NATIONAL FUEL GAS COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NATIONAL FUEL GAS DIST. CORP. - NY DIVISION VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC. FOR NON-COLLECTIVELY BARGAINED EMPLOYEES
401k plan membership statisitcs for NATIONAL FUEL GAS DIST. CORP. - NY DIVISION VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC. FOR NON-COLLECTIVELY BARGAINED EMPLOYEES
Measure | Date | Value |
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2022 : NATIONAL FUEL GAS DIST. CORP. - NY DIVISION VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC. FOR NON-COLLECTIVELY BARGAINED EMPLOYEES 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $-1,686,276 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $890,087 |
Total income from all sources (including contributions) | 2022-09-30 | $-6,844,041 |
Total loss/gain on sale of assets | 2022-09-30 | $0 |
Total of all expenses incurred | 2022-09-30 | $2,485,779 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $4,005,651 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-09-30 | $1,861,096 |
Value of total assets at end of year | 2022-09-30 | $43,398,308 |
Value of total assets at beginning of year | 2022-09-30 | $55,304,491 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $-1,519,872 |
Total interest from all sources | 2022-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-09-30 | $706,076 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-09-30 | $706,076 |
Administrative expenses professional fees incurred | 2022-09-30 | $10,829 |
Was this plan covered by a fidelity bond | 2022-09-30 | Yes |
Value of fidelity bond cover | 2022-09-30 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
Contributions received from participants | 2022-09-30 | $698,149 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-09-30 | $4,076 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-09-30 | $46 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-09-30 | $-1,939,130 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-09-30 | $645,205 |
Administrative expenses (other) incurred | 2022-09-30 | $-1,734,334 |
Liabilities. Value of operating payables at end of year | 2022-09-30 | $7,700 |
Liabilities. Value of operating payables at beginning of year | 2022-09-30 | $8,428 |
Total non interest bearing cash at end of year | 2022-09-30 | $111,542 |
Total non interest bearing cash at beginning of year | 2022-09-30 | $36,758 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Value of net income/loss | 2022-09-30 | $-9,329,820 |
Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $45,084,584 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $54,414,404 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
Investment advisory and management fees | 2022-09-30 | $19,486 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-09-30 | $32,259,843 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-09-30 | $35,992,166 |
Value of interest in common/collective trusts at end of year | 2022-09-30 | $11,022,847 |
Value of interest in common/collective trusts at beginning of year | 2022-09-30 | $19,275,521 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-09-30 | $4,005,651 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-09-30 | $-6,228,441 |
Net investment gain or loss from common/collective trusts | 2022-09-30 | $-3,182,772 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
Contributions received in cash from employer | 2022-09-30 | $1,162,947 |
Contract administrator fees | 2022-09-30 | $184,147 |
Liabilities. Value of benefit claims payable at end of year | 2022-09-30 | $245,154 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-09-30 | $236,454 |
Did the plan have assets held for investment | 2022-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-09-30 | Unqualified |
Accountancy firm name | 2022-09-30 | BONADIO & CO. , LLP |
Accountancy firm EIN | 2022-09-30 | 161131146 |
2021 : NATIONAL FUEL GAS DIST. CORP. - NY DIVISION VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC. FOR NON-COLLECTIVELY BARGAINED EMPLOYEES 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $890,087 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $549,054 |
Total income from all sources (including contributions) | 2021-09-30 | $6,746,068 |
Total loss/gain on sale of assets | 2021-09-30 | $0 |
Total of all expenses incurred | 2021-09-30 | $5,253,856 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $4,047,951 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $1,819,024 |
Value of total assets at end of year | 2021-09-30 | $55,304,491 |
Value of total assets at beginning of year | 2021-09-30 | $53,471,246 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $1,205,905 |
Total interest from all sources | 2021-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-09-30 | $420,933 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-09-30 | $420,933 |
Administrative expenses professional fees incurred | 2021-09-30 | $10,171 |
Was this plan covered by a fidelity bond | 2021-09-30 | Yes |
Value of fidelity bond cover | 2021-09-30 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
Contributions received from participants | 2021-09-30 | $656,077 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-09-30 | $46 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-09-30 | $32,427 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-09-30 | $645,205 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-09-30 | $302,744 |
Administrative expenses (other) incurred | 2021-09-30 | $992,460 |
Liabilities. Value of operating payables at end of year | 2021-09-30 | $8,428 |
Liabilities. Value of operating payables at beginning of year | 2021-09-30 | $6,399 |
Total non interest bearing cash at end of year | 2021-09-30 | $36,758 |
Total non interest bearing cash at beginning of year | 2021-09-30 | $40,903 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Value of net income/loss | 2021-09-30 | $1,492,212 |
Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $54,414,404 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $52,922,192 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
Investment advisory and management fees | 2021-09-30 | $16,224 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-09-30 | $35,992,166 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-09-30 | $35,224,396 |
Value of interest in common/collective trusts at end of year | 2021-09-30 | $19,275,521 |
Value of interest in common/collective trusts at beginning of year | 2021-09-30 | $18,173,520 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-09-30 | $4,047,951 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-09-30 | $-345,890 |
Net investment gain or loss from common/collective trusts | 2021-09-30 | $4,852,001 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
Contributions received in cash from employer | 2021-09-30 | $1,162,947 |
Contract administrator fees | 2021-09-30 | $187,050 |
Liabilities. Value of benefit claims payable at end of year | 2021-09-30 | $236,454 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-09-30 | $239,911 |
Did the plan have assets held for investment | 2021-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-09-30 | Disclaimer |
Accountancy firm name | 2021-09-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2021-09-30 | 161131146 |
