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SICOLI & MASSARO, INC. PENSION TRUST 401k Plan overview

Plan NameSICOLI & MASSARO, INC. PENSION TRUST
Plan identification number 001

SICOLI & MASSARO, INC. PENSION TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan covering Self-Employed individuals.
  • 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

THE MASSARO GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE MASSARO GROUP, INC.
Employer identification number (EIN):160843715
NAIC Classification:236200

Additional information about THE MASSARO GROUP, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1960-06-06
Company Identification Number: 129377
Legal Registered Office Address: 8525 PORTER ROAD
Niagara
NIAGARA FALLS
United States of America (USA)
14304

More information about THE MASSARO GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SICOLI & MASSARO, INC. PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-06-01
0012021-06-01
0012020-06-01
0012019-06-01
0012018-06-01
0012017-06-01DOMINIC MASSARO DOMINIC MASSARO2018-11-26
0012016-06-01DOMINIC MASSARO DOMINIC MASSARO2017-12-14
0012015-06-01DOMINIC P. MASSARO DOMINIC P. MASSARO2016-12-02
0012014-06-01DOMINIC P. MASSARO DOMINIC P. MASSARO2015-08-21
0012013-06-01DOMINIC P. MASSARO DOMINIC P. MASSARO2014-12-16
0012012-06-01DOMINIC P. MASSARO DOMINIC P. MASSARO2014-02-21
0012011-06-01DOMINIC P. MASSARO DOMINIC P. MASSARO2013-03-06
0012010-06-01DOMINIC P. MASSARO DOMINIC P. MASSARO2012-10-26
0012009-06-01DOMINIC P. MASSARO DOMINIC P. MASSARO2011-03-02
0012009-06-01DOMINIC MASSARO DOMINIC MASSARO2011-03-02

Plan Statistics for SICOLI & MASSARO, INC. PENSION TRUST

401k plan membership statisitcs for SICOLI & MASSARO, INC. PENSION TRUST

Measure Date Value
2023: SICOLI & MASSARO, INC. PENSION TRUST 2023 401k membership
Market value of plan assets2023-05-311,258,789
Acturial value of plan assets2023-05-311,278,549
Funding target for retired participants and beneficiaries receiving payment2023-05-31413,275
Number of terminated vested participants2023-05-3111
Fundng target for terminated vested participants2023-05-31413,528
Active participant vested funding target2023-05-31587,471
Number of active participants2023-05-314
Total funding liabilities for active participants2023-05-31587,471
Total participant count2023-05-3119
Total funding target for all participants2023-05-311,414,274
Balance at beginning of prior year after applicable adjustments2023-05-310
Prefunding balance at beginning of prior year after applicable adjustments2023-05-310
Carryover balanced portion elected for use to offset prior years funding requirement2023-05-310
Prefunding balanced used to offset prior years funding requirement2023-05-310
Amount remaining of carryover balance2023-05-310
Amount remaining of prefunding balance2023-05-310
Present value of excess contributions2023-05-31140
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-05-31148
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-05-310
Reductions in caryover balances due to elections or deemed elections2023-05-310
Reductions in prefunding balances due to elections or deemed elections2023-05-310
Balance of carryovers at beginning of current year2023-05-310
Balance of prefunding at beginning of current year2023-05-310
Total employer contributions2023-05-3160,781
Total employee contributions2023-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-05-310
Contributions made to avoid restrictions adjusted to valuation date2023-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-05-3157,678
Liquidity shortfalls end of Q12023-05-310
Liquidity shortfalls end of Q22023-05-310
Liquidity shortfalls end of Q32023-05-310
Liquidity shortfalls end of Q42023-05-310
Unpaid minimum required contributions for all prior years2023-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-05-310
Remaining amount of unpaid minimum required contributions2023-05-310
Minimum required contributions for current year target normal cost2023-05-3144,000
Net shortfall amortization installment of oustanding balance2023-05-31135,815
Waiver amortization installment2023-05-310
Total funding amount beforereflecting carryover/prefunding balances2023-05-3157,661
Carryover balance elected to use to offset funding requirement2023-05-310
Prefunding balance elected to use to offset funding requirement2023-05-310
Additional cash requirement2023-05-3157,661
Contributions allocatedtoward minimum required contributions for current year2023-05-3157,678
Unpaid minimum required contributions for current year2023-05-310
Unpaid minimum required contributions for all years2023-05-310
2022: SICOLI & MASSARO, INC. PENSION TRUST 2022 401k membership
Total participants, beginning-of-year2022-06-0118
Total number of active participants reported on line 7a of the Form 55002022-06-014
Number of retired or separated participants receiving benefits2022-06-011
Number of other retired or separated participants entitled to future benefits2022-06-0111
Total of all active and inactive participants2022-06-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-012
Total participants2022-06-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-06-010
Market value of plan assets2022-05-311,385,393
Acturial value of plan assets2022-05-311,246,854
Funding target for retired participants and beneficiaries receiving payment2022-05-31434,458
Number of terminated vested participants2022-05-3111
Fundng target for terminated vested participants2022-05-31383,553
Active participant vested funding target2022-05-31533,607
