HUMAN SERVICES AGENCIES HEALTH CARE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HUMAN SERVICES AGENCIES HEALTH CARE FUND
| Measure | Date | Value |
|---|
| 2022: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-12-01 | 114 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-12-01 | 122 |
| Number of retired or separated participants receiving benefits | 2022-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-12-01 | 0 |
| Total of all active and inactive participants | 2022-12-01 | 122 |
| 2021: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-12-01 | 128 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-12-01 | 114 |
| Number of retired or separated participants receiving benefits | 2021-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-12-01 | 0 |
| Total of all active and inactive participants | 2021-12-01 | 114 |
| 2020: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-12-01 | 135 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 128 |
| Total of all active and inactive participants | 2020-12-01 | 128 |
| 2019: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-12-01 | 174 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 135 |
| Total of all active and inactive participants | 2019-12-01 | 135 |
| 2018: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-12-01 | 163 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-12-01 | 174 |
| Total of all active and inactive participants | 2018-12-01 | 174 |
| 2017: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-12-01 | 156 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-12-01 | 163 |
| Total of all active and inactive participants | 2017-12-01 | 163 |
| 2016: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-12-01 | 160 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-12-01 | 156 |
| Total of all active and inactive participants | 2016-12-01 | 156 |
| 2015: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-12-01 | 153 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-12-01 | 160 |
| Total of all active and inactive participants | 2015-12-01 | 160 |
| 2014: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-12-01 | 136 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 153 |
| Total of all active and inactive participants | 2014-12-01 | 153 |
| 2013: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-12-01 | 143 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 136 |
| Total of all active and inactive participants | 2013-12-01 | 136 |
| 2012: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-12-01 | 157 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 143 |
| Total of all active and inactive participants | 2012-12-01 | 143 |
| 2011: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-12-01 | 155 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 157 |
| Total of all active and inactive participants | 2011-12-01 | 157 |
| 2010: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-12-01 | 156 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-12-01 | 155 |
| Total of all active and inactive participants | 2010-12-01 | 155 |
| 2009: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-12-01 | 168 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 156 |
| Total of all active and inactive participants | 2009-12-01 | 156 |
| Total participants | 2009-12-01 | 156 |
| Measure | Date | Value |
|---|
| 2023 : HUMAN SERVICES AGENCIES HEALTH CARE FUND 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-11-30 | $13,554 |
| Total of all expenses incurred | 2023-11-30 | $13,512 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-11-30 | $12,162 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-11-30 | $13,554 |
| Value of total assets at end of year | 2023-11-30 | $1,204 |
| Value of total assets at beginning of year | 2023-11-30 | $1,162 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-11-30 | $1,350 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-11-30 | No |
| Administrative expenses professional fees incurred | 2023-11-30 | $1,350 |
| Was this plan covered by a fidelity bond | 2023-11-30 | No |
| If this is an individual account plan, was there a blackout period | 2023-11-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-11-30 | No |
| Total non interest bearing cash at end of year | 2023-11-30 | $1,204 |
| Total non interest bearing cash at beginning of year | 2023-11-30 | $1,162 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-11-30 | No |
| Value of net income/loss | 2023-11-30 | $42 |
| Value of net assets at end of year (total assets less liabilities) | 2023-11-30 | $1,204 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-11-30 | $1,162 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-11-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-11-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-11-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-11-30 | $12,162 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-11-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-11-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-11-30 | No |
| Contributions received in cash from employer | 2023-11-30 | $13,554 |
| Did the plan have assets held for investment | 2023-11-30 | 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 | 2023-11-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-11-30 | No |
| 2022 : HUMAN SERVICES AGENCIES HEALTH CARE FUND 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-11-30 | $13,465 |
| Total of all expenses incurred | 2022-11-30 | $12,934 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-11-30 | $11,804 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-11-30 | $13,465 |
| Value of total assets at end of year | 2022-11-30 | $1,162 |
| Value of total assets at beginning of year | 2022-11-30 | $631 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-11-30 | $1,130 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-11-30 | No |
| Administrative expenses professional fees incurred | 2022-11-30 | $1,100 |
| Was this plan covered by a fidelity bond | 2022-11-30 | No |
| If this is an individual account plan, was there a blackout period | 2022-11-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-11-30 | No |
| Administrative expenses (other) incurred | 2022-11-30 | $30 |
| Total non interest bearing cash at end of year | 2022-11-30 | $1,162 |
| Total non interest bearing cash at beginning of year | 2022-11-30 | $631 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-11-30 | No |
| Value of net income/loss | 2022-11-30 | $531 |
| Value of net assets at end of year (total assets less liabilities) | 2022-11-30 | $1,162 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-11-30 | $631 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-11-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-11-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-11-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-11-30 | $11,804 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-11-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-11-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-11-30 | No |
| Contributions received in cash from employer | 2022-11-30 | $13,465 |
| Did the plan have assets held for investment | 2022-11-30 | 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 | 2022-11-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-11-30 | No |
| 2022: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2022 form 5500 responses |
|---|
| 2022-12-01 | Type of plan entity | Mulitple employer plan |
| 2022-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2021 form 5500 responses |
|---|
| 2021-12-01 | Type of plan entity | Mulitple employer plan |
| 2021-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2020 form 5500 responses |
|---|