2020 : NATIONAL FUEL GAS DIST. CORP. - NY DIVISION VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC. FOR NON-COLLECTIVELY BARGAINED EMPLOYEES 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $549,054 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $-79,270 |
Total income from all sources (including contributions) | 2020-09-30 | $5,121,114 |
Total loss/gain on sale of assets | 2020-09-30 | $0 |
Total of all expenses incurred | 2020-09-30 | $4,945,511 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-09-30 | $4,111,166 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-09-30 | $616,548 |
Value of total assets at end of year | 2020-09-30 | $53,471,246 |
Value of total assets at beginning of year | 2020-09-30 | $52,667,319 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-09-30 | $834,345 |
Total interest from all sources | 2020-09-30 | $1 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-09-30 | $661,182 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-09-30 | $661,182 |
Administrative expenses professional fees incurred | 2020-09-30 | $14,356 |
Was this plan covered by a fidelity bond | 2020-09-30 | Yes |
Value of fidelity bond cover | 2020-09-30 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-09-30 | No |
Contributions received from participants | 2020-09-30 | $616,548 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-09-30 | $32,427 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-09-30 | $39,007 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-09-30 | $302,744 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-09-30 | $-312,695 |
Administrative expenses (other) incurred | 2020-09-30 | $615,439 |
Liabilities. Value of operating payables at end of year | 2020-09-30 | $6,399 |
Liabilities. Value of operating payables at beginning of year | 2020-09-30 | $7,801 |
Total non interest bearing cash at end of year | 2020-09-30 | $40,903 |
Total non interest bearing cash at beginning of year | 2020-09-30 | $70,175 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Value of net income/loss | 2020-09-30 | $175,603 |
Value of net assets at end of year (total assets less liabilities) | 2020-09-30 | $52,922,192 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-09-30 | $52,746,589 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-09-30 | No |
Investment advisory and management fees | 2020-09-30 | $15,538 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-09-30 | $35,224,396 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-09-30 | $31,963,956 |
Interest earned on other investments | 2020-09-30 | $1 |
Value of interest in common/collective trusts at end of year | 2020-09-30 | $18,173,520 |
Value of interest in common/collective trusts at beginning of year | 2020-09-30 | $20,594,181 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-09-30 | $4,111,166 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-09-30 | $1,690,389 |
Net investment gain or loss from common/collective trusts | 2020-09-30 | $2,152,994 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-09-30 | No |
Contract administrator fees | 2020-09-30 | $189,012 |
Liabilities. Value of benefit claims payable at end of year | 2020-09-30 | $239,911 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-09-30 | $225,624 |
Did the plan have assets held for investment | 2020-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-09-30 | Disclaimer |
Accountancy firm name | 2020-09-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2020-09-30 | 161131146 |
2019 : NATIONAL FUEL GAS DIST. CORP. - NY DIVISION VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC. FOR NON-COLLECTIVELY BARGAINED EMPLOYEES 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $-79,270 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $-474,421 |
Total income from all sources (including contributions) | 2019-09-30 | $3,528,380 |
Total loss/gain on sale of assets | 2019-09-30 | $0 |
Total of all expenses incurred | 2019-09-30 | $4,263,358 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-30 | $3,638,769 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-09-30 | $573,654 |
Value of total assets at end of year | 2019-09-30 | $52,667,319 |
Value of total assets at beginning of year | 2019-09-30 | $53,007,146 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-30 | $624,589 |
Total interest from all sources | 2019-09-30 | $3 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-09-30 | $968,439 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-09-30 | $968,439 |
Administrative expenses professional fees incurred | 2019-09-30 | $9,178 |
Was this plan covered by a fidelity bond | 2019-09-30 | Yes |
Value of fidelity bond cover | 2019-09-30 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-09-30 | No |
Contributions received from participants | 2019-09-30 | $573,654 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-09-30 | $39,007 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-09-30 | $2,581 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-09-30 | $-312,695 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-09-30 | $-704,824 |
Administrative expenses (other) incurred | 2019-09-30 | $392,129 |
Liabilities. Value of operating payables at end of year | 2019-09-30 | $7,801 |
Liabilities. Value of operating payables at beginning of year | 2019-09-30 | $6,182 |
Total non interest bearing cash at end of year | 2019-09-30 | $70,175 |
Total non interest bearing cash at beginning of year | 2019-09-30 | $75,707 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Value of net income/loss | 2019-09-30 | $-734,978 |
Value of net assets at end of year (total assets less liabilities) | 2019-09-30 | $52,746,589 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-09-30 | $53,481,567 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-09-30 | No |
Investment advisory and management fees | 2019-09-30 | $17,756 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-09-30 | $31,963,956 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-09-30 | $31,445,738 |
Interest earned on other investments | 2019-09-30 | $3 |
Value of interest in common/collective trusts at end of year | 2019-09-30 | $20,594,181 |
Value of interest in common/collective trusts at beginning of year | 2019-09-30 | $21,483,120 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-09-30 | $3,638,769 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-09-30 | $1,898,195 |
Net investment gain or loss from common/collective trusts | 2019-09-30 | $88,089 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-09-30 | No |
Contract administrator fees | 2019-09-30 | $205,526 |
Liabilities. Value of benefit claims payable at end of year | 2019-09-30 | $225,624 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-09-30 | $224,221 |
Did the plan have assets held for investment | 2019-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-09-30 | Disclaimer |
Accountancy firm name | 2019-09-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2019-09-30 | 161131146 |
2018 : NATIONAL FUEL GAS DIST. CORP. - NY DIVISION VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC. FOR NON-COLLECTIVELY BARGAINED EMPLOYEES 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $-474,421 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $-303,678 |