Number of active participants2022-05-314
Total funding liabilities for active participants2022-05-31533,607
Total participant count2022-05-3119
Total funding target for all participants2022-05-311,351,618
Balance at beginning of prior year after applicable adjustments2022-05-310
Prefunding balance at beginning of prior year after applicable adjustments2022-05-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-05-310
Prefunding balanced used to offset prior years funding requirement2022-05-310
Amount remaining of carryover balance2022-05-310
Amount remaining of prefunding balance2022-05-310
Present value of excess contributions2022-05-3142
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-05-3144
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-05-310
Reductions in caryover balances due to elections or deemed elections2022-05-310
Reductions in prefunding balances due to elections or deemed elections2022-05-310
Balance of carryovers at beginning of current year2022-05-310
Balance of prefunding at beginning of current year2022-05-310
Total employer contributions2022-05-3143,000
Total employee contributions2022-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-05-310
Contributions made to avoid restrictions adjusted to valuation date2022-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-05-3139,506
Liquidity shortfalls end of Q12022-05-310
Liquidity shortfalls end of Q22022-05-310
Liquidity shortfalls end of Q32022-05-310
Liquidity shortfalls end of Q42022-05-310
Unpaid minimum required contributions for all prior years2022-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-05-310
Remaining amount of unpaid minimum required contributions2022-05-310
Minimum required contributions for current year target normal cost2022-05-3129,000
Net shortfall amortization installment of oustanding balance2022-05-31104,764
Waiver amortization installment2022-05-310
Total funding amount beforereflecting carryover/prefunding balances2022-05-3139,366
Carryover balance elected to use to offset funding requirement2022-05-310
Prefunding balance elected to use to offset funding requirement2022-05-310
Additional cash requirement2022-05-3139,366
Contributions allocatedtoward minimum required contributions for current year2022-05-3139,506
Unpaid minimum required contributions for current year2022-05-310
Unpaid minimum required contributions for all years2022-05-310
2021: SICOLI & MASSARO, INC. PENSION TRUST 2021 401k membership
Total participants, beginning-of-year2021-06-0119
Total number of active participants reported on line 7a of the Form 55002021-06-014
Number of retired or separated participants receiving benefits2021-06-012
Number of other retired or separated participants entitled to future benefits2021-06-0111
Total of all active and inactive participants2021-06-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-012
Total participants2021-06-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-010
Market value of plan assets2021-05-311,145,273
Acturial value of plan assets2021-05-311,157,863
Funding target for retired participants and beneficiaries receiving payment2021-05-31455,055
Number of terminated vested participants2021-05-3111
Fundng target for terminated vested participants2021-05-31356,596
Active participant vested funding target2021-05-31487,981
Number of active participants2021-05-314
Total funding liabilities for active participants2021-05-31487,981
Total participant count2021-05-3119
Total funding target for all participants2021-05-311,299,632
Balance at beginning of prior year after applicable adjustments2021-05-310
Prefunding balance at beginning of prior year after applicable adjustments2021-05-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-05-310
Prefunding balanced used to offset prior years funding requirement2021-05-310
Amount remaining of carryover balance2021-05-310
Amount remaining of prefunding balance2021-05-310
Present value of excess contributions2021-05-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-05-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-05-310
Reductions in caryover balances due to elections or deemed elections2021-05-310
Reductions in prefunding balances due to elections or deemed elections2021-05-310
Balance of carryovers at beginning of current year2021-05-310
Balance of prefunding at beginning of current year2021-05-310
Total employer contributions2021-05-3150,889
Total employee contributions2021-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-05-310
Contributions made to avoid restrictions adjusted to valuation date2021-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-05-3146,352
Unpaid minimum required contributions for all prior years2021-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-05-310
Remaining amount of unpaid minimum required contributions2021-05-310
Minimum required contributions for current year target normal cost2021-05-3133,000
Net shortfall amortization installment of oustanding balance2021-05-31141,769
Waiver amortization installment2021-05-310
Total funding amount beforereflecting carryover/prefunding balances2021-05-3146,310
Carryover balance elected to use to offset funding requirement2021-05-310
Prefunding balance elected to use to offset funding requirement2021-05-310
Additional cash requirement2021-05-3146,310
Contributions allocatedtoward minimum required contributions for current year2021-05-3146,352
Unpaid minimum required contributions for current year2021-05-310
Unpaid minimum required contributions for all years2021-05-310
