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| Plan Name | MUTUAL MARINE OFFICE INC EMPLOYEES PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | COACTION SPECIALTY MANAGEMENT COMPANY |
| Employer identification number (EIN): | 132511244 |
| NAIC Classification: | 561490 |
Additional information about COACTION SPECIALTY MANAGEMENT COMPANY
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1964-09-22 |
| Company Identification Number: | 180002 |
| Legal Registered Office Address: |
GENERAL COUNSEL 412 Mt. Kemble Avenue, Suite 300C Morristown United States of America (USA) 07960 |
More information about COACTION SPECIALTY MANAGEMENT COMPANY
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2012-01-01 | JOY MEDINA | |||
| 002 | 2011-01-01 | JOY MEDINA | |||
| 002 | 2009-01-01 | JOY MEDINA | |||
| 002 | 2009-01-01 | DIANE VOTINELLI | |||
| 002 | 2008-01-01 | JOY MEDINA |
| Measure | Date | Value |
|---|---|---|
| 2012 : MUTUAL MARINE OFFICE INC EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data | ||
| Total income from all sources (including contributions) | 2012-06-04 | $523,622 |
| Total of all expenses incurred | 2012-06-04 | $12,188,423 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-04 | $12,188,307 |
| Value of total assets at end of year | 2012-06-04 | $0 |
| Value of total assets at beginning of year | 2012-06-04 | $11,664,801 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-04 | $116 |
| Total interest from all sources | 2012-06-04 | $70 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-04 | $6,096 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-04 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-06-04 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-04 | $6,096 |
| Was this plan covered by a fidelity bond | 2012-06-04 | Yes |
| Value of fidelity bond cover | 2012-06-04 | $4,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-04 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-06-04 | $0 |
| Minimum employer required contribution for this plan year | 2012-06-04 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-06-04 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-04 | No |
| Administrative expenses (other) incurred | 2012-06-04 | $116 |
| Total non interest bearing cash at end of year | 2012-06-04 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-04 | No |
| Value of net income/loss | 2012-06-04 | $-11,664,801 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-04 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-04 | $11,664,801 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-04 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-04 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-04 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-04 | $7,717,987 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-04 | $3,946,814 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-04 | $3,946,814 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-04 | $70 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-04 | $517,456 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-04 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-04 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-04 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-04 | $12,188,307 |
| Did the plan have assets held for investment | 2012-06-04 | No |
| 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 | 2012-06-04 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-04 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-04 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-04 | Disclaimer |
| Accountancy firm name | 2012-06-04 | SCHAIN LEIFER GURALNICK |
| Accountancy firm EIN | 2012-06-04 | 131924252 |
| 2011 : MUTUAL MARINE OFFICE INC EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data | ||
| Total income from all sources (including contributions) | 2011-12-31 | $-107,889 |
| Total of all expenses incurred | 2011-12-31 | $5,270,034 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,270,008 |
| Value of total assets at end of year | 2011-12-31 | $11,664,801 |
| Value of total assets at beginning of year | 2011-12-31 | $17,042,724 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $26 |
| Total interest from all sources | 2011-12-31 | $315 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $231,222 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2011-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $231,222 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $4,000,000 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Administrative expenses (other) incurred | 2011-12-31 | $26 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-5,377,923 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,664,801 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $17,042,724 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $7,717,987 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $13,443,468 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $3,946,814 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,495,361 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,495,361 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $315 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-339,426 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $1,103,895 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,270,008 |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | SCHAIN LEIFER GURALNICK |
| Accountancy firm EIN | 2011-12-31 | 131924252 |
| 2010 : MUTUAL MARINE OFFICE INC EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data | ||
| Total income from all sources (including contributions) | 2010-12-31 | $4,555,481 |
| Total of all expenses incurred | 2010-12-31 | $1,900,049 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,896,487 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $2,368 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,256,712 |
| Value of total assets at end of year | 2010-12-31 | $25,008,057 |
| Value of total assets at beginning of year | 2010-12-31 | $22,352,625 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,194 |