Total income from all sources (including contributions) | 2018-09-30 | $2,768,973 |
Total loss/gain on sale of assets | 2018-09-30 | $0 |
Total of all expenses incurred | 2018-09-30 | $4,027,557 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-09-30 | $3,964,409 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-09-30 | $555,911 |
Value of total assets at end of year | 2018-09-30 | $53,007,146 |
Value of total assets at beginning of year | 2018-09-30 | $54,436,473 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-09-30 | $63,148 |
Total interest from all sources | 2018-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-09-30 | $859,745 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-09-30 | $859,745 |
Administrative expenses professional fees incurred | 2018-09-30 | $10,662 |
Was this plan covered by a fidelity bond | 2018-09-30 | Yes |
Value of fidelity bond cover | 2018-09-30 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-09-30 | No |
Contributions received from participants | 2018-09-30 | $555,911 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-09-30 | $2,581 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-09-30 | $926 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-09-30 | $-704,824 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-09-30 | $-534,150 |
Administrative expenses (other) incurred | 2018-09-30 | $-170,675 |
Liabilities. Value of operating payables at end of year | 2018-09-30 | $6,182 |
Liabilities. Value of operating payables at beginning of year | 2018-09-30 | $7,427 |
Total non interest bearing cash at end of year | 2018-09-30 | $75,707 |
Total non interest bearing cash at beginning of year | 2018-09-30 | $68,558 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
Value of net income/loss | 2018-09-30 | $-1,258,584 |
Value of net assets at end of year (total assets less liabilities) | 2018-09-30 | $53,481,567 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-09-30 | $54,740,151 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-09-30 | No |
Investment advisory and management fees | 2018-09-30 | $20,581 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-09-30 | $31,445,738 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-09-30 | $32,203,542 |
Value of interest in common/collective trusts at end of year | 2018-09-30 | $21,483,120 |
Value of interest in common/collective trusts at beginning of year | 2018-09-30 | $22,163,447 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-09-30 | $3,964,409 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-09-30 | $-1,153,679 |
Net investment gain or loss from common/collective trusts | 2018-09-30 | $2,506,996 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-09-30 | No |
Contract administrator fees | 2018-09-30 | $202,580 |
Liabilities. Value of benefit claims payable at end of year | 2018-09-30 | $224,221 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-09-30 | $223,045 |
Did the plan have assets held for investment | 2018-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-09-30 | Disclaimer |
Accountancy firm name | 2018-09-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2018-09-30 | 161131146 |
2017 : NATIONAL FUEL GAS DIST. CORP. - NY DIVISION VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC. FOR NON-COLLECTIVELY BARGAINED EMPLOYEES 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $-303,678 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $-988,579 |
Total income from all sources (including contributions) | 2017-09-30 | $5,686,185 |
Total loss/gain on sale of assets | 2017-09-30 | $0 |
Total of all expenses incurred | 2017-09-30 | $4,963,960 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $4,073,767 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $1,394,396 |
Value of total assets at end of year | 2017-09-30 | $54,436,473 |
Value of total assets at beginning of year | 2017-09-30 | $53,029,347 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $890,193 |
Total interest from all sources | 2017-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-09-30 | $697,913 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-09-30 | $697,913 |
Administrative expenses professional fees incurred | 2017-09-30 | $7,356 |
Was this plan covered by a fidelity bond | 2017-09-30 | Yes |
Value of fidelity bond cover | 2017-09-30 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
Contributions received from participants | 2017-09-30 | $543,189 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-09-30 | $926 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-09-30 | $24 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-09-30 | $-534,150 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-09-30 | $-1,202,861 |
Administrative expenses (other) incurred | 2017-09-30 | $671,258 |
Liabilities. Value of operating payables at end of year | 2017-09-30 | $7,427 |
Liabilities. Value of operating payables at beginning of year | 2017-09-30 | $6,711 |
Total non interest bearing cash at end of year | 2017-09-30 | $68,558 |
Total non interest bearing cash at beginning of year | 2017-09-30 | $53,483 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Value of net income/loss | 2017-09-30 | $722,225 |
Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $54,740,151 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $54,017,926 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
Investment advisory and management fees | 2017-09-30 | $20,950 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-09-30 | $32,203,542 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-09-30 | $29,963,517 |
Value of interest in common/collective trusts at end of year | 2017-09-30 | $22,163,447 |
Value of interest in common/collective trusts at beginning of year | 2017-09-30 | $23,012,323 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-09-30 | $4,073,767 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-09-30 | $-549,822 |
Net investment gain or loss from common/collective trusts | 2017-09-30 | $4,143,698 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
Contributions received in cash from employer | 2017-09-30 | $851,207 |
Contract administrator fees | 2017-09-30 | $190,629 |
Liabilities. Value of benefit claims payable at end of year | 2017-09-30 | $223,045 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-09-30 | $207,571 |
Did the plan have assets held for investment | 2017-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-09-30 | Disclaimer |
Accountancy firm name | 2017-09-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2017-09-30 | 161131146 |
2016 : NATIONAL FUEL GAS DIST. CORP. - NY DIVISION VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC. FOR NON-COLLECTIVELY BARGAINED EMPLOYEES 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $-988,579 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $-1,013,936 |
Total income from all sources (including contributions) | 2016-09-30 | $4,377,981 |
Total loss/gain on sale of assets | 2016-09-30 | $0 |
Total of all expenses incurred | 2016-09-30 | $3,766,762 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $3,509,787 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $522,818 |