2020: SICOLI & MASSARO, INC. PENSION TRUST 2020 401k membership
Total participants, beginning-of-year2020-06-0119
Total number of active participants reported on line 7a of the Form 55002020-06-014
Number of retired or separated participants receiving benefits2020-06-012
Number of other retired or separated participants entitled to future benefits2020-06-0111
Total of all active and inactive participants2020-06-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-012
Total participants2020-06-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-010
Market value of plan assets2020-05-311,449,456
Acturial value of plan assets2020-05-311,497,714
Funding target for retired participants and beneficiaries receiving payment2020-05-31485,097
Number of terminated vested participants2020-05-3111
Fundng target for terminated vested participants2020-05-31343,937
Active participant vested funding target2020-05-31464,422
Number of active participants2020-05-314
Total funding liabilities for active participants2020-05-31464,422
Total participant count2020-05-3119
Total funding target for all participants2020-05-311,293,456
Balance at beginning of prior year after applicable adjustments2020-05-310
Prefunding balance at beginning of prior year after applicable adjustments2020-05-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-05-310
Prefunding balanced used to offset prior years funding requirement2020-05-310
Amount remaining of carryover balance2020-05-310
Amount remaining of prefunding balance2020-05-310
Present value of excess contributions2020-05-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-05-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-05-310
Reductions in caryover balances due to elections or deemed elections2020-05-310
Reductions in prefunding balances due to elections or deemed elections2020-05-310
Balance of carryovers at beginning of current year2020-05-310
Balance of prefunding at beginning of current year2020-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-05-310
Contributions made to avoid restrictions adjusted to valuation date2020-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-05-310
Unpaid minimum required contributions for all prior years2020-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-05-310
Remaining amount of unpaid minimum required contributions2020-05-310
Minimum required contributions for current year target normal cost2020-05-3120,000
Net shortfall amortization installment of oustanding balance2020-05-310
Waiver amortization installment2020-05-310
Total funding amount beforereflecting carryover/prefunding balances2020-05-310
Carryover balance elected to use to offset funding requirement2020-05-310
Prefunding balance elected to use to offset funding requirement2020-05-310
Additional cash requirement2020-05-310
Contributions allocatedtoward minimum required contributions for current year2020-05-310
Unpaid minimum required contributions for current year2020-05-310
Unpaid minimum required contributions for all years2020-05-310
2019: SICOLI & MASSARO, INC. PENSION TRUST 2019 401k membership
Total participants, beginning-of-year2019-06-0119
Total number of active participants reported on line 7a of the Form 55002019-06-014
Number of retired or separated participants receiving benefits2019-06-012
Number of other retired or separated participants entitled to future benefits2019-06-0111
Total of all active and inactive participants2019-06-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-012
Total participants2019-06-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-010
Market value of plan assets2019-05-311,512,913
Acturial value of plan assets2019-05-311,495,893
Funding target for retired participants and beneficiaries receiving payment2019-05-31505,172
Number of terminated vested participants2019-05-3111
Fundng target for terminated vested participants2019-05-31317,103
Active participant vested funding target2019-05-31430,316
Number of active participants2019-05-314
Total funding liabilities for active participants2019-05-31430,316
Total participant count2019-05-3119
Total funding target for all participants2019-05-311,252,591
Balance at beginning of prior year after applicable adjustments2019-05-310
Prefunding balance at beginning of prior year after applicable adjustments2019-05-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-05-310
Prefunding balanced used to offset prior years funding requirement2019-05-310
Amount remaining of carryover balance2019-05-310
Amount remaining of prefunding balance2019-05-310
Present value of excess contributions2019-05-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-05-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-05-310
Reductions in caryover balances due to elections or deemed elections2019-05-310
Reductions in prefunding balances due to elections or deemed elections2019-05-310
Balance of carryovers at beginning of current year2019-05-310
Balance of prefunding at beginning of current year2019-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-05-310
Contributions made to avoid restrictions adjusted to valuation date2019-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-05-310
Unpaid minimum required contributions for all prior years2019-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-05-310
Remaining amount of unpaid minimum required contributions2019-05-310
Minimum required contributions for current year target normal cost2019-05-3124,000
Net shortfall amortization installment of oustanding balance2019-05-310
