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PYRAMID INSURANCE TRUST 401k Plan overview

Plan NamePYRAMID INSURANCE TRUST
Plan identification number 501

PYRAMID INSURANCE TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental

401k Sponsoring company profile

J R TOBACCO OF AMERICA INC has sponsored the creation of one or more 401k plans.

Company Name:J R TOBACCO OF AMERICA INC
Employer identification number (EIN):561706338
NAIC Classification:453990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PYRAMID INSURANCE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012015-05-01
5012014-05-01
5012013-05-01
5012012-05-01SALVATORE M. MARINO
5012011-05-01SALVATORE M. MARINO
5012010-05-01JOHN M. KRANKEL
5012009-05-01JOHN M. KRANKEL

Plan Statistics for PYRAMID INSURANCE TRUST

401k plan membership statisitcs for PYRAMID INSURANCE TRUST

Measure Date Value
2015: PYRAMID INSURANCE TRUST 2015 401k membership
Total participants, beginning-of-year2015-05-01277
Total number of active participants reported on line 7a of the Form 55002015-05-010
Total of all active and inactive participants2015-05-010
2014: PYRAMID INSURANCE TRUST 2014 401k membership
Total participants, beginning-of-year2014-05-01349
Total number of active participants reported on line 7a of the Form 55002014-05-01277
Total of all active and inactive participants2014-05-01277
2013: PYRAMID INSURANCE TRUST 2013 401k membership
Total participants, beginning-of-year2013-05-01278
Total number of active participants reported on line 7a of the Form 55002013-05-01349
Total of all active and inactive participants2013-05-01349
2012: PYRAMID INSURANCE TRUST 2012 401k membership
Total participants, beginning-of-year2012-05-01297
Total number of active participants reported on line 7a of the Form 55002012-05-01278
Total of all active and inactive participants2012-05-01278
2011: PYRAMID INSURANCE TRUST 2011 401k membership
Total participants, beginning-of-year2011-05-01446
Total number of active participants reported on line 7a of the Form 55002011-05-01297
Total of all active and inactive participants2011-05-01297
2010: PYRAMID INSURANCE TRUST 2010 401k membership
Total participants, beginning-of-year2010-05-01349
Total number of active participants reported on line 7a of the Form 55002010-05-01446
Total of all active and inactive participants2010-05-01446
2009: PYRAMID INSURANCE TRUST 2009 401k membership
Total participants, beginning-of-year2009-05-01339
Total number of active participants reported on line 7a of the Form 55002009-05-01349
Total of all active and inactive participants2009-05-01349

Financial Data on PYRAMID INSURANCE TRUST

Measure Date Value
2016 : PYRAMID INSURANCE TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-04-30$47,689
Total of all expenses incurred2016-04-30$233,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$188,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$47,672
Value of total assets at end of year2016-04-30$0
Value of total assets at beginning of year2016-04-30$185,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$45,157
Total interest from all sources2016-04-30$17
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-04-30$0
Administrative expenses professional fees incurred2016-04-30$45,157
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$5,000,000
If this is an individual account plan, was there a blackout period2016-04-30No
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$20,022
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-04-30$140,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$-185,874
Value of net assets at end of year (total assets less liabilities)2016-04-30$0
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$185,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$185,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$185,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$17
Expenses. Payments to insurance carriers foe the provision of benefits2016-04-30$47,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30No
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$27,650
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-04-30No
Did the plan have assets held for investment2016-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30No
Opinion of an independent qualified public accountant for this plan2016-04-30Unqualified
Accountancy firm name2016-04-30COHNREZNICK LLP
Accountancy firm EIN2016-04-30221478099
2015 : PYRAMID INSURANCE TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-04-30$183,361
Total of all expenses incurred2015-04-30$183,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$167