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MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 401k Plan overview

Plan NameMOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR
Plan identification number 001

MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAREMOUNT MEDICAL, P.C. has sponsored the creation of one or more 401k plans.

Company Name:CAREMOUNT MEDICAL, P.C.
Employer identification number (EIN):133544120
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01DAVID E. STRAUSS2021-10-04
0012019-01-01
0012018-01-01
0012017-01-01SANTA PERNA
0012016-01-01SANTA PERNA
0012015-01-01SANTA PERNA
0012014-01-01SANTA PERNA
0012013-01-01SANTA PERNA SANTA PERNA2014-10-14
0012012-01-01SANTA PERNA
0012011-01-01SANTA PERNA
0012010-01-01SANTA PERNA
0012009-01-01SANTA PERNA

Plan Statistics for MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR

401k plan membership statisitcs for MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR

Measure Date Value
2020: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2020 401k membership
Total participants, beginning-of-year2020-01-013,082
Total number of active participants reported on line 7a of the Form 55002020-01-012,692
Number of retired or separated participants receiving benefits2020-01-0127
Number of other retired or separated participants entitled to future benefits2020-01-01524
Total of all active and inactive participants2020-01-013,243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-013,244
Number of participants with account balances2020-01-013,157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01124
2019: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2019 401k membership
Total participants, beginning-of-year2019-01-012,953
Total number of active participants reported on line 7a of the Form 55002019-01-012,625
Number of retired or separated participants receiving benefits2019-01-0123
Number of other retired or separated participants entitled to future benefits2019-01-01432
Total of all active and inactive participants2019-01-013,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-013,082
Number of participants with account balances2019-01-012,992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01118
2018: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2018 401k membership
Total participants, beginning-of-year2018-01-012,718
Total number of active participants reported on line 7a of the Form 55002018-01-012,436
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01381
Total of all active and inactive participants2018-01-012,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,823
Number of participants with account balances2018-01-012,740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01109
2017: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2017 401k membership
Total participants, beginning-of-year2017-01-012,559
Total number of active participants reported on line 7a of the Form 55002017-01-012,354
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-01308
Total of all active and inactive participants2017-01-012,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012,677
Number of participants with account balances2017-01-012,595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0185
2016: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2016 401k membership
Total participants, beginning-of-year2016-01-012,415
Total number of active participants reported on line 7a of the Form 55002016-01-012,235
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-01284
Total of all active and inactive participants2016-01-012,529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,530
Number of participants with account balances2016-01-012,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0186
2015: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2015 401k membership
Total participants, beginning-of-year2015-01-012,472
Total number of active participants reported on line 7a of the Form 55002015-01-012,150
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01259
Total of all active and inactive participants2015-01-012,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,415
Number of participants with account balances2015-01-012,274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0189
2014: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2014 401k membership
Total participants, beginning-of-year2014-01-011,632
Total number of active participants reported on line 7a of the Form 55002014-01-012,172
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-01187
Total of all active and inactive participants2014-01-012,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,366
Number of participants with account balances2014-01-011,734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0149
2013: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2013 401k membership
Total participants, beginning-of-year2013-01-011,538
Total number of active participants reported on line 7a of the Form 55002013-01-011,459
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01167
Total of all active and inactive participants2013-01-011,632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,632
Number of participants with account balances2013-01-011,601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0160
2012: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2012 401k membership
Total participants, beginning-of-year2012-01-011,437
Total number of active participants reported on line 7a of the Form 55002012-01-011,394
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-01137
Total of all active and inactive participants2012-01-011,538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,538
Number of participants with account balances2012-01-011,507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01100
2011: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2011 401k membership
Total participants, beginning-of-year2011-01-011,285
Total number of active participants reported on line 7a of the Form 55002011-01-011,304
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01132
Total of all active and inactive participants2011-01-011,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,437
Number of participants with account balances2011-01-011,398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0188
2010: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2010 401k membership
Total participants, beginning-of-year2010-01-011,067
Total number of active participants reported on line 7a of the Form 55002010-01-011,157
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01126
Total of all active and inactive participants2010-01-011,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,285
Number of participants with account balances2010-01-011,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0163
2009: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2009 401k membership
Total participants, beginning-of-year2009-01-01904
Total number of active participants reported on line 7a of the Form 55002009-01-01957
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01108
Total of all active and inactive participants2009-01-011,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,067
Number of participants with account balances2009-01-01896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0149

Financial Data on MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR

Measure Date Value
2020 : MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 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$110,216,061
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$19,369,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,336,049
Expenses. Certain deemed distributions of participant loans2020-12-31$32,755
Value of total corrective distributions2020-12-31$5,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$42,350,026
Value of total assets at end of year2020-12-31$520,623,251
Value of total assets at beginning of year2020-12-31$429,776,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$995,066
Total interest from all sources2020-12-31$2,341,505
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,075,934
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$7,075,934
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$18,172,396
Participant contributions at end of year2020-12-31$3,732,058
Participant contributions at beginning of year2020-12-31$3,903,407
Participant contributions at end of year2020-12-31$78,239
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,317,172
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,248,111
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,333,523
Other income not declared elsewhere2020-12-31$-141,996
Administrative expenses (other) incurred2020-12-31$995,066
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$90,846,574
Value of net assets at end of year (total assets less liabilities)2020-12-31$520,623,251
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$429,776,677
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$447,877,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$371,075,555
Value of interest in pooled separate accounts at end of year2020-12-31$611,743
Value of interest in pooled separate accounts at beginning of year2020-12-31$617,786
Interest on participant loans2020-12-31$180,274
Interest earned on other investments2020-12-31$2,161,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$65,980,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$52,931,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$26,309,841
Net investment gain/loss from pooled separate accounts2020-12-31$32,280,751
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$19,844,107
Employer contributions (assets) at end of year2020-12-31$1,026,228
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,336,049
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 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$113,365,490
Total income from all sources (including contributions)2019-12-31$113,365,490
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$13,578,631
Total of all expenses incurred2019-12-31$13,578,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,903,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,903,407
Expenses. Certain deemed distributions of participant loans2019-12-31$51,653
Expenses. Certain deemed distributions of participant loans2019-12-31$51,653
Value of total corrective distributions2019-12-31$12,731
Value of total corrective distributions2019-12-31$12,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$40,478,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$40,478,958
Value of total assets at end of year2019-12-31$429,776,677
Value of total assets at end of year2019-12-31$429,776,677
Value of total assets at beginning of year2019-12-31$329,989,818
Value of total assets at beginning of year2019-12-31$329,989,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$610,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$610,840
Total interest from all sources2019-12-31$1,482,484
Total interest from all sources2019-12-31$1,482,484
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,048,120
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,048,120
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$5,048,120
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,048,120
Administrative expenses professional fees incurred2019-12-31$31,783
Administrative expenses professional fees incurred2019-12-31$31,783
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
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$17,987,608
Contributions received from participants2019-12-31$17,987,608
Participant contributions at end of year2019-12-31$3,903,407
Participant contributions at end of year2019-12-31$3,903,407
Participant contributions at beginning of year2019-12-31$3,224,368
Participant contributions at beginning of year2019-12-31$3,224,368
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,248,111
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,248,111
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$917,641
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$917,641
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,102,327
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,102,327
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$241,479
Other income not declared elsewhere2019-12-31$241,479
Administrative expenses (other) incurred2019-12-31$367
Administrative expenses (other) incurred2019-12-31$367
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$99,786,859
Value of net income/loss2019-12-31$99,786,859
Value of net assets at end of year (total assets less liabilities)2019-12-31$429,776,677
Value of net assets at end of year (total assets less liabilities)2019-12-31$429,776,677
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$329,989,818
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$329,989,818
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
Investment advisory and management fees2019-12-31$530,576
Investment advisory and management fees2019-12-31$530,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$371,075,555
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$371,075,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$280,828,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$280,828,284
Value of interest in pooled separate accounts at end of year2019-12-31$617,786
Value of interest in pooled separate accounts at end of year2019-12-31$617,786
Value of interest in pooled separate accounts at beginning of year2019-12-31$526,107
Value of interest in pooled separate accounts at beginning of year2019-12-31$526,107
Interest on participant loans2019-12-31$171,797
Interest on participant loans2019-12-31$171,797
Interest earned on other investments2019-12-31$1,310,687
Interest earned on other investments2019-12-31$1,310,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$52,931,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$52,931,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$44,493,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$44,493,418
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$128,912
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$128,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$30,025,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$30,025,178
Net investment gain/loss from pooled separate accounts2019-12-31$36,089,271
Net investment gain/loss from pooled separate accounts2019-12-31$36,089,271
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$19,389,023
Contributions received in cash from employer2019-12-31$19,389,023
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,774,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,774,495
