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HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 401k Plan overview

Plan NameHILLSIDE FAMILY OF AGENCIES 403(B) PLAN
Plan identification number 002

HILLSIDE FAMILY OF AGENCIES 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HILLSIDE FAMILY OF AGENCIES has sponsored the creation of one or more 401k plans.

Company Name:HILLSIDE FAMILY OF AGENCIES
Employer identification number (EIN):161493407
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about HILLSIDE FAMILY OF AGENCIES

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1995-06-29
Company Identification Number: 1935346
Legal Registered Office Address: HILLSIDE FAMILY OF AGENCIES
1183 MONROE AVENUE
ROCHESTER
United States of America (USA)
14620

More information about HILLSIDE FAMILY OF AGENCIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HILLSIDE FAMILY OF AGENCIES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01AUGUSTIN MELENDEZ AUGUSTIN MELENDEZ2018-10-11
0022016-01-01PAUL PERROTTO PAUL PERROTTO2017-10-11
0022015-01-01PAUL PERROTTO PAUL PERROTTO2016-09-14
0022014-01-01PAUL PERROTTO PAUL PERROTTO2015-10-12
0022014-01-01PAUL PERROTTO PAUL PERROTTO2015-10-09
0022013-01-01PAUL PERROTTO PAUL PERROTTO2014-10-08
0022012-01-01PAUL PERROTTO PAUL PERROTTO2013-10-04
0022011-01-01PAUL PERROTTO PAUL PERROTTO2012-10-08
0022009-01-01PAUL PERROTTO PAUL PERROTTO2010-10-15

Plan Statistics for HILLSIDE FAMILY OF AGENCIES 403(B) PLAN

401k plan membership statisitcs for HILLSIDE FAMILY OF AGENCIES 403(B) PLAN

Measure Date Value
2019: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,437
Total number of active participants reported on line 7a of the Form 55002019-01-011,991
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01648
Total of all active and inactive participants2019-01-012,645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,647
Number of participants with account balances2019-01-012,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0158
2018: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,755
Total number of active participants reported on line 7a of the Form 55002018-01-012,289
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-01383
Total of all active and inactive participants2018-01-012,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,681
Number of participants with account balances2018-01-012,536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01137
2017: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,662
Total number of active participants reported on line 7a of the Form 55002017-01-012,423
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-01320
Total of all active and inactive participants2017-01-012,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,755
Number of participants with account balances2017-01-012,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01107
2016: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,533
Total number of active participants reported on line 7a of the Form 55002016-01-012,367
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-01286
Total of all active and inactive participants2016-01-012,662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,662
Number of participants with account balances2016-01-012,456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0194
2015: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,525
Total number of active participants reported on line 7a of the Form 55002015-01-012,259
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01266
Total of all active and inactive participants2015-01-012,533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,533
Number of participants with account balances2015-01-012,322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01126
2014: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,472
Total number of active participants reported on line 7a of the Form 55002014-01-012,308
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-01211
Total of all active and inactive participants2014-01-012,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-012,525
Number of participants with account balances2014-01-012,308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0192
2013: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,446
Total number of active participants reported on line 7a of the Form 55002013-01-012,258
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01207
Total of all active and inactive participants2013-01-012,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,472
Number of participants with account balances2013-01-012,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0180
2012: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,475
Total number of active participants reported on line 7a of the Form 55002012-01-012,273
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01170
Total of all active and inactive participants2012-01-012,446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,446
Number of participants with account balances2012-01-012,197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01300
2011: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,503
Total number of active participants reported on line 7a of the Form 55002011-01-012,359
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01115
Total of all active and inactive participants2011-01-012,474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-012,475
Number of participants with account balances2011-01-012,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01304
2009: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,263
Total number of active participants reported on line 7a of the Form 55002009-01-012,226
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01403
Total of all active and inactive participants2009-01-012,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,629
Number of participants with account balances2009-01-012,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0166