| 2020-12-01 | Type of plan entity | Mulitple employer plan |
| 2020-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2019 form 5500 responses |
|---|
| 2019-12-01 | Type of plan entity | Mulitple employer plan |
| 2019-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2018 form 5500 responses |
|---|
| 2018-12-01 | Type of plan entity | Mulitple employer plan |
| 2018-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2017 form 5500 responses |
|---|
| 2017-12-01 | Type of plan entity | Mulitple employer plan |
| 2017-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2016 form 5500 responses |
|---|
| 2016-12-01 | Type of plan entity | Mulitple employer plan |
| 2016-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2015 form 5500 responses |
|---|
| 2015-12-01 | Type of plan entity | Mulitple employer plan |
| 2015-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2014 form 5500 responses |
|---|
| 2014-12-01 | Type of plan entity | Mulitple employer plan |
| 2014-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2013 form 5500 responses |
|---|
| 2013-12-01 | Type of plan entity | Mulitple employer plan |
| 2013-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2012 form 5500 responses |
|---|
| 2012-12-01 | Type of plan entity | Mulitple employer plan |
| 2012-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2011 form 5500 responses |
|---|
| 2011-12-01 | Type of plan entity | Mulitple employer plan |
| 2011-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2010 form 5500 responses |
|---|
| 2010-12-01 | Type of plan entity | Mulitple employer plan |
| 2010-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2009 form 5500 responses |
|---|
| 2009-12-01 | Type of plan entity | Mulitple employer plan |
| 2009-12-01 | Submission has been amended | No |
| 2009-12-01 | This submission is the final filing | No |
| 2009-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-12-01 | Plan is a collectively bargained plan | No |
| 2009-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: HUMAN SERVICES AGENCIES HEALTH CARE FUND 2008 form 5500 responses |
|---|
| 2008-12-01 | Type of plan entity | Mulitple employer plan |
| 2008-12-01 | Submission has been amended | No |
| 2008-12-01 | This submission is the final filing | No |
| 2008-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-12-01 | Plan is a collectively bargained plan | No |
| RENAISSANCE OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 68772 ) |
| Policy contract number | LINY40087 |
| Policy instance | 1 |
| Insurance contract or identification number | LINY40087 | | Number of Individuals Covered | 114 | | Insurance policy start date | 2022-12-01 | | Insurance policy end date | 2023-11-30 | | Total amount of commissions paid to insurance broker | USD $1,795 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $12,162 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,795 | | Insurance broker organization code? | 3 |
|
| RENAISSANCE OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 68772 ) |
| Policy contract number | LINY40087 |
| Policy instance | 1 |
| Insurance contract or identification number | LINY40087 | | Number of Individuals Covered | 114 | | Insurance policy start date | 2021-12-01 | | Insurance policy end date | 2022-11-30 | | Total amount of commissions paid to insurance broker | USD $1,048 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $11,804 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,048 | | Insurance broker organization code? | 3 |
|
| RENAISSANCE LIFE & HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | LINY40087 |
| Policy instance | 1 |
| Insurance contract or identification number | LINY40087 | | Number of Individuals Covered | 136 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $1,323 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $11,533 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,323 | | Insurance broker organization code? | 3 |
|
| RENAISSANCE LIFE & HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | LINY40087 |
| Policy instance | 2 |
| Insurance contract or identification number | LINY40087 | | Number of Individuals Covered | 136 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $1,323 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $11,533 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,323 | | Insurance broker organization code? | 3 |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010116492 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010116492 | | Number of Individuals Covered | 97 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $647 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $4,315 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $647 | | Insurance broker organization code? | 3 |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010116492 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010116492 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $2,622 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $35,584 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,622 | | Insurance broker organization code? | 3 |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010116492 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010116492 | | Insurance policy start date | 2017-12-01 | | Insurance policy end date | 2018-11-30 | | Total amount of commissions paid to insurance broker | USD $2,776 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $37,931 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010116492 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010116492 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $2,576 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $33,325 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,576 | | Insurance broker organization code? | 3 | | Insurance broker name | SWAN & SONS-MORSS COMPANY INC |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010116492 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010116492 | | Number of Individuals Covered | 153 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $2,491 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $29,619 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,491 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | SWAN & SONS-MORSS COMPANY INC |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010116492 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010116492 | | Number of Individuals Covered | 136 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $2,437 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $28,535 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,437 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | SWAN & SONS-MORSS COMPANY INC |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010116492 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010116492 | | Number of Individuals Covered | 143 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $2,510 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $29,990 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,510 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | SWAN & SONS-MORSS COMPANY INC |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010116492 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010116492 | | Number of Individuals Covered | 157 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $2,647 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $33,268 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010116492 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010116492 | | Number of Individuals Covered | 155 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $2,297 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $25,741 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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