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WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 401k Plan overview

Plan NameWILLIAM L. BRESONIS, DDS, PC, PENSION TRUST
Plan identification number 001

WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WILLIAM L. BRESONIS, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM L. BRESONIS, DDS, PC
Employer identification number (EIN):141618732
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01WILLIAM BRESONIS2020-12-26 WILLIAM BRESONIS2020-12-26
0012018-07-01WILLIAM BRESONIS2019-10-21 WILLIAM BRESONIS2019-10-21
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01WILLIAM L. BRESONIS, DDS
0012012-07-01WILLIAM L. BRESONIS, DDS
0012011-07-01WILLIAM L. BRESONIS, DDS
0012009-07-01WILLIAM L. BRESONIS, DDS

Plan Statistics for WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST

401k plan membership statisitcs for WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST

Measure Date Value
2019: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2019 401k membership
Total participants, beginning-of-year2019-07-015
Total number of active participants reported on line 7a of the Form 55002019-07-014
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-011
Total of all active and inactive participants2019-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-015
Number of participants with account balances2019-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-017
Total number of active participants reported on line 7a of the Form 55002018-07-015
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-015
Number of participants with account balances2018-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-016
Total number of active participants reported on line 7a of the Form 55002017-07-015
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-012
Total of all active and inactive participants2017-07-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-017
Number of participants with account balances2017-07-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-016
Total number of active participants reported on line 7a of the Form 55002016-07-015
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-011
Total of all active and inactive participants2016-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-016
Number of participants with account balances2016-07-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-015
Total number of active participants reported on line 7a of the Form 55002015-07-015
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-015
Number of participants with account balances2015-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-015
Total number of active participants reported on line 7a of the Form 55002014-07-015
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-015
Total participants2014-07-015
Number of participants with account balances2014-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-015
Total number of active participants reported on line 7a of the Form 55002013-07-015
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-015
Number of participants with account balances2013-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-015
Total number of active participants reported on line 7a of the Form 55002012-07-015
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-015
Number of participants with account balances2012-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-015
Total number of active participants reported on line 7a of the Form 55002011-07-015
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-015
Number of participants with account balances2011-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-015
Total number of active participants reported on line 7a of the Form 55002009-07-015
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-015
Number of participants with account balances2009-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST

Measure Date Value
2020 : WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2020 401k financial data
Total income from all sources2020-06-30$133,594
Expenses. Total of all expenses incurred2020-06-30$149,951
Benefits paid (including direct rollovers)2020-06-30$119,228
Total plan assets at end of year2020-06-30$3,186,807
Total plan assets at beginning of year2020-06-30$3,203,164
Value of fidelity bond covering the plan2020-06-30$350,000
Expenses. Other expenses not covered elsewhere2020-06-30$30,723
Other income received2020-06-30$55,777
Net income (gross income less expenses)2020-06-30$-16,357
Net plan assets at end of year (total assets less liabilities)2020-06-30$3,186,807
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$3,203,164
Total contributions received or receivable from employer(s)2020-06-30$77,817
2019 : WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2019 401k financial data
Total income from all sources2019-06-30$175,455
Expenses. Total of all expenses incurred2019-06-30$250,209
Benefits paid (including direct rollovers)2019-06-30$216,406
Total plan assets at end of year2019-06-30$3,203,164
Total plan assets at beginning of year2019-06-30$3,277,918
Value of fidelity bond covering the plan2019-06-30$350,000
Expenses. Other expenses not covered elsewhere2019-06-30$33,803
Other income received2019-06-30$97,207
Net income (gross income less expenses)2019-06-30$-74,754
Net plan assets at end of year (total assets less liabilities)2019-06-30$3,203,164
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$3,277,918
Total contributions received or receivable from employer(s)2019-06-30$78,248
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$78,248
Amount contributed by the employer to the plan for this plan year2019-06-30$78,248
2018 : WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2018 401k financial data
Total income from all sources2018-06-30$272,468
Expenses. Total of all expenses incurred2018-06-30$402,480
Benefits paid (including direct rollovers)2018-06-30$365,958
Total plan assets at end of year2018-06-30$3,277,918
Total plan assets at beginning of year2018-06-30$3,407,930
Value of fidelity bond covering the plan2018-06-30$350,000
Expenses. Other expenses not covered elsewhere2018-06-30$36,522
Other income received2018-06-30$196,969
Net income (gross income less expenses)2018-06-30$-130,012
Net plan assets at end of year (total assets less liabilities)2018-06-30$3,277,918
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$3,407,930
Total contributions received or receivable from employer(s)2018-06-30$75,499
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$75,499
Amount contributed by the employer to the plan for this plan year2018-06-30$75,499
2017 : WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2017 401k financial data
Total income from all sources2017-06-30$416,994
Expenses. Total of all expenses incurred2017-06-30$33,338
Total plan assets at end of year2017-06-30$3,407,930
Total plan assets at beginning of year2017-06-30$3,024,274
Value of fidelity bond covering the plan2017-06-30$350,000
Expenses. Other expenses not covered elsewhere2017-06-30$33,338
Other income received2017-06-30$339,778
Net income (gross income less expenses)2017-06-30$383,656
Net plan assets at end of year (total assets less liabilities)2017-06-30$3,407,930
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$3,024,274
Total contributions received or receivable from employer(s)2017-06-30$77,216
2016 : WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2016 401k financial data
Total income from all sources2016-06-30$-25,106
Expenses. Total of all expenses incurred2016-06-30$32,299
Benefits paid (including direct rollovers)2016-06-30$0
Total plan assets at end of year2016-06-30$3,024,274
Total plan assets at beginning of year2016-06-30$3,081,679
Value of fidelity bond covering the plan2016-06-30$350,000
Expenses. Other expenses not covered elsewhere2016-06-30$32,299
Other income received2016-06-30$-102,223
Net income (gross income less expenses)2016-06-30$-57,405
Net plan assets at end of year (total assets less liabilities)2016-06-30$3,024,274
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$3,081,679
Total contributions received or receivable from employer(s)2016-06-30$77,117
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$77,117
Amount contributed by the employer to the plan for this plan year2016-06-30$77,117
2015 : WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2015 401k financial data
Total income from all sources2015-06-30$140,926
Expenses. Total of all expenses incurred2015-06-30$71,583
Benefits paid (including direct rollovers)2015-06-30$46,121
Total plan assets at end of year2015-06-30$3,081,679
Total plan assets at beginning of year2015-06-30$3,012,336
Value of fidelity bond covering the plan2015-06-30$350,000
Expenses. Other expenses not covered elsewhere2015-06-30$25,462
Other income received2015-06-30$65,013
Net income (gross income less expenses)2015-06-30$69,343
Net plan assets at end of year (total assets less liabilities)2015-06-30$3,081,679
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$3,012,336
Total contributions received or receivable from employer(s)2015-06-30$75,913
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$75,913
Amount contributed by the employer to the plan for this plan year2015-06-30$75,913
2014 : WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2014 401k financial data
Transfers to/from the plan2014-06-30$0
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$547,418
Expenses. Total of all expenses incurred2014-06-30$48,368
Benefits paid (including direct rollovers)2014-06-30$0
Total plan assets at end of year2014-06-30$3,012,336
Total plan assets at beginning of year2014-06-30$2,513,286
Value of fidelity bond covering the plan2014-06-30$350,000
Total contributions received or receivable from participants2014-06-30$0
Expenses. Other expenses not covered elsewhere2014-06-30$48,368
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$478,626
Noncash contributions received2014-06-30$0
Net income (gross income less expenses)2014-06-30$499,050
Net plan assets at end of year (total assets less liabilities)2014-06-30$3,012,336
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$2,513,286
Total contributions received or receivable from employer(s)2014-06-30$68,792
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$0
2013 : WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2013 401k financial data
Transfers to/from the plan2013-06-30$0
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$485,609
Expenses. Total of all expenses incurred2013-06-30$44,281
Benefits paid (including direct rollovers)2013-06-30$0
Total plan assets at end of year2013-06-30$2,513,286
Total plan assets at beginning of year2013-06-30$2,071,958
Value of fidelity bond covering the plan2013-06-30$200,000
Total contributions received or receivable from participants2013-06-30$0
Expenses. Other expenses not covered elsewhere2013-06-30$44,281
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$412,799
Noncash contributions received2013-06-30$0
Net income (gross income less expenses)2013-06-30$441,328
Net plan assets at end of year (total assets less liabilities)2013-06-30$2,513,286
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$2,071,958
Total contributions received or receivable from employer(s)2013-06-30$72,810
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$0
2012 : WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2012 401k financial data
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$71,719
Expenses. Total of all expenses incurred2012-06-30$39,353
Benefits paid (including direct rollovers)2012-06-30$0
Total plan assets at end of year2012-06-30$2,071,958
Total plan assets at beginning of year2012-06-30$2,039,592
Value of fidelity bond covering the plan2012-06-30$200,000
Total contributions received or receivable from participants2012-06-30$0
Expenses. Other expenses not covered elsewhere2012-06-30$0
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$-715
Noncash contributions received2012-06-30$0
Net income (gross income less expenses)2012-06-30$32,366
Net plan assets at end of year (total assets less liabilities)2012-06-30$2,071,958
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$2,039,592
Total contributions received or receivable from employer(s)2012-06-30$72,434
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$39,353
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$72,434
Amount contributed by the employer to the plan for this plan year2012-06-30$72,434
2011 : WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2011 401k financial data
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$489,785
Expenses. Total of all expenses incurred2011-06-30$38,255
Benefits paid (including direct rollovers)2011-06-30$0
Total plan assets at end of year2011-06-30$2,039,592
Total plan assets at beginning of year2011-06-30$1,588,062
Value of fidelity bond covering the plan2011-06-30$200,000
Total contributions received or receivable from participants2011-06-30$0
Expenses. Other expenses not covered elsewhere2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$418,766
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$451,530
Net plan assets at end of year (total assets less liabilities)2011-06-30$2,039,592
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,588,062
Total contributions received or receivable from employer(s)2011-06-30$71,019
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$38,255
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$71,019
Amount contributed by the employer to the plan for this plan year2011-06-30$71,019
2010 : WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$70,368
Amount contributed by the employer to the plan for this plan year2010-06-30$70,368

