SERVICE STATION DEALERS OF GREATER NY has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : INTERCITY INSURANCE FUND 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-47,823 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-47,823 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $138,653 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $121,368 |
Total income from all sources (including contributions) | 2022-12-31 | $1,610,804 |
Total loss/gain on sale of assets | 2022-12-31 | $21,179 |
Total of all expenses incurred | 2022-12-31 | $1,685,552 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,622,691 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,631,423 |
Value of total assets at end of year | 2022-12-31 | $284,291 |
Value of total assets at beginning of year | 2022-12-31 | $341,754 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $62,861 |
Total interest from all sources | 2022-12-31 | $2,705 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,320 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $13,500 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,605,279 |
Participant contributions at end of year | 2022-12-31 | $40,275 |
Participant contributions at beginning of year | 2022-12-31 | $27,210 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $26,144 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $1,206 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $112,060 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $103,616 |
Administrative expenses (other) incurred | 2022-12-31 | $49,361 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $26,593 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $17,752 |
Total non interest bearing cash at end of year | 2022-12-31 | $36,924 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $39,084 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-74,748 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $145,638 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $220,386 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,075 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $168,283 |
Income. Interest from corporate debt instruments | 2022-12-31 | $2,705 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $4,781 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $8,343 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $8,343 |
Asset value of US Government securities at end of year | 2022-12-31 | $30,904 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Income. Dividends from common stock | 2022-12-31 | $3,320 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,622,691 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $103,806 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $63,320 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $98,834 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $262,573 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $241,394 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SACCO CPA PLLC |
Accountancy firm EIN | 2022-12-31 | 871275180 |
2021 : INTERCITY INSURANCE FUND 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $18,189 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $18,189 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $121,368 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $139,865 |
Total income from all sources (including contributions) | 2021-12-31 | $1,786,797 |
Total loss/gain on sale of assets | 2021-12-31 | $1,879 |
Total of all expenses incurred | 2021-12-31 | $1,759,501 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,699,385 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,758,111 |
Value of total assets at end of year | 2021-12-31 | $341,754 |
Value of total assets at beginning of year | 2021-12-31 | $332,955 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $60,116 |
Total interest from all sources | 2021-12-31 | $736 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $5,610 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,731,145 |
Participant contributions at end of year | 2021-12-31 | $27,210 |
Participant contributions at beginning of year | 2021-12-31 | $14,412 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $26,966 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $103,616 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $134,099 |
Administrative expenses (other) incurred | 2021-12-31 | $60,116 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $17,752 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $5,766 |
Total non interest bearing cash at end of year | 2021-12-31 | $39,084 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $32,046 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $27,296 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $220,386 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $193,090 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $168,283 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $158,072 |
Income. Interest from corporate debt instruments | 2021-12-31 | $736 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $8,343 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $7,190 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $7,190 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,272 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Income. Dividends from common stock | 2021-12-31 | $5,610 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,699,385 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $35,478 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $98,834 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $85,757 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $126,639 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $124,760 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SACCO CPA PLLC |
Accountancy firm EIN | 2021-12-31 | 871275180 |
2020 : INTERCITY INSURANCE FUND 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $14,177 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $14,177 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $139,865 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $155,649 |
Total income from all sources (including contributions) | 2020-12-31 | $1,718,638 |
Total loss/gain on sale of assets | 2020-12-31 | $1,479 |
Total of all expenses incurred | 2020-12-31 | $1,679,216 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,658,677 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,695,671 |
Value of total assets at end of year | 2020-12-31 | $332,955 |
Value of total assets at beginning of year | 2020-12-31 | $309,317 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $20,539 |
Total interest from all sources | 2020-12-31 | $2,032 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $4,321 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $6,257 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,672,487 |
Participant contributions at end of year | 2020-12-31 | $14,412 |
Participant contributions at beginning of year | 2020-12-31 | $29,351 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $23,184 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $134,099 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $133,540 |