Contract administrator fees2019-12-31$48,114
Contract administrator fees2019-12-31$48,114
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 name2019-12-31CITRIN COOPERMAN AND COMPANY LLP
Accountancy firm name2019-12-31CITRIN COOPERMAN AND COMPANY LLP
Accountancy firm EIN2019-12-31222428965
Accountancy firm EIN2019-12-31222428965
2018 : MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 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$16,592,860
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,020,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,721,850
Expenses. Certain deemed distributions of participant loans2018-12-31$23,021
Value of total corrective distributions2018-12-31$1,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$34,709,264
Value of total assets at end of year2018-12-31$329,989,818
Value of total assets at beginning of year2018-12-31$326,417,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$274,001
Total interest from all sources2018-12-31$911,538
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,626,949
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$3,626,949
Administrative expenses professional fees incurred2018-12-31$24,928
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$15,498,061
Participant contributions at end of year2018-12-31$3,224,368
Participant contributions at beginning of year2018-12-31$2,602,477
Assets. Other investments not covered elsewhere at end of year2018-12-31$917,641
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,048,429
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,220,307
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$-153,516
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$3,572,676
Value of net assets at end of year (total assets less liabilities)2018-12-31$329,989,818
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$326,417,142
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
Investment advisory and management fees2018-12-31$197,601
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$280,828,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$282,518,593
Value of interest in pooled separate accounts at end of year2018-12-31$526,107
Value of interest in pooled separate accounts at beginning of year2018-12-31$509,007
Interest on participant loans2018-12-31$119,530
Interest earned on other investments2018-12-31$792,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$44,493,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$39,738,636
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,257,399
Net investment gain/loss from pooled separate accounts2018-12-31$-11,243,976
Net investment gain or loss from common/collective trusts2018-12-31$0
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$16,990,896
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,721,850
Contract administrator fees2018-12-31$51,472
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CITRIN COOPERMAN AND COMPANY LLP
Accountancy firm EIN2018-12-31222428965
2017 : MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-4,317,233
Total unrealized appreciation/depreciation of assets2017-12-31$-4,317,233
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$77,458,421
Total loss/gain on sale of assets2017-12-31$9,473,112
Total of all expenses incurred2017-12-31$15,879,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,606,623
Expenses. Certain deemed distributions of participant loans2017-12-31$5,161
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$31,751,754
Value of total assets at end of year2017-12-31$326,417,142
Value of total assets at beginning of year2017-12-31$264,837,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$267,387
Total interest from all sources2017-12-31$704,656
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,503,561
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$2,503,561
Administrative expenses professional fees incurred2017-12-31$23,550
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$13,796,944
Participant contributions at end of year2017-12-31$2,602,477
Participant contributions at beginning of year2017-12-31$2,337,887
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,048,429
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$893,284
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,802,110
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$171,070
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$61,579,250
Value of net assets at end of year (total assets less liabilities)2017-12-31$326,417,142
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$264,837,892
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
Investment advisory and management fees2017-12-31$197,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$282,518,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$70,514,190
Value of interest in pooled separate accounts at end of year2017-12-31$509,007
Value of interest in pooled separate accounts at beginning of year2017-12-31$145,329,191
Interest on participant loans2017-12-31$86,862
Interest earned on other investments2017-12-31$617,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$39,738,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$45,763,340
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,275,668
Net investment gain/loss from pooled separate accounts2017-12-31$30,873,685
Net investment gain or loss from common/collective trusts2017-12-31$22,148
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$15,152,700
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,606,623
Contract administrator fees2017-12-31$46,138
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
Aggregate proceeds on sale of assets2017-12-31$88,852,073
Aggregate carrying amount (costs) on sale of assets2017-12-31$79,378,961
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 name2017-12-31CITRIN COOPERMAN AND COMPANY LLP
Accountancy firm EIN2017-12-31222428965
2016 : MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$46,713,208
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,206,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,979,153
Expenses. Certain deemed distributions of participant loans2016-12-31$3,795
Value of total corrective distributions2016-12-31$7,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$28,976,974
Value of total assets at end of year2016-12-31$264,837,892
Value of total assets at beginning of year2016-12-31$228,331,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$216,342
Total interest from all sources2016-12-31$134,473
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$13,010,128
Participant contributions at end of year2016-12-31$2,337,887
Participant contributions at beginning of year2016-12-31$2,071,656
Assets. Other investments not covered elsewhere at end of year2016-12-31$893,284
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$999,570
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,112,524
Other income not declared elsewhere2016-12-31$515,316
Administrative expenses (other) incurred2016-12-31$375
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$36,506,635
Value of net assets at end of year (total assets less liabilities)2016-12-31$264,837,892
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$228,331,257
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