Waiver amortization installment2019-05-310
Total funding amount beforereflecting carryover/prefunding balances2019-05-310
Carryover balance elected to use to offset funding requirement2019-05-310
Prefunding balance elected to use to offset funding requirement2019-05-310
Additional cash requirement2019-05-310
Contributions allocatedtoward minimum required contributions for current year2019-05-310
Unpaid minimum required contributions for current year2019-05-310
Unpaid minimum required contributions for all years2019-05-310
2018: SICOLI & MASSARO, INC. PENSION TRUST 2018 401k membership
Total participants, beginning-of-year2018-06-0119
Total number of active participants reported on line 7a of the Form 55002018-06-014
Number of retired or separated participants receiving benefits2018-06-012
Number of other retired or separated participants entitled to future benefits2018-06-0111
Total of all active and inactive participants2018-06-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-012
Total participants2018-06-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-010
Market value of plan assets2018-05-311,521,085
Acturial value of plan assets2018-05-311,532,104
Funding target for retired participants and beneficiaries receiving payment2018-05-31498,691
Number of terminated vested participants2018-05-3112
Fundng target for terminated vested participants2018-05-31328,940
Active participant vested funding target2018-05-31383,751
Number of active participants2018-05-314
Total funding liabilities for active participants2018-05-31383,751
Total participant count2018-05-3120
Total funding target for all participants2018-05-311,211,382
Balance at beginning of prior year after applicable adjustments2018-05-310
Prefunding balance at beginning of prior year after applicable adjustments2018-05-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-05-310
Prefunding balanced used to offset prior years funding requirement2018-05-310
Amount remaining of carryover balance2018-05-310
Amount remaining of prefunding balance2018-05-310
Present value of excess contributions2018-05-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-05-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-05-310
Reductions in caryover balances due to elections or deemed elections2018-05-310
Reductions in prefunding balances due to elections or deemed elections2018-05-310
Balance of carryovers at beginning of current year2018-05-310
Balance of prefunding at beginning of current year2018-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-05-310
Contributions made to avoid restrictions adjusted to valuation date2018-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-05-310
Unpaid minimum required contributions for all prior years2018-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-05-310
Remaining amount of unpaid minimum required contributions2018-05-310
Minimum required contributions for current year target normal cost2018-05-3131,000
Net shortfall amortization installment of oustanding balance2018-05-310
Waiver amortization installment2018-05-310
Total funding amount beforereflecting carryover/prefunding balances2018-05-310
Carryover balance elected to use to offset funding requirement2018-05-310
Prefunding balance elected to use to offset funding requirement2018-05-310
Additional cash requirement2018-05-310
Contributions allocatedtoward minimum required contributions for current year2018-05-310
Unpaid minimum required contributions for current year2018-05-310
Unpaid minimum required contributions for all years2018-05-310
2017: SICOLI & MASSARO, INC. PENSION TRUST 2017 401k membership
Total participants, beginning-of-year2017-06-0120
Total number of active participants reported on line 7a of the Form 55002017-06-014
Number of retired or separated participants receiving benefits2017-06-014
Number of other retired or separated participants entitled to future benefits2017-06-0111
Total of all active and inactive participants2017-06-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
Market value of plan assets2017-05-311,475,915
Acturial value of plan assets2017-05-311,596,469
Funding target for retired participants and beneficiaries receiving payment2017-05-31510,742
Number of terminated vested participants2017-05-3112
Fundng target for terminated vested participants2017-05-31301,383
Active participant vested funding target2017-05-31350,311
Number of active participants2017-05-314
Total funding liabilities for active participants2017-05-31350,311
Total participant count2017-05-3120
Total funding target for all participants2017-05-311,162,436
Balance at beginning of prior year after applicable adjustments2017-05-310
Prefunding balance at beginning of prior year after applicable adjustments2017-05-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-05-310
Prefunding balanced used to offset prior years funding requirement2017-05-310
Amount remaining of carryover balance2017-05-310
Amount remaining of prefunding balance2017-05-310
Present value of excess contributions2017-05-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-05-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-05-310
Reductions in caryover balances due to elections or deemed elections2017-05-310
Reductions in prefunding balances due to elections or deemed elections2017-05-310
Balance of carryovers at beginning of current year2017-05-310
Balance of prefunding at beginning of current year2017-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-05-310