Administrative expenses (other) incurred | 2020-12-31 | $20,539 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $5,766 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $22,109 |
Total non interest bearing cash at end of year | 2020-12-31 | $32,046 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $12,931 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $39,422 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $193,090 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $153,668 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $158,072 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $100,912 |
Income. Interest from corporate debt instruments | 2020-12-31 | $2,032 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $7,190 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $12,805 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $12,805 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $35,478 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $70,225 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $958 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Income. Dividends from common stock | 2020-12-31 | $4,321 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,658,677 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $85,757 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $76,836 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $160,983 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $159,504 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SACCO CPA LLP |
Accountancy firm EIN | 2020-12-31 | 462911697 |
2019 : INTERCITY INSURANCE FUND 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $30,399 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $30,399 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $30,399 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $155,649 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $155,649 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $208,077 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $208,077 |
Total income from all sources (including contributions) | 2019-12-31 | $1,943,847 |
Total income from all sources (including contributions) | 2019-12-31 | $1,943,847 |
Total of all expenses incurred | 2019-12-31 | $1,927,418 |
Total of all expenses incurred | 2019-12-31 | $1,927,418 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,880,860 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,880,860 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,904,947 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,904,947 |
Value of total assets at end of year | 2019-12-31 | $309,317 |
Value of total assets at end of year | 2019-12-31 | $309,317 |
Value of total assets at beginning of year | 2019-12-31 | $345,316 |
Value of total assets at beginning of year | 2019-12-31 | $345,316 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $46,558 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $46,558 |
Total interest from all sources | 2019-12-31 | $3,349 |
Total interest from all sources | 2019-12-31 | $3,349 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $5,394 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $5,394 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $6,257 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $6,257 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $5,605 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $5,605 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $150,000 |
Value of fidelity bond cover | 2019-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,886,947 |
Contributions received from participants | 2019-12-31 | $1,886,947 |
Participant contributions at end of year | 2019-12-31 | $29,351 |
Participant contributions at end of year | 2019-12-31 | $29,351 |
Participant contributions at beginning of year | 2019-12-31 | $36,431 |
Participant contributions at beginning of year | 2019-12-31 | $36,431 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $18,000 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $5,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $133,540 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $133,540 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $198,500 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $198,500 |
Administrative expenses (other) incurred | 2019-12-31 | $46,558 |
Administrative expenses (other) incurred | 2019-12-31 | $46,558 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $22,109 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $22,109 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $9,577 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $9,577 |
Total non interest bearing cash at end of year | 2019-12-31 | $12,931 |
Total non interest bearing cash at end of year | 2019-12-31 | $12,931 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $3,866 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $3,866 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $16,429 |
Value of net income/loss | 2019-12-31 | $16,429 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $153,668 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $153,668 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $137,239 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $137,239 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $100,912 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $100,912 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $89,606 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $12,805 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $12,805 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $50,994 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $50,994 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $50,994 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $50,994 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $3,349 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $3,349 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $70,225 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $78,533 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $78,533 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $15,980 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $-242 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $-242 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Income. Dividends from common stock | 2019-12-31 | $5,394 |
Income. Dividends from common stock | 2019-12-31 | $5,394 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,880,860 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,880,860 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $76,836 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $76,836 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $59,301 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | SACCO CPA LLP |
Accountancy firm name | 2019-12-31 | SACCO CPA LLP |
Accountancy firm EIN | 2019-12-31 | 462911697 |
Accountancy firm EIN | 2019-12-31 | 462911697 |
