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EQUITABLE LONG TERM DISABILITY PLAN 401k Plan overview

Plan NameEQUITABLE LONG TERM DISABILITY PLAN
Plan identification number 509

EQUITABLE LONG TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:EQUITABLE FINANCIAL LIFE INSURANCE COMPANY
Employer identification number (EIN):135570651
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EQUITABLE LONG TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5092023-01-01MICHAEL FRANCESCONI2024-09-12 SHEILA LABITA2024-09-12
5092022-01-01MICHAEL FRANCESCONI2023-09-24 SHEILA LABITA2023-09-22
5092021-01-01SHEILA LABITA2022-10-13 BARBARA LENKIEWICZ2022-10-13
5092020-01-01SHEILA LABITA2021-10-14 BARBARA LENKIEWICZ2021-10-14
5092019-01-01SHEILA LABITA2020-09-23 BARBARA LENKIEWICZ2020-09-30
5092017-01-01
5092016-01-01SHEILA LABITA BARBARA LENKIEWICZ2017-10-12
5092015-01-01SHEILA LABITA BARBARA LENKIEWICZ2016-10-13
5092014-01-01SHEILA LABITA BARBARA LENKIEWICZ2015-10-15
5092013-01-01FILED WITH AUTHORIZED SIGNATURE
5092012-01-01SHEILA LABITA BARBARA LENKIEWICZ2013-10-15
5092011-01-01SHEILA LABITA STEVEN VIGNERON2012-10-15
5092009-01-01STEVEN VIGNERON ERIC GOFF2010-08-16

Plan Statistics for EQUITABLE LONG TERM DISABILITY PLAN

401k plan membership statisitcs for EQUITABLE LONG TERM DISABILITY PLAN

Measure Date Value
2023: EQUITABLE LONG TERM DISABILITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-016,896
Total number of active participants reported on line 7a of the Form 55002023-01-017,282
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-017,282
2022: EQUITABLE LONG TERM DISABILITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017,027
Total number of active participants reported on line 7a of the Form 55002022-01-017,040
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-017,040
2021: EQUITABLE LONG TERM DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017,357
Total number of active participants reported on line 7a of the Form 55002021-01-017,168
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-017,168
2020: EQUITABLE LONG TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,238
Total number of active participants reported on line 7a of the Form 55002020-01-017,513
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-017,513
2019: EQUITABLE LONG TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,644
Total number of active participants reported on line 7a of the Form 55002019-01-017,626
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-017,626
2017: EQUITABLE LONG TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,797
Total number of active participants reported on line 7a of the Form 55002017-01-017,833
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-017,833
2016: EQUITABLE LONG TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,786
Total number of active participants reported on line 7a of the Form 55002016-01-017,887
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-017,887
2015: EQUITABLE LONG TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,907
Total number of active participants reported on line 7a of the Form 55002015-01-018,100
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-018,100
2014: EQUITABLE LONG TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,616
Total number of active participants reported on line 7a of the Form 55002014-01-017,649
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-017,649
2013: EQUITABLE LONG TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,909
Total number of active participants reported on line 7a of the Form 55002013-01-017,454
Number of retired or separated participants receiving benefits2013-01-01206
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-017,660
2012: EQUITABLE LONG TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,700
Total number of active participants reported on line 7a of the Form 55002012-01-017,700
Number of retired or separated participants receiving benefits2012-01-01209
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017,909
2011: EQUITABLE LONG TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019,023
Total number of active participants reported on line 7a of the Form 55002011-01-018,418
Number of retired or separated participants receiving benefits2011-01-01239
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-018,657
2009: EQUITABLE LONG TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110,034
Total number of active participants reported on line 7a of the Form 55002009-01-019,054
Number of retired or separated participants receiving benefits2009-01-01273
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-019,327

