401k Plan data: CORTESE WELFARE BENEFIT PLAN plan

CORTESE WELFARE BENEFIT PLAN 401k Plan overview

Plan Name	CORTESE WELFARE BENEFIT PLAN
Plan identification number	502

CORTESE WELFARE BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Vision

401k Sponsoring company profile

CORTESE CHRYSLER JEEP DODGE, INC has sponsored the creation of one or more 401k plans.

Company Name: CORTESE CHRYSLER JEEP DODGE, INC

Employer identification number (EIN): 161081381

NAIC Classification: 441110
NAIC Description: New Car Dealers

Additional information about CORTESE CHRYSLER JEEP DODGE, INC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1977-03-02

Company Identification Number: 425816

Legal Registered Office Address: 2400 W HENRIETTA RD
Monroe
ROCHESTER
United States of America (USA)
14623

More information about CORTESE CHRYSLER JEEP DODGE, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORTESE WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2022-01-01
502 2021-01-01
502 2020-01-01
502 2019-01-01
502 2018-01-01
502 2017-01-01 JOHN CORTESE
502 2016-01-01 JOHN CORTESE
502 2015-01-01 JOHN CORTESE
502 2014-01-01 JOHN CORTESE
502 2013-01-01 JOHN CORTESE
502 2012-01-01 JOHN P. CORTESE
502 2011-01-01 JOHN P CORTESE
502 2009-01-01 JOHN P CORTESE

Plan Statistics for CORTESE WELFARE BENEFIT PLAN

401k plan membership statisitcs for CORTESE WELFARE BENEFIT PLAN

Measure Date Value
2022: CORTESE WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 58
Total of all active and inactive participants 2022-01-01 58
Total participants 2022-01-01 58
2021: CORTESE WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 66
Total of all active and inactive participants 2021-01-01 66
Total participants 2021-01-01 66
2020: CORTESE WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 68
Total of all active and inactive participants 2020-01-01 68
Total participants 2020-01-01 68
2019: CORTESE WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 68
Total of all active and inactive participants 2019-01-01 68
Total participants 2019-01-01 68
2018: CORTESE WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 68
Total of all active and inactive participants 2018-01-01 68
Total participants 2018-01-01 68
2017: CORTESE WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 65
Total of all active and inactive participants 2017-01-01 65
Total participants 2017-01-01 65
2016: CORTESE WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
2015: CORTESE WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
2014: CORTESE WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
2013: CORTESE WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 73
Total of all active and inactive participants 2013-01-01 73
Total participants 2013-01-01 0
2012: CORTESE WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 74
Total of all active and inactive participants 2012-01-01 74
Total participants 2012-01-01 0
2011: CORTESE WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 77
Total of all active and inactive participants 2011-01-01 77
Total participants 2011-01-01 77
2009: CORTESE WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 158
Total of all active and inactive participants 2009-01-01 158
Total participants 2009-01-01 158

Measure	Date	Value
2022: CORTESE WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	58
Total of all active and inactive participants	2022-01-01	58
Total participants	2022-01-01	58
2021: CORTESE WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	66
Total of all active and inactive participants	2021-01-01	66
Total participants	2021-01-01	66
2020: CORTESE WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	68
Total of all active and inactive participants	2020-01-01	68
Total participants	2020-01-01	68
2019: CORTESE WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	68
Total of all active and inactive participants	2019-01-01	68
Total participants	2019-01-01	68
2018: CORTESE WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	68
Total of all active and inactive participants	2018-01-01	68
Total participants	2018-01-01	68
2017: CORTESE WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	65
Total of all active and inactive participants	2017-01-01	65
Total participants	2017-01-01	65
2016: CORTESE WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
2015: CORTESE WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
2014: CORTESE WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
2013: CORTESE WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	73
Total of all active and inactive participants	2013-01-01	73
Total participants	2013-01-01	0
2012: CORTESE WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	74
Total of all active and inactive participants	2012-01-01	74
Total participants	2012-01-01	0
2011: CORTESE WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	77
Total of all active and inactive participants	2011-01-01	77
Total participants	2011-01-01	77
2009: CORTESE WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	158
Total of all active and inactive participants	2009-01-01	158
Total participants	2009-01-01	158

