BELKIN BURDEN GOLDMAN, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN
401k plan membership statisitcs for BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN
Measure | Date | Value |
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2021: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 71 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 18 |
Total of all active and inactive participants | 2021-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 90 |
Number of participants with account balances | 2021-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 15 |
Total of all active and inactive participants | 2020-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 95 |
Number of participants with account balances | 2020-01-01 | 85 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 12 |
Total of all active and inactive participants | 2019-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 105 |
Number of participants with account balances | 2019-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11 |
Total of all active and inactive participants | 2018-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 105 |
Number of participants with account balances | 2018-01-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 91 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 14 |
Total of all active and inactive participants | 2017-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 105 |
Number of participants with account balances | 2017-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 12 |
Total of all active and inactive participants | 2016-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 104 |
Number of participants with account balances | 2016-01-01 | 93 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 84 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 12 |
Total of all active and inactive participants | 2015-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 96 |
Number of participants with account balances | 2015-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 88 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 10 |
Total of all active and inactive participants | 2014-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 98 |
Number of participants with account balances | 2014-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 88 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
Total of all active and inactive participants | 2013-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 97 |
Number of participants with account balances | 2013-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 88 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
Total of all active and inactive participants | 2012-01-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 94 |
Number of participants with account balances | 2012-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 90 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
Total of all active and inactive participants | 2011-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 98 |
Number of participants with account balances | 2011-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 86 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 11 |
Total of all active and inactive participants | 2010-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 97 |
Number of participants with account balances | 2010-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 88 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 10 |
Total of all active and inactive participants | 2009-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 98 |
Number of participants with account balances | 2009-01-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2021 : BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $3,905,909 |
Expenses. Total of all expenses incurred | 2021-12-31 | $389,056 |
Benefits paid (including direct rollovers) | 2021-12-31 | $346,641 |
Total plan assets at end of year | 2021-12-31 | $22,661,215 |
Total plan assets at beginning of year | 2021-12-31 | $19,144,362 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $910,088 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $171 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $13,205 |
Other income received | 2021-12-31 | $2,924,594 |
Net income (gross income less expenses) | 2021-12-31 | $3,516,853 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $22,661,215 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,144,362 |
Assets. Value of participant loans | 2021-12-31 | $34,412 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $58,022 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $42,244 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $3,521,877 |
Expenses. Total of all expenses incurred | 2020-12-31 | $2,302,186 |
Benefits paid (including direct rollovers) | 2020-12-31 | $2,248,448 |
Total plan assets at end of year | 2020-12-31 | $19,144,362 |
Total plan assets at beginning of year | 2020-12-31 | $17,924,671 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $855,377 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $187 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $91,423 |
Other income received | 2020-12-31 | $2,524,484 |
Net income (gross income less expenses) | 2020-12-31 | $1,219,691 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $19,144,362 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,924,671 |
Assets. Value of participant loans | 2020-12-31 | $72,990 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $50,593 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $17,662 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $35,889 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $4,435,273 |
Expenses. Total of all expenses incurred | 2019-12-31 | $649,912 |
Benefits paid (including direct rollovers) | 2019-12-31 | $616,924 |
Total plan assets at end of year | 2019-12-31 | $17,924,671 |
Total plan assets at beginning of year | 2019-12-31 | $14,139,310 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $957,894 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $733 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $281,493 |
Other income received | 2019-12-31 | $3,151,605 |
Net income (gross income less expenses) | 2019-12-31 | $3,785,361 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $17,924,671 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,139,310 |
Assets. Value of participant loans | 2019-12-31 | $132,463 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $44,281 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $32,255 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $345,832 |
Expenses. Total of all expenses incurred | 2018-12-31 | $817,729 |
Benefits paid (including direct rollovers) | 2018-12-31 | $786,483 |
Total plan assets at end of year | 2018-12-31 | $14,139,310 |
Total plan assets at beginning of year | 2018-12-31 | $14,611,207 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $862,637 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $70,338 |
Other income received | 2018-12-31 | $-587,175 |
Net income (gross income less expenses) | 2018-12-31 | $-471,897 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $14,139,310 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $14,611,207 |
Assets. Value of participant loans | 2018-12-31 | $140,106 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $32 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $31,246 |
2017 : BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $3,097,310 |
Expenses. Total of all expenses incurred | 2017-12-31 | $774,239 |
Benefits paid (including direct rollovers) | 2017-12-31 | $766,365 |
Total plan assets at end of year | 2017-12-31 | $14,611,207 |
Total plan assets at beginning of year | 2017-12-31 | $12,288,136 |
Total contributions received or receivable from participants | 2017-12-31 | $849,427 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $2,247,883 |
Net income (gross income less expenses) | 2017-12-31 | $2,323,071 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $14,611,207 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,288,136 |
Assets. Value of participant loans | 2017-12-31 | $151,888 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $7,874 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $1,540,823 |
Expenses. Total of all expenses incurred | 2016-12-31 | $569,609 |
Benefits paid (including direct rollovers) | 2016-12-31 | $568,829 |
Total plan assets at end of year | 2016-12-31 | $12,288,136 |
Total plan assets at beginning of year | 2016-12-31 | $11,316,922 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $799,606 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $8,061 |
Other income received | 2016-12-31 | $733,156 |