Financial Data on HILLSIDE FAMILY OF AGENCIES 403(B) PLAN

Measure Date Value
2019 : HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$20,183,243
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,027,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,756,523
Expenses. Certain deemed distributions of participant loans2019-12-31$147,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,281,324
Value of total assets at end of year2019-12-31$71,227,883
Value of total assets at beginning of year2019-12-31$60,072,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$123,560
Total interest from all sources2019-12-31$121,238
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,658,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,658,055
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,087,646
Participant contributions at end of year2019-12-31$1,729,409
Participant contributions at beginning of year2019-12-31$1,607,976
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$180,793
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$304,277
Administrative expenses (other) incurred2019-12-31$86,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,155,432
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,227,883
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$60,072,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$68,609,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$54,442,405
Interest on participant loans2019-12-31$91,244
Interest earned on other investments2019-12-31$29,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,723,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,122,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$889,401
Employer contributions (assets) at end of year2019-12-31$889,401
Employer contributions (assets) at beginning of year2019-12-31$1,117,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,756,523
Contract administrator fees2019-12-31$36,818
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
2018 : HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,250,050
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,360,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,234,835
Expenses. Certain deemed distributions of participant loans2018-12-31$53,046
Value of total corrective distributions2018-12-31$1,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,982,961
Value of total assets at end of year2018-12-31$60,072,451
Value of total assets at beginning of year2018-12-31$64,182,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$71,345
Total interest from all sources2018-12-31$138,370
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,867,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,867,990
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,391,944
Participant contributions at end of year2018-12-31$1,607,976
Participant contributions at beginning of year2018-12-31$1,517,066
Participant contributions at end of year2018-12-31$180,793
Participant contributions at beginning of year2018-12-31$185,834
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$473,526
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,110,209
Value of net assets at end of year (total assets less liabilities)2018-12-31$60,072,451
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$64,182,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$19,106
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$54,442,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$58,684,556
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$80,009
Interest earned on other investments2018-12-31$58,361
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,723,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,004,834
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,739,271
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$1,117,491
Employer contributions (assets) at end of year2018-12-31$1,117,490
Employer contributions (assets) at beginning of year2018-12-31$1,790,370
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,234,835
Contract administrator fees2018-12-31$52,104
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2018-12-31160929175
2017 : HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$6,507
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$16,877,998
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,041,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,972,948
Expenses. Certain deemed distributions of participant loans2017-12-31$7,448
Value of total corrective distributions2017-12-31$16
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,632,228
Value of total assets at end of year2017-12-31$64,182,660
Value of total assets at beginning of year2017-12-31$53,339,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$61,245
Total interest from all sources2017-12-31$111,864
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,098,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,098,558
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,168,650
Participant contributions at end of year2017-12-31$1,517,066
Participant contributions at beginning of year2017-12-31$1,618,535
Participant contributions at end of year2017-12-31$185,834
Participant contributions at beginning of year2017-12-31$186,889
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$673,208
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,836,341
Value of net assets at end of year (total assets less liabilities)2017-12-31$64,182,660
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$53,339,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$17,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$58,684,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$47,348,415
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$66,751
Interest earned on other investments2017-12-31$45,113
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,004,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,459,711
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,035,348
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$1,790,370
Employer contributions (assets) at end of year2017-12-31$1,790,370
Employer contributions (assets) at beginning of year2017-12-31$1,726,262
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,972,948
Contract administrator fees2017-12-31$44,039
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2017-12-31160929175
2016 : HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,170,653
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,416,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,336,146
Expenses. Certain deemed distributions of participant loans2016-12-31$13,395
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,336,582
Value of total assets at end of year2016-12-31$53,339,812
Value of total assets at beginning of year2016-12-31$48,585,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$66,944
Total interest from all sources2016-12-31$104,952
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$299,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$299,452
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,903,419
Participant contributions at end of year2016-12-31$1,618,535
Participant contributions at beginning of year2016-12-31$1,628,503
Participant contributions at end of year2016-12-31$186,889
Participant contributions at beginning of year2016-12-31$166,943
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$706,901
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,754,168
Value of net assets at end of year (total assets less liabilities)2016-12-31$53,339,812
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,585,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$14,402
