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LIVEONNY TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameLIVEONNY TAX DEFERRED ANNUITY PLAN
Plan identification number 001

LIVEONNY TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LIVEONNY has sponsored the creation of one or more 401k plans.

Company Name:LIVEONNY
Employer identification number (EIN):132945229
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIVEONNY TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHELE CLAYTON-LUCAS
0012016-01-01MICHELE LUCAS MICHELE LUCAS2017-10-14
0012015-01-01MICHELE LUCAS MICHELE LUCAS2016-10-13
0012014-01-01MICHELE LUCAS MICHELE LUCAS2015-09-29
0012012-01-01MICHELE CLAYTON LUCAS
0012011-01-01MICHELE CLAYTON LUCAS
0012009-01-01MICHELE LUCAS MICHELE LUCAS2010-09-16

Plan Statistics for LIVEONNY TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for LIVEONNY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: LIVEONNY TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01281
Total number of active participants reported on line 7a of the Form 55002022-01-01234
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0167
Total of all active and inactive participants2022-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01303
Number of participants with account balances2022-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: LIVEONNY TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01268
Total number of active participants reported on line 7a of the Form 55002021-01-01188
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0190
Total of all active and inactive participants2021-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01281
Number of participants with account balances2021-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: LIVEONNY TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01257
Total number of active participants reported on line 7a of the Form 55002020-01-01183
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0182
Total of all active and inactive participants2020-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01268
Number of participants with account balances2020-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: LIVEONNY TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01243
Total number of active participants reported on line 7a of the Form 55002019-01-01190
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01257
Number of participants with account balances2019-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: LIVEONNY TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01303
Total number of active participants reported on line 7a of the Form 55002018-01-01178
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0160
Total of all active and inactive participants2018-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01243
Number of participants with account balances2018-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: LIVEONNY TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01299
Total number of active participants reported on line 7a of the Form 55002017-01-01183
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-01106
Total of all active and inactive participants2017-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01303
Number of participants with account balances2017-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: LIVEONNY TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01294
Total number of active participants reported on line 7a of the Form 55002016-01-01190
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01105
Total of all active and inactive participants2016-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01299
Number of participants with account balances2016-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: LIVEONNY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01256
Total number of active participants reported on line 7a of the Form 55002015-01-01185
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01104
Total of all active and inactive participants2015-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01294
Number of participants with account balances2015-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: LIVEONNY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01246
Total number of active participants reported on line 7a of the Form 55002014-01-01135
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01115
Total of all active and inactive participants2014-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01250
Number of participants with account balances2014-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2012: LIVEONNY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01219
Total number of active participants reported on line 7a of the Form 55002012-01-01174
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0147
Total of all active and inactive participants2012-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01223
Number of participants with account balances2012-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: LIVEONNY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01212
Total number of active participants reported on line 7a of the Form 55002011-01-01167
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0151
Total of all active and inactive participants2011-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01219
Number of participants with account balances2011-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: LIVEONNY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01193
Total number of active participants reported on line 7a of the Form 55002009-01-01211
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01239
Number of participants with account balances2009-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on LIVEONNY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : LIVEONNY TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,923,193
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,173,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,153,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,991,298
Value of total assets at end of year2022-12-31$34,651,156
Value of total assets at beginning of year2022-12-31$39,748,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,312
Total interest from all sources2022-12-31$92,141
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,259,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,259,158
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,516,300
Participant contributions at end of year2022-12-31$647,928
Participant contributions at beginning of year2022-12-31$649,780
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$316,354
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$123
Other income not declared elsewhere2022-12-31$1,329
Administrative expenses (other) incurred2022-12-31$20,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,096,957
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,651,156
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$39,748,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$31,127,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$36,649,463
Interest on participant loans2022-12-31$24,351
Interest earned on other investments2022-12-31$67,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,875,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,448,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,267,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,158,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,153,329
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NISIVOCCIA LLP
Accountancy firm EIN2022-12-31221914888
2021 : LIVEONNY TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,659,032
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,743,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,725,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,543,509
Value of total assets at end of year2021-12-31$39,748,113
Value of total assets at beginning of year2021-12-31$33,832,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,495
Total interest from all sources2021-12-31$97,443
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,502,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,502,098
