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SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 401k Plan overview

Plan NameSECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN
Plan identification number 501

SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

SECURITY MUTUAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:SECURITY MUTUAL LIFE INSURANCE COMPANY
Employer identification number (EIN):150442730
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01RICHARD SHAW
5012016-01-01RICHARD SHAW
5012015-01-01RICHARD SHAW
5012014-01-01RICHARD SHAW RICHARD SHAW2015-10-12
5012013-01-01RICHARD SHAW
5012012-01-01RICHARD SHAW RICHARD SHAW2013-10-15
5012011-01-01RICHARD SHAW
5012009-01-01RICHARD SHAW

Plan Statistics for SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN

401k plan membership statisitcs for SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN

Measure Date Value
2022: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01405
Total number of active participants reported on line 7a of the Form 55002022-01-01305
Number of retired or separated participants receiving benefits2022-01-01101
Total of all active and inactive participants2022-01-01406
Total participants2022-01-01406
2021: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01401
Total number of active participants reported on line 7a of the Form 55002021-01-01305
Number of retired or separated participants receiving benefits2021-01-01100
Total of all active and inactive participants2021-01-01405
Total participants2021-01-01405
2020: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01417
Total number of active participants reported on line 7a of the Form 55002020-01-01310
Number of retired or separated participants receiving benefits2020-01-0191
Total of all active and inactive participants2020-01-01401
Total participants2020-01-01401
2019: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01422
Total number of active participants reported on line 7a of the Form 55002019-01-01318
Number of retired or separated participants receiving benefits2019-01-0199
Total of all active and inactive participants2019-01-01417
Total participants2019-01-01417
2018: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01413
Total number of active participants reported on line 7a of the Form 55002018-01-01322
Number of retired or separated participants receiving benefits2018-01-01100
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01422
2017: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01443
Total number of active participants reported on line 7a of the Form 55002017-01-01313
Number of retired or separated participants receiving benefits2017-01-0195
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01408
2016: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01434
Total number of active participants reported on line 7a of the Form 55002016-01-01346
Number of retired or separated participants receiving benefits2016-01-0188
Total of all active and inactive participants2016-01-01434
Total participants2016-01-01434
2015: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01432
Total number of active participants reported on line 7a of the Form 55002015-01-01347
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0188
Total of all active and inactive participants2015-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01435
2014: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01427
Total number of active participants reported on line 7a of the Form 55002014-01-01345
Number of retired or separated participants receiving benefits2014-01-0188
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01433
Total participants2014-01-01433
2013: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01421
Total number of active participants reported on line 7a of the Form 55002013-01-01333
Number of retired or separated participants receiving benefits2013-01-0182
Total of all active and inactive participants2013-01-01415
2012: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01419
Total number of active participants reported on line 7a of the Form 55002012-01-01342
Number of retired or separated participants receiving benefits2012-01-0179
Total of all active and inactive participants2012-01-01421
2011: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01276
Total number of active participants reported on line 7a of the Form 55002011-01-01261
Number of retired or separated participants receiving benefits2011-01-012
Total of all active and inactive participants2011-01-01263
2009: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01266
Total number of active participants reported on line 7a of the Form 55002009-01-01260
Number of retired or separated participants receiving benefits2009-01-018
Total of all active and inactive participants2009-01-01268
Total participants2009-01-010