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$47,348,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$42,484,795
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$67,856
Interest earned on other investments2016-12-31$37,096
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,459,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,775,091
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,429,667
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,726,262
Employer contributions (assets) at end of year2016-12-31$1,726,262
Employer contributions (assets) at beginning of year2016-12-31$1,530,312
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,336,146
Contract administrator fees2016-12-31$52,512
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DOPKINS & COMPANY
Accountancy firm EIN2016-12-31160929175
2015 : HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,356,720
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,943,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,875,329
Expenses. Certain deemed distributions of participant loans2015-12-31$2,171
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,280,411
Value of total assets at end of year2015-12-31$48,585,644
Value of total assets at beginning of year2015-12-31$48,172,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$66,411
Total interest from all sources2015-12-31$103,933
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,945,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,945,649
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,487,469
Participant contributions at end of year2015-12-31$1,628,503
Participant contributions at beginning of year2015-12-31$1,437,009
Participant contributions at end of year2015-12-31$166,943
Participant contributions at beginning of year2015-12-31$149,424
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$262,630
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$412,809
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,585,644
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$48,172,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$13,870
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$42,484,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$42,589,532
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$64,299
Interest earned on other investments2015-12-31$39,634
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,775,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,480,686
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,973,273
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$1,530,312
Employer contributions (assets) at end of year2015-12-31$1,530,312
Employer contributions (assets) at beginning of year2015-12-31$1,516,184
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,875,329
Contract administrator fees2015-12-31$52,196
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2015-12-31160929175
2014 : HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$1,389,908
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,444,996
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,372,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,309,338
Expenses. Certain deemed distributions of participant loans2014-12-31$7,813
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,595,645
Value of total assets at end of year2014-12-31$48,172,835
Value of total assets at beginning of year2014-12-31$42,710,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$55,370
Total interest from all sources2014-12-31$87,465
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,676,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,676,918
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,303,495
Participant contributions at end of year2014-12-31$1,437,009
Participant contributions at beginning of year2014-12-31$1,163,235
Participant contributions at end of year2014-12-31$149,424
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$765,889
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,072,475
Value of net assets at end of year (total assets less liabilities)2014-12-31$48,172,835
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$42,710,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$17,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$42,589,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$37,941,579
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$55,376
Interest earned on other investments2014-12-31$32,089
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,480,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,273,711
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$84,968
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$1,526,261
Employer contributions (assets) at end of year2014-12-31$1,516,184
Employer contributions (assets) at beginning of year2014-12-31$1,331,927
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,309,338
Contract administrator fees2014-12-31$37,414
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2014-12-31160929175
2013 : HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$12,290,772
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,645,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,531,609
Expenses. Certain deemed distributions of participant loans2013-12-31$10,099
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,387,704
Value of total assets at end of year2013-12-31$42,710,452
Value of total assets at beginning of year2013-12-31$35,065,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$104,144
Total interest from all sources2013-12-31$74,110
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,214,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,214,318
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,910,050
Participant contributions at end of year2013-12-31$1,163,235
Participant contributions at beginning of year2013-12-31$1,115,941
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$211,445
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$55,710
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,644,920
Value of net assets at end of year (total assets less liabilities)2013-12-31$42,710,452
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$35,065,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$68,870
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$37,941,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$30,203,803
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$45,809
Interest earned on other investments2013-12-31$28,301
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,273,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,332,248
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,614,640
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,266,209
Employer contributions (assets) at end of year2013-12-31$1,331,927
Employer contributions (assets) at beginning of year2013-12-31$1,357,830
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,531,609
Contract administrator fees2013-12-31$35,169
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2013-12-31160929175
2012 : HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$46,383
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$9,876,343
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,502,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,372,696
Expenses. Certain deemed distributions of participant loans2012-12-31$4,623
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,587,069
Value of total assets at end of year2012-12-31$35,065,532
Value of total assets at beginning of year2012-12-31$28,645,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$125,558
Total interest from all sources2012-12-31$83,210