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,360,219
Participant contributions at end of year2021-12-31$649,780
Participant contributions at beginning of year2021-12-31$793,947
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$117,425
Other income not declared elsewhere2021-12-31$691
Administrative expenses (other) incurred2021-12-31$17,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,915,879
Value of net assets at end of year (total assets less liabilities)2021-12-31$39,748,113
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,832,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$36,649,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,538,575
Interest on participant loans2021-12-31$32,718
Interest earned on other investments2021-12-31$64,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,448,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,499,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,515,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,065,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,725,658
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31NISIVOCCIA LLP
Accountancy firm EIN2021-12-31221914888
2020 : LIVEONNY TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,709,115
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,167,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,155,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,503,745
Value of total assets at end of year2020-12-31$33,832,234
Value of total assets at beginning of year2020-12-31$29,290,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,768
Total interest from all sources2020-12-31$37,743
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,033,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,033,410
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,183,231
Participant contributions at end of year2020-12-31$793,947
Participant contributions at beginning of year2020-12-31$742,236
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,338
Other income not declared elsewhere2020-12-31$31
Administrative expenses (other) incurred2020-12-31$12,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,541,343
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,832,234
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,290,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,538,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,260,643
Interest on participant loans2020-12-31$37,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,499,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,288,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,134,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,294,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,155,004
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NISIVOCCIA LLP
Accountancy firm EIN2020-12-31221914888
2019 : LIVEONNY TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,354,253
Total income from all sources (including contributions)2019-12-31$7,354,253
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$832,728
Total of all expenses incurred2019-12-31$832,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$821,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$821,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,226,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,226,906
Value of total assets at end of year2019-12-31$29,290,891
Value of total assets at end of year2019-12-31$29,290,891
Value of total assets at beginning of year2019-12-31$22,769,366
Value of total assets at beginning of year2019-12-31$22,769,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,428
Total interest from all sources2019-12-31$95,087
Total interest from all sources2019-12-31$95,087
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$864,634
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$864,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$864,634
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$864,634
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,075,502
Contributions received from participants2019-12-31$1,075,502
Participant contributions at end of year2019-12-31$742,236
Participant contributions at end of year2019-12-31$742,236
Participant contributions at beginning of year2019-12-31$800,932
Participant contributions at beginning of year2019-12-31$800,932
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$166,368
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$166,368
Other income not declared elsewhere2019-12-31$12,157
Other income not declared elsewhere2019-12-31$12,157
Administrative expenses (other) incurred2019-12-31$11,428
Administrative expenses (other) incurred2019-12-31$11,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,521,525
Value of net income/loss2019-12-31$6,521,525
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,290,891
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,290,891
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,769,366
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,769,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,260,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,260,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,494,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,494,087
Interest on participant loans2019-12-31$39,364
Interest on participant loans2019-12-31$39,364
Interest earned on other investments2019-12-31$55,723
Interest earned on other investments2019-12-31$55,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,288,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,288,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,474,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,474,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,155,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,155,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$985,036
Contributions received in cash from employer2019-12-31$985,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$821,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$821,300
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31NISIVOCCIA LLP
Accountancy firm name2019-12-31NISIVOCCIA LLP
Accountancy firm EIN2019-12-31221914888
Accountancy firm EIN2019-12-31221914888
2018 : LIVEONNY TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$933,096
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,151,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,134,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,978,802
Value of total assets at end of year2018-12-31$22,769,366
Value of total assets at beginning of year2018-12-31$23,987,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,879
Total interest from all sources2018-12-31$59,182
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$990,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$990,123
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$925,826
Participant contributions at end of year2018-12-31$800,932
Participant contributions at beginning of year2018-12-31$569,960
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$28,947
Administrative expenses (other) incurred2018-12-31$16,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,218,377
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,769,366
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,987,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,494,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,417,783
Interest on participant loans2018-12-31$36,494
Interest earned on other investments2018-12-31$22,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,474,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,095,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,024,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,134,594
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31NISIVOCCIA LLP
Accountancy firm EIN2018-12-31221914888
2017 : LIVEONNY TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,250,739
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,717,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,702,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,793,666
Value of total assets at end of year2017-12-31$23,987,743