Value of total assets at end of year | 2016-09-30 | $53,029,347 |
Value of total assets at beginning of year | 2016-09-30 | $52,392,771 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $256,975 |
Total interest from all sources | 2016-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-09-30 | $795,282 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-09-30 | $795,282 |
Administrative expenses professional fees incurred | 2016-09-30 | $7,525 |
Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
Value of fidelity bond cover | 2016-09-30 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
Contributions received from participants | 2016-09-30 | $522,818 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-09-30 | $24 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-09-30 | $40 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-09-30 | $-1,202,861 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-09-30 | $-1,229,322 |
Administrative expenses (other) incurred | 2016-09-30 | $46,535 |
Liabilities. Value of operating payables at end of year | 2016-09-30 | $6,711 |
Liabilities. Value of operating payables at beginning of year | 2016-09-30 | $8,001 |
Total non interest bearing cash at end of year | 2016-09-30 | $53,483 |
Total non interest bearing cash at beginning of year | 2016-09-30 | $50,531 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Value of net income/loss | 2016-09-30 | $611,219 |
Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $54,017,926 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $53,406,707 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
Investment advisory and management fees | 2016-09-30 | $17,412 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-09-30 | $29,963,517 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-09-30 | $29,863,863 |
Value of interest in common/collective trusts at end of year | 2016-09-30 | $23,012,323 |
Value of interest in common/collective trusts at beginning of year | 2016-09-30 | $22,478,337 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-09-30 | $3,509,787 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-09-30 | $453,570 |
Net investment gain or loss from common/collective trusts | 2016-09-30 | $2,606,311 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
Contract administrator fees | 2016-09-30 | $185,503 |
Liabilities. Value of benefit claims payable at end of year | 2016-09-30 | $207,571 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-09-30 | $207,385 |
Did the plan have assets held for investment | 2016-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Disclaimer |
Accountancy firm name | 2016-09-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2016-09-30 | 161131146 |
2015 : NATIONAL FUEL GAS DIST. CORP. - NY DIVISION VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC. FOR NON-COLLECTIVELY BARGAINED EMPLOYEES 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $-1,013,936 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $783,771 |
Total income from all sources (including contributions) | 2015-09-30 | $473,081 |
Total loss/gain on sale of assets | 2015-09-30 | $0 |
Total of all expenses incurred | 2015-09-30 | $3,023,422 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $3,571,971 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $461,348 |
Value of total assets at end of year | 2015-09-30 | $52,392,771 |
Value of total assets at beginning of year | 2015-09-30 | $56,740,819 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $-548,549 |
Total interest from all sources | 2015-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $704,755 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-09-30 | $704,755 |
Assets. Real estate other than employer real property at beginning of year | 2015-09-30 | $0 |
Administrative expenses professional fees incurred | 2015-09-30 | $6,879 |
Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
Value of fidelity bond cover | 2015-09-30 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
Contributions received from participants | 2015-09-30 | $461,348 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-09-30 | $40 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-09-30 | $14 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-09-30 | $-1,229,322 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-09-30 | $561,496 |
Administrative expenses (other) incurred | 2015-09-30 | $-755,135 |
Liabilities. Value of operating payables at end of year | 2015-09-30 | $8,001 |
Liabilities. Value of operating payables at beginning of year | 2015-09-30 | $14,429 |
Total non interest bearing cash at end of year | 2015-09-30 | $50,531 |
Total non interest bearing cash at beginning of year | 2015-09-30 | $45,440 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Value of net income/loss | 2015-09-30 | $-2,550,341 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $53,406,707 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $55,957,048 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Investment advisory and management fees | 2015-09-30 | $12,484 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-09-30 | $29,863,863 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-09-30 | $30,549,010 |
Value of interest in common/collective trusts at end of year | 2015-09-30 | $22,478,337 |
Value of interest in common/collective trusts at beginning of year | 2015-09-30 | $26,146,355 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-09-30 | $3,571,971 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-09-30 | $-66,230 |
Net investment gain or loss from common/collective trusts | 2015-09-30 | $-626,792 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Contributions received in cash from employer | 2015-09-30 | $0 |
Contract administrator fees | 2015-09-30 | $187,223 |
Liabilities. Value of benefit claims payable at end of year | 2015-09-30 | $207,385 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-09-30 | $207,846 |
Did the plan have assets held for investment | 2015-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Disclaimer |
Accountancy firm name | 2015-09-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2015-09-30 | 161131146 |
2014 : NATIONAL FUEL GAS DIST. CORP. - NY DIVISION VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC. FOR NON-COLLECTIVELY BARGAINED EMPLOYEES 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $783,771 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $988,898 |
Total income from all sources (including contributions) | 2014-09-30 | $5,342,461 |
Total loss/gain on sale of assets | 2014-09-30 | $0 |
Total of all expenses incurred | 2014-09-30 | $3,448,061 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $3,435,766 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $528,567 |
Value of total assets at end of year | 2014-09-30 | $56,740,819 |
Value of total assets at beginning of year | 2014-09-30 | $55,051,546 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $12,295 |
Total interest from all sources | 2014-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $597,933 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-09-30 | $597,933 |
Assets. Real estate other than employer real property at end of year | 2014-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-09-30 | $16,578 |