2018 : INTERCITY INSURANCE FUND 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-9,836 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-9,836 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $208,077 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $184,608 |
Total income from all sources (including contributions) | 2018-12-31 | $1,957,331 |
Total of all expenses incurred | 2018-12-31 | $2,051,311 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,972,575 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,966,931 |
Value of total assets at end of year | 2018-12-31 | $345,316 |
Value of total assets at beginning of year | 2018-12-31 | $415,827 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $78,736 |
Total interest from all sources | 2018-12-31 | $1,765 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $7,314 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $5,605 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $7,531 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,948,931 |
Participant contributions at end of year | 2018-12-31 | $36,431 |
Participant contributions at beginning of year | 2018-12-31 | $64,724 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $9,406 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $18,000 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $5,000 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $5,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $198,500 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $143,016 |
Administrative expenses (other) incurred | 2018-12-31 | $78,736 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $9,577 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $41,592 |
Total non interest bearing cash at end of year | 2018-12-31 | $3,866 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $58 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-93,980 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $137,239 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $231,219 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $89,606 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $144,766 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $50,994 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $58,391 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $58,391 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1,765 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $78,533 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $52,014 |
Asset value of US Government securities at end of year | 2018-12-31 | $15,980 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $31,976 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-8,843 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Income. Dividends from common stock | 2018-12-31 | $7,314 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,972,575 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $59,301 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $41,961 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | SACCO CPA LLP |
Accountancy firm EIN | 2018-12-31 | 462911697 |
2017 : INTERCITY INSURANCE FUND 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $445 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $445 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $184,608 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $164,053 |
Total income from all sources (including contributions) | 2017-12-31 | $2,086,126 |
Total of all expenses incurred | 2017-12-31 | $2,156,638 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,067,481 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,067,556 |
Value of total assets at end of year | 2017-12-31 | $415,827 |
Value of total assets at beginning of year | 2017-12-31 | $465,784 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $89,157 |
Total interest from all sources | 2017-12-31 | $4,557 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $3,543 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $38,598 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $7,531 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $5,334 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,067,556 |
Participant contributions at end of year | 2017-12-31 | $64,724 |
Participant contributions at beginning of year | 2017-12-31 | $80,785 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $9,406 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $5,000 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $5,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $143,016 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $141,360 |
Other income not declared elsewhere | 2017-12-31 | $10,635 |
Administrative expenses (other) incurred | 2017-12-31 | $3,497 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $41,592 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $22,693 |
Total non interest bearing cash at end of year | 2017-12-31 | $58 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $58 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-70,512 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $231,219 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $301,731 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $1,012 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $144,766 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $12,339 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $58,391 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $99,653 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $99,653 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $4,557 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $52,014 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $225,093 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $2,067,481 |
Asset value of US Government securities at end of year | 2017-12-31 | $31,976 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $-610 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Income. Dividends from common stock | 2017-12-31 | $3,543 |
Contract administrator fees | 2017-12-31 | $46,050 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $41,961 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $37,522 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | SACCO CPA LLP |
Accountancy firm EIN | 2017-12-31 | 462911697 |
2016 : INTERCITY INSURANCE FUND 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $7,482 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $7,482 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $43,087 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $79,906 |
Total income from all sources (including contributions) | 2016-12-31 | $2,103,356 |
Total of all expenses incurred | 2016-12-31 | $2,114,155 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,053,032 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,095,385 |
Value of total assets at end of year | 2016-12-31 | $465,784 |
Value of total assets at beginning of year | 2016-12-31 | $513,402 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $61,123 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $489 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $17,098 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $5,334 |
