Logo

UTICA FIRST INSURANCE COMPANY EMPLOYEES RETIREMENT & SAVINGS PLAN 401k Plan overview

Plan NameUTICA FIRST INSURANCE COMPANY EMPLOYEES RETIREMENT & SAVINGS PLAN
Plan identification number 002

UTICA FIRST INSURANCE COMPANY EMPLOYEES RETIREMENT & SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UTICA FIRST INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:UTICA FIRST INSURANCE COMPANY
Employer identification number (EIN):150476540
NAIC Classification:524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UTICA FIRST INSURANCE COMPANY EMPLOYEES RETIREMENT & SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01KYLE BURCH
0022023-01-01
0022023-01-01KYLE BURCH
0022022-01-01
0022022-01-01KYLE BURCH
0022021-01-01
0022021-01-01KYLE BURCH
0022020-01-01KYLE BURCH2021-10-12 KYLE BURCH2021-10-12
0022019-01-01KYLE BURCH2020-10-12 KYLE BURCH2020-10-12
0022018-01-01KYLE BURCH2019-09-11 KYLE BURCH2019-09-11
0022017-01-01KYLE BURCH2018-07-26 KYLE BURCH2018-07-26
0022016-01-01SCOTT SHATRAW2017-04-13 SCOTT SHATRAW2017-04-13
0022015-01-01SCOTT SHATRAW2016-04-08 SCOTT SHATRAW2016-04-08
0022014-01-01SCOTT SHATRAW2015-04-06 SCOTT SHATRAW2015-04-06
0022013-01-01SCOTT SHATRAW2014-04-08 SCOTT SHATRAW2014-04-08
0022012-01-01SCOTT SHATRAW2013-04-22 SCOTT SHATRAW2013-04-22
0022011-01-01SCOTT SHATRAW2012-04-11 SCOTT SHATRAW2012-04-11
0022010-01-01SCOTT SHATRAW2011-04-14 SCOTT SHATRAW2011-04-14

