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CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN 401k Plan overview

Plan NameCAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN
Plan identification number 002

CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

ELDERCHOICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ELDERCHOICE, INC.
Employer identification number (EIN):161538122
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about ELDERCHOICE, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1997-10-31
Company Identification Number: 2195061
Legal Registered Office Address: 208 W MAIN STREET
Onondaga
ELBRIDGE
United States of America (USA)
13060

More information about ELDERCHOICE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01DONAL K FORD
0022016-01-01DONAL K FORD
0022015-01-01DONAL K FORD

Plan Statistics for CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN

401k plan membership statisitcs for CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN

Measure Date Value
2022: CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01125
Total number of active participants reported on line 7a of the Form 55002022-01-01106
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01109
Number of participants with account balances2022-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01142
Total number of active participants reported on line 7a of the Form 55002021-01-01110
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01115
Number of participants with account balances2021-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01140
Total number of active participants reported on line 7a of the Form 55002020-01-01127
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01129
Number of participants with account balances2020-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01144
Total number of active participants reported on line 7a of the Form 55002019-01-01140
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01143
Number of participants with account balances2019-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01158
Total number of active participants reported on line 7a of the Form 55002018-01-01127
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01134
Number of participants with account balances2018-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01161
Total number of active participants reported on line 7a of the Form 55002017-01-01140
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01147
Number of participants with account balances2017-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01157
Total number of active participants reported on line 7a of the Form 55002016-01-01145
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01152
Number of participants with account balances2016-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01154
Total number of active participants reported on line 7a of the Form 55002015-01-01150
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01157
Number of participants with account balances2015-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017

