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GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 401k Plan overview

Plan NameGROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC.
Plan identification number 505

GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. Benefits

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

401k Sponsoring company profile

ROSE & KIERNAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROSE & KIERNAN, INC.
Employer identification number (EIN):141559111
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about ROSE & KIERNAN, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1974-04-30
Company Identification Number: 342376
Legal Registered Office Address: 28 LIBERTY STREET
Rensselaer
NEW YORK
United States of America (USA)
10005

More information about ROSE & KIERNAN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052020-05-01
5052019-05-01
5052018-05-01
5052017-05-01JOSEPH F. VITALE JOSEPH F. VITALE2019-01-30
5052016-05-01JOSEPH F. VITALE JOSEPH F. VITALE2018-01-26
5052015-05-01JOSEPH F. VITALE JOSEPH F. VITALE2016-12-30
5052014-05-01JOSEPH F. VITALE JOSEPH F. VITALE2016-01-15
5052013-05-01JOSEPH F. VITALE JOSEPH F. VITALE2015-01-15
5052012-05-01JOSEPH F. VITALE JOSEPH F. VITALE2014-01-29
5052011-05-01JOSEPH F. VITALE JOSEPH F. VITALE2013-01-31
5052009-05-01JOSEPH F. VITALE
5052009-05-01 JOSEPH F. VITALE2011-02-10

Plan Statistics for GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC.

401k plan membership statisitcs for GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC.

Measure Date Value
2020: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2020 401k membership
Total participants, beginning-of-year2020-05-01190
Total number of active participants reported on line 7a of the Form 55002020-05-010
Total of all active and inactive participants2020-05-010
Total participants2020-05-010
2019: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2019 401k membership
Total participants, beginning-of-year2019-05-01194
Total number of active participants reported on line 7a of the Form 55002019-05-01190
Total of all active and inactive participants2019-05-01190
Total participants2019-05-01190
2018: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2018 401k membership
Total participants, beginning-of-year2018-05-01200
Total number of active participants reported on line 7a of the Form 55002018-05-01194
Total of all active and inactive participants2018-05-01194
Total participants2018-05-01194
2017: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2017 401k membership
Total participants, beginning-of-year2017-05-01185
Total number of active participants reported on line 7a of the Form 55002017-05-01200
Total of all active and inactive participants2017-05-01200
Total participants2017-05-01200
2016: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2016 401k membership
Total participants, beginning-of-year2016-05-01190
Total number of active participants reported on line 7a of the Form 55002016-05-01185
Total of all active and inactive participants2016-05-01185
Total participants2016-05-01185
2015: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2015 401k membership
Total participants, beginning-of-year2015-05-01192
Total number of active participants reported on line 7a of the Form 55002015-05-01190
Total of all active and inactive participants2015-05-01190
Total participants2015-05-01190
2014: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2014 401k membership
Total participants, beginning-of-year2014-05-01177
Total number of active participants reported on line 7a of the Form 55002014-05-01192
Total of all active and inactive participants2014-05-01192
Total participants2014-05-01192
2013: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2013 401k membership
Total participants, beginning-of-year2013-05-01190
Total number of active participants reported on line 7a of the Form 55002013-05-01177
Total of all active and inactive participants2013-05-01177
Total participants2013-05-01177
2012: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2012 401k membership
Total participants, beginning-of-year2012-05-01182
Total number of active participants reported on line 7a of the Form 55002012-05-01190
Total of all active and inactive participants2012-05-01190
Total participants2012-05-01190
2011: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2011 401k membership
Total participants, beginning-of-year2011-05-01185
Total number of active participants reported on line 7a of the Form 55002011-05-01182
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-01182
2009: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2009 401k membership
Total participants, beginning-of-year2009-05-01193
Total number of active participants reported on line 7a of the Form 55002009-05-01189
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-010
Total of all active and inactive participants2009-05-01189

Form 5500 Responses for GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC.

2020: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingYes
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planNo
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan benefit arrangement – InsuranceYes
2019: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planNo
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan benefit arrangement – InsuranceYes
2018: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan benefit arrangement – InsuranceYes
2017: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan benefit arrangement – InsuranceYes
2016: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan benefit arrangement – InsuranceYes
2015: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan benefit arrangement – InsuranceYes
2014: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan benefit arrangement – InsuranceYes
2013: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan benefit arrangement – InsuranceYes
2012: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan benefit arrangement – InsuranceYes
2011: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan benefit arrangement – InsuranceYes
2009: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedYes
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number040673
Policy instance 1
Insurance contract or identification number040673
Number of Individuals Covered181
Insurance policy start date2020-05-01
Insurance policy end date2021-01-01
Total amount of commissions paid to insurance brokerUSD $4,675
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $84,938
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,865
Amount paid for insurance broker fees0
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number040673
Policy instance 1
Insurance contract or identification number040673
Number of Individuals Covered190
Insurance policy start date2019-05-01
Insurance policy end date2020-05-01
Total amount of commissions paid to insurance brokerUSD $4,865
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $123,021
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,865
Amount paid for insurance broker fees0
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number040673
Policy instance 1
Insurance contract or identification number040673
Number of Individuals Covered194
Insurance policy start date2018-05-01
Insurance policy end date2019-05-01
Total amount of commissions paid to insurance brokerUSD $4,736
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $97,209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,736
Amount paid for insurance broker fees0
Insurance broker organization code?3
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number040673
Policy instance 1
Insurance contract or identification number040673
Number of Individuals Covered200
Insurance policy start date2017-05-01
Insurance policy end date2018-05-01
Total amount of commissions paid to insurance brokerUSD $4,645
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $79,090
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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