Was this plan covered by a fidelity bond | 2016-12-31 | No |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,095,385 |
Participant contributions at end of year | 2016-12-31 | $80,785 |
Participant contributions at beginning of year | 2016-12-31 | $95,302 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $5,000 |
Administrative expenses (other) incurred | 2016-12-31 | $-425 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $43,087 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $79,906 |
Total non interest bearing cash at end of year | 2016-12-31 | $58 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $40,900 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-10,799 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $422,697 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $433,496 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $12,339 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $12,337 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $99,653 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $97,414 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $97,414 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $225,093 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $267,449 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $2,053,032 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Income. Dividends from common stock | 2016-12-31 | $489 |
Contract administrator fees | 2016-12-31 | $44,450 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $37,522 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | SACCO CPA LLP |
Accountancy firm EIN | 2016-12-31 | 462911697 |
2015 : INTERCITY INSURANCE FUND 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $79,906 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $120,612 |
Total income from all sources (including contributions) | 2015-12-31 | $2,328,477 |
Total of all expenses incurred | 2015-12-31 | $2,348,777 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,285,157 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,320,056 |
Value of total assets at end of year | 2015-12-31 | $513,402 |
Value of total assets at beginning of year | 2015-12-31 | $574,408 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $63,620 |
Total interest from all sources | 2015-12-31 | $8,421 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $17,000 |
Was this plan covered by a fidelity bond | 2015-12-31 | No |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,320,056 |
Participant contributions at end of year | 2015-12-31 | $95,302 |
Participant contributions at beginning of year | 2015-12-31 | $80,238 |
Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $15,178 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $79,906 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $120,612 |
Total non interest bearing cash at end of year | 2015-12-31 | $40,900 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $140,118 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-20,300 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $433,496 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $453,796 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $2,966 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $12,337 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $12,336 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $97,414 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $67,499 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $67,499 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $8,421 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $267,449 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $259,039 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $2,285,157 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contract administrator fees | 2015-12-31 | $43,654 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | LILLING & COMPANY |
Accountancy firm EIN | 2015-12-31 | 133447681 |
2014 : INTERCITY INSURANCE FUND 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $105,434 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $14,822 |
Total income from all sources (including contributions) | 2014-12-31 | $2,481,415 |
Total of all expenses incurred | 2014-12-31 | $2,539,688 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,464,065 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,473,252 |
Value of total assets at end of year | 2014-12-31 | $596,602 |
Value of total assets at beginning of year | 2014-12-31 | $564,263 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $75,623 |
Total interest from all sources | 2014-12-31 | $8,163 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $5,000 |
Was this plan covered by a fidelity bond | 2014-12-31 | No |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2014-12-31 | $15,178 |
Contributions received from participants | 2014-12-31 | $2,473,252 |
Participant contributions at end of year | 2014-12-31 | $117,610 |
Participant contributions at beginning of year | 2014-12-31 | $90,359 |
Assets. Loans (other than to participants) at end of year | 2014-12-31 | $15,178 |
Administrative expenses (other) incurred | 2014-12-31 | $38,872 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $105,434 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $14,822 |
Total non interest bearing cash at end of year | 2014-12-31 | $140,119 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $113,048 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-58,273 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $491,168 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $549,441 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $3,848 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $12,336 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $12,336 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $67,498 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $97,635 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $97,635 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $8,163 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $259,039 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $250,885 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $2,464,065 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contract administrator fees | 2014-12-31 | $66,775 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | LILLING & COMPANY |
Accountancy firm EIN | 2014-12-31 | 133447681 |
2013 : INTERCITY INSURANCE FUND 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $49,171 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $38,000 |
Total income from all sources (including contributions) | 2013-12-31 | $5,181,898 |
Total of all expenses incurred | 2013-12-31 | $5,097,956 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,963,150 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $5,174,090 |
Value of total assets at end of year | 2013-12-31 | $555,566 |
Value of total assets at beginning of year | 2013-12-31 | $460,453 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $134,806 |