Value of total assets at beginning of year2017-12-31$20,454,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,569
Total interest from all sources2017-12-31$21,233
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$679,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$679,884
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$817,419
Participant contributions at end of year2017-12-31$569,960
Participant contributions at beginning of year2017-12-31$506,773
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,533,441
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,987,743
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,454,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,417,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,947,529
Interest on participant loans2017-12-31$21,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,755,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$966,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,702,729
Contract administrator fees2017-12-31$14,569
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31NISIVOCCIA LLP
Accountancy firm EIN2017-12-31221914888
2016 : LIVEONNY TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,365,419
Total of all expenses incurred2016-12-31$970,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$955,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,857,424
Value of total assets at end of year2016-12-31$20,454,302
Value of total assets at beginning of year2016-12-31$18,058,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,251
Total interest from all sources2016-12-31$20,119
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$537,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$537,028
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$799,582
Participant contributions at end of year2016-12-31$506,773
Participant contributions at beginning of year2016-12-31$513,502
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$66,905
Other income not declared elsewhere2016-12-31$-1,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,395,307
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,454,302
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,058,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,947,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,545,493
Interest on participant loans2016-12-31$20,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$952,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$990,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$955,861
Contract administrator fees2016-12-31$14,251
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31NISIVOCCIA LLP
Accountancy firm EIN2016-12-31221914888
2015 : LIVEONNY TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,906,548
Total of all expenses incurred2015-12-31$1,476,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,459,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,820,477
Value of total assets at end of year2015-12-31$18,058,995
Value of total assets at beginning of year2015-12-31$17,628,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,962
Total interest from all sources2015-12-31$23,891
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$646,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$16,962
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$758,422
Participant contributions at end of year2015-12-31$513,502
Participant contributions at beginning of year2015-12-31$575,122
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$96,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$430,532
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,058,995
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,628,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,545,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,053,341
Income. Interest from loans (other than to participants)2015-12-31$23,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-584,488
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$965,360
Income. Dividends from preferred stock2015-12-31$646,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,459,054
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31NISIVOCCIA LLP
Accountancy firm EIN2015-12-31221914888
2014 : LIVEONNY TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,692,775
Total of all expenses incurred2014-12-31$953,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$939,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,502,521
Value of total assets at end of year2014-12-31$17,628,463
Value of total assets at beginning of year2014-12-31$15,888,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,532
Total interest from all sources2014-12-31$24,849
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$550,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$550,333
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$648,424
Participant contributions at end of year2014-12-31$575,122
Participant contributions at beginning of year2014-12-31$645,066
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$69,789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,739,499
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,628,463
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,888,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,053,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,779,195
Interest on participant loans2014-12-31$24,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,464,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,464,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$615,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$784,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$939,744
Contract administrator fees2014-12-31$13,532
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31NISIVOCCIA LLP
Accountancy firm EIN2014-12-31221914888
2013 : LIVEONNY TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,899,776
Total of all expenses incurred2013-12-31$1,683,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,670,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,448,542
Value of total assets at end of year2013-12-31$15,888,964
Value of total assets at beginning of year2013-12-31$13,672,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,394
Total interest from all sources2013-12-31$24,947
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$387,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$583,545
Participant contributions at end of year2013-12-31$645,066
Participant contributions at beginning of year2013-12-31$614,861
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$76,095
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,070
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$689
Administrative expenses (other) incurred2013-12-31$12,394
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$1,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,216,552
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,888,964
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,672,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,779,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,597,987
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,379,739
Interest on participant loans2013-12-31$24,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,464,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,039,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$858,927
Income. Dividends from common stock2013-12-31$387,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,670,830
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31NISIVOCCIA LLP
Accountancy firm EIN2013-12-31221914888
2012 : LIVEONNY TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,798,334
Total of all expenses incurred2012-12-31$1,921,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,913,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,460,020
Value of total assets at end of year2012-12-31$13,672,412
Value of total assets at beginning of year2012-12-31$12,795,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,133
Total interest from all sources2012-12-31$21,702
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$158,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$158,688