Financial Data on SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN

Measure Date Value
2022 : SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-442,609
Total unrealized appreciation/depreciation of assets2022-12-31$-442,609
Total income from all sources (including contributions)2022-12-31$3,336,404
Total of all expenses incurred2022-12-31$3,844,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,844,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,739,825
Value of total assets at end of year2022-12-31$2,113,918
Value of total assets at beginning of year2022-12-31$2,621,810
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$39,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$39,188
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,005,197
Assets. Other investments not covered elsewhere at end of year2022-12-31$305
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$329
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$56,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-507,892
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,113,918
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,621,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,008,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,450,881
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$105,340
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$170,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$170,600
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$3,772,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,677,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$71,852
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JOHNSON, LAUDER & SAVIDGE LLP
Accountancy firm EIN2022-12-31160919630
2021 : SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$334,167
Total unrealized appreciation/depreciation of assets2021-12-31$334,167
Total income from all sources (including contributions)2021-12-31$4,271,007
Total loss/gain on sale of assets2021-12-31$15,404
Total of all expenses incurred2021-12-31$3,912,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,912,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,885,831
Value of total assets at end of year2021-12-31$2,621,810
Value of total assets at beginning of year2021-12-31$2,263,444
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$35,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$35,605
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,024,108
Assets. Other investments not covered elsewhere at end of year2021-12-31$329
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$331
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$77,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$358,366
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,621,810
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,263,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,450,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,125,862
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$170,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$137,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$137,251
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,845,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,783,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$67,185
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$15,404
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JOHNSON, LAUDER & SAVIDGE LLP
Accountancy firm EIN2021-12-31160919630
2020 : SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$88,601
Total unrealized appreciation/depreciation of assets2020-12-31$88,601
Total income from all sources (including contributions)2020-12-31$4,369,370
Total loss/gain on sale of assets2020-12-31$142,234
Total of all expenses incurred2020-12-31$4,242,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,242,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,101,045
Value of total assets at end of year2020-12-31$2,263,444
Value of total assets at beginning of year2020-12-31$2,136,196
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$37,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$37,490
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,077,179
Assets. Other investments not covered elsewhere at end of year2020-12-31$331
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$560
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$90,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$127,248
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,263,444
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,136,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,125,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,933,873
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$137,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$201,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$201,763
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$4,084,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,933,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$157,452
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$142,234
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31JOHNSON, LAUDER & SAVIDGE LLP
Accountancy firm EIN2020-12-31160919630
2019 : SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$309,148
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$309,148
Total unrealized appreciation/depreciation of assets2019-12-31$309,148
Total unrealized appreciation/depreciation of assets2019-12-31$309,148
Total income from all sources (including contributions)2019-12-31$3,949,078
Total income from all sources (including contributions)2019-12-31$3,949,078
Total loss/gain on sale of assets2019-12-31$27,234
Total loss/gain on sale of assets2019-12-31$27,234
Total of all expenses incurred2019-12-31$3,725,969
Total of all expenses incurred2019-12-31$3,725,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,725,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,725,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,568,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,568,013
Value of total assets at end of year2019-12-31$2,136,196
Value of total assets at end of year2019-12-31$2,136,196
Value of total assets at beginning of year2019-12-31$1,913,087
Value of total assets at beginning of year2019-12-31$1,913,087
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$44,683
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$44,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$44,683
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$44,683
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,000,745
Contributions received from participants2019-12-31$1,000,745
Assets. Other investments not covered elsewhere at end of year2019-12-31$560
Assets. Other investments not covered elsewhere at end of year2019-12-31$560
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$791
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$791
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$94,216
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$94,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$223,109
Value of net income/loss2019-12-31$223,109
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,136,196
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,136,196
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,913,087
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,913,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,933,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,647,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,647,374
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$201,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$201,763
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$264,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$264,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$264,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$264,922
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,557,553
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,557,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,473,052
Contributions received in cash from employer2019-12-31$2,473,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$168,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$168,416
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$27,234
Aggregate proceeds on sale of assets2019-12-31$27,234
