of year | 2013-12-31 | $619,637 |
| Value of fidelity bond covering the plan | 2013-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $55,100 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $289,679 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $359,482 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $979,119 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $619,637 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $38,896 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : DENIS S. OCONNOR, INC. RETIREMENT PLAN 2012 401k financial data | ||
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $145,159 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $27,797 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $19,554 |
| Total plan assets at end of year | 2012-12-31 | $619,637 |
| Total plan assets at beginning of year | 2012-12-31 | $502,275 |
| Value of fidelity bond covering the plan | 2012-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $53,400 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $8,243 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $47,641 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $117,362 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $619,637 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $502,275 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $44,118 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : DENIS S. OCONNOR, INC. RETIREMENT PLAN 2011 401k financial data | ||
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $87,792 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $25,154 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $18,124 |
| Total plan assets at end of year | 2011-12-31 | $502,275 |
| Total plan assets at beginning of year | 2011-12-31 | $439,637 |
| Value of fidelity bond covering the plan | 2011-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $51,800 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $7,030 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-6,932 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $62,638 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $502,275 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $439,637 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $42,924 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : DENIS S. OCONNOR, INC. RETIREMENT PLAN 2010 401k financial data | ||
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $120,985 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $12,848 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $5,520 |
| Total plan assets at end of year | 2010-12-31 | $439,637 |
| Total plan assets at beginning of year | 2010-12-31 | $331,500 |
| Value of fidelity bond covering the plan | 2010-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $52,100 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $7,328 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $31,855 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $108,137 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $439,637 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $331,500 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $37,030 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2017: DENIS S. OCONNOR, INC. RETIREMENT PLAN 2017 form 5500 responses | ||
|---|---|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DENIS S. OCONNOR, INC. RETIREMENT PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DENIS S. OCONNOR, INC. RETIREMENT PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DENIS S. OCONNOR, INC. RETIREMENT PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DENIS S. OCONNOR, INC. RETIREMENT PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DENIS S. OCONNOR, INC. RETIREMENT PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DENIS S. OCONNOR, INC. RETIREMENT PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: DENIS S. OCONNOR, INC. RETIREMENT PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DENIS S. OCONNOR, INC. RETIREMENT PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) | |
| Policy contract number | 087537000 |
| Policy instance | 3 |
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) | |
| Policy contract number | 087537000 |
| Policy instance | 2 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | GH2612 |
| Policy instance | 1 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) | |
| Policy contract number | 087537000 |
| Policy instance | 3 |
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) | |
| Policy contract number | 087537000 |
| Policy instance | 2 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | GH2612 |
| Policy instance | 1 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | GH2612 |
| Policy instance | 1 |
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) | |
| Policy contract number | 087537000 |
| Policy instance | 2 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) | |
| Policy contract number | 087537000 |
| Policy instance | 3 |
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) | |
| Policy contract number | 087537000 |
| Policy instance | 2 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) | |
| Policy contract number | 087537000 |
| Policy instance | 3 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | GH2612 |
| Policy instance | 1 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | GH2612 |
| Policy instance | 1 |
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) | |
| Policy contract number | 087537000 |
| Policy instance | 2 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) | |
| Policy contract number | 087537000 |
| Policy instance | 3 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | GH2612 |
| Policy instance | 1 |
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) | |
| Policy contract number | 087537000 |
| Policy instance | 2 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) | |
| Policy contract number | 087537000 |
| Policy instance | 3 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | GH2612 |
| Policy instance | 1 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) | |
| Policy contract number | 087537000 |
| Policy instance | 3 |
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) | |
| Policy contract number | 087537000 |
| Policy instance | 2 |