Form 5500 Responses for CORTESE WELFARE BENEFIT PLAN

2022: CORTESE WELFARE BENEFIT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: CORTESE WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: CORTESE WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: CORTESE WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: CORTESE WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: CORTESE WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: CORTESE WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: CORTESE WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: CORTESE WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: CORTESE WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: CORTESE WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: CORTESE WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: CORTESE WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

00044239

Policy instance

Insurance contract or identification number	00044239
Number of Individuals Covered	59
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $22,562
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $499,701
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

00044239

Policy instance

Insurance contract or identification number	00044239
Number of Individuals Covered	58
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $23,993
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $534,243
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $23,993

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

00044239

Policy instance

Insurance contract or identification number	00044239
Number of Individuals Covered	66
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $23,923
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $541,527
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $23,923

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

00044239

Policy instance

Insurance contract or identification number	00044239
Number of Individuals Covered	68
Total amount of commissions paid to insurance broker	USD $21,962
Health Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,962
Insurance broker organization code?	3

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

442394422844207

Policy instance

Insurance contract or identification number	442394422844207
Number of Individuals Covered	68
Total amount of commissions paid to insurance broker	USD $21,824
Health Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,824
Insurance broker organization code?	3

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

442394422844207

Policy instance

Insurance contract or identification number	442394422844207
Number of Individuals Covered	68
Total amount of fees paid to insurance company	USD $20,249
Health Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	20249
Insurance broker organization code?	3

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

442394422844207

Policy instance

Insurance contract or identification number	442394422844207
Number of Individuals Covered	65
Total amount of commissions paid to insurance broker	USD $22,269
Health Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,269
Insurance broker organization code?	3
Insurance broker name	BROWN AND BROWN OF NEW YORK INC.

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

8926,5575,11288

Policy instance

Insurance contract or identification number	8926,5575,11288
Number of Individuals Covered	72
Total amount of fees paid to insurance company	USD $25,514
Health Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	25514
Insurance broker organization code?	3
Insurance broker name	BROWN AND BROWN OF NEW YORK INC.

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

8926,5575,11288

Policy instance

Insurance contract or identification number	8926,5575,11288
Number of Individuals Covered	66
Total amount of fees paid to insurance company	USD $24,671
Health Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	24671
Insurance broker organization code?	3
Insurance broker name	BROWN AND BROWN OF NEW YORK INC.

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

8926,5575,11288

Policy instance

Insurance contract or identification number	8926,5575,11288
Number of Individuals Covered	73
Total amount of fees paid to insurance company	USD $28,288
Health Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	28288
Insurance broker organization code?	3
Insurance broker name	BROWN AND BROWN OF NEW YORK INC.

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

8926,5575,11288

Policy instance

Insurance contract or identification number	8926,5575,11288
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of fees paid to insurance company	USD $24,227
Health Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	24227
Insurance broker organization code?	3
Insurance broker name	BROWN AND BROWN OF NEW YORK INC

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

8926,5575,11288

Policy instance

Insurance contract or identification number	8926,5575,11288
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $22,403
Health Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

8926,5575,11288

Policy instance

Insurance contract or identification number	8926,5575,11288
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $23,175
Health Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $23,175
Insurance broker organization code?	3
Insurance broker name	BROWN AND BROWN OF NEW YORK INC

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Company Name:	CORTESE CHRYSLER JEEP DODGE, INC
Employer identification number (EIN):	161081381
NAIC Classification:	441110
NAIC Description:	New Car Dealers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1977-03-02
Company Identification Number:	425816
Legal Registered Office Address:	2400 W HENRIETTA RD Monroe ROCHESTER United States of America (USA) 14623