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$648,459
Participant contributions at end of year2012-12-31$614,861
Participant contributions at beginning of year2012-12-31$608,167
Assets. Other investments not covered elsewhere at end of year2012-12-31$76,095
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$167,577
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,128
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$689
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$445
Other income not declared elsewhere2012-12-31$11,149
Administrative expenses (other) incurred2012-12-31$8,133
Total non interest bearing cash at end of year2012-12-31$1,381
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$876,996
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,672,412
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,795,416
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,597,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,520,666
Value of interest in pooled separate accounts at end of year2012-12-31$2,379,739
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,495,265
Interest on participant loans2012-12-31$21,643
Interest earned on other investments2012-12-31$59
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,104,048
Net investment gain/loss from pooled separate accounts2012-12-31$42,727
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$806,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,913,205
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31NISIVOCCIA LLP
Accountancy firm EIN2012-12-31221914888
2011 : LIVEONNY TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,318,792
Total of all expenses incurred2011-12-31$306,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$285,368
Expenses. Certain deemed distributions of participant loans2011-12-31$6,117
Value of total corrective distributions2011-12-31$1,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,485,290
Value of total assets at end of year2011-12-31$12,795,416
Value of total assets at beginning of year2011-12-31$11,783,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,257
Total interest from all sources2011-12-31$24,060
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$130,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$130,104
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$644,519
Participant contributions at end of year2011-12-31$608,167
Participant contributions at beginning of year2011-12-31$347,892
Assets. Other investments not covered elsewhere at end of year2011-12-31$167,577
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,138
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$445
Other income not declared elsewhere2011-12-31$-12,193
Administrative expenses (other) incurred2011-12-31$13,257
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$1,012,211
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,795,416
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,783,205
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,520,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,850,171
Value of interest in pooled separate accounts at end of year2011-12-31$2,495,265
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,223,502
Interest on participant loans2011-12-31$24,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$361,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$361,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-352,162
Net investment gain/loss from pooled separate accounts2011-12-31$43,693
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$829,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$285,368
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31NISIVOCCIA LLP
Accountancy firm EIN2011-12-31221914888
2010 : LIVEONNY TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,443,479
Total of all expenses incurred2010-12-31$421,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$402,855
Expenses. Certain deemed distributions of participant loans2010-12-31$9,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,415,019
Value of total assets at end of year2010-12-31$11,783,205
Value of total assets at beginning of year2010-12-31$9,761,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,984
Total interest from all sources2010-12-31$19,916
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$123,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$123,706
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$578,215
Participant contributions at end of year2010-12-31$347,892
Participant contributions at beginning of year2010-12-31$266,543
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$46,912
Administrative expenses (other) incurred2010-12-31$8,984
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$2,022,037
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,783,205
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,761,168
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$8,850,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,950,268
Value of interest in pooled separate accounts at end of year2010-12-31$2,223,502
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,234,324
Interest on participant loans2010-12-31$19,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$361,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$310,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$310,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$822,126
Net investment gain/loss from pooled separate accounts2010-12-31$62,712
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$789,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$402,855
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31NISIVOCCIA LLP
Accountancy firm EIN2010-12-31221914888
2009 : LIVEONNY TAX DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LIVEONNY TAX DEFERRED ANNUITY PLAN

2022: LIVEONNY TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIVEONNY TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIVEONNY TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIVEONNY TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIVEONNY TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIVEONNY TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIVEONNY TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIVEONNY TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIVEONNY TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2012: LIVEONNY TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: LIVEONNY TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LIVEONNY TAX DEFERRED ANNUITY 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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80252
Policy instance 1
Insurance contract or identification numberGA80252
Number of Individuals Covered48
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80252
Policy instance 1
Insurance contract or identification numberGA80252
Number of Individuals Covered49
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80252
Policy instance 1
Insurance contract or identification numberGA80252
Number of Individuals Covered51
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80252
Policy instance 1
Insurance contract or identification numberGA80252
Number of Individuals Covered54
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80252
Policy instance 1
Insurance contract or identification numberGA80252
Number of Individuals Covered54
Insurance policy start date2018-04-30
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069145
Policy instance 1
Insurance contract or identification numberTT069145
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069145
Policy instance 1
Insurance contract or identification numberTT069145
Number of Individuals Covered223
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069145
Policy instance 1
Insurance contract or identification numberTT069145
Number of Individuals Covered219
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,387
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069145
Policy instance 1
Insurance contract or identification numberTT069145
Number of Individuals Covered212
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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