Logo

MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameMASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST 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

MASPETH WELDING INC. has sponsored the creation of one or more 401k plans.

Company Name:MASPETH WELDING INC.
Employer identification number (EIN):112424307
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01JEFFREY ANSCHLOWAR2023-10-10 JEFFREY ANSCHLOWAR2023-10-10
0012022-01-01JEFFREY ANSCHLOWAR2024-01-12 JEFFREY ANSCHLOWAR2024-01-12
0012021-01-01JEFFREY ANSCHLOWAR2023-01-06 JEFFREY ANSCHLOWAR2023-01-06
0012020-01-01JEFFREY ANSCHLOWAR2022-01-12 JEFFREY ANSCHLOWAR2022-01-12
0012019-01-01EVELYN AGNOLI2020-06-18
0012018-01-01EVELYN AGNOLI2019-10-15 EVELYN AGNOLI2019-10-15
0012017-01-01EVELYN AGNOLI2018-07-25
0012016-01-01EVELYN AGNOLI2017-07-19 EVELYN AGNOLI2017-07-19
0012015-01-01EVELYN AGNOLI2016-06-23
0012014-01-01EVELYN AGNOLI
0012013-01-01EVELYN AGNOLI
0012012-01-01MASPETH WELDING INC2013-07-30
0012011-01-01MASPETH WELDING INC2012-07-30
0012010-01-01MASPETH WELDING INC2011-07-29

Plan Statistics for MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022: MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01179
Total number of active participants reported on line 7a of the Form 55002022-01-01109
Number of retired or separated participants receiving benefits2022-01-0123
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01132
Number of participants with account balances2022-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01170
Total number of active participants reported on line 7a of the Form 55002021-01-01156
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01176
Number of participants with account balances2021-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01142
Total number of active participants reported on line 7a of the Form 55002020-01-01145
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01166
Number of participants with account balances2020-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2014: MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0178
Total number of active participants reported on line 7a of the Form 55002014-01-0186
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01101
Number of participants with account balances2014-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0128
2013: MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0163
Total number of active participants reported on line 7a of the Form 55002013-01-0166
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0177
Number of participants with account balances2013-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013