Investment advisory and management fees2016-12-31$176,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$70,514,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,248,281
Value of interest in pooled separate accounts at end of year2016-12-31$145,329,191
Value of interest in pooled separate accounts at beginning of year2016-12-31$169,534,607
Interest on participant loans2016-12-31$72,777
Interest earned on other investments2016-12-31$61,696
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$45,763,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$40,477,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$17,086,445
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$14,854,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,979,153
Contract administrator fees2016-12-31$39,660
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 name2016-12-31CITRIN COOPERMAN AND COMPANY, LLP
Accountancy firm EIN2016-12-31222428965
2015 : MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$47,985,620
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,124,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,067,370
Expenses. Certain deemed distributions of participant loans2015-12-31$1,776
Value of total corrective distributions2015-12-31$97
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$49,667,190
Value of total assets at end of year2015-12-31$228,331,257
Value of total assets at beginning of year2015-12-31$185,469,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$54,835
Total interest from all sources2015-12-31$482,438
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$12,342,028
Participant contributions at end of year2015-12-31$2,071,656
Participant contributions at beginning of year2015-12-31$1,629,495
Assets. Other investments not covered elsewhere at end of year2015-12-31$999,570
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$621,900
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$23,578,683
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$2,443
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,084
Other income not declared elsewhere2015-12-31$-51,286
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$42,861,542
Value of net assets at end of year (total assets less liabilities)2015-12-31$228,331,257
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$185,469,715
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
Investment advisory and management fees2015-12-31$18,416
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,248,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,001,648
Value of interest in pooled separate accounts at end of year2015-12-31$169,534,607
Value of interest in pooled separate accounts at beginning of year2015-12-31$137,849,960
Interest on participant loans2015-12-31$59,420
Interest earned on other investments2015-12-31$423,018
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,081,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,081,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$40,477,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$33,280,609
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$193,871
Net investment gain/loss from pooled separate accounts2015-12-31$-2,306,593
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$13,746,479
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,064,927
Contract administrator fees2015-12-31$36,419
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 name2015-12-31CITRIN COOPERMAN AND COMPANY, LLP
Accountancy firm EIN2015-12-31222428965
2014 : MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$8
Total unrealized appreciation/depreciation of assets2014-12-31$8
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$30,914,857
Total loss/gain on sale of assets2014-12-31$247,613
Total of all expenses incurred2014-12-31$9,898,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,865,544
Expenses. Certain deemed distributions of participant loans2014-12-31$2,140
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$21,005,248
Value of total assets at end of year2014-12-31$185,469,715
Value of total assets at beginning of year2014-12-31$164,453,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,930
Total interest from all sources2014-12-31$355,573
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$213,206
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$213,206
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$8,922,430
Participant contributions at end of year2014-12-31$1,629,495
Participant contributions at beginning of year2014-12-31$1,224,322
Assets. Other investments not covered elsewhere at end of year2014-12-31$621,900
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$366,611
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,157,818
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$451,319
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,084
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,457
Other income not declared elsewhere2014-12-31$23,451
Administrative expenses (other) incurred2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$-2,428
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$21,016,243
Value of net assets at end of year (total assets less liabilities)2014-12-31$185,469,715
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$164,453,472
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
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,001,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,262,917
Value of interest in pooled separate accounts at end of year2014-12-31$137,849,960
Value of interest in pooled separate accounts at beginning of year2014-12-31$119,443,143
Interest on participant loans2014-12-31$48,055
Interest earned on other investments2014-12-31$307,518
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,081,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$594,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$594,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$33,280,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$33,561,467
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$863,972
Net investment gain/loss from pooled separate accounts2014-12-31$8,205,786
Net investment gain or loss from common/collective trusts2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$9,925,000
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,414,225
Contract administrator fees2014-12-31$30,930
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
Aggregate proceeds on sale of assets2014-12-31$660,583
Aggregate carrying amount (costs) on sale of assets2014-12-31$412,970
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HECKLER & O'KEEFE CPAS
Accountancy firm EIN2014-12-31132913243
2013 : MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-1
Total unrealized appreciation/depreciation of assets2013-12-31$-1
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$41,714,747
Total loss/gain on sale of assets2013-12-31$303,554
Total of all expenses incurred2013-12-31$9,087,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,057,679
Expenses. Certain deemed distributions of participant loans2013-12-31$1,418
Value of total corrective distributions2013-12-31$1,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,596,601
Value of total assets at end of year2013-12-31$164,453,472
Value of total assets at beginning of year2013-12-31$131,826,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,649