Financial Data on EQUITABLE LONG TERM DISABILITY PLAN

Measure Date Value
2021 : EQUITABLE LONG TERM DISABILITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-16,836
Total unrealized appreciation/depreciation of assets2021-12-31$-16,836
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$68,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$100,253
Total income from all sources (including contributions)2021-12-31$1,430,968
Total loss/gain on sale of assets2021-12-31$16,314
Total of all expenses incurred2021-12-31$1,952,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,820,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,431,274
Value of total assets at end of year2021-12-31$73,005
Value of total assets at beginning of year2021-12-31$625,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$131,961
Total interest from all sources2021-12-31$176
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$131,961
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$756,928
Participant contributions at end of year2021-12-31$73,005
Participant contributions at beginning of year2021-12-31$182,152
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$17,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$48,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-521,211
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,174
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$525,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$231,418
Income. Interest from US Government securities2021-12-31$176
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,600,976
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$211,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$40
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$674,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$219,242
Liabilities. Value of benefit claims payable at end of year2021-12-31$51,715
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$52,147
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$654,078
Aggregate carrying amount (costs) on sale of assets2021-12-31$637,764
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2021-12-31134008324
2020 : EQUITABLE LONG TERM DISABILITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,469
Total unrealized appreciation/depreciation of assets2020-12-31$4,469
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$100,253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$74,035
Total income from all sources (including contributions)2020-12-31$2,150,427
Total loss/gain on sale of assets2020-12-31$9,086
Total of all expenses incurred2020-12-31$2,068,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,966,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,129,846
Value of total assets at end of year2020-12-31$625,638
Value of total assets at beginning of year2020-12-31$517,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$101,589
Total interest from all sources2020-12-31$5,344
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$101,589
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$768,846
Participant contributions at end of year2020-12-31$182,152
Participant contributions at beginning of year2020-12-31$74,523
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$647
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$48,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$22,737
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$82,406
Value of net assets at end of year (total assets less liabilities)2020-12-31$525,385
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$442,979
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$231,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$143,111
Income. Interest from US Government securities2020-12-31$5,344
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,598,505
Asset value of US Government securities at end of year2020-12-31$211,421
Asset value of US Government securities at beginning of year2020-12-31$298,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,361,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$367,927
Liabilities. Value of benefit claims payable at end of year2020-12-31$52,147
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$51,298
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
Aggregate proceeds on sale of assets2020-12-31$2,822,269
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,813,183
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2020-12-31134008324
2019 : EQUITABLE LONG TERM DISABILITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$15,101
Total unrealized appreciation/depreciation of assets2019-12-31$15,101
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$74,035
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$89,731
Total income from all sources (including contributions)2019-12-31$1,986,507
Total loss/gain on sale of assets2019-12-31$3,176
Total of all expenses incurred2019-12-31$2,481,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,332,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,953,166
Value of total assets at end of year2019-12-31$517,014
Value of total assets at beginning of year2019-12-31$1,027,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$148,286
Total interest from all sources2019-12-31$11,937
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$148,286
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$953,266
Participant contributions at end of year2019-12-31$74,523
Participant contributions at beginning of year2019-12-31$75,864
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$22,737
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$14,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-494,696
Value of net assets at end of year (total assets less liabilities)2019-12-31$442,979
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$937,675
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$143,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,664
Income. Interest from US Government securities2019-12-31$11,937
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,965,946
Asset value of US Government securities at end of year2019-12-31$298,209
Asset value of US Government securities at beginning of year2019-12-31$923,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,127
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$999,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$366,971
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$4,541
Liabilities. Value of benefit claims payable at end of year2019-12-31$51,298
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$74,908
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$3,048,041
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,044,865
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
Accountancy firm name2019-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2019-12-31134008324
2018 : EQUITABLE LONG TERM DISABILITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$112,550
Total unrealized appreciation/depreciation of assets2018-12-31$112,550
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$89,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$142,230
Total income from all sources (including contributions)2018-12-31$970,583
Total loss/gain on sale of assets2018-12-31$-146,777
Total of all expenses incurred2018-12-31$2,444,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,394,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$960,297
Value of total assets at end of year2018-12-31$1,027,406
Value of total assets at beginning of year2018-12-31$2,554,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,857
Total interest from all sources2018-12-31$40,534
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$49,857
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$960,297
Participant contributions at end of year2018-12-31$75,864
Participant contributions at beginning of year2018-12-31$77,208
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,987
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$19,156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$14,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$66,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,474,252
Value of net assets at end of year (total assets less liabilities)2018-12-31$937,675
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,411,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$404,807
Income. Interest from US Government securities2018-12-31$25,810
Income. Interest from corporate debt instruments2018-12-31$14,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$11
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,936,470
Asset value of US Government securities at end of year2018-12-31$923,350
Asset value of US Government securities at beginning of year2018-12-31$1,001,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$3,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$458,508
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$749,417
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$4,541
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$301,614
Liabilities. Value of benefit claims payable at end of year2018-12-31$74,908
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$75,451
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
Aggregate proceeds on sale of assets2018-12-31$5,388,391
Aggregate carrying amount (costs) on sale of assets2018-12-31$5,535,168
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2018-12-31134008324
2017 : EQUITABLE LONG TERM DISABILITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-35,924
Total unrealized appreciation/depreciation of assets2017-12-31$-35,924
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$142,230
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$187,750
Total income from all sources (including contributions)2017-12-31$1,039,893
Total loss/gain on sale of assets2017-12-31$-4,543
Total of all expenses incurred2017-12-31$2,770,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,574,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$981,551
Value of total assets at end of year2017-12-31$2,554,157
Value of total assets at beginning of year2017-12-31$4,329,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$195,074
Total interest from all sources2017-12-31$88,997
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$110,166
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$981,551
Participant contributions at end of year2017-12-31$77,208
Participant contributions at beginning of year2017-12-31$108,783
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$19,156