Contributions made to avoid restrictions adjusted to valuation date2017-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-05-310
Unpaid minimum required contributions for all prior years2017-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-05-310
Remaining amount of unpaid minimum required contributions2017-05-310
Minimum required contributions for current year target normal cost2017-05-3142,000
Net shortfall amortization installment of oustanding balance2017-05-310
Waiver amortization installment2017-05-310
Total funding amount beforereflecting carryover/prefunding balances2017-05-310
Carryover balance elected to use to offset funding requirement2017-05-310
Prefunding balance elected to use to offset funding requirement2017-05-310
Additional cash requirement2017-05-310
Contributions allocatedtoward minimum required contributions for current year2017-05-310
Unpaid minimum required contributions for current year2017-05-310
Unpaid minimum required contributions for all years2017-05-310
2016: SICOLI & MASSARO, INC. PENSION TRUST 2016 401k membership
Total participants, beginning-of-year2016-06-0120
Total number of active participants reported on line 7a of the Form 55002016-06-014
Number of retired or separated participants receiving benefits2016-06-014
Number of other retired or separated participants entitled to future benefits2016-06-0112
Total of all active and inactive participants2016-06-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-010
Total participants2016-06-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
2015: SICOLI & MASSARO, INC. PENSION TRUST 2015 401k membership
Total participants, beginning-of-year2015-06-0121
Total number of active participants reported on line 7a of the Form 55002015-06-014
Number of retired or separated participants receiving benefits2015-06-014
Number of other retired or separated participants entitled to future benefits2015-06-0112
Total of all active and inactive participants2015-06-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
2014: SICOLI & MASSARO, INC. PENSION TRUST 2014 401k membership
Total participants, beginning-of-year2014-06-0123
Total number of active participants reported on line 7a of the Form 55002014-06-014
Number of retired or separated participants receiving benefits2014-06-014
Number of other retired or separated participants entitled to future benefits2014-06-0112
Total of all active and inactive participants2014-06-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-011
Total participants2014-06-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: SICOLI & MASSARO, INC. PENSION TRUST 2013 401k membership
Total participants, beginning-of-year2013-06-0125
Total number of active participants reported on line 7a of the Form 55002013-06-014
Number of retired or separated participants receiving benefits2013-06-014
Number of other retired or separated participants entitled to future benefits2013-06-0114
Total of all active and inactive participants2013-06-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-011
Total participants2013-06-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2012: SICOLI & MASSARO, INC. PENSION TRUST 2012 401k membership
Total participants, beginning-of-year2012-06-0125
Total number of active participants reported on line 7a of the Form 55002012-06-014
Number of retired or separated participants receiving benefits2012-06-015
Number of other retired or separated participants entitled to future benefits2012-06-0115
Total of all active and inactive participants2012-06-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-011
Total participants2012-06-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: SICOLI & MASSARO, INC. PENSION TRUST 2011 401k membership
Total participants, beginning-of-year2011-06-0125
Total number of active participants reported on line 7a of the Form 55002011-06-015
Number of retired or separated participants receiving benefits2011-06-014
Number of other retired or separated participants entitled to future benefits2011-06-0116
Total of all active and inactive participants2011-06-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2010: SICOLI & MASSARO, INC. PENSION TRUST 2010 401k membership
Total participants, beginning-of-year2010-06-0126
Total number of active participants reported on line 7a of the Form 55002010-06-015
Number of retired or separated participants receiving benefits2010-06-014
Number of other retired or separated participants entitled to future benefits2010-06-0116
Total of all active and inactive participants2010-06-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-010
Total participants2010-06-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-010
2009: SICOLI & MASSARO, INC. PENSION TRUST 2009 401k membership
Total participants, beginning-of-year2009-06-0128
Total number of active participants reported on line 7a of the Form 55002009-06-017
Number of retired or separated participants receiving benefits2009-06-014
Number of other retired or separated participants entitled to future benefits2009-06-0115
Total of all active and inactive participants2009-06-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on SICOLI & MASSARO, INC. PENSION TRUST

Measure Date Value
2023 : SICOLI & MASSARO, INC. PENSION TRUST 2023 401k financial data
Total plan liabilities at end of year2023-05-31$146,308
Total plan liabilities at beginning of year2023-05-31$237,615
Total income from all sources2023-05-31$30,555
Expenses. Total of all expenses incurred2023-05-31$77,689
Benefits paid (including direct rollovers)2023-05-31$-56,891