Total interest from all sources | 2013-12-31 | $7,808 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $7,250 |
Was this plan covered by a fidelity bond | 2013-12-31 | No |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2013-12-31 | $7,000 |
Contributions received from participants | 2013-12-31 | $5,119,844 |
Participant contributions at end of year | 2013-12-31 | $83,193 |
Other income not declared elsewhere | 2013-12-31 | $62,846 |
Administrative expenses (other) incurred | 2013-12-31 | $4,112 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $49,171 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $38,000 |
Total non interest bearing cash at end of year | 2013-12-31 | $114,554 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $45,914 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $83,942 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $506,395 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $422,453 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $3,916 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $12,336 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $357,819 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $414,539 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $414,539 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $7,808 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $250,885 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $4,928,604 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $5,174,090 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,963,150 |
Contract administrator fees | 2013-12-31 | $123,640 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | LEOTTA & ASSOCIATES CPA PLLC |
Accountancy firm EIN | 2013-12-31 | 208087020 |
2012 : INTERCITY INSURANCE FUND 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $38,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $38,000 |
Total income from all sources (including contributions) | 2012-12-31 | $5,588,044 |
Total of all expenses incurred | 2012-12-31 | $5,691,258 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,502,297 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $5,579,159 |
Value of total assets at end of year | 2012-12-31 | $460,453 |
Value of total assets at beginning of year | 2012-12-31 | $563,666 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $188,961 |
Total interest from all sources | 2012-12-31 | $8,885 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $9,300 |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $38,000 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $38,000 |
Total non interest bearing cash at end of year | 2012-12-31 | $45,914 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $128,014 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-103,214 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $422,453 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $525,666 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $24,385 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $414,539 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $435,652 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $435,652 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $8,885 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $5,579,159 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,502,297 |
Contract administrator fees | 2012-12-31 | $155,276 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | LEOTTA & ASSOCIATES CPA PLLC |
Accountancy firm EIN | 2012-12-31 | 208087020 |
2011 : INTERCITY INSURANCE FUND 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $38,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $19,228 |
Total income from all sources (including contributions) | 2011-12-31 | $6,124,655 |
Total of all expenses incurred | 2011-12-31 | $6,181,853 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $6,060,805 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $6,117,241 |
Value of total assets at end of year | 2011-12-31 | $563,666 |
Value of total assets at beginning of year | 2011-12-31 | $602,092 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $121,048 |
Total interest from all sources | 2011-12-31 | $7,414 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $1,200 |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $38,000 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $19,228 |
Total non interest bearing cash at end of year | 2011-12-31 | $128,014 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $376,920 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-57,198 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $525,666 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $582,864 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $20,848 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $435,652 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $225,172 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $225,172 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $7,414 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $6,117,241 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $6,060,805 |
Contract administrator fees | 2011-12-31 | $99,000 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | LEOTTA & ASSOCIATES CPA PLLC |
Accountancy firm EIN | 2011-12-31 | 208087020 |
2010 : INTERCITY INSURANCE FUND 2010 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $19,228 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $30,002 |
Total income from all sources (including contributions) | 2010-12-31 | $5,895,879 |
Total of all expenses incurred | 2010-12-31 | $5,911,782 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,773,199 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,889,445 |
Value of total assets at end of year | 2010-12-31 | $602,092 |
Value of total assets at beginning of year | 2010-12-31 | $628,770 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $138,583 |
Total interest from all sources | 2010-12-31 | $6,434 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $5,100 |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $19,228 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $30,002 |
Total non interest bearing cash at end of year | 2010-12-31 | $376,920 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $408,397 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-15,903 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $582,864 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $598,768 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $28,483 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $225,172 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $220,373 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $220,373 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $6,434 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $5,889,445 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,773,199 |
Contract administrator fees | 2010-12-31 | $105,000 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | LEOTTA & ASSOCIATES CPA PLLC |
Accountancy firm EIN | 2010-12-31 | 208087020 |
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1102707000 |