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31JOHNSON, LAUDER & SAVIDGE LLP
Accountancy firm name2019-12-31JOHNSON, LAUDER & SAVIDGE LLP
Accountancy firm EIN2019-12-31160919630
Accountancy firm EIN2019-12-31160919630
2018 : SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-111,302
Total unrealized appreciation/depreciation of assets2018-12-31$-111,302
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,629,869
Total of all expenses incurred2018-12-31$3,791,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,791,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,699,580
Value of total assets at end of year2018-12-31$1,913,087
Value of total assets at beginning of year2018-12-31$2,074,805
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$41,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$41,591
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,084,314
Assets. Other investments not covered elsewhere at end of year2018-12-31$791
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-161,718
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,913,087
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,074,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,647,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,758,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$264,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$315,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$315,650
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,685,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,615,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$105,979
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31JOHSON LAUDER & SAVIDGE LLP
Accountancy firm EIN2018-12-31160919630
2017 : SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$203,979
Total unrealized appreciation/depreciation of assets2017-12-31$203,979
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,868,064
Total of all expenses incurred2017-12-31$3,700,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,700,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,628,158
Value of total assets at end of year2017-12-31$2,074,805
Value of total assets at beginning of year2017-12-31$1,907,727
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$35,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$35,927
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,237,239
Assets. Other investments not covered elsewhere at end of year2017-12-31$479
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$167,078
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,074,805
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,907,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,758,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,554,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$315,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$352,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$352,665
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$3,606,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,390,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$94,068
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31JOHSON LAUDER & SAVIDGE LLP
Accountancy firm EIN2017-12-31160919630
2016 : SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$93,628
Total unrealized appreciation/depreciation of assets2016-12-31$93,628
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,934,241
Total of all expenses incurred2016-12-31$3,929,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,929,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,807,210
Value of total assets at end of year2016-12-31$1,907,727
Value of total assets at beginning of year2016-12-31$1,903,033
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$33,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$33,403
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,278,113
Assets. Other investments not covered elsewhere at end of year2016-12-31$364
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$335
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,694
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,907,727
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,903,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,554,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,461,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$352,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$441,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$441,628
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,809,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,529,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$119,736
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31JOHSON LAUDER & SAVIDGE LLP
Accountancy firm EIN2016-12-31160919630
2015 : SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-28,352
Total unrealized appreciation/depreciation of assets2015-12-31$-28,352
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,877
Total income from all sources (including contributions)2015-12-31$3,671,556
Total of all expenses incurred2015-12-31$3,696,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,692,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,667,742
Value of total assets at end of year2015-12-31$1,903,033
Value of total assets at beginning of year2015-12-31$1,931,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,998
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$31,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$31,386
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,213,558
Assets. Other investments not covered elsewhere at end of year2015-12-31$335
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-25,092
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,903,033
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,928,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,461,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,489,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$441,628
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$441,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$441,246
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,648,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,454,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$43,971
Contract administrator fees2015-12-31$3,998
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,877
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31JOHSON LAUDE & SAVIDGE LLP
Accountancy firm EIN2015-12-31160919630
2014 : SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$91,923
Total unrealized appreciation/depreciation of assets2014-12-31$91,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,236
Total income from all sources (including contributions)2014-12-31$3,617,758
Total of all expenses incurred2014-12-31$3,518,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,509,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,493,811
Value of total assets at end of year2014-12-31$1,931,002
Value of total assets at beginning of year2014-12-31$1,832,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,539
Total interest from all sources2014-12-31$53
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$31,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$31,526
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,199,229
Assets. Other investments not covered elsewhere at end of year2014-12-31$335
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$98,872
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,928,125
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,829,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,489,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,397,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$441,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$434,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$434,656
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$53
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$3,439,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,294,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$69,405
Contract administrator fees2014-12-31$9,539
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,877
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$3,236
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31JOHSON LAUDE & SAVIDGE LLP
Accountancy firm EIN2014-12-31160919630
2013 : SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$166,279