Financial Data on CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN

Measure Date Value
2022 : CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,012
Total income from all sources (including contributions)2022-12-31$-56,665
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$367,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$346,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$101,230
Value of total assets at end of year2022-12-31$754,556
Value of total assets at beginning of year2022-12-31$1,175,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,059
Total interest from all sources2022-12-31$324
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$7,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$117,131
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$66,081
Participant contributions at end of year2022-12-31$7,589
Participant contributions at beginning of year2022-12-31$10,080
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$1,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$7,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-424,253
Value of net assets at end of year (total assets less liabilities)2022-12-31$747,056
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,171,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$13,559
Value of interest in pooled separate accounts at end of year2022-12-31$712,717
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,126,435
Interest on participant loans2022-12-31$324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$34,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$36,377
Net investment gain/loss from pooled separate accounts2022-12-31$-158,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$35,149
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$346,529
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TRONCONI SEGARRA & ASSOCIATES, LLP
Accountancy firm EIN2022-12-31043728817
2021 : CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,446
Total income from all sources (including contributions)2021-12-31$300,837
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$106,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$85,835
Expenses. Certain deemed distributions of participant loans2021-12-31$383
Value of total corrective distributions2021-12-31$4,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$138,320
Value of total assets at end of year2021-12-31$1,175,321
Value of total assets at beginning of year2021-12-31$985,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,654
Total interest from all sources2021-12-31$786
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$250,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$93,534
Participant contributions at end of year2021-12-31$10,080
Participant contributions at beginning of year2021-12-31$19,666
Participant contributions at end of year2021-12-31$1,667
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$8,446
Other income not declared elsewhere2021-12-31$761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$193,953
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,171,309
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$977,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$1,126,435
Value of interest in pooled separate accounts at beginning of year2021-12-31$945,451
Interest on participant loans2021-12-31$786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$36,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$20,685
Net investment gain/loss from pooled separate accounts2021-12-31$160,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$44,786
Employer contributions (assets) at end of year2021-12-31$762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$85,129
Contract administrator fees2021-12-31$16,654
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TRONCONI SEGARRA & ASSOCIATES, LLP
Accountancy firm EIN2021-12-31043728817
2020 : CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,446
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,571
Total income from all sources (including contributions)2020-12-31$280,703
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$56,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$37,308
Expenses. Certain deemed distributions of participant loans2020-12-31$698
Value of total corrective distributions2020-12-31$6,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$140,151
Value of total assets at end of year2020-12-31$985,802
Value of total assets at beginning of year2020-12-31$757,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,868
Total interest from all sources2020-12-31$1,296
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$94,087
Participant contributions at end of year2020-12-31$19,666
Participant contributions at beginning of year2020-12-31$26,707
Participant contributions at beginning of year2020-12-31$3,187
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$8,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$223,810
Value of net assets at end of year (total assets less liabilities)2020-12-31$977,356
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$753,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$945,451
Value of interest in pooled separate accounts at beginning of year2020-12-31$725,582
Interest on participant loans2020-12-31$1,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$20,685
Net investment gain/loss from pooled separate accounts2020-12-31$139,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$46,064
Employer contributions (assets) at beginning of year2020-12-31$1,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$36,156
Contract administrator fees2020-12-31$12,868
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TEMPLETON & COMPANY
Accountancy firm EIN2020-12-31141918990
2019 : CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) 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$3,571
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$242,624
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$28,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,454
Value of total corrective distributions2019-12-31$3,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$118,875
Value of total assets at end of year2019-12-31$757,117
Value of total assets at beginning of year2019-12-31$539,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,290
Total interest from all sources2019-12-31$1,389
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$78,224
Participant contributions at end of year2019-12-31$26,707
Participant contributions at beginning of year2019-12-31$14,038
Participant contributions at end of year2019-12-31$3,187
Participant contributions at beginning of year2019-12-31$1,277
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,571
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$214,309
Value of net assets at end of year (total assets less liabilities)2019-12-31$753,546
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$539,237
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 pooled separate accounts at end of year2019-12-31$725,582
Value of interest in pooled separate accounts at beginning of year2019-12-31$523,922
Interest on participant loans2019-12-31$1,389
Net investment gain/loss from pooled separate accounts2019-12-31$122,360
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$40,651
Employer contributions (assets) at end of year2019-12-31$1,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,142
Contract administrator fees2019-12-31$8,290
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 name2019-12-31TEMPLETON & COMPANY
Accountancy firm EIN2019-12-31141918990
2018 : CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) 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$1,348
Total income from all sources (including contributions)2018-12-31$76,523
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$93,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$85,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$115,860
Value of total assets at end of year2018-12-31$539,237
Value of total assets at beginning of year2018-12-31$557,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,041
Total interest from all sources2018-12-31$814
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$55,590
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$69,691
Participant contributions at end of year2018-12-31$14,038
Participant contributions at beginning of year2018-12-31$16,056
Participant contributions at end of year2018-12-31$1,277
Participant contributions at beginning of year2018-12-31$1,200
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,059
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$17,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,661
Value of net assets at end of year (total assets less liabilities)2018-12-31$539,237
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$555,898
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
Value of interest in pooled separate accounts at end of year2018-12-31$523,922
Value of interest in pooled separate accounts at beginning of year2018-12-31$539,374
Interest on participant loans2018-12-31$814
Net investment gain/loss from pooled separate accounts2018-12-31$-40,151
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$36,110
Employer contributions (assets) at beginning of year2018-12-31$616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$67,577
Contract administrator fees2018-12-31$8,041
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 name2018-12-31TEMPLETON & COMPANY
Accountancy firm EIN2018-12-31141918990
2017 : CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,509
Total income from all sources (including contributions)2017-12-31$172,816
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$41,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$33,138
Value of total corrective distributions2017-12-31$1,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$99,467
Value of total assets at end of year2017-12-31$557,246
Value of total assets at beginning of year2017-12-31$425,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,657
Total interest from all sources2017-12-31$799
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$42,573
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$66,757
Participant contributions at end of year2017-12-31$16,056
Participant contributions at beginning of year2017-12-31$22,413
Participant contributions at end of year2017-12-31$1,200
Participant contributions at beginning of year2017-12-31$1,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,509
Other income not declared elsewhere2017-12-31$74
Total non interest bearing cash at beginning of year2017-12-31$0
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$131,673
Value of net assets at end of year (total assets less liabilities)2017-12-31$555,898
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$424,225
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$6,657
Value of interest in pooled separate accounts at end of year2017-12-31$539,374
Value of interest in pooled separate accounts at beginning of year2017-12-31$401,442
Interest on participant loans2017-12-31$799
Net investment gain/loss from pooled separate accounts2017-12-31$72,476
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
Contributions received in cash from employer2017-12-31$32,710
Employer contributions (assets) at end of year2017-12-31$616
Employer contributions (assets) at beginning of year2017-12-31$622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$33,138
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 name2017-12-31TEMPLETON & COMPANY
Accountancy firm EIN2017-12-31141918990
2016 : CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) 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$1,509
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$138,041
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$25,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,848
Value of total corrective distributions2016-12-31$1,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$88,052
Value of total assets at end of year2016-12-31$425,734
Value of total assets at beginning of year2016-12-31$312,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,596
Total interest from all sources2016-12-31$690
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$31,214
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$56,920
Participant contributions at end of year2016-12-31$22,413
Participant contributions at beginning of year2016-12-31$11,339
Participant contributions at end of year2016-12-31$1,257
Participant contributions at beginning of year2016-12-31$675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,509
Other income not declared elsewhere2016-12-31$227
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$297,357
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$112,088
Value of net assets at end of year (total assets less liabilities)2016-12-31$424,225
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$312,137
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
Value of interest in pooled separate accounts at end of year2016-12-31$401,442
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,337
Interest on participant loans2016-12-31$690
Net investment gain/loss from pooled separate accounts2016-12-31$49,072
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$31,132
Employer contributions (assets) at end of year2016-12-31$622
Employer contributions (assets) at beginning of year2016-12-31$429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,848
Contract administrator fees2016-12-31$5,596
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 name2016-12-31CUDDY & WARD, LLP
Accountancy firm EIN2016-12-31141809700
2015 : CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$46,371
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$117,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$109,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$55,849
Value of total assets at end of year2015-12-31$312,137
Value of total assets at beginning of year2015-12-31$383,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,551
Total interest from all sources2015-12-31$804
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$31,214
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$34,423
Participant contributions at end of year2015-12-31$11,339
Participant contributions at beginning of year2015-12-31$25,807
Participant contributions at end of year2015-12-31$675
Administrative expenses (other) incurred2015-12-31$1,894
Total non interest bearing cash at end of year2015-12-31$297,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-71,436
Value of net assets at end of year (total assets less liabilities)2015-12-31$312,137
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$383,573
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
Value of interest in pooled separate accounts at end of year2015-12-31$2,337
Value of interest in pooled separate accounts at beginning of year2015-12-31$311,947
Interest on participant loans2015-12-31$804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$45,819
Net investment gain/loss from pooled separate accounts2015-12-31$-10,282
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$21,426
Employer contributions (assets) at end of year2015-12-31$429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$109,256
Contract administrator fees2015-12-31$6,657
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 name2015-12-31CUDDY & WARD, LLP
Accountancy firm EIN2015-12-31141809700