Form 5500 Responses for WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST

2019: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: WILLIAM L. BRESONIS, DDS, PC, PENSION TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number61269260
Policy instance 1
Insurance contract or identification number61269260
Number of Individuals Covered1
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9
Are there contracts with allocated funds for individual policies?1
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number61269260
Policy instance 1
Insurance contract or identification number61269260
Number of Individuals Covered1
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9
Are there contracts with allocated funds for individual policies?1
Amount paid for insurance broker fees9
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number61269260
Policy instance 1
Insurance contract or identification number61269260
Number of Individuals Covered2
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $9
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Commission paid to Insurance BrokerUSD $9
Insurance broker organization code?3
Insurance broker nameMICHAEL T. WAHL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4415337
Policy instance 1
Insurance contract or identification number4415337
Number of Individuals Covered5
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Insurance broker organization code?3
Insurance broker nameHENRY COLLYER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4415337
Policy instance 1
Insurance contract or identification number4415337
Number of Individuals Covered3
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $10
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5
Insurance broker organization code?3
Insurance broker nameHENRY COLLYER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4415337
Policy instance 1
Insurance contract or identification number4415337
Number of Individuals Covered3
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $21
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13
Insurance broker organization code?3
Insurance broker nameHENRY COLLYER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4415337
Policy instance 1
Insurance contract or identification number4415337
Number of Individuals Covered3
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $18
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12
Insurance broker organization code?3
Insurance broker nameHENRY COLLYER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4415337
Policy instance 1
Insurance contract or identification number4415337
Number of Individuals Covered3
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $17
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4415337
Policy instance 1
Insurance contract or identification number4415337
Number of Individuals Covered3
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $18
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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