Net income (gross income less expenses) | 2016-12-31 | $971,214 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $12,288,136 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,316,922 |
Assets. Value of participant loans | 2016-12-31 | $178,195 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $780 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
2015 : BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $860,882 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,300,409 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,299,309 |
Total plan assets at end of year | 2015-12-31 | $11,316,922 |
Total plan assets at beginning of year | 2015-12-31 | $11,756,449 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $779,930 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $80,952 |
Net income (gross income less expenses) | 2015-12-31 | $-439,527 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $11,316,922 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,756,449 |
Assets. Value of participant loans | 2015-12-31 | $245,886 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
2014 : BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $1,939,432 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,724,848 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,723,698 |
Total plan assets at end of year | 2014-12-31 | $11,756,449 |
Total plan assets at beginning of year | 2014-12-31 | $11,541,865 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $700,338 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $401,559 |
Other income received | 2014-12-31 | $837,457 |
Net income (gross income less expenses) | 2014-12-31 | $214,584 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $11,756,449 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,541,865 |
Assets. Value of participant loans | 2014-12-31 | $204,622 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $78 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,150 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $2,738,560 |
Expenses. Total of all expenses incurred | 2013-12-31 | $51,314 |
Benefits paid (including direct rollovers) | 2013-12-31 | $50,734 |
Total plan assets at end of year | 2013-12-31 | $11,541,865 |
Total plan assets at beginning of year | 2013-12-31 | $8,854,619 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $683,156 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $15,115 |
Other income received | 2013-12-31 | $2,040,215 |
Net income (gross income less expenses) | 2013-12-31 | $2,687,246 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $11,541,865 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,854,619 |
Assets. Value of participant loans | 2013-12-31 | $131,693 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $74 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $580 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,600,906 |
Expenses. Total of all expenses incurred | 2012-12-31 | $58,663 |
Benefits paid (including direct rollovers) | 2012-12-31 | $58,073 |
Total plan assets at end of year | 2012-12-31 | $8,854,619 |
Total plan assets at beginning of year | 2012-12-31 | $7,312,376 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $679,785 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $918,923 |
Net income (gross income less expenses) | 2012-12-31 | $1,542,243 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $8,854,619 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,312,376 |
Assets. Value of participant loans | 2012-12-31 | $146,544 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $2,198 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $590 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $494,980 |
Expenses. Total of all expenses incurred | 2011-12-31 | $216,725 |
Benefits paid (including direct rollovers) | 2011-12-31 | $217,400 |
Total plan assets at end of year | 2011-12-31 | $7,312,376 |
Total plan assets at beginning of year | 2011-12-31 | $7,034,121 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $616,641 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-123,628 |
Net income (gross income less expenses) | 2011-12-31 | $278,255 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $7,312,376 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,034,121 |
Assets. Value of participant loans | 2011-12-31 | $117,475 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $1,967 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $-675 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $1,421,199 |
Expenses. Total of all expenses incurred | 2010-12-31 | $135,953 |
Benefits paid (including direct rollovers) | 2010-12-31 | $134,383 |
Total plan assets at end of year | 2010-12-31 | $7,034,121 |
Total plan assets at beginning of year | 2010-12-31 | $5,748,875 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $625,399 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $793,671 |
Net income (gross income less expenses) | 2010-12-31 | $1,285,246 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,034,121 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,748,875 |
Assets. Value of participant loans | 2010-12-31 | $146,029 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $2,129 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,570 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2021: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) 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 | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) 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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BELKIN BURDEN WENIG & GOLDMAN, LLP 401(K) PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | FL 51924 |
Policy instance | 1 |
Insurance contract or identification number | FL 51924 | Number of Individuals Covered | 96 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | FL 51924 |
Policy instance | 1 |
Insurance contract or identification number | FL 51924 | Number of Individuals Covered | 95 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | FL 51924 |
Policy instance | 1 |
Insurance contract or identification number | FL 51924 | Number of Individuals Covered | 105 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | FL 51924 |
Policy instance | 1 |
Insurance contract or identification number | FL 51924 | Number of Individuals Covered | 105 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | FL 51924 |
Policy instance | 1 |
Insurance contract or identification number | FL 51924 | Number of Individuals Covered | 105 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $12,641 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,641 | Insurance broker organization code? | 4 | Insurance broker name | MERRILL LYNCH LIFE AGENCY INC |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | FL 51924 |
Policy instance | 1 |
Insurance contract or identification number | FL 51924 | Number of Individuals Covered | 101 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $26,485 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,846 | Insurance broker organization code? | 4 | Insurance broker name | HOWARD B COWAN |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | FL 51924 |
Policy instance | 1 |
Insurance contract or identification number | FL 51924 | Number of Individuals Covered | 98 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $28,203 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $22,842 | Insurance broker organization code? | 3 | Insurance broker name | HOWARD B COWAN |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | FL 51924 |
Policy instance | 1 |
Insurance contract or identification number | FL 51924 | Number of Individuals Covered | 97 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $24,568 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $20,154 | Insurance broker organization code? | 3 | Insurance broker name | HOWARD B COWAN |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | FL 51924 |
Policy instance | 1 |
Insurance contract or identification number | FL 51924 | Number of Individuals Covered | 98 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $23,225 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $18,382 | Insurance broker organization code? | 3 | Insurance broker name | HOWARD B COWAN |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | FL 51924 |
Policy instance | 1 |
Insurance contract or identification number | FL 51924 | Number of Individuals Covered | 99 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $22,136 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | FL 51924 |
Policy instance | 1 |
Insurance contract or identification number | FL 51924 | Number of Individuals Covered | 102 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $19,164 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,883 | Insurance broker organization code? | 3 | Insurance broker name | JANA HANDWERK |
|