Total plan assets at end of year2023-05-31$1,358,560
Total plan assets at beginning of year2023-05-31$1,497,001
Value of fidelity bond covering the plan2023-05-31$200,000
Expenses. Other expenses not covered elsewhere2023-05-31$116,949
Other income received2023-05-31$-30,164
Noncash contributions received2023-05-31$0
Net income (gross income less expenses)2023-05-31$-47,134
Net plan assets at end of year (total assets less liabilities)2023-05-31$1,212,252
Net plan assets at beginning of year (total assets less liabilities)2023-05-31$1,259,386
Total contributions received or receivable from employer(s)2023-05-31$60,719
Expenses. Administrative service providers (salaries,fees and commissions)2023-05-31$17,631
2022 : SICOLI & MASSARO, INC. PENSION TRUST 2022 401k financial data
Total plan liabilities at end of year2022-05-31$237,615
Total plan liabilities at beginning of year2022-05-31$323,160
Total income from all sources2022-05-31$90,697
Expenses. Total of all expenses incurred2022-05-31$218,613
Benefits paid (including direct rollovers)2022-05-31$59,519
Total plan assets at end of year2022-05-31$1,497,001
Total plan assets at beginning of year2022-05-31$1,710,462
Value of fidelity bond covering the plan2022-05-31$200,000
Expenses. Other expenses not covered elsewhere2022-05-31$118,464
Other income received2022-05-31$47,697
Net income (gross income less expenses)2022-05-31$-127,916
Net plan assets at end of year (total assets less liabilities)2022-05-31$1,259,386
Net plan assets at beginning of year (total assets less liabilities)2022-05-31$1,387,302
Total contributions received or receivable from employer(s)2022-05-31$43,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-05-31$40,630
2021 : SICOLI & MASSARO, INC. PENSION TRUST 2021 401k financial data
Transfers to/from the plan2021-05-31$0
Total plan liabilities at end of year2021-05-31$323,160
Total plan liabilities at beginning of year2021-05-31$304,739
Total income from all sources2021-05-31$345,849
Expenses. Total of all expenses incurred2021-05-31$103,820
Benefits paid (including direct rollovers)2021-05-31$59,519
Total plan assets at end of year2021-05-31$1,710,462
Total plan assets at beginning of year2021-05-31$1,450,012
Value of fidelity bond covering the plan2021-05-31$200,000
Expenses. Other expenses not covered elsewhere2021-05-31$18,987
Other income received2021-05-31$294,960
Net income (gross income less expenses)2021-05-31$242,029
Net plan assets at end of year (total assets less liabilities)2021-05-31$1,387,302
Net plan assets at beginning of year (total assets less liabilities)2021-05-31$1,145,273
Total contributions received or receivable from employer(s)2021-05-31$50,889
Expenses. Administrative service providers (salaries,fees and commissions)2021-05-31$25,314
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-31$0
2020 : SICOLI & MASSARO, INC. PENSION TRUST 2020 401k financial data
Transfers to/from the plan2020-05-31$0
Total income from all sources2020-05-31$107,727
Expenses. Total of all expenses incurred2020-05-31$107,171
Benefits paid (including direct rollovers)2020-05-31$59,519
Total plan assets at end of year2020-05-31$1,450,012
Total plan assets at beginning of year2020-05-31$1,449,456
Value of fidelity bond covering the plan2020-05-31$200,000
Expenses. Other expenses not covered elsewhere2020-05-31$17,221
Other income received2020-05-31$107,727
Net income (gross income less expenses)2020-05-31$556
Net plan assets at end of year (total assets less liabilities)2020-05-31$1,450,012
Net plan assets at beginning of year (total assets less liabilities)2020-05-31$1,449,456
Expenses. Administrative service providers (salaries,fees and commissions)2020-05-31$30,431
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-05-31$0
2019 : SICOLI & MASSARO, INC. PENSION TRUST 2019 401k financial data
Transfers to/from the plan2019-05-31$0
Total income from all sources2019-05-31$30,857
Expenses. Total of all expenses incurred2019-05-31$94,314
Benefits paid (including direct rollovers)2019-05-31$59,519
Total plan assets at end of year2019-05-31$1,449,456
Total plan assets at beginning of year2019-05-31$1,512,913
Value of fidelity bond covering the plan2019-05-31$200,000
Expenses. Other expenses not covered elsewhere2019-05-31$16,472
Other income received2019-05-31$30,857
Net income (gross income less expenses)2019-05-31$-63,457
Net plan assets at end of year (total assets less liabilities)2019-05-31$1,449,456
Net plan assets at beginning of year (total assets less liabilities)2019-05-31$1,512,913
Expenses. Administrative service providers (salaries,fees and commissions)2019-05-31$18,323
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
2018 : SICOLI & MASSARO, INC. PENSION TRUST 2018 401k financial data
Transfers to/from the plan2018-05-31$0
Total income from all sources2018-05-31$103,968
Expenses. Total of all expenses incurred2018-05-31$112,140
Benefits paid (including direct rollovers)2018-05-31$73,344
Total plan assets at end of year2018-05-31$1,512,913
Total plan assets at beginning of year2018-05-31$1,521,085
Value of fidelity bond covering the plan2018-05-31$200,000
Expenses. Other expenses not covered elsewhere2018-05-31$16,446
Other income received2018-05-31$103,968
Net income (gross income less expenses)2018-05-31$-8,172
Net plan assets at end of year (total assets less liabilities)2018-05-31$1,512,913
Net plan assets at beginning of year (total assets less liabilities)2018-05-31$1,521,085
Expenses. Administrative service providers (salaries,fees and commissions)2018-05-31$22,350
