BAR ASSOCIATION OF ERIE COUNTY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST
401k plan membership statisitcs for TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST
| Measure | Date | Value |
|---|
| 2021: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 558 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 548 |
| Total of all active and inactive participants | 2021-10-01 | 548 |
| Total participants | 2021-10-01 | 548 |
| 2020: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 623 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 558 |
| Total of all active and inactive participants | 2020-10-01 | 558 |
| Total participants | 2020-10-01 | 558 |
| 2019: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 620 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 623 |
| Total of all active and inactive participants | 2019-10-01 | 623 |
| Total participants | 2019-10-01 | 623 |
| 2018: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 579 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 620 |
| Total of all active and inactive participants | 2018-10-01 | 620 |
| Total participants | 2018-10-01 | 620 |
| 2017: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 572 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 579 |
| Total of all active and inactive participants | 2017-10-01 | 579 |
| Total participants | 2017-10-01 | 579 |
| 2016: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 578 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 572 |
| Total of all active and inactive participants | 2016-10-01 | 572 |
| Total participants | 2016-10-01 | 572 |
| 2015: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 602 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 578 |
| Total of all active and inactive participants | 2015-10-01 | 578 |
| Total participants | 2015-10-01 | 0 |
| 2014: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 635 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 602 |
| Total of all active and inactive participants | 2014-10-01 | 602 |
| Total participants | 2014-10-01 | 0 |
| 2013: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 757 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 635 |
| Total of all active and inactive participants | 2013-10-01 | 635 |
| Total participants | 2013-10-01 | 0 |
| 2012: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 845 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 757 |
| Total of all active and inactive participants | 2012-10-01 | 757 |
| Total participants | 2012-10-01 | 0 |
| 2011: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 902 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 845 |
| Total of all active and inactive participants | 2011-10-01 | 845 |
| Total participants | 2011-10-01 | 845 |
| 2010: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-10-01 | 1,028 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 902 |
| Total of all active and inactive participants | 2010-10-01 | 902 |
| Total participants | 2010-10-01 | 902 |
| 2009: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 1,073 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 1,028 |
| Total of all active and inactive participants | 2009-10-01 | 1,028 |
| Total participants | 2009-10-01 | 1,028 |
| Measure | Date | Value |
|---|
| 2011 : TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-09-30 | $6,632,203 |
| Total of all expenses incurred | 2011-09-30 | $6,632,203 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $6,611,703 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $6,632,203 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $20,500 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
| Was this plan covered by a fidelity bond | 2011-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
| Contributions received from participants | 2011-09-30 | $6,632,203 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-09-30 | $6,611,703 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
| Contract administrator fees | 2011-09-30 | $20,500 |
| Did the plan have assets held for investment | 2011-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
| 2021: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Mulitple employer plan |
| 2021-10-01 | Plan funding arrangement – Insurance | Yes |
| 2021-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Mulitple employer plan |
| 2020-10-01 | Plan funding arrangement – Insurance | Yes |
| 2020-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Mulitple employer plan |
| 2019-10-01 | Plan funding arrangement – Insurance | Yes |
| 2019-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Mulitple employer plan |
| 2018-10-01 | Plan funding arrangement – Insurance | Yes |
| 2018-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Mulitple employer plan |
| 2017-10-01 | Submission has been amended | No |
| 2017-10-01 | This submission is the final filing | No |
| 2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-10-01 | Plan is a collectively bargained plan | No |
| 2017-10-01 | Plan funding arrangement – Insurance | Yes |
| 2017-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Mulitple employer plan |
| 2016-10-01 | Plan funding arrangement – Insurance | Yes |
| 2016-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Mulitple employer plan |
| 2015-10-01 | Plan funding arrangement – Insurance | Yes |
| 2015-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Mulitple employer plan |
| 2014-10-01 | Plan funding arrangement – Insurance | Yes |
| 2014-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Mulitple employer plan |
| 2013-10-01 | Plan funding arrangement – Insurance | Yes |
| 2013-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Mulitple employer plan |
| 2012-10-01 | Plan funding arrangement – Insurance | Yes |
| 2012-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Mulitple employer plan |
| 2011-10-01 | Plan funding arrangement – Insurance | Yes |
| 2011-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2010 form 5500 responses |
|---|
| 2010-10-01 | Type of plan entity | Mulitple employer plan |
| 2010-10-01 | Submission has been amended | Yes |
| 2010-10-01 | Plan funding arrangement – Insurance | Yes |
| 2010-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: TRUSTEES ERIE COUNTY BAR ASSOCIATION EMPLOYEE BENEFIT TRUST 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Mulitple employer plan |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement – Insurance | Yes |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0162819 |
| Policy instance | 3 |
| Insurance contract or identification number | 0162819 | | Number of Individuals Covered | 256 | | Total amount of commissions paid to insurance broker | USD $18,041 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $180,410 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,041 |
|
| INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
| Policy contract number | 24638 |
| Policy instance | 2 |
| Insurance contract or identification number | 24638 | | Number of Individuals Covered | 155 | | Total amount of commissions paid to insurance broker | USD $39,520 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,242,608 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $39,520 |
|
| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00309419 |
| Policy instance | 1 |
| Insurance contract or identification number | 00309419 | | Number of Individuals Covered | 393 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,858,653 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEE | | Insurance broker organization code? | 5 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0162819 |
| Policy instance | 3 |
| Insurance contract or identification number | 0162819 | | Number of Individuals Covered | 263 | | Total amount of commissions paid to insurance broker | USD $18,027 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $181,520 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,027 |
|
| INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
| Policy contract number | 24638 |
| Policy instance | 2 |
| Insurance contract or identification number | 24638 | | Number of Individuals Covered | 152 | | Total amount of commissions paid to insurance broker | USD $44,113 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,296,796 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $44,113 |
|
| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00309419 |
| Policy instance | 1 |
| Insurance contract or identification number | 00309419 | | Number of Individuals Covered | 406 | | Total amount of fees paid to insurance company | USD $650 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,931,652 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 650 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEE | | Insurance broker organization code? | 5 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0162819 |
| Policy instance | 3 |
| Insurance contract or identification number | 0162819 | | Number of Individuals Covered | 267 | | Total amount of commissions paid to insurance broker | USD $15,413 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $171,262 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,413 |
|
| INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
| Policy contract number | 24638 |
| Policy instance | 2 |
| Insurance contract or identification number | 24638 | | Number of Individuals Covered | 142 | | Total amount of commissions paid to insurance broker | USD $45,215 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,491,888 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $45,215 |
|
| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00309419 |
| Policy instance | 1 |
| Insurance contract or identification number | 00309419 | | Number of Individuals Covered | 481 | | Total amount of fees paid to insurance company | USD $1,508 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,065,358 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1508 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEE | | Insurance broker organization code? | 5 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0162819 |
| Policy instance | 3 |
| Insurance contract or identification number | 0162819 | | Number of Individuals Covered | 265 | | Total amount of commissions paid to insurance broker | USD $23,036 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $164,656 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23,036 |
|
| INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
| Policy contract number | 24638 |
| Policy instance | 2 |
| Insurance contract or identification number | 24638 | | Number of Individuals Covered | 182 | | Total amount of commissions paid to insurance broker | USD $48,671 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,724,672 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $48,671 |
|
| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00309419 |
| Policy instance | 1 |
| Insurance contract or identification number | 00309419 | | Number of Individuals Covered | 438 | | Total amount of fees paid to insurance company | USD $8,900 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,842,253 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 8900 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEE | | Insurance broker organization code? | 5 |
|