Policy instance | 2 |
Insurance contract or identification number | 1102707000 | Number of Individuals Covered | 82 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $38,255 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $956,372 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $38,255 |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 008323 |
Policy instance | 6 |
Insurance contract or identification number | 008323 | Number of Individuals Covered | 93 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $594 | Total amount of fees paid to insurance company | USD $198 | Welfare Benefit Premiums Paid to Carrier | USD $3,957 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $594 | Amount paid for insurance broker fees | 198 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 30031469 |
Policy instance | 5 |
Insurance contract or identification number | 30031469 | Number of Individuals Covered | 7 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2023-12-31 | Total amount of commissions paid to insurance broker | USD $108 | Total amount of fees paid to insurance company | USD $25 | Welfare Benefit Premiums Paid to Carrier | USD $967 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $108 | Amount paid for insurance broker fees | 25 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00383996 |
Policy instance | 4 |
Insurance contract or identification number | 00383996 | Number of Individuals Covered | 36 | Insurance policy start date | 2022-07-01 | Insurance policy end date | 2023-06-30 | Total amount of commissions paid to insurance broker | USD $4,264 | Total amount of fees paid to insurance company | USD $1,478 | Welfare Benefit Premiums Paid to Carrier | USD $35,911 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,252 | Amount paid for insurance broker fees | 1478 |
|
THE FIRST REHABILITATION LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 81434 ) |
Policy contract number | D388118 |
Policy instance | 3 |
Insurance contract or identification number | D388118 | Number of Individuals Covered | 514 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $6,542 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $109,251 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,542 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 1C08301 |
Policy instance | 1 |
Insurance contract or identification number | 1C08301 | Number of Individuals Covered | 48 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $19,436 | Total amount of fees paid to insurance company | USD $4,746 | Welfare Benefit Premiums Paid to Carrier | USD $515,479 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $19,436 | Amount paid for insurance broker fees | 4746 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 1C08301 |
Policy instance | 1 |
Insurance contract or identification number | 1C08301 | Number of Individuals Covered | 51 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $18,376 | Total amount of fees paid to insurance company | USD $4,760 | Welfare Benefit Premiums Paid to Carrier | USD $534,283 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $18,376 | Amount paid for insurance broker fees | 4760 |
|
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1102707000 |
Policy instance | 2 |
Insurance contract or identification number | 1102707000 | Number of Individuals Covered | 96 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $41,576 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $1,039,389 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $41,576 |
|
THE FIRST REHABILITATION LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 81434 ) |
Policy contract number | D388118 |
Policy instance | 3 |
Insurance contract or identification number | D388118 | Number of Individuals Covered | 508 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $4,554 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $95,089 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,554 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 30031469 |
Policy instance | 5 |
Insurance contract or identification number | 30031469 | Number of Individuals Covered | 7 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $92 | Welfare Benefit Premiums Paid to Carrier | USD $1,007 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 92 |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 008323 |
Policy instance | 6 |
Insurance contract or identification number | 008323 | Number of Individuals Covered | 107 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $718 | Total amount of fees paid to insurance company | USD $239 | Welfare Benefit Premiums Paid to Carrier | USD $4,783 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $718 | Amount paid for insurance broker fees | 239 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00383996 |
Policy instance | 4 |
Insurance contract or identification number | 00383996 | Number of Individuals Covered | 37 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $4,126 | Total amount of fees paid to insurance company | USD $1,590 | Welfare Benefit Premiums Paid to Carrier | USD $33,587 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,114 | Amount paid for insurance broker fees | 1590 |
|
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 1C08301 |
Policy instance | 1 |
Insurance contract or identification number | 1C08301 | Number of Individuals Covered | 56 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $20,176 | Total amount of fees paid to insurance company | USD $5,102 | Welfare Benefit Premiums Paid to Carrier | USD $630,859 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $20,176 | Amount paid for insurance broker fees | 5102 |
|
THE FIRST REHABILITATION LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 81434 ) |
Policy contract number | D388118 |
Policy instance | 3 |
Insurance contract or identification number | D388118 | Number of Individuals Covered | 515 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $4,387 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $55,415 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,387 |
|
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1102707000 |
Policy instance | 2 |
Insurance contract or identification number | 1102707000 | Number of Individuals Covered | 115 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $41,886 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $1,047,149 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $41,886 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 677801G |
Policy instance | 4 |
Insurance contract or identification number | 677801G | Number of Individuals Covered | 111 | Insurance policy start date | 2019-10-01 | Insurance policy end date | 2020-09-30 | Total amount of commissions paid to insurance broker | USD $1,409 | Total amount of fees paid to insurance company | USD $435 | Welfare Benefit Premiums Paid to Carrier | USD $8,703 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,305 | Amount paid for insurance broker fees | 435 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00383996 |
Policy instance | 5 |