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
2017 : SICOLI & MASSARO, INC. PENSION TRUST 2017 401k financial data
Transfers to/from the plan2017-05-31$0
Total income from all sources2017-05-31$150,985
Expenses. Total of all expenses incurred2017-05-31$105,815
Benefits paid (including direct rollovers)2017-05-31$59,519
Total plan assets at end of year2017-05-31$1,521,085
Total plan assets at beginning of year2017-05-31$1,475,915
Value of fidelity bond covering the plan2017-05-31$1,000,000
Expenses. Other expenses not covered elsewhere2017-05-31$16,346
Other income received2017-05-31$150,985
Net income (gross income less expenses)2017-05-31$45,170
Net plan assets at end of year (total assets less liabilities)2017-05-31$1,521,085
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$1,475,915
Expenses. Administrative service providers (salaries,fees and commissions)2017-05-31$29,950
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-05-31$0
2016 : SICOLI & MASSARO, INC. PENSION TRUST 2016 401k financial data
Total income from all sources2016-05-31$-24,091
Expenses. Total of all expenses incurred2016-05-31$116,658
Benefits paid (including direct rollovers)2016-05-31$59,519
Total plan assets at end of year2016-05-31$1,475,915
Total plan assets at beginning of year2016-05-31$1,616,664
Value of fidelity bond covering the plan2016-05-31$1,000,000
Expenses. Other expenses not covered elsewhere2016-05-31$17,390
Other income received2016-05-31$-24,091
Net income (gross income less expenses)2016-05-31$-140,749
Net plan assets at end of year (total assets less liabilities)2016-05-31$1,475,915
Net plan assets at beginning of year (total assets less liabilities)2016-05-31$1,616,664
Expenses. Administrative service providers (salaries,fees and commissions)2016-05-31$39,749
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
2015 : SICOLI & MASSARO, INC. PENSION TRUST 2015 401k financial data
Total income from all sources2015-05-31$25,611
Expenses. Total of all expenses incurred2015-05-31$328,244
Benefits paid (including direct rollovers)2015-05-31$286,356
Total plan assets at end of year2015-05-31$1,616,664
Total plan assets at beginning of year2015-05-31$1,919,297
Value of fidelity bond covering the plan2015-05-31$1,000,000
Expenses. Other expenses not covered elsewhere2015-05-31$16,116
Other income received2015-05-31$25,611
Net income (gross income less expenses)2015-05-31$-302,633
Net plan assets at end of year (total assets less liabilities)2015-05-31$1,616,664
Net plan assets at beginning of year (total assets less liabilities)2015-05-31$1,919,297
Expenses. Administrative service providers (salaries,fees and commissions)2015-05-31$25,772
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
2014 : SICOLI & MASSARO, INC. PENSION TRUST 2014 401k financial data
Total income from all sources2014-05-31$118,031
Expenses. Total of all expenses incurred2014-05-31$136,094
Benefits paid (including direct rollovers)2014-05-31$89,125
Total plan assets at end of year2014-05-31$1,919,297
Total plan assets at beginning of year2014-05-31$1,937,360
Value of fidelity bond covering the plan2014-05-31$1,000,000
Expenses. Other expenses not covered elsewhere2014-05-31$20,927
Other income received2014-05-31$118,031
Net income (gross income less expenses)2014-05-31$-18,063
Net plan assets at end of year (total assets less liabilities)2014-05-31$1,919,297
Net plan assets at beginning of year (total assets less liabilities)2014-05-31$1,937,360
Expenses. Administrative service providers (salaries,fees and commissions)2014-05-31$26,042
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
2013 : SICOLI & MASSARO, INC. PENSION TRUST 2013 401k financial data
Total income from all sources2013-05-31$1,164,612
Expenses. Total of all expenses incurred2013-05-31$154,354
Benefits paid (including direct rollovers)2013-05-31$107,479
Total plan assets at end of year2013-05-31$1,937,360
Total plan assets at beginning of year2013-05-31$927,102
Value of fidelity bond covering the plan2013-05-31$1,000,000
Expenses. Other expenses not covered elsewhere2013-05-31$20,871
Other income received2013-05-31$1,135,530
Net income (gross income less expenses)2013-05-31$1,010,258
Net plan assets at end of year (total assets less liabilities)2013-05-31$1,937,360
Net plan assets at beginning of year (total assets less liabilities)2013-05-31$927,102
Total contributions received or receivable from employer(s)2013-05-31$29,082
Expenses. Administrative service providers (salaries,fees and commissions)2013-05-31$26,004
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
2012 : SICOLI & MASSARO, INC. PENSION TRUST 2012 401k financial data
Total income from all sources2012-05-31$90,233
Expenses. Total of all expenses incurred2012-05-31$177,863
Benefits paid (including direct rollovers)2012-05-31$92,955
Total plan assets at end of year2012-05-31$927,102
Total plan assets at beginning of year2012-05-31$1,014,732
Value of fidelity bond covering the plan2012-05-31$1,000,000
Expenses. Other expenses not covered elsewhere2012-05-31$74,309
Other income received2012-05-31$16,019
Net income (gross income less expenses)2012-05-31$-87,630
Net plan assets at end of year (total assets less liabilities)2012-05-31$927,102
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$1,014,732
Assets. Value of participant loans2012-05-31$0
Total contributions received or receivable from employer(s)2012-05-31$74,214
Expenses. Administrative service providers (salaries,fees and commissions)2012-05-31$10,599