Form 5500 Responses for CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN

2022: CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) 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: CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) 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: CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) 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: CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) 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: CAYUGA COUNTY CHAMBER OF COMMERCE INC. 401(K) 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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932425-006
Policy instance 1
Insurance contract or identification number932425-006
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,025
Total amount of fees paid to insurance companyUSD $1,198
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
Commission paid to Insurance BrokerUSD $2,025
Insurance broker organization code?3
Amount paid for insurance broker fees734
Additional information about fees paid to insurance brokerFEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932425-006
Policy instance 1
Insurance contract or identification number932425-006
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,726
Total amount of fees paid to insurance companyUSD $1,645
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
Commission paid to Insurance BrokerUSD $2,726
Insurance broker organization code?3
Amount paid for insurance broker fees935
Additional information about fees paid to insurance brokerFEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932425-006
Policy instance 1
Insurance contract or identification number932425-006
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,955
Total amount of fees paid to insurance companyUSD $1,180
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
Commission paid to Insurance BrokerUSD $1,955
Insurance broker organization code?3
Amount paid for insurance broker fees630
Additional information about fees paid to insurance brokerFEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932425-006
Policy instance 1
Insurance contract or identification number932425-006
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,547
Total amount of fees paid to insurance companyUSD $938
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
Commission paid to Insurance BrokerUSD $1,547
Insurance broker organization code?3
Amount paid for insurance broker fees517
Additional information about fees paid to insurance brokerFEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932425-006
Policy instance 1
Insurance contract or identification number932425-006
Number of Individuals Covered134
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,429
Total amount of fees paid to insurance companyUSD $860
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
Commission paid to Insurance BrokerUSD $1,200
Insurance broker organization code?3
Amount paid for insurance broker fees860
Additional information about fees paid to insurance brokerREVENUE SHARES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932425-006
Policy instance 1
Insurance contract or identification number932425-006
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,192
Total amount of fees paid to insurance companyUSD $719
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
Commission paid to Insurance BrokerUSD $1,192
Insurance broker organization code?3
Amount paid for insurance broker fees719
Additional information about fees paid to insurance brokerREVENUE SHARES
Insurance broker namePINNACLE FINANCIAL SERVICES, INC.
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberGP 19443
Policy instance 1
Insurance contract or identification numberGP 19443
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $791
Total amount of fees paid to insurance companyUSD $860
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
Commission paid to Insurance BrokerUSD $413
Insurance broker organization code?4
Amount paid for insurance broker fees633
Additional information about fees paid to insurance brokerTPA SUBSIDY
Insurance broker nameINVEST FINANCIAL CORPORATION
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932425-006
Policy instance 2
Insurance contract or identification number932425-006
Number of Individuals Covered25
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $16
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?No
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
Commission paid to Insurance BrokerUSD $16
Insurance broker organization code?3
Insurance broker nameINVEST FIN CP INS AGN INC OF IL

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