Insurance contract or identification number | 00383996 | Number of Individuals Covered | 35 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Total amount of commissions paid to insurance broker | USD $3,593 | Total amount of fees paid to insurance company | USD $1,296 | Welfare Benefit Premiums Paid to Carrier | USD $28,636 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,582 | Amount paid for insurance broker fees | 1296 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 30031469 |
Policy instance | 6 |
Insurance contract or identification number | 30031469 | Number of Individuals Covered | 7 | Insurance policy start date | 2020-02-01 | Insurance policy end date | 2021-01-31 | Total amount of commissions paid to insurance broker | USD $91 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $913 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $91 |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1102707001 |
Policy instance | 2 |
Insurance contract or identification number | 1102707001 | Number of Individuals Covered | 140 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $50,254 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $1,255,631 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $50,254 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00383996 |
Policy instance | 5 |
Insurance contract or identification number | 00383996 | Number of Individuals Covered | 33 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $3,899 | Total amount of fees paid to insurance company | USD $1,049 | Welfare Benefit Premiums Paid to Carrier | USD $32,399 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,888 | Amount paid for insurance broker fees | 1049 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 30031469 |
Policy instance | 6 |
Insurance contract or identification number | 30031469 | Number of Individuals Covered | 6 | Insurance policy start date | 2019-02-01 | Insurance policy end date | 2020-01-31 | Total amount of commissions paid to insurance broker | USD $86 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $851 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $86 |
|
THE FIRST REHABILITATION LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 81434 ) |
Policy contract number | D388118 |
Policy instance | 3 |
Insurance contract or identification number | D388118 | Number of Individuals Covered | 541 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $3,567 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $36,932 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,567 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 677801G |
Policy instance | 4 |
Insurance contract or identification number | 677801G | Number of Individuals Covered | 130 | Insurance policy start date | 2018-10-01 | Insurance policy end date | 2019-09-30 | Total amount of commissions paid to insurance broker | USD $1,385 | Total amount of fees paid to insurance company | USD $462 | Welfare Benefit Premiums Paid to Carrier | USD $9,231 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,385 | Amount paid for insurance broker fees | 462 |
|
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 1C08301 |
Policy instance | 1 |
Insurance contract or identification number | 1C08301 | Number of Individuals Covered | 180 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $21,237 | Total amount of fees paid to insurance company | USD $6,235 | Welfare Benefit Premiums Paid to Carrier | USD $537,793 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $21,237 | Amount paid for insurance broker fees | 6235 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00383996 |
Policy instance | 7 |
Insurance contract or identification number | 00383996 | Number of Individuals Covered | 36 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $4,045 | Total amount of fees paid to insurance company | USD $1,533 | Welfare Benefit Premiums Paid to Carrier | USD $34,957 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,045 | Amount paid for insurance broker fees | 1522 |
|
NORTH SHORE LIJ CARECONNECT INSURANCE COMPANY, INC. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | |
Policy instance | 1 |
Number of Individuals Covered | 104 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $590,037 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 1C08301 |
Policy instance | 2 |
Insurance contract or identification number | 1C08301 | Number of Individuals Covered | 100 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $33,028 | Total amount of fees paid to insurance company | USD $9,311 | Welfare Benefit Premiums Paid to Carrier | USD $883,390 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 677801G |
Policy instance | 6 |
Insurance contract or identification number | 677801G | Number of Individuals Covered | 149 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $1,417 | Total amount of fees paid to insurance company | USD $482 | Welfare Benefit Premiums Paid to Carrier | USD $6,952 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,417 | Amount paid for insurance broker fees | 482 |
|
MVP SELECT CARE, INC. (National Association of Insurance Commissioners NAIC id number: 11125 ) |
Policy contract number | |
Policy instance | 4 |
Number of Individuals Covered | 3 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $16,394 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1102707001 |
Policy instance | 3 |
Insurance contract or identification number | 1102707001 | Number of Individuals Covered | 136 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $411,804 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MVP SELECT CARE, INC. (National Association of Insurance Commissioners NAIC id number: 11125 ) |
Policy contract number | |
Policy instance | 7 |
Number of Individuals Covered | 2 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2017-12-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MERITAIN HEALTH (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | |
Policy instance | 8 |
Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $4,940 | Total amount of fees paid to insurance company | USD $4,100 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,940 | Amount paid for insurance broker fees | 4100 | Insurance broker name | MERITAIN HEALTH |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | |
Policy instance | 6 |
Number of Individuals Covered | 18 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-06-30 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 1CO8301 |
Policy instance | 5 |
Insurance contract or identification number | 1CO8301 | Number of Individuals Covered | 118 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $38,019 | Total amount of fees paid to insurance company | USD $12,012 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $38,019 | Amount paid for insurance broker fees | 12012 | Insurance broker name | FNA INSURANCE SERVICES INC. |
|
NORTH SHORE LIJ CARECONNECT INSURANCE COMPANY, INC. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | |
Policy instance | 1 |
Number of Individuals Covered | 81 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00383996 |
Policy instance | 2 |