Total interest from all sources2013-12-31$341,040
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$158,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$158,291
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,663,047
Participant contributions at end of year2013-12-31$1,224,322
Participant contributions at beginning of year2013-12-31$1,088,064
Assets. Other investments not covered elsewhere at end of year2013-12-31$366,611
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$366,636
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$833,554
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,457
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,078
Other income not declared elsewhere2013-12-31$-25
Administrative expenses (other) incurred2013-12-31$125
Total non interest bearing cash at end of year2013-12-31$-2,428
Total non interest bearing cash at beginning of year2013-12-31$1,006
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$32,626,829
Value of net assets at end of year (total assets less liabilities)2013-12-31$164,453,472
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$131,826,643
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
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,262,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,349,246
Value of interest in pooled separate accounts at end of year2013-12-31$119,443,143
Value of interest in pooled separate accounts at beginning of year2013-12-31$88,175,476
Interest on participant loans2013-12-31$38,058
Interest earned on other investments2013-12-31$302,599
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$594,983
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$156,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$156,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$33,561,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$35,688,090
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,705,350
Net investment gain/loss from pooled separate accounts2013-12-31$21,609,937
Net investment gain or loss from common/collective trusts2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$9,100,000
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,057,679
Contract administrator fees2013-12-31$27,524
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
Aggregate proceeds on sale of assets2013-12-31$879,880
Aggregate carrying amount (costs) on sale of assets2013-12-31$576,326
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 name2013-12-31HECKLER & O'KEEFE CPAS PC
Accountancy firm EIN2013-12-31132913243
2012 : MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$94
Total unrealized appreciation/depreciation of assets2012-12-31$94
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$27,395,722
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,916,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,892,752
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,624,219
Value of total assets at end of year2012-12-31$131,826,643
Value of total assets at beginning of year2012-12-31$107,347,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,069
Total interest from all sources2012-12-31$496,862
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$126,343
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$126,343
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$6,772,144
Participant contributions at end of year2012-12-31$1,088,064
Participant contributions at beginning of year2012-12-31$933,412
Assets. Other investments not covered elsewhere at end of year2012-12-31$366,636
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$347,812
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$622,075
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,078
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,595
Other income not declared elsewhere2012-12-31$8,813
Administrative expenses (other) incurred2012-12-31$125
Total non interest bearing cash at end of year2012-12-31$1,006
Total non interest bearing cash at beginning of year2012-12-31$7,627
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$24,479,569
Value of net assets at end of year (total assets less liabilities)2012-12-31$131,826,643
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$107,347,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$82
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,349,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,023,679
Value of interest in pooled separate accounts at end of year2012-12-31$88,175,476
Value of interest in pooled separate accounts at beginning of year2012-12-31$69,799,257
Interest on participant loans2012-12-31$33,423
Interest earned on other investments2012-12-31$462,955
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$156,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$35,688,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$31,233,692
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$669,171
Net investment gain/loss from pooled separate accounts2012-12-31$10,470,220
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$8,230,000
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,892,752
Contract administrator fees2012-12-31$22,862
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 name2012-12-31HECKLER & O'KEEFE CPAS, PC
Accountancy firm EIN2012-12-31132913243
2011 : MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$14,258,440
Total loss/gain on sale of assets2011-12-31$178,475
Total of all expenses incurred2011-12-31$7,573,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,556,709
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$37
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,663,952
Value of total assets at end of year2011-12-31$107,347,074
Value of total assets at beginning of year2011-12-31$100,662,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,767
Total interest from all sources2011-12-31$598,525
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$95,102
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$95,102
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$5,881,420
Participant contributions at end of year2011-12-31$933,412
Participant contributions at beginning of year2011-12-31$822,620
Assets. Other investments not covered elsewhere at end of year2011-12-31$347,812
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$274,389
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,276,459
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,595
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,226
Other income not declared elsewhere2011-12-31$-7,721
Administrative expenses (other) incurred2011-12-31$250
Total non interest bearing cash at end of year2011-12-31$7,627
Total non interest bearing cash at beginning of year2011-12-31$2,907
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$6,684,927
Value of net assets at end of year (total assets less liabilities)2011-12-31$107,347,074
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$100,662,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,023,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,634,804
Value of interest in pooled separate accounts at end of year2011-12-31$69,799,257
Value of interest in pooled separate accounts at beginning of year2011-12-31$64,775,344
Interest on participant loans2011-12-31$34,613
Interest earned on other investments2011-12-31$563,530
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$269,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$269,133
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$31,233,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$29,881,724
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-181,160
Net investment gain/loss from pooled separate accounts2011-12-31$-1,088,733
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$7,506,073
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,556,709
Contract administrator fees2011-12-31$16,517
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$837,888
Aggregate carrying amount (costs) on sale of assets2011-12-31$659,413
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 name2011-12-31HECKLER & O'KEEFE CPAS, PC
Accountancy firm EIN2011-12-31132913243
2010 : MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$23,265,091
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,187,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,172,117
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,720,668
Value of total assets at end of year2010-12-31$100,662,147
Value of total assets at beginning of year2010-12-31$78,584,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,734
Total interest from all sources2010-12-31$715,611
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$79,787
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$79,787
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$5,058,348
Participant contributions at end of year2010-12-31$822,620
Participant contributions at beginning of year2010-12-31$749,933
Assets. Other investments not covered elsewhere at end of year2010-12-31$274,389
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$201,264
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$500,650
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,226
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,443
Other income not declared elsewhere2010-12-31$2,017,468
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$2,907
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$22,077,240
Value of net assets at end of year (total assets less liabilities)2010-12-31$100,662,147
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$78,584,907
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
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,634,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,734,861
Value of interest in pooled separate accounts at end of year2010-12-31$64,775,344
Value of interest in pooled separate accounts at beginning of year2010-12-31$49,645,279
Interest on participant loans2010-12-31$33,425
Interest earned on other investments2010-12-31$681,742
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$269,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$783
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$783
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$29,881,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$24,251,344
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$256,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$503,671
Net investment gain/loss from pooled separate accounts2010-12-31$8,227,886
Net investment gain or loss from common/collective trusts2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$6,161,670
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$915,727
Contract administrator fees2010-12-31$15,734
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 name2010-12-31HECKLER & O'KEEFE CPAS, PC
Accountancy firm EIN2010-12-31132913243
2009 : MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 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 MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR

2020: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 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: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 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: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 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: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MOUNT KISCO MEDICAL GROUP INCENTIVE SAVINGS AND PR 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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51313
Policy instance 1
Insurance contract or identification numberSF 51313
Number of Individuals Covered3244
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51313
Policy instance 1
Insurance contract or identification numberSF 51313
Number of Individuals Covered3082
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51313
Policy instance 1
Insurance contract or identification numberSF 51313
Number of Individuals Covered2823
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51313
Policy instance 1
Insurance contract or identification numberSF 51313
Number of Individuals Covered2677
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51313
Policy instance 1
Insurance contract or identification numberSF 51313
Number of Individuals Covered2415
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $216,925
Total amount of fees paid to insurance companyUSD $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 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $183,808
Insurance broker organization code?1
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51313
Policy instance 1
Insurance contract or identification numberSF 51313
Number of Individuals Covered2366
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $188,353
Total amount of fees paid to insurance companyUSD $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 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $188,353
Insurance broker organization code?1
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51313
Policy instance 1
Insurance contract or identification numberSF 51313
Number of Individuals Covered1632
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $165,930
Total amount of fees paid to insurance companyUSD $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 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $165,930
Insurance broker organization code?1
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51313
Policy instance 1
Insurance contract or identification numberSF 51313
Number of Individuals Covered1538
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $147,254
Total amount of fees paid to insurance companyUSD $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 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $147,254
Insurance broker organization code?1
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51313
Policy instance 1
Insurance contract or identification numberSF 51313
Number of Individuals Covered1437
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $115,793
Total amount of fees paid to insurance companyUSD $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 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51313
Policy instance 1
Insurance contract or identification numberSF 51313
Number of Individuals Covered1285
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $96,774
Total amount of fees paid to insurance companyUSD $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 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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

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