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$940,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$940,986
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,990,340
Participant contributions at end of year2012-12-31$1,115,941
Participant contributions at beginning of year2012-12-31$860,470
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$234,412
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$55,710
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$15
Total non interest bearing cash at beginning of year2012-12-31$21,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,373,466
Value of net assets at end of year (total assets less liabilities)2012-12-31$35,065,532
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,645,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$89,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$30,203,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$24,415,718
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$42,208
Interest earned on other investments2012-12-31$41,002
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,332,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,930,604
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,265,078
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$1,362,317
Employer contributions (assets) at end of year2012-12-31$1,357,830
Employer contributions (assets) at beginning of year2012-12-31$1,417,367
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,372,696
Contract administrator fees2012-12-31$36,232
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2012-12-31160929175
2011 : HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$104,753
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,022,959
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,528,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,408,712
Expenses. Certain deemed distributions of participant loans2011-12-31$6,822
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,858,017
Value of total assets at end of year2011-12-31$28,645,683
Value of total assets at beginning of year2011-12-31$26,046,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$112,588
Total interest from all sources2011-12-31$79,158
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,159,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,159,670
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,907,008
Participant contributions at end of year2011-12-31$860,470
Participant contributions at beginning of year2011-12-31$706,531
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$513,125
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$150
Total non interest bearing cash at end of year2011-12-31$21,524
Total non interest bearing cash at beginning of year2011-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,494,837
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,645,683
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,046,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$77,930
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$24,415,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,497,048
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$36,588
Interest earned on other investments2011-12-31$42,570
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,930,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,547,576
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,073,886
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$1,437,884
Employer contributions (assets) at end of year2011-12-31$1,417,367
Employer contributions (assets) at beginning of year2011-12-31$1,294,888
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,408,712
Contract administrator fees2011-12-31$34,508
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2011-12-31160929175
2010 : HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$230,234
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,862,498
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,636,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,531,447
Expenses. Certain deemed distributions of participant loans2010-12-31$8,469
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,498,065
Value of total assets at end of year2010-12-31$26,046,093
Value of total assets at beginning of year2010-12-31$20,589,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$96,543
Total interest from all sources2010-12-31$28,079
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$584,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$584,658
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,559,695
Participant contributions at end of year2010-12-31$706,531
Participant contributions at beginning of year2010-12-31$494,514
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$685,358
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$8,117
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$75
Total non interest bearing cash at end of year2010-12-31$50
Total non interest bearing cash at beginning of year2010-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,226,039
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,046,093
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,589,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$54,764
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$22,497,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,837,772
Interest on participant loans2010-12-31$28,079
Interest earned on other investments2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,547,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,751,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,253,012
Employer contributions (assets) at end of year2010-12-31$1,294,888
Employer contributions (assets) at beginning of year2010-12-31$1,249,415
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,531,447
Contract administrator fees2010-12-31$41,704
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DOPKINS & COMPANY LLP
Accountancy firm EIN2010-12-31160929175
2009 : HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HILLSIDE FAMILY OF AGENCIES 403(B) PLAN

2019: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HILLSIDE FAMILY OF AGENCIES 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60420 - 1
Policy instance 1
Insurance contract or identification numberMR 60420 - 1
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-09-17
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60420
Policy instance 1
Insurance contract or identification numberMR 60420
Number of Individuals Covered2681
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60420
Policy instance 1
Insurance contract or identification numberMR 60420
Number of Individuals Covered2755
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60420
Policy instance 1
Insurance contract or identification numberMR 60420
Number of Individuals Covered2533
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60420
Policy instance 1
Insurance contract or identification numberMR 60420
Number of Individuals Covered2525
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60420
Policy instance 1
Insurance contract or identification numberMR 60420
Number of Individuals Covered2472
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60420
Policy instance 1
Insurance contract or identification numberMR 60420
Number of Individuals Covered2446
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60420
Policy instance 1
Insurance contract or identification numberMR 60420
Number of Individuals Covered2475
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60420
Policy instance 1
Insurance contract or identification numberMR 60420
Number of Individuals Covered2503
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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