Insurance contract or identification number | 00383996 | Number of Individuals Covered | 37 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $4,255 | Total amount of fees paid to insurance company | USD $2,097 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,243 | Amount paid for insurance broker fees | 2097 | Insurance broker name | WAG NY INC |
|
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
Policy contract number | 527907 |
Policy instance | 5 |
Insurance contract or identification number | 527907 | Number of Individuals Covered | 2 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 95479 ) |
Policy contract number | 1C083 |
Policy instance | 1 |
Insurance contract or identification number | 1C083 | Number of Individuals Covered | 54 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 1806 |
Policy instance | 3 |
Insurance contract or identification number | 1806 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
NORTH SHORE LIJ CARECONNECT INSURANCE COMPANY, INC. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | |
Policy instance | 11 |
Number of Individuals Covered | 59 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | |
Policy instance | 6 |
Number of Individuals Covered | 47 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
Policy contract number | 527907 |
Policy instance | 5 |
Insurance contract or identification number | 527907 | Number of Individuals Covered | 3 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 95479 ) |
Policy contract number | 1C083 |
Policy instance | 1 |
Insurance contract or identification number | 1C083 | Number of Individuals Covered | 67 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | |
Policy instance | 6 |
Number of Individuals Covered | 48 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 1806 |
Policy instance | 3 |
Insurance contract or identification number | 1806 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | |
Policy instance | 6 |
Number of Individuals Covered | 47 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
Policy contract number | 527907 |
Policy instance | 5 |
Insurance contract or identification number | 527907 | Number of Individuals Covered | 3 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 95479 ) |
Policy contract number | 1C083 |
Policy instance | 1 |
Insurance contract or identification number | 1C083 | Number of Individuals Covered | 436 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 1C083 |
Policy instance | 1 |
Insurance contract or identification number | 1C083 | Number of Individuals Covered | 436 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | |
Policy instance | 6 |
Number of Individuals Covered | 47 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 527907 |
Policy instance | 5 |
Insurance contract or identification number | 527907 | Number of Individuals Covered | 3 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 1806 |
Policy instance | 3 |
Insurance contract or identification number | 1806 | Number of Individuals Covered | 2 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 10SSD00 |
Policy instance | 2 |
Insurance contract or identification number | 10SSD00 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 676A2HNXD |
Policy instance | 9 |
Insurance contract or identification number | 676A2HNXD | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 80059835 |
Policy instance | 8 |
Insurance contract or identification number | 80059835 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | |
Policy instance | 7 |
Number of Individuals Covered | 49 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 527907 |
Policy instance | 6 |
Insurance contract or identification number | 527907 | Number of Individuals Covered | 6 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 0465707 |
Policy instance | 5 |
Insurance contract or identification number | 0465707 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 501 |
Policy instance | 4 |
Insurance contract or identification number | 501 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 1806 |
Policy instance | 3 |
Insurance contract or identification number | 1806 | Number of Individuals Covered | 3 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 1C083 |
Policy instance | 1 |
Insurance contract or identification number | 1C083 | Number of Individuals Covered | 559 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 527907 |
Policy instance | 6 |
Insurance contract or identification number | 527907 | Number of Individuals Covered | 6 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 676A2HNXD |
Policy instance | 9 |
Insurance contract or identification number | 676A2HNXD | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 10SSD00 |
Policy instance | 2 |
Insurance contract or identification number | 10SSD00 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 80059835 |
Policy instance | 8 |
Insurance contract or identification number | 80059835 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | |
Policy instance | 7 |
Number of Individuals Covered | 51 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 0465707 |
Policy instance | 5 |
Insurance contract or identification number | 0465707 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 501 |
Policy instance | 4 |
Insurance contract or identification number | 501 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 1806 |
Policy instance | 3 |
Insurance contract or identification number | 1806 | Number of Individuals Covered | 3 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 1C083 |
Policy instance | 1 |
Insurance contract or identification number | 1C083 | Number of Individuals Covered | 526 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 527907 |
Policy instance | 6 |
Insurance contract or identification number | 527907 | Number of Individuals Covered | 9 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 10SSD00 |
Policy instance | 2 |
Insurance contract or identification number | 10SSD00 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 676A2HNXD |
Policy instance | 9 |
Insurance contract or identification number | 676A2HNXD | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 80059835 |
Policy instance | 8 |
Insurance contract or identification number | 80059835 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | |
Policy instance | 7 |
Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 0465707 |
Policy instance | 5 |
Insurance contract or identification number | 0465707 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 501 |
Policy instance | 4 |
Insurance contract or identification number | 501 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 1806 |
Policy instance | 3 |
Insurance contract or identification number | 1806 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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OXFORD INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 1C083 |
Policy instance | 1 |
Insurance contract or identification number | 1C083 | Number of Individuals Covered | 709 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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