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$78,531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$66,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$89,194
Administrative expenses (other) incurred2017-12-31$66,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,730,120
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,411,927
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,142,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$404,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,318,372
Income. Interest from US Government securities2017-12-31$27,531
Income. Interest from corporate debt instruments2017-12-31$61,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$42,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$42,409
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,014,136
Asset value of US Government securities at end of year2017-12-31$1,001,955
Asset value of US Government securities at beginning of year2017-12-31$1,512,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$560,803
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$749,417
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$957,145
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$301,614
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$312,037
Contract administrator fees2017-12-31$18,000
Liabilities. Value of benefit claims payable at end of year2017-12-31$75,451
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$98,556
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$3,231,798
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,236,341
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2017-12-31134008324
2016 : EQUITABLE LONG TERM DISABILITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-50,584
Total unrealized appreciation/depreciation of assets2016-12-31$-50,584
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$187,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$227,451
Total income from all sources (including contributions)2016-12-31$3,658,014
Total loss/gain on sale of assets2016-12-31$22,918
Total of all expenses incurred2016-12-31$3,733,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,547,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,575,147
Value of total assets at end of year2016-12-31$4,329,797
Value of total assets at beginning of year2016-12-31$4,444,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$185,441
Total interest from all sources2016-12-31$105,630
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
Administrative expenses professional fees incurred2016-12-31$185,441
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$108,783
Participant contributions at beginning of year2016-12-31$102,701
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$78,531
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$77,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$89,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$105,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-75,320
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,142,047
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,217,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,318,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$710,799
Income. Interest from US Government securities2016-12-31$35,312
Income. Interest from corporate debt instruments2016-12-31$70,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$42,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,859,471
Asset value of US Government securities at end of year2016-12-31$1,512,520
Asset value of US Government securities at beginning of year2016-12-31$2,088,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$3,575,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$688,422
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$957,145
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$1,050,480
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$312,037
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$414,720
Liabilities. Value of benefit claims payable at end of year2016-12-31$98,556
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$121,988
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
Aggregate proceeds on sale of assets2016-12-31$4,393,280
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,370,362
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2016-12-31134008324
2015 : EQUITABLE LONG TERM DISABILITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-419,392
Total unrealized appreciation/depreciation of assets2015-12-31$-419,392
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$227,451
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$177,293
Total income from all sources (including contributions)2015-12-31$2,578,371
Total loss/gain on sale of assets2015-12-31$319,306
Total of all expenses incurred2015-12-31$3,764,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,549,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,516,409
Value of total assets at end of year2015-12-31$4,444,818
Value of total assets at beginning of year2015-12-31$5,580,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$214,576
Total interest from all sources2015-12-31$161,665
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
Administrative expenses professional fees incurred2015-12-31$214,576
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,316,409
Participant contributions at end of year2015-12-31$102,701
Participant contributions at beginning of year2015-12-31$99,309
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$77,239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$54,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$105,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$31,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,186,135
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,217,367
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,403,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$710,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$127,310
Income. Interest from US Government securities2015-12-31$46,784
Income. Interest from corporate debt instruments2015-12-31$114,881
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,742,438
Asset value of US Government securities at end of year2015-12-31$2,088,879
Asset value of US Government securities at beginning of year2015-12-31$2,439,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$807,492
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$1,050,480
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$2,100,320
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$414,720
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$759,727
Liabilities. Value of benefit claims payable at end of year2015-12-31$121,988
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$145,702
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
Aggregate proceeds on sale of assets2015-12-31$6,755,784
Aggregate carrying amount (costs) on sale of assets2015-12-31$6,436,478
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2015-12-31134008324
2014 : EQUITABLE LONG TERM DISABILITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-86,982
Total unrealized appreciation/depreciation of assets2014-12-31$-86,982
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$177,293
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$228,420
Total income from all sources (including contributions)2014-12-31$1,702,206
Total loss/gain on sale of assets2014-12-31$282,662
Total of all expenses incurred2014-12-31$3,821,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,602,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,256,716
Value of total assets at end of year2014-12-31$5,580,795
Value of total assets at beginning of year2014-12-31$7,751,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$219,572
Total interest from all sources2014-12-31$249,568
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$219,572
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,256,716
Participant contributions at end of year2014-12-31$99,309
Participant contributions at beginning of year2014-12-31$87,232
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$54,154
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$79,744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$31,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$68,613
Other income not declared elsewhere2014-12-31$173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,119,748
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,403,502
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,523,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$127,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$80,023
Income. Interest from US Government securities2014-12-31$84,012
Income. Interest from corporate debt instruments2014-12-31$165,556
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,647,558
Asset value of US Government securities at end of year2014-12-31$2,439,975
Asset value of US Government securities at beginning of year2014-12-31$3,627,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$69
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$954,824
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$2,100,320
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$1,997,522
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$759,727
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,879,415
Liabilities. Value of benefit claims payable at end of year2014-12-31$145,702
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$159,807
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$8,401,969
Aggregate carrying amount (costs) on sale of assets2014-12-31$8,119,307
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : EQUITABLE LONG TERM DISABILITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-835,846
Total unrealized appreciation/depreciation of assets2013-12-31$-835,846
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$228,420
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$215,634
Total income from all sources (including contributions)2013-12-31$851,232
Total loss/gain on sale of assets2013-12-31$241,147
Total of all expenses incurred2013-12-31$3,823,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,585,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,113,947
Value of total assets at end of year2013-12-31$7,751,670
Value of total assets at beginning of year2013-12-31$10,710,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$238,008
Total interest from all sources2013-12-31$331,825
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$138,535
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,113,947
Participant contributions at end of year2013-12-31$87,232
Participant contributions at beginning of year2013-12-31$42,592
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$79,744
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$90,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$68,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$25,926
Administrative expenses (other) incurred2013-12-31$10,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-2,971,800
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,523,250
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,495,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$80,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$232,519
Income. Interest from US Government securities2013-12-31$126,914
Income. Interest from corporate debt instruments2013-12-31$204,911
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,590,118
Asset value of US Government securities at end of year2013-12-31$3,627,734
Asset value of US Government securities at beginning of year2013-12-31$6,123,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$994,906
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$1,997,522
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$2,243,624
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,879,415
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,978,215
Contract administrator fees2013-12-31$89,000
Liabilities. Value of benefit claims payable at end of year2013-12-31$159,807
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$189,708
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$5,524,671
Aggregate carrying amount (costs) on sale of assets2013-12-31$5,283,524
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2013-12-31134008324
2012 : EQUITABLE LONG TERM DISABILITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-152,057
Total unrealized appreciation/depreciation of assets2012-12-31$-152,057
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$215,634
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$240,369
Total income from all sources (including contributions)2012-12-31$1,345,550
Total loss/gain on sale of assets2012-12-31$487,067
Total of all expenses incurred2012-12-31$3,904,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,627,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$551,254
Value of total assets at end of year2012-12-31$10,710,684
Value of total assets at beginning of year2012-12-31$13,293,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$276,485
Total interest from all sources2012-12-31$459,017
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$66,582
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$551,254
Participant contributions at end of year2012-12-31$42,592
Participant contributions at beginning of year2012-12-31$51,938
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$90,062
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$121,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$25,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$29,754
Administrative expenses (other) incurred2012-12-31$7,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,558,458
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,495,050
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,053,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$232,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$85,515
Income. Interest from US Government securities2012-12-31$201,130
Income. Interest from corporate debt instruments2012-12-31$257,887
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$2,195,031
Asset value of US Government securities at end of year2012-12-31$6,123,672
Asset value of US Government securities at beginning of year2012-12-31$7,724,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$269
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,432,492
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$2,243,624
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$2,217,058
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,978,215
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$3,092,959
Contract administrator fees2012-12-31$202,476
Liabilities. Value of benefit claims payable at end of year2012-12-31$189,708
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$210,615
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$6,160,628
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,673,561
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 name2012-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-12-31134008324
2011 : EQUITABLE LONG TERM DISABILITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$484,602
Total unrealized appreciation/depreciation of assets2011-12-31$484,602
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$240,369
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$255,282
Total income from all sources (including contributions)2011-12-31$3,103,989
Total loss/gain on sale of assets2011-12-31$289,990
Total of all expenses incurred2011-12-31$4,311,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,055,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,738,375
Value of total assets at end of year2011-12-31$13,293,877
Value of total assets at beginning of year2011-12-31$14,515,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$255,550
Total interest from all sources2011-12-31$590,778
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$69,164
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$546,974
Participant contributions at end of year2011-12-31$51,938
Participant contributions at beginning of year2011-12-31$54,069
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$121,432
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$144,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$29,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$25,001
Administrative expenses (other) incurred2011-12-31$6,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,207,022
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,053,508
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,260,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$85,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$77,520
Income. Interest from US Government securities2011-12-31$251,253
Income. Interest from corporate debt instruments2011-12-31$339,525
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,267,922
Asset value of US Government securities at end of year2011-12-31$7,724,975
Asset value of US Government securities at beginning of year2011-12-31$7,146,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$244
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
Contributions received in cash from employer2011-12-31$1,191,401
Employer contributions (assets) at beginning of year2011-12-31$147,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,787,539
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$2,217,058
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$3,322,981
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$3,092,959
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$3,622,131
Contract administrator fees2011-12-31$179,789
Liabilities. Value of benefit claims payable at end of year2011-12-31$210,615
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$230,281
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$289,990
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 name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : EQUITABLE LONG TERM DISABILITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$457,693
Total unrealized appreciation/depreciation of assets2010-12-31$457,693
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$255,282
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$262,268
Total income from all sources (including contributions)2010-12-31$3,784,092
Total loss/gain on sale of assets2010-12-31$220,047
Total of all expenses incurred2010-12-31$4,630,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,330,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,422,410
Value of total assets at end of year2010-12-31$14,515,812
Value of total assets at beginning of year2010-12-31$15,369,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$300,422
Total interest from all sources2010-12-31$683,022
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$78,011
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$564,810
Participant contributions at end of year2010-12-31$54,069
Participant contributions at beginning of year2010-12-31$46,978
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$144,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$171,788
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$25,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$37,833
Other income not declared elsewhere2010-12-31$612
Administrative expenses (other) incurred2010-12-31$36,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-846,649
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,260,530
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,107,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$77,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$86,555
Income. Interest from US Government securities2010-12-31$241,086
Income. Interest from corporate debt instruments2010-12-31$441,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$28,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$28,615
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,412,640
Asset value of US Government securities at end of year2010-12-31$7,146,589
Asset value of US Government securities at beginning of year2010-12-31$6,306,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,857,600
Employer contributions (assets) at end of year2010-12-31$147,844
Employer contributions (assets) at beginning of year2010-12-31$170,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,917,679
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$3,322,981
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$4,265,597
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$3,622,131
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$4,293,571
Contract administrator fees2010-12-31$186,154
Liabilities. Value of benefit claims payable at end of year2010-12-31$230,281
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$224,435
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$220,047
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 name2010-12-31PRICEWATERHOUSE COOPERS LLP
Accountancy firm EIN2010-12-31134008324

Form 5500 Responses for EQUITABLE LONG TERM DISABILITY PLAN

2023: EQUITABLE LONG TERM DISABILITY PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: EQUITABLE LONG TERM DISABILITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: EQUITABLE LONG TERM DISABILITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EQUITABLE LONG TERM DISABILITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EQUITABLE LONG TERM DISABILITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: EQUITABLE LONG TERM DISABILITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EQUITABLE LONG TERM DISABILITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EQUITABLE LONG TERM DISABILITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EQUITABLE LONG TERM DISABILITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EQUITABLE LONG TERM DISABILITY PLAN 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: EQUITABLE LONG TERM DISABILITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EQUITABLE LONG TERM DISABILITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EQUITABLE LONG TERM DISABILITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN FAMILY LIFE INSURANCE COMPANY OF COLUMBUS (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberGLDNY00027
Policy instance 2
Insurance contract or identification numberGLDNY00027
Number of Individuals Covered9682
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $43,056
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedFMLA, STDNY, STDNJ, STDHI, NYPFL, ASO STD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,334,395
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71005 )
Policy contract numberVPL 301444
Policy instance 1
Insurance contract or identification numberVPL 301444
Number of Individuals Covered756
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $29,950
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $599,005
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0211345
Policy instance 3
Insurance contract or identification number0211345
Number of Individuals Covered1335
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $488,529
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71005 )
Policy contract numberVPL 301444
Policy instance 2
Insurance contract or identification numberVPL 301444
Number of Individuals Covered760
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $28,442
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $568,834
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0110105
Policy instance 1
Insurance contract or identification number0110105
Number of Individuals Covered8367
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $33,253
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $1,642,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0211345
Policy instance 3
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71005 )
Policy contract numberVPL 301444
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0110105
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0211345
Policy instance 3
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71005 )
Policy contract numberVPL 301444
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0110105
Policy instance 1
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71005 )
Policy contract numberVPL 301444
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0110105
Policy instance 1
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71005 )
Policy contract numberVPL 301444
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0110105
Policy instance 1

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