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| Plan Name | CORTLAND CAPITAL MARKET SERVICES, LLC HEALTH AND WELFARE PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | CORTLAND CAPITAL MARKET SERVICES, LLC |
| Employer identification number (EIN): | 262765986 |
| NAIC Classification: | 523900 |
Additional information about CORTLAND CAPITAL MARKET SERVICES, LLC
| Jurisdiction of Incorporation: | State of Delaware Division of Corporations |
| Incorporation Date: | |
| Company Identification Number: | 4558702 |
More information about CORTLAND CAPITAL MARKET SERVICES, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2017-07-01 | MARGARET DOYLE | |||
| 501 | 2016-07-15 | ||||
| 501 | 2015-07-15 | PATRICE L LOISI | |||
| 501 | 2015-07-15 |
| Measure | Date | Value |
|---|---|---|
| 2017: CORTLAND CAPITAL MARKET SERVICES, LLC HEALTH AND WELFARE PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-07-01 | 265 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
| Total of all active and inactive participants | 2017-07-01 | 0 |
| 2016: CORTLAND CAPITAL MARKET SERVICES, LLC HEALTH AND WELFARE PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-07-15 | 177 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-15 | 222 |
| Number of retired or separated participants receiving benefits | 2016-07-15 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-15 | 0 |
| Total of all active and inactive participants | 2016-07-15 | 222 |
| 2015: CORTLAND CAPITAL MARKET SERVICES, LLC HEALTH AND WELFARE PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-07-15 | 169 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-15 | 224 |
| Number of retired or separated participants receiving benefits | 2015-07-15 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-15 | 0 |
| Total of all active and inactive participants | 2015-07-15 | 225 |
| 2017: CORTLAND CAPITAL MARKET SERVICES, LLC HEALTH AND WELFARE PLAN 2017 form 5500 responses | ||
|---|---|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | Yes |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: CORTLAND CAPITAL MARKET SERVICES, LLC HEALTH AND WELFARE PLAN 2016 form 5500 responses | ||
| 2016-07-15 | Type of plan entity | Single employer plan |
| 2016-07-15 | Submission has been amended | No |
| 2016-07-15 | This submission is the final filing | No |
| 2016-07-15 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-07-15 | Plan is a collectively bargained plan | No |
| 2016-07-15 | Plan funding arrangement – Insurance | Yes |
| 2016-07-15 | Plan benefit arrangement – Insurance | Yes |
| 2015: CORTLAND CAPITAL MARKET SERVICES, LLC HEALTH AND WELFARE PLAN 2015 form 5500 responses | ||
| 2015-07-15 | Type of plan entity | Single employer plan |
| 2015-07-15 | First time form 5500 has been submitted | Yes |
| 2015-07-15 | Submission has been amended | No |
| 2015-07-15 | This submission is the final filing | No |
| 2015-07-15 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-15 | Plan is a collectively bargained plan | No |
| 2015-07-15 | Plan funding arrangement – Insurance | Yes |
| 2015-07-15 | Plan benefit arrangement – Insurance | Yes |
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | P25482* | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 98227681001 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | KM05980221 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 3 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 952296 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 952297 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 5 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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