Financial Data on UTICA FIRST INSURANCE COMPANY EMPLOYEES RETIREMENT & SAVINGS PLAN

Measure Date Value
2023 : UTICA FIRST INSURANCE COMPANY EMPLOYEES RETIREMENT & SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,893,671
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,474,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,366,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,677,126
Value of total assets at end of year2023-12-31$22,415,700
Value of total assets at beginning of year2023-12-31$18,996,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$107,970
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$417,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$417,600
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$900,451
Participant contributions at end of year2023-12-31$737
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$21,101
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,418,894
Value of net assets at end of year (total assets less liabilities)2023-12-31$22,415,700
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$18,996,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$69,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$19,080,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$14,352,099
Value of interest in pooled separate accounts at end of year2023-12-31$2,266,157
Value of interest in pooled separate accounts at beginning of year2023-12-31$2,569,973
Value of interest in common/collective trusts at end of year2023-12-31$491,342
Value of interest in common/collective trusts at beginning of year2023-12-31$1,539,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,291,309
Net investment gain/loss from pooled separate accounts2023-12-31$484,459
Net investment gain or loss from common/collective trusts2023-12-31$23,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$755,574
Employer contributions (assets) at end of year2023-12-31$576,689
Employer contributions (assets) at beginning of year2023-12-31$535,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,366,096
Contract administrator fees2023-12-31$38,819
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BUFFAMANTE WHIPPLE BUTTAFARO, P.C.
Accountancy firm EIN2023-12-31161117932
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$4,893,671
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,474,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,366,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,677,126
Value of total assets at end of year2023-01-01$22,415,700
Value of total assets at beginning of year2023-01-01$18,996,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$107,970
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$417,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$417,600
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$900,451
Participant contributions at end of year2023-01-01$737
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$21,101
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,418,894
Value of net assets at end of year (total assets less liabilities)2023-01-01$22,415,700
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$18,996,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$69,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$19,080,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$14,352,099
Value of interest in pooled separate accounts at end of year2023-01-01$2,266,157
Value of interest in pooled separate accounts at beginning of year2023-01-01$2,569,973
Value of interest in common/collective trusts at end of year2023-01-01$491,342
Value of interest in common/collective trusts at beginning of year2023-01-01$1,539,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$2,291,309
Net investment gain/loss from pooled separate accounts2023-01-01$484,459
Net investment gain or loss from common/collective trusts2023-01-01$23,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$755,574
Employer contributions (assets) at end of year2023-01-01$576,689
Employer contributions (assets) at beginning of year2023-01-01$535,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,366,096
Contract administrator fees2023-01-01$38,819
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BUFFAMANTE WHIPPLE BUTTAFARO, P.C.
Accountancy firm EIN2023-01-01161117932
2022 : UTICA FIRST INSURANCE COMPANY EMPLOYEES RETIREMENT & SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,987,420
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,520,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,412,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,545,052
Value of total assets at end of year2022-12-31$18,996,806
Value of total assets at beginning of year2022-12-31$22,504,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$108,276
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$313,019
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$313,019
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$835,774
Participant contributions at beginning of year2022-12-31$30,049
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$27,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,508,123
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,996,806
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,504,929
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
Investment advisory and management fees2022-12-31$69,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,352,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,023,824
Value of interest in pooled separate accounts at end of year2022-12-31$2,569,973
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,425,229
Value of interest in common/collective trusts at end of year2022-12-31$1,539,398
Value of interest in common/collective trusts at beginning of year2022-12-31$1,520,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,108,314
Net investment gain/loss from pooled separate accounts2022-12-31$-764,336
Net investment gain or loss from common/collective trusts2022-12-31$27,159
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$681,317
Employer contributions (assets) at end of year2022-12-31$535,336
Employer contributions (assets) at beginning of year2022-12-31$505,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,412,427
Contract administrator fees2022-12-31$38,872
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 name2022-12-31BUFFAMANTE WHIPPLE BUTTAFARO, P.C.
Accountancy firm EIN2022-12-31161117932
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,987,420
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,520,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,412,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,545,052
Value of total assets at end of year2022-01-01$18,996,806
Value of total assets at beginning of year2022-01-01$22,504,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$108,276
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$313,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$313,019
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$835,774
Participant contributions at beginning of year2022-01-01$30,049
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$27,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-3,508,123
Value of net assets at end of year (total assets less liabilities)2022-01-01$18,996,806
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$22,504,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$69,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$14,352,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$17,023,824
Value of interest in pooled separate accounts at end of year2022-01-01$2,569,973
Value of interest in pooled separate accounts at beginning of year2022-01-01$3,425,229
Value of interest in common/collective trusts at end of year2022-01-01$1,539,398
Value of interest in common/collective trusts at beginning of year2022-01-01$1,520,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-3,108,314
Net investment gain/loss from pooled separate accounts2022-01-01$-764,336
Net investment gain or loss from common/collective trusts2022-01-01$27,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$681,317
Employer contributions (assets) at end of year2022-01-01$535,336
Employer contributions (assets) at beginning of year2022-01-01$505,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,412,427
Contract administrator fees2022-01-01$38,872
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BUFFAMANTE WHIPPLE BUTTAFARO, P.C.
Accountancy firm EIN2022-01-01161117932
2021 : UTICA FIRST INSURANCE COMPANY EMPLOYEES RETIREMENT & SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,403,490
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$518,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$407,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,598,171
Value of total assets at end of year2021-12-31$22,504,929
Value of total assets at beginning of year2021-12-31$18,619,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$110,971
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$287,637
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$287,637
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$768,190
Participant contributions at end of year2021-12-31$30,049
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$191,676
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$2,102
Other income not declared elsewhere2021-12-31$1,762
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$3,885,053
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,504,929
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,619,876
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
Investment advisory and management fees2021-12-31$70,767
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,023,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,944,758
Value of interest in pooled separate accounts at end of year2021-12-31$3,425,229
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,902,853
Value of interest in common/collective trusts at end of year2021-12-31$1,520,436
Value of interest in common/collective trusts at beginning of year2021-12-31$1,304,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,823,956
Net investment gain/loss from pooled separate accounts2021-12-31$669,074
Net investment gain or loss from common/collective trusts2021-12-31$22,890
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$638,305
Employer contributions (assets) at end of year2021-12-31$505,391
Employer contributions (assets) at beginning of year2021-12-31$468,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$405,364
Contract administrator fees2021-12-31$40,204
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BUFFAMANTE WHIPPLE BUTTAFARO, P.C.
Accountancy firm EIN2021-12-31161117932

Form 5500 Responses for UTICA FIRST INSURANCE COMPANY EMPLOYEES RETIREMENT & SAVINGS PLAN

2023: UTICA FIRST INSURANCE COMPANY EMPLOYEES RETIREMENT & SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UTICA FIRST INSURANCE COMPANY EMPLOYEES RETIREMENT & SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UTICA FIRST INSURANCE COMPANY EMPLOYEES RETIREMENT & SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706017
Policy instance 1
Insurance contract or identification number706017
Number of Individuals Covered152
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706017
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706017
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1