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
2011 : SICOLI & MASSARO, INC. PENSION TRUST 2011 401k financial data
Total income from all sources2011-05-31$514,217
Expenses. Total of all expenses incurred2011-05-31$762,399
Benefits paid (including direct rollovers)2011-05-31$668,556
Total plan assets at end of year2011-05-31$1,014,732
Total plan assets at beginning of year2011-05-31$1,262,914
Value of fidelity bond covering the plan2011-05-31$1,000,000
Expenses. Other expenses not covered elsewhere2011-05-31$77,721
Other income received2011-05-31$472,120
Net income (gross income less expenses)2011-05-31$-248,182
Net plan assets at end of year (total assets less liabilities)2011-05-31$1,014,732
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$1,262,914
Assets. Value of participant loans2011-05-31$15,274
Total contributions received or receivable from employer(s)2011-05-31$42,097
Expenses. Administrative service providers (salaries,fees and commissions)2011-05-31$16,122
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0

Form 5500 Responses for SICOLI & MASSARO, INC. PENSION TRUST

2022: SICOLI & MASSARO, INC. PENSION TRUST 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01Submission has been amendedNo
2022-06-01This submission is the final filingNo
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planNo
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement – InsuranceYes
2022-06-01Plan benefit arrangement - TrustYes
2021: SICOLI & MASSARO, INC. PENSION TRUST 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planNo
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: SICOLI & MASSARO, INC. PENSION TRUST 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: SICOLI & MASSARO, INC. PENSION TRUST 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: SICOLI & MASSARO, INC. PENSION TRUST 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: SICOLI & MASSARO, INC. PENSION TRUST 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: SICOLI & MASSARO, INC. PENSION TRUST 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: SICOLI & MASSARO, INC. PENSION TRUST 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: SICOLI & MASSARO, INC. PENSION TRUST 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: SICOLI & MASSARO, INC. PENSION TRUST 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: SICOLI & MASSARO, INC. PENSION TRUST 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: SICOLI & MASSARO, INC. PENSION TRUST 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2010: SICOLI & MASSARO, INC. PENSION TRUST 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedYes
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planNo
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement – InsuranceYes
2010-06-01Plan benefit arrangement - TrustYes
2009: SICOLI & MASSARO, INC. PENSION TRUST 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number21415002
Policy instance 1
Insurance contract or identification number21415002
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number21415002
Policy instance 1
Insurance contract or identification number21415002
Number of Individuals Covered7
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number21415002
Policy instance 1
Insurance contract or identification number21415002
Number of Individuals Covered7
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number21415002
Policy instance 1
Insurance contract or identification number21415002
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number21415002
Policy instance 1
Insurance contract or identification number21415002
Number of Individuals Covered7
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number21415002
Policy instance 1
Insurance contract or identification number21415002
Number of Individuals Covered7
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number21415001
Policy instance 1
Insurance contract or identification number21415001
Number of Individuals Covered7
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 $513
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees513
Additional information about fees paid to insurance brokerGROSS DEALER CONCESSION
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND FINANCIAL
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number21415001
Policy instance 1
Insurance contract or identification number21415001
Number of Individuals Covered7
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 $393
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees393
Additional information about fees paid to insurance brokerGROSS DEALER CONCESSION
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND FINANCIAL
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 3964 )
Policy contract numberP21415
Policy instance 1
Insurance contract or identification numberP21415
Number of Individuals Covered7
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 3964 )
Policy contract numberP21415
Policy instance 1
Insurance contract or identification numberP21415
Number of Individuals Covered7
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 3964 )
Policy contract numberP21415
Policy instance 1
Insurance contract or identification numberP21415
Number of Individuals Covered8
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 3964 )
Policy contract numberP21415
Policy instance 1
Insurance contract or identification numberP21415
Number of Individuals Covered13
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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