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ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN
Plan identification number 002

ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROCHDALE VILLAGE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROCHDALE VILLAGE, INC.
Employer identification number (EIN):131929042
NAIC Classification:531310

Additional information about ROCHDALE VILLAGE, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1960-02-19
Company Identification Number: 126635
Legal Registered Office Address: 2099 BELLMORE AVENUE
Queens
BELLMORE
United States of America (USA)
11710

More information about ROCHDALE VILLAGE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01WILLIAM YOUNG2017-08-21 WILLIAM YOUNG2017-08-21
0022015-01-01WILLIAM J YOUNG2016-07-26 WILLIAM J YOUNG2016-07-26
0022014-01-01DARIUS GEORGE2015-05-05 DARIUS GEORGE2015-05-05
0022013-01-01DARIUS GEORGE2014-07-07 DARIUS GEORGE2014-07-07
0022012-01-01DARIUS GEORGE DARIUS GEORGE2013-09-30
0022011-01-01DARIUS GEORGE DARIUS GEORGE2012-08-15
0022010-01-01DARIUS GEORGE DARIUS GEORGE2011-09-27
0022009-01-01DARIUS GEORGE DARIUS GEORGE2010-09-28
0022009-01-01DARIUS GEORGE DARIUS GEORGE2010-10-14
0022009-01-01DARIUS GEORGE DARIUS GEORGE2010-09-20
0022009-01-01DARIUS GEORGE
0022008-01-01DARIUS GEORGE
0022007-01-01DARIUS GEORGE
0022006-01-01DARIUS GEORGE

Plan Statistics for ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2012: ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01245
Total number of active participants reported on line 7a of the Form 55002012-01-0154
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0187
Number of participants with account balances2012-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01231
Total number of active participants reported on line 7a of the Form 55002011-01-01132
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0186
Total of all active and inactive participants2011-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01218
Number of participants with account balances2011-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01226
Total number of active participants reported on line 7a of the Form 55002010-01-01132
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0182
Total of all active and inactive participants2010-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01214
Number of participants with account balances2010-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01221
Total number of active participants reported on line 7a of the Form 55002009-01-01133
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0181
Total of all active and inactive participants2009-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01214
Number of participants with account balances2009-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018
2008: ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0143
Total number of active participants reported on line 7a of the Form 55002008-01-0142
Total of all active and inactive participants2008-01-0142
Total participants2008-01-0142
Number of participants with account balances2008-01-0142
2007: ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0136
Total number of active participants reported on line 7a of the Form 55002007-01-0143
Total of all active and inactive participants2007-01-0143
Total participants2007-01-0143
Number of participants with account balances2007-01-0143
2006: ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-0152
Total number of active participants reported on line 7a of the Form 55002006-01-0136
Total of all active and inactive participants2006-01-0136
Total participants2006-01-0136
Number of participants with account balances2006-01-0136

Financial Data on ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2012 : ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$58,685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$368,656
Total loss/gain on sale of assets2012-12-31$91,986
Total of all expenses incurred2012-12-31$2,450,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,429,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$170,294
Value of total assets at end of year2012-12-31$2,310,223
Value of total assets at beginning of year2012-12-31$4,333,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,935
Total interest from all sources2012-12-31$106,376
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$-330
Minimum employer required contribution for this plan year2012-12-31$168,228
Amount contributed by the employer to the plan for this plan year2012-12-31$168,558
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$79,050
Participant contributions at beginning of year2012-12-31$143,012
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,557
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$17,058
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,066
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$2,130,578
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,081,875
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,251,538
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,333,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$20,935
Value of interest in pooled separate accounts at end of year2012-12-31$621,958
Value of interest in pooled separate accounts at beginning of year2012-12-31$533,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$34,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$34,855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$106,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,432,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,394,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$168,228
Employer contributions (assets) at end of year2012-12-31$168,228
Employer contributions (assets) at beginning of year2012-12-31$209,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$299,018
Liabilities. Value of benefit claims payable at end of year2012-12-31$58,635
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$91,986
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MICHAEL LEE AND COMPANY
Accountancy firm EIN2012-12-31133596457
2011 : ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$446,106
Total loss/gain on sale of assets2011-12-31$-9,347
Total of all expenses incurred2011-12-31$198,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$173,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$312,566
Value of total assets at end of year2011-12-31$4,333,413
Value of total assets at beginning of year2011-12-31$4,085,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,580
Total interest from all sources2011-12-31$142,887
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Minimum employer required contribution for this plan year2011-12-31$309,916
Amount contributed by the employer to the plan for this plan year2011-12-31$309,916
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$0
Participant contributions at end of year2011-12-31$143,012
Participant contributions at beginning of year2011-12-31$136,580
Assets. Other investments not covered elsewhere at end of year2011-12-31$17,058
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$20,851
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$247,910
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,333,413
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,085,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$24,580
Value of interest in pooled separate accounts at end of year2011-12-31$533,678
Value of interest in pooled separate accounts at beginning of year2011-12-31$548,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$34,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$142,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,394,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,081,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$309,916
Employer contributions (assets) at end of year2011-12-31$209,916
Employer contributions (assets) at beginning of year2011-12-31$296,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$173,616
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$-9,347
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MICHAEL LEE AND COMPANY
Accountancy firm EIN2011-12-31133596457
2010 : ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,641
Total income from all sources (including contributions)2010-12-31$477,639
Total loss/gain on sale of assets2010-12-31$43,995
Total of all expenses incurred2010-12-31$205,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$182,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$296,944
Value of total assets at end of year2010-12-31$4,085,503
Value of total assets at beginning of year2010-12-31$3,815,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,664
Total interest from all sources2010-12-31$134,057
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$22,664
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$296,944
Amount contributed by the employer to the plan for this plan year2010-12-31$296,944
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$136,580
Participant contributions at beginning of year2010-12-31$177,539
Assets. Other investments not covered elsewhere at end of year2010-12-31$20,851
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$23,834
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,641
Other income not declared elsewhere2010-12-31$2,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$272,280
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,085,503
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,813,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$548,480
Value of interest in pooled separate accounts at beginning of year2010-12-31$509,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$134,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,081,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,800,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$296,944
Employer contributions (assets) at end of year2010-12-31$296,944
Employer contributions (assets) at beginning of year2010-12-31$304,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$182,695
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$43,995
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MICHAEL LEE AND COMPANY
Accountancy firm EIN2010-12-31133596457
2009 : ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$304,241
Amount contributed by the employer to the plan for this plan year2009-12-31$304,241
2007 : ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2007 401k financial data
Total income from all sources2007-12-31$206,982
Expenses. Total of all expenses incurred2007-12-31$219,926
Benefits paid (including direct rollovers)2007-12-31$218,424
Total plan assets at end of year2007-12-31$843,658
Total plan assets at beginning of year2007-12-31$856,602
Value of fidelity bond covering the plan2007-12-31$1,000,000
Total contributions received or receivable from participants2007-12-31$161,734
Contributions received from other sources (not participants or employers)2007-12-31$14,176
Other income received2007-12-31$31,072
Net income (gross income less expenses)2007-12-31$-12,944
Net plan assets at end of year (total assets less liabilities)2007-12-31$843,658
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$856,602
Assets. Value of participant loans2007-12-31$60,029
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$1,502

Form 5500 Responses for ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN

2012: ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: ROCHDALE VILLAGE, INC. MONEY PURCHASE PENSION PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberA6008
Policy instance 1
Insurance contract or identification numberA6008
Number of Individuals Covered87
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,835
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Amount paid for insurance broker fees3835
Insurance broker nameCRACCHIOLA, PHILLIP T.
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberA6008
Policy instance 1
Insurance contract or identification numberA6008
Number of Individuals Covered218
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,214
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberA6008
Policy instance 1
Insurance contract or identification numberA6008
Number of Individuals Covered214
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,365
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees4137
Insurance broker organization code?3
Insurance broker nameCRACCHIOLA, PHILLIP T.
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91611556
Policy instance 1
Insurance contract or identification number91611556
Number of Individuals Covered43
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $3,788
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,894
Additional information about fees paid to insurance brokerMANAGEMENT & INVESTMENT
Insurance broker organization code?3
Insurance broker namePHILLIP T. CRACCHIOLA

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