Financial Data on MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022 : MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
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$63,924
Total income from all sources (including contributions)2022-12-31$286,452
Total of all expenses incurred2022-12-31$1,633,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,582,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,474,618
Value of total assets at end of year2022-12-31$8,521,876
Value of total assets at beginning of year2022-12-31$9,933,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,220
Total interest from all sources2022-12-31$13,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$686,894
Participant contributions at end of year2022-12-31$290,011
Participant contributions at beginning of year2022-12-31$258,290
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$624,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$8,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$63,924
Administrative expenses (other) incurred2022-12-31$25,317
Total non interest bearing cash at end of year2022-12-31$19,303
Total non interest bearing cash at beginning of year2022-12-31$33,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,347,482
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,521,876
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,869,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$29,453
Value of interest in pooled separate accounts at end of year2022-12-31$8,212,562
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,641,808
Interest on participant loans2022-12-31$13,329
Net investment gain/loss from pooled separate accounts2022-12-31$-1,201,495
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$163,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,582,714
Contract administrator fees2022-12-31$21,767
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
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$63,924
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LILLING & COMPANY, LLP
Accountancy firm EIN2022-12-31133447681
2021 : MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$63,924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,341
Total income from all sources (including contributions)2021-12-31$2,140,108
Total of all expenses incurred2021-12-31$697,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$639,569
Value of total corrective distributions2021-12-31$6,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$901,951
Value of total assets at end of year2021-12-31$9,933,282
Value of total assets at beginning of year2021-12-31$8,434,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,112
Total interest from all sources2021-12-31$13,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$2,170
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$699,969
Participant contributions at end of year2021-12-31$258,290
Participant contributions at beginning of year2021-12-31$208,053
Total non interest bearing cash at end of year2021-12-31$33,184
Total non interest bearing cash at beginning of year2021-12-31$28,092
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$1,442,536
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,869,358
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,426,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$9,641,808
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,167,087
Interest on participant loans2021-12-31$9,873
Interest earned on other investments2021-12-31$3,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$30,931
Net investment gain/loss from pooled separate accounts2021-12-31$1,224,806
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$201,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$639,569
Contract administrator fees2021-12-31$48,942
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
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$63,924
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$7,341
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LILLING & COMPANY, LLP
Accountancy firm EIN2021-12-31133447681
2020 : MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST 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$7,341
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$1,818,118
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,127,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,113,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$689,438
Value of total assets at end of year2020-12-31$8,434,163
Value of total assets at beginning of year2020-12-31$7,736,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,719
Total interest from all sources2020-12-31$48,338
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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 period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$541,257
Participant contributions at end of year2020-12-31$208,053
Participant contributions at beginning of year2020-12-31$173,838
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$28,092
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$690,267
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,426,822
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,736,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$8,167,087
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,562,717
Interest on participant loans2020-12-31$7,593
Interest earned on other investments2020-12-31$40,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$30,931
Net investment gain/loss from pooled separate accounts2020-12-31$1,080,342
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$148,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,113,132
Contract administrator fees2020-12-31$14,719
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$7,341
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LILLING & COMPANY LLP
Accountancy firm EIN2020-12-31133447681
2014 : MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$138
Total income from all sources2014-12-31$628,675
Expenses. Total of all expenses incurred2014-12-31$49,073
Benefits paid (including direct rollovers)2014-12-31$41,875
Total plan assets at end of year2014-12-31$3,768,165
Total plan assets at beginning of year2014-12-31$3,188,425
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$348,009
Expenses. Other expenses not covered elsewhere2014-12-31$756
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$174,739
Net income (gross income less expenses)2014-12-31$579,602
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,768,165
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,188,425
Assets. Value of participant loans2014-12-31$190,892
Total contributions received or receivable from employer(s)2014-12-31$105,927
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$6,442
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$2,575,256
Total income from all sources2013-12-31$726,538
Expenses. Total of all expenses incurred2013-12-31$127,490
Benefits paid (including direct rollovers)2013-12-31$125,128
Total plan assets at end of year2013-12-31$3,188,425
Total plan assets at beginning of year2013-12-31$14,121
Total contributions received or receivable from participants2013-12-31$316,651
Expenses. Other expenses not covered elsewhere2013-12-31$848
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$312,701
Net income (gross income less expenses)2013-12-31$599,048
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,188,425
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$14,121
Assets. Value of participant loans2013-12-31$83,948
Total contributions received or receivable from employer(s)2013-12-31$97,186
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$1,514
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0

Form 5500 Responses for MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST

2022: MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST 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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2014: MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MASPETH WELDING INC 401 K PROFIT SHARING PLAN TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number802479
Policy instance 1
Insurance contract or identification number802479
Number of Individuals Covered132
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,475
Total amount of fees paid to insurance companyUSD $3,807
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,475
Amount paid for insurance broker fees3807
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number802479
Policy instance 1
Insurance contract or identification number802479
Number of Individuals Covered99
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,508
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees13508
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number832057
Policy instance 2
Insurance contract or identification number832057
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number802479
Policy instance 1
Insurance contract or identification number802479
Number of Individuals Covered94
Insurance policy start date2020-09-16
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17355
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number832057
Policy instance 2
Insurance contract or identification number832057
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-832057
Policy instance 1
Insurance contract or identification numberGA-832057
Number of Individuals Covered67
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,928
Total amount of fees paid to insurance companyUSD $1,294
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,928
Insurance broker organization code?3
Amount paid for insurance broker fees1294
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMERRILL LYNCH, PIERCE, FENNER &
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-832057
Policy instance 1
Insurance contract or identification numberGA-832057
Number of Individuals Covered61
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $21,552
Total amount of fees paid to insurance companyUSD $694
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,552
Insurance broker organization code?3
Amount paid for insurance broker fees694
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMERRILL LYNCH PIERCE FENNER SMITH I

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1