| Total interest from all sources | 2010-12-31 | $8,314 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $372,549 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $372,549 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $4,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $1,103,895 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $1,103,895 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $1,011,287 |
| Participant contributions at end of year | 2010-12-31 | $95,149 |
| Participant contributions at beginning of year | 2010-12-31 | $119,421 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $141,530 |
| Administrative expenses (other) incurred | 2010-12-31 | $124 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $2,655,432 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $25,008,057 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $22,352,625 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $1,194 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $20,352,046 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $17,569,537 |
| Income. Interest from loans (other than to participants) | 2010-12-31 | $7,741 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $3,456,967 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $3,402,238 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $3,402,238 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $573 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,917,906 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,103,895 |
| Employer contributions (assets) at end of year | 2010-12-31 | $1,103,895 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,261,429 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,896,487 |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | SCHAIN LEIFER GURALNICK |
| Accountancy firm EIN | 2010-12-31 | 131924252 |
| 2009 : MUTUAL MARINE OFFICE INC EMPLOYEES PROFIT SHARING PLAN 2009 401k financial data | ||
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $1,261,429 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $1,261,429 |
| 2008 : MUTUAL MARINE OFFICE INC EMPLOYEES PROFIT SHARING PLAN 2008 401k financial data | ||
| Total income from all sources (including contributions) | 2008-12-31 | $-3,949,630 |
| Total of all expenses incurred | 2008-12-31 | $2,630,791 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2008-12-31 | $2,630,710 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2008-12-31 | $1,138,009 |
| Value of total assets at end of year | 2008-12-31 | $12,824,586 |
| Value of total assets at beginning of year | 2008-12-31 | $19,405,007 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2008-12-31 | $81 |
| Total interest from all sources | 2008-12-31 | $53,348 |
| Total dividends received (eg from common stock, registered investment company shares) | 2008-12-31 | $627,627 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2008-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2008-12-31 | $627,627 |
| Was this plan covered by a fidelity bond | 2008-12-31 | Yes |
| Value of fidelity bond cover | 2008-12-31 | $200,000 |
| Funding deficiency by the employer to the plan for this plan year | 2008-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2008-12-31 | $1,138,009 |
| Amount contributed by the employer to the plan for this plan year | 2008-12-31 | $1,138,009 |
| Were there any nonexempt tranactions with any party-in-interest | 2008-12-31 | No |
| Administrative expenses (other) incurred | 2008-12-31 | $81 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2008-12-31 | No |
| Value of net income/loss | 2008-12-31 | $-6,580,421 |
| Value of net assets at end of year (total assets less liabilities) | 2008-12-31 | $12,824,586 |
| Value of net assets at beginning of year (total assets less liabilities) | 2008-12-31 | $19,405,007 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2008-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2008-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2008-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2008-12-31 | $9,600,222 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2008-12-31 | $16,716,335 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2008-12-31 | $2,086,356 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2008-12-31 | $1,715,128 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2008-12-31 | $1,715,128 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2008-12-31 | $53,348 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2008-12-31 | $-5,768,614 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2008-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2008-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2008-12-31 | No |
| Contributions received in cash from employer | 2008-12-31 | $1,138,009 |
| Employer contributions (assets) at end of year | 2008-12-31 | $1,138,008 |
| Employer contributions (assets) at beginning of year | 2008-12-31 | $973,544 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2008-12-31 | $2,630,710 |
| Did the plan have assets held for investment | 2008-12-31 | 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 | 2008-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2008-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2008-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2008-12-31 | Disclaimer |
| Accountancy firm name | 2008-12-31 | SCHAIN LEIFER GURALNICK |
| Accountancy firm EIN | 2008-12-31 | 131924252 |
| 2012: MUTUAL MARINE OFFICE INC EMPLOYEES PROFIT SHARING PLAN 2012 form 5500 responses | ||
|---|---|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | Yes |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MUTUAL MARINE OFFICE INC EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MUTUAL MARINE OFFICE INC EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2008: MUTUAL MARINE OFFICE INC EMPLOYEES PROFIT SHARING PLAN 2008 form 5500 responses | ||
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
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