Total unrealized appreciation/depreciation of assets2013-12-31$166,279
Total transfer of assets to this plan2013-12-31$429,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,236
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,556
Total income from all sources (including contributions)2013-12-31$3,501,605
Total of all expenses incurred2013-12-31$3,372,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,361,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,306,847
Value of total assets at end of year2013-12-31$1,832,489
Value of total assets at beginning of year2013-12-31$1,273,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,690
Total interest from all sources2013-12-31$78
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$28,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$28,347
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,184,224
Assets. Other investments not covered elsewhere at end of year2013-12-31$335
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$129,420
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,829,253
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,270,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,397,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,142,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$434,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$131,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$131,346
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$78
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$3,317,524
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$54
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,122,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$43,971
Contract administrator fees2013-12-31$10,690
Liabilities. Value of benefit claims payable at end of year2013-12-31$3,236
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$3,556
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31JOHNSON, LAUDER & SAVIDGE, LLP
Accountancy firm EIN2013-12-31160919630
2012 : SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$26,131
Total unrealized appreciation/depreciation of assets2012-12-31$26,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,556
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,305
Total income from all sources (including contributions)2012-12-31$2,967,012
Total loss/gain on sale of assets2012-12-31$94,784
Total of all expenses incurred2012-12-31$2,841,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,831,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,818,405
Value of total assets at end of year2012-12-31$1,273,714
Value of total assets at beginning of year2012-12-31$1,150,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,669
Total interest from all sources2012-12-31$93
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$27,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$27,599
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,037,210
Assets. Other investments not covered elsewhere at end of year2012-12-31$3
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$36
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$125,586
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,270,158
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,144,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,142,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,029,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$131,346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$121,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$121,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$93
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$111,504
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,781,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,720,253
Contract administrator fees2012-12-31$9,669
Liabilities. Value of benefit claims payable at end of year2012-12-31$3,556
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$6,305
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$968,387
Aggregate carrying amount (costs) on sale of assets2012-12-31$873,603
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31JOHNSON, LAUDER & SAVIDGE, LLP
Accountancy firm EIN2012-12-31160919630
2011 : SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-52,301
Total unrealized appreciation/depreciation of assets2011-12-31$-52,301
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,305
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,290
Total income from all sources (including contributions)2011-12-31$2,748,513
Total loss/gain on sale of assets2011-12-31$92
Total of all expenses incurred2011-12-31$2,776,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,767,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,776,081
Value of total assets at end of year2011-12-31$1,150,877
Value of total assets at beginning of year2011-12-31$1,178,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,866
Total interest from all sources2011-12-31$34
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$24,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$24,607
Administrative expenses professional fees incurred2011-12-31$8,866
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$915,636
Assets. Other investments not covered elsewhere at end of year2011-12-31$36
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$421
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$122,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-27,583
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,144,572
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,172,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,029,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,081,468
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$34
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,644,759
Asset value of US Government securities at end of year2011-12-31$121,675
Asset value of US Government securities at beginning of year2011-12-31$96,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,860,445
Liabilities. Value of benefit claims payable at end of year2011-12-31$6,305
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$6,290
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$440
Aggregate carrying amount (costs) on sale of assets2011-12-31$348
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31JOHNSON, LAUDER & SAVIDGE, LLP
Accountancy firm EIN2011-12-31160919630
2010 : SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$125,646
Total unrealized appreciation/depreciation of assets2010-12-31$125,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,290
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,727
Total income from all sources (including contributions)2010-12-31$2,993,985
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,844,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,834,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,845,880
Value of total assets at end of year2010-12-31$1,178,445
Value of total assets at beginning of year2010-12-31$1,030,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,336
Total interest from all sources2010-12-31$52
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$22,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$22,407
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$916,894
Assets. Other investments not covered elsewhere at end of year2010-12-31$421
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$354
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$155,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$149,541
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,172,155
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,022,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,081,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$955,822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$52
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,678,197
Asset value of US Government securities at end of year2010-12-31$96,556
Asset value of US Government securities at beginning of year2010-12-31$74,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,928,986
Contract administrator fees2010-12-31$10,336
Liabilities. Value of benefit claims payable at end of year2010-12-31$6,290
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$7,727
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31JOHNSON, LAUDER & SAVIDGE, LLP
Accountancy firm EIN2010-12-31160919630

Form 5500 Responses for SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN

2022: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SECURITY MUTUAL LIFE INS CO OF NY HEALTH & WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00568117
Policy instance 3
Insurance contract or identification number00568117
Number of Individuals Covered294
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,421
Total amount of fees paid to insurance companyUSD $10,586
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $339,336
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,421
Amount paid for insurance broker fees10586
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00032103
Policy instance 2
Insurance contract or identification number00032103
Number of Individuals Covered220
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $93,858
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $93,858
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberETB108192
Policy instance 1
Insurance contract or identification numberETB108192
Insurance policy start date2022-04-23
Insurance policy end date2023-04-22
Total amount of commissions paid to insurance brokerUSD $137
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $915
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $137
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00568117
Policy instance 3
Insurance contract or identification number00568117
Number of Individuals Covered302
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $276,257
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00032103
Policy instance 2
Insurance contract or identification number00032103
Number of Individuals Covered228
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $95,085
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $95,085
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberETB108192
Policy instance 1
Insurance contract or identification numberETB108192
Insurance policy start date2021-04-23
Insurance policy end date2022-04-22
Total amount of commissions paid to insurance brokerUSD $275
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $1,830
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $275
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberETB108192
Policy instance 1
Insurance contract or identification numberETB108192
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $148
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $148
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00032103
Policy instance 2
Insurance contract or identification number00032103
Number of Individuals Covered233
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $102,580
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $102,580
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00568117
Policy instance 3
Insurance contract or identification number00568117
Number of Individuals Covered305
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $294,843
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberETB108192
Policy instance 1
Insurance contract or identification numberETB108192
Insurance policy start date2019-04-23
Insurance policy end date2020-04-22
Total amount of commissions paid to insurance brokerUSD $148
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $148
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00032103
Policy instance 2
Insurance contract or identification number00032103
Number of Individuals Covered239
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $92,869
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $92,869
Insurance broker organization code?3
RENAISSANCE LIFE & HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberLINY45098
Policy instance 3
Insurance contract or identification numberLINY45098
Number of Individuals Covered305
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $125,535
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RENAISSANCE LIFE & HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract number0000100
Policy instance 4
Insurance contract or identification number0000100
Number of Individuals Covered246
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number002791;051523
Policy instance 1
Insurance contract or identification number002791;051523
Number of Individuals Covered303
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $119,635
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberETB108192
Policy instance 2
Insurance contract or identification numberETB108192
Insurance policy start date2018-04-23
Insurance policy end date2019-04-23
Total amount of commissions paid to insurance brokerUSD $148
Total amount of fees paid to insurance companyUSD $3
Other welfare benefits providedBUSINESS TRAVEL & ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $148
Amount paid for insurance broker fees3
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00032103
Policy instance 3
Insurance contract or identification number00032103
Number of Individuals Covered231
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $91,840
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $91,840
Insurance broker organization code?3
RENAISSANCE LIFE & HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract number0000100
Policy instance 4
Insurance contract or identification number0000100
Number of Individuals Covered474
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RENAISSANCE LIFE & HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract number0000100
Policy instance 4
Insurance contract or identification number0000100
Number of Individuals Covered540
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberETB108192
Policy instance 3
Insurance contract or identification numberETB108192
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $148
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL & ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $148
Insurance broker organization code?3
Insurance broker nameNBT INS AGENCY LLC
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number5102177001
Policy instance 2
Insurance contract or identification number5102177001
Number of Individuals Covered266
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $90,273
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $90,273
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN EMPIRE STATE
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract numberG00010376900001
Policy instance 1
Insurance contract or identification numberG00010376900001
Number of Individuals Covered326
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $134,993
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract numberGRP002791
Policy instance 3
Insurance contract or identification numberGRP002791
Number of Individuals Covered324
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $96,635
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberETB108192
Policy instance 2
Insurance contract or identification numberETB108192
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $148
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL & ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $148
Insurance broker organization code?3
Insurance broker nameNBT INS AGENCY LLC
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number5102177001
Policy instance 1
Insurance contract or identification number5102177001
Number of Individuals Covered266
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $109,541
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $109,541
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN EMPIRE STATE
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract numberLTD051523
Policy instance 1
Insurance contract or identification numberLTD051523
Number of Individuals Covered321
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $47,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number5102177001
Policy instance 2
Insurance contract or identification number5102177001
Number of Individuals Covered269
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $91,931
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $91,931
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN EMPIRE STATE
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract numberGRP002791
Policy instance 3
Insurance contract or identification numberGRP002791
Number of Individuals Covered321
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedBASIC LIFE SPOUSE
Welfare Benefit Premiums Paid to CarrierUSD $62,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberERB108192
Policy instance 4
Insurance contract or identification numberERB108192
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $148
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL & ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $148
Insurance broker organization code?3
Insurance broker nameMANG INSURANCE AGENCY LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05573241
Policy instance 2
Insurance contract or identification numberTM05573241
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,516
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $1,516
Insurance broker organization code?3
Insurance broker nameSML AGENCY SERVICES INC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberETB108192
Policy instance 1
Insurance contract or identification numberETB108192
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedTRAVEL & ACCIDENT
Insurance broker organization code?3
Insurance broker nameMANG INSURANCE AGENCY LLC
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number510217001
Policy instance 3
Insurance contract or identification number510217001
Number of Individuals Covered415
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Insurance broker organization code?3
Insurance broker nameBROWN AND BROWN EMPIRE STATE
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberETB108192
Policy instance 2
Insurance contract or identification numberETB108192
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedTRAVEL & ACCIDENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05573241
Policy instance 3
Insurance contract or identification numberTM05573241
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,032
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $4,032
Insurance broker organization code?3
Insurance broker nameSML AGENCY SERVICES INC
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number510217001
Policy instance 1
Insurance contract or identification number510217001
Number of Individuals Covered421
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Insurance broker organization code?3
Insurance broker nameBROWN AND BROWN EMPIRE STATE
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05573241
Policy instance 2
Insurance contract or identification numberTM05573241
Number of Individuals Covered263
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,166
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number510217001
Policy instance 1
Insurance contract or identification number510217001
Number of Individuals Covered263
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $71,783
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number510217001
Policy instance 2
Insurance contract or identification number510217001
Number of Individuals Covered276
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $64,023
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $111,953
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05573241
Policy instance 1
Insurance contract or identification numberTM05573241
Number of Individuals Covered276
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,319
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $111,953

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