Administrative expenses professional fees incurred | 2014-09-30 | $20,149 |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Contributions received from participants | 2014-09-30 | $467,287 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-09-30 | $14 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-09-30 | $14 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-09-30 | $561,496 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-09-30 | $761,356 |
Administrative expenses (other) incurred | 2014-09-30 | $-195,875 |
Liabilities. Value of operating payables at end of year | 2014-09-30 | $14,429 |
Liabilities. Value of operating payables at beginning of year | 2014-09-30 | $6,021 |
Total non interest bearing cash at end of year | 2014-09-30 | $45,440 |
Total non interest bearing cash at beginning of year | 2014-09-30 | $24,262 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $1,894,400 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $55,957,048 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $54,062,648 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Investment advisory and management fees | 2014-09-30 | $14,248 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-09-30 | $30,549,010 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-09-30 | $17,780,557 |
Value of interest in common/collective trusts at end of year | 2014-09-30 | $26,146,355 |
Value of interest in common/collective trusts at beginning of year | 2014-09-30 | $37,230,135 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-09-30 | $3,435,766 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-09-30 | $464,802 |
Net investment gain or loss from common/collective trusts | 2014-09-30 | $3,751,159 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Contributions received in cash from employer | 2014-09-30 | $61,280 |
Contract administrator fees | 2014-09-30 | $173,773 |
Liabilities. Value of benefit claims payable at end of year | 2014-09-30 | $207,846 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-09-30 | $221,521 |
Did the plan have assets held for investment | 2014-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Disclaimer |
Accountancy firm name | 2014-09-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2014-09-30 | 161131146 |
2013 : NATIONAL FUEL GAS DIST. CORP. - NY DIVISION VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC. FOR NON-COLLECTIVELY BARGAINED EMPLOYEES 2013 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2013-09-30 | $16,574 |
Total unrealized appreciation/depreciation of assets | 2013-09-30 | $16,574 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $988,898 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $359,296 |
Total income from all sources (including contributions) | 2013-09-30 | $15,006,485 |
Total loss/gain on sale of assets | 2013-09-30 | $533,621 |
Total of all expenses incurred | 2013-09-30 | $4,477,790 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $3,273,819 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $7,333,820 |
Value of total assets at end of year | 2013-09-30 | $55,051,546 |
Value of total assets at beginning of year | 2013-09-30 | $43,893,249 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $1,203,971 |
Total income from rents | 2013-09-30 | $37,818 |
Total interest from all sources | 2013-09-30 | $52,434 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $459,358 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-09-30 | $459,358 |
Assets. Real estate other than employer real property at end of year | 2013-09-30 | $16,578 |
Assets. Real estate other than employer real property at beginning of year | 2013-09-30 | $421,000 |
Administrative expenses professional fees incurred | 2013-09-30 | $31,585 |
Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
Value of fidelity bond cover | 2013-09-30 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
Contributions received from participants | 2013-09-30 | $438,173 |
Assets. Other investments not covered elsewhere at end of year | 2013-09-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-09-30 | $1,634,494 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-09-30 | $14 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-09-30 | $435,785 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-09-30 | $761,356 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-09-30 | $26,973 |
Other income not declared elsewhere | 2013-09-30 | $0 |
Administrative expenses (other) incurred | 2013-09-30 | $1,010,715 |
Liabilities. Value of operating payables at end of year | 2013-09-30 | $6,021 |
Liabilities. Value of operating payables at beginning of year | 2013-09-30 | $24,326 |
Total non interest bearing cash at end of year | 2013-09-30 | $24,262 |
Total non interest bearing cash at beginning of year | 2013-09-30 | $20,380 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Value of net income/loss | 2013-09-30 | $10,528,695 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $54,062,648 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $43,533,953 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Investment advisory and management fees | 2013-09-30 | $16,339 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-09-30 | $17,780,557 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-09-30 | $13,951,026 |
Interest earned on other investments | 2013-09-30 | $52,434 |
Value of interest in common/collective trusts at end of year | 2013-09-30 | $37,230,135 |
Value of interest in common/collective trusts at beginning of year | 2013-09-30 | $27,430,564 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-09-30 | $3,273,819 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-09-30 | $-593,254 |
Net investment gain or loss from common/collective trusts | 2013-09-30 | $7,166,114 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Contributions received in cash from employer | 2013-09-30 | $6,895,647 |
Contract administrator fees | 2013-09-30 | $145,332 |
Liabilities. Value of benefit claims payable at end of year | 2013-09-30 | $221,521 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-09-30 | $307,997 |
Did the plan have assets held for investment | 2013-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Aggregate proceeds on sale of assets | 2013-09-30 | $954,617 |
Aggregate carrying amount (costs) on sale of assets | 2013-09-30 | $420,996 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Disclaimer |
Accountancy firm name | 2013-09-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2013-09-30 | 161131146 |
2012 : NATIONAL FUEL GAS DIST. CORP. - NY DIVISION VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC. FOR NON-COLLECTIVELY BARGAINED EMPLOYEES 2012 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2012-09-30 | $-79,068 |
Total unrealized appreciation/depreciation of assets | 2012-09-30 | $-79,068 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $359,296 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $257,348 |
Total income from all sources (including contributions) | 2012-09-30 | $13,807,422 |
Total loss/gain on sale of assets | 2012-09-30 | $0 |
Total of all expenses incurred | 2012-09-30 | $3,771,186 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $3,111,553 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $7,342,582 |
Value of total assets at end of year | 2012-09-30 | $43,893,249 |
Value of total assets at beginning of year | 2012-09-30 | $33,755,065 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $659,633 |
Total interest from all sources | 2012-09-30 | $435,665 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $362,352 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-09-30 | $362,352 |
Assets. Real estate other than employer real property at end of year | 2012-09-30 | $421,000 |
Assets. Real estate other than employer real property at beginning of year | 2012-09-30 | $500,068 |
Administrative expenses professional fees incurred | 2012-09-30 | $38,454 |
Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
Value of fidelity bond cover | 2012-09-30 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
Contributions received from participants | 2012-09-30 | $452,855 |
Assets. Other investments not covered elsewhere at end of year | 2012-09-30 | $1,634,494 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-09-30 | $3,342,060 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-09-30 | $435,785 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-09-30 | $28 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-09-30 | $26,973 |
Other income not declared elsewhere | 2012-09-30 | $21,729 |
Administrative expenses (other) incurred | 2012-09-30 | $478,985 |
Liabilities. Value of operating payables at end of year | 2012-09-30 | $24,326 |
Liabilities. Value of operating payables at beginning of year | 2012-09-30 | $1,988 |
Total non interest bearing cash at end of year | 2012-09-30 | $20,380 |
Total non interest bearing cash at beginning of year | 2012-09-30 | $76,490 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Value of net income/loss | 2012-09-30 | $10,036,236 |
Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $43,533,953 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $33,497,717 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
Investment advisory and management fees | 2012-09-30 | $14,699 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-09-30 | $13,951,026 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-09-30 | $9,828,115 |
Interest earned on other investments | 2012-09-30 | $435,665 |
Value of interest in common/collective trusts at end of year | 2012-09-30 | $27,430,564 |
Value of interest in common/collective trusts at beginning of year | 2012-09-30 | $20,008,304 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-09-30 | $3,111,553 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-09-30 | $677,780 |
Net investment gain or loss from common/collective trusts | 2012-09-30 | $5,046,382 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
Contributions received in cash from employer | 2012-09-30 | $6,889,727 |
Contract administrator fees | 2012-09-30 | $127,495 |
Liabilities. Value of benefit claims payable at end of year | 2012-09-30 | $307,997 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-09-30 | $255,360 |
Did the plan have assets held for investment | 2012-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Disclaimer |
Accountancy firm name | 2012-09-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2012-09-30 | 161131146 |
2011 : NATIONAL FUEL GAS DIST. CORP. - NY DIVISION VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC. FOR NON-COLLECTIVELY BARGAINED EMPLOYEES 2011 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2011-09-30 | $-987,826 |
Total unrealized appreciation/depreciation of assets | 2011-09-30 | $-987,826 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $257,348 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $270,463 |
Total income from all sources (including contributions) | 2011-09-30 | $4,818,608 |
Total loss/gain on sale of assets | 2011-09-30 | $0 |
Total of all expenses incurred | 2011-09-30 | $3,016,185 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $3,657,832 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $6,482,600 |
Value of total assets at end of year | 2011-09-30 | $33,755,065 |
Value of total assets at beginning of year | 2011-09-30 | $31,965,757 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $-641,647 |
Total interest from all sources | 2011-09-30 | $3,198 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $19,012 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-09-30 | $19,012 |
Assets. Real estate other than employer real property at end of year | 2011-09-30 | $500,068 |
Assets. Real estate other than employer real property at beginning of year | 2011-09-30 | $1,487,894 |
Administrative expenses professional fees incurred | 2011-09-30 | $33,754 |
Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
Value of fidelity bond cover | 2011-09-30 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
Contributions received from participants | 2011-09-30 | $423,332 |
Assets. Other investments not covered elsewhere at end of year | 2011-09-30 | $3,342,060 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-09-30 | $2,498,389 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-09-30 | $28 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-09-30 | $58,184 |
Administrative expenses (other) incurred | 2011-09-30 | $-841,334 |
Liabilities. Value of operating payables at end of year | 2011-09-30 | $1,988 |
Liabilities. Value of operating payables at beginning of year | 2011-09-30 | $42,571 |
Total non interest bearing cash at end of year | 2011-09-30 | $76,490 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Value of net income/loss | 2011-09-30 | $1,802,423 |
Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $33,497,717 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $31,695,294 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
Investment advisory and management fees | 2011-09-30 | $12,825 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-09-30 | $8,374,489 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-09-30 | $612,835 |
Interest earned on other investments | 2011-09-30 | $3,122 |
Value of interest in common/collective trusts at end of year | 2011-09-30 | $21,461,930 |
Value of interest in common/collective trusts at beginning of year | 2011-09-30 | $27,308,455 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-09-30 | $76 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-09-30 | $3,657,832 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-09-30 | $-178,511 |
Net investment gain or loss from common/collective trusts | 2011-09-30 | $-519,865 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
Contributions received in cash from employer | 2011-09-30 | $6,059,268 |
Contract administrator fees | 2011-09-30 | $153,108 |
Liabilities. Value of benefit claims payable at end of year | 2011-09-30 | $255,360 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-09-30 | $227,892 |
Did the plan have assets held for investment | 2011-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Disclaimer |
Accountancy firm name | 2011-09-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2011-09-30 | 161131146 |
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 53033 |
Policy instance | 6 |
Insurance contract or identification number | 53033 | Number of Individuals Covered | 331 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $191,646 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 ) |
Policy contract number | 22451-18 |
Policy instance | 5 |
Insurance contract or identification number | 22451-18 | Number of Individuals Covered | 36 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $263,536 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 22451-10 |
Policy instance | 4 |
Insurance contract or identification number | 22451-10 | Number of Individuals Covered | 55 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $144,540 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 22451-06-06 |
Policy instance | 3 |
Insurance contract or identification number | 22451-06-06 | Number of Individuals Covered | 7 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $18,615 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 408862 |
Policy instance | 2 |
Insurance contract or identification number | 408862 | Number of Individuals Covered | 138 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $259,970 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 401217 |
Policy instance | 1 |
Insurance contract or identification number | 401217 | Number of Individuals Covered | 5 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 401217 |
Policy instance | 1 |
Insurance contract or identification number | 401217 | Number of Individuals Covered | 3 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 408862 |
Policy instance | 2 |
Insurance contract or identification number | 408862 | Number of Individuals Covered | 130 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $301,061 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 22451-06-06 |
Policy instance | 3 |
Insurance contract or identification number | 22451-06-06 | Number of Individuals Covered | 7 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $19,740 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 22451-10 |
Policy instance | 4 |
Insurance contract or identification number | 22451-10 | Number of Individuals Covered | 58 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $155,346 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 ) |
Policy contract number | 22451-18 |
Policy instance | 5 |
Insurance contract or identification number | 22451-18 | Number of Individuals Covered | 39 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $275,528 | 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 number | 53033 |
Policy instance | 6 |
Insurance contract or identification number | 53033 | Number of Individuals Covered | 330 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $159,761 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 401217 |
Policy instance | 1 |
Insurance contract or identification number | 401217 | Number of Individuals Covered | 3 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 408862 |
Policy instance | 2 |
Insurance contract or identification number | 408862 | Number of Individuals Covered | 118 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $352,992 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 22451-10 |
Policy instance | 4 |
Insurance contract or identification number | 22451-10 | Number of Individuals Covered | 51 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $175,460 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 22451-06-06 |
Policy instance | 3 |
Insurance contract or identification number | 22451-06-06 | Number of Individuals Covered | 7 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $23,772 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 ) |
Policy contract number | 22451-18 |
Policy instance | 5 |
Insurance contract or identification number | 22451-18 | Number of Individuals Covered | 48 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $293,831 | 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 number | 53033 |
Policy instance | 6 |
Insurance contract or identification number | 53033 | Number of Individuals Covered | 342 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $166,674 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 401217 |
Policy instance | 1 |
Insurance contract or identification number | 401217 | Number of Individuals Covered | 3 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 408862 |
Policy instance | 2 |
Insurance contract or identification number | 408862 | Number of Individuals Covered | 106 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $329,107 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 22451-06-06 |
Policy instance | 3 |
Insurance contract or identification number | 22451-06-06 | Number of Individuals Covered | 7 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $21,876 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 22451-10 |
Policy instance | 4 |
Insurance contract or identification number | 22451-10 | Number of Individuals Covered | 52 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $176,508 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 ) |
Policy contract number | 22451-18 |
Policy instance | 5 |
Insurance contract or identification number | 22451-18 | Number of Individuals Covered | 43 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $235,607 | 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 number | 53033 |
Policy instance | 6 |
Insurance contract or identification number | 53033 | Number of Individuals Covered | 342 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $168,247 | 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 number | 53033 |
Policy instance | 7 |
Insurance contract or identification number | 53033 | Number of Individuals Covered | 335 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $128,833 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 ) |
Policy contract number | 22451-18 |
Policy instance | 6 |
Insurance contract or identification number | 22451-18 | Number of Individuals Covered | 41 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $187,232 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 22451-10 |
Policy instance | 5 |
Insurance contract or identification number | 22451-10 | Number of Individuals Covered | 54 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $173,264 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 22451-06-06 |
Policy instance | 4 |
Insurance contract or identification number | 22451-06-06 | Number of Individuals Covered | 6 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $20,400 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 408862 |
Policy instance | 3 |
Insurance contract or identification number | 408862 | Number of Individuals Covered | 107 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $357,948 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 401217 |
Policy instance | 2 |
Insurance contract or identification number | 401217 | Number of Individuals Covered | 3 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 818899 |
Policy instance | 1 |
Insurance contract or identification number | 818899 | Number of Individuals Covered | 335 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $55,047 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 ) |
Policy contract number | 32342K |
Policy instance | 3 |
Insurance contract or identification number | 32342K | Number of Individuals Covered | 0 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $0 |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 818899 |
Policy instance | 1 |
Insurance contract or identification number | 818899 | Number of Individuals Covered | 327 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $194,662 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 22451-06-06 |
Policy instance | 4 |
Insurance contract or identification number | 22451-06-06 | Number of Individuals Covered | 5 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $2,884 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 22451-10 |
Policy instance | 5 |
Insurance contract or identification number | 22451-10 | Number of Individuals Covered | 54 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $30,884 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 ) |
Policy contract number | 22451K-518 |
Policy instance | 6 |
Insurance contract or identification number | 22451K-518 | Number of Individuals Covered | 28 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $117,501 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 408862 |
Policy instance | 2 |
Insurance contract or identification number | 408862 | Number of Individuals Covered | 99 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $196,796 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 ) |
Policy contract number | 30052K-518 |
Policy instance | 1 |
Insurance contract or identification number | 30052K-518 | Number of Individuals Covered | 24 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $119,555 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 ) |
Policy contract number | 32342K |
Policy instance | 6 |
Insurance contract or identification number | 32342K | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $4,283 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 22451-06-06 |
Policy instance | 5 |
Insurance contract or identification number | 22451-06-06 | Number of Individuals Covered | 4 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $1,752 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 22451-10 |
Policy instance | 4 |
Insurance contract or identification number | 22451-10 | Number of Individuals Covered | 50 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $20,156 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 818899 |
Policy instance | 2 |
Insurance contract or identification number | 818899 | Number of Individuals Covered | 317 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $184,831 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 408862 |
Policy instance | 3 |
Insurance contract or identification number | 408862 | Number of Individuals Covered | 98 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $132,067 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 ) |
Policy contract number | 32342K |
Policy instance | 6 |
Insurance contract or identification number | 32342K | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $4,449 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 32342M |
Policy instance | 5 |
Insurance contract or identification number | 32342M | Number of Individuals Covered | 4 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $2,560 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 30052M-518 |
Policy instance | 4 |
Insurance contract or identification number | 30052M-518 | Number of Individuals Covered | 42 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $29,526 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 408862 |
Policy instance | 3 |
Insurance contract or identification number | 408862 | Number of Individuals Covered | 73 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $92,938 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 818899 |
Policy instance | 2 |
Insurance contract or identification number | 818899 | Number of Individuals Covered | 314 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $184,435 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 ) |
Policy contract number | 30052K-518 |
Policy instance | 1 |
Insurance contract or identification number | 30052K-518 | Number of Individuals Covered | 25 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $131,403 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 32342M |
Policy instance | 5 |
Insurance contract or identification number | 32342M | Number of Individuals Covered | 4 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $2,244 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 30052M-518 |
Policy instance | 4 |
Insurance contract or identification number | 30052M-518 | Number of Individuals Covered | 41 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $21,502 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 408862 |
Policy instance | 3 |
Insurance contract or identification number | 408862 | Number of Individuals Covered | 61 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $66,779 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 818899 |
Policy instance | 2 |
Insurance contract or identification number | 818899 | Number of Individuals Covered | 343 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $183,312 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 ) |
Policy contract number | 30052K-518 |
Policy instance | 1 |
Insurance contract or identification number | 30052K-518 | Number of Individuals Covered | 26 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $111,760 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 ) |
Policy contract number | 32342K |
Policy instance | 6 |
Insurance contract or identification number | 32342K | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $4,774 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 32342M |
Policy instance | 5 |
Insurance contract or identification number | 32342M | Number of Individuals Covered | 3 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $1,521 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
Policy contract number | 30052M-518 |
Policy instance | 4 |
Insurance contract or identification number | 30052M-518 | Number of Individuals Covered | 33 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $16,006 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 408862 |
Policy instance | 3 |
Insurance contract or identification number | 408862 | Number of Individuals Covered | 39 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $41,485 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 818899 |
Policy instance | 2 |
Insurance contract or identification number | 818899 | Number of Individuals Covered | 345 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $186,937 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 ) |
Policy contract number | 30052K-518 |
Policy instance | 1 |
Insurance contract or identification number | 30052K-518 | Number of Individuals Covered | 24 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $112,173 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 ) |
Policy contract number | 32342K |
Policy instance | 6 |
Insurance contract or identification number | 32342K | Number of Individuals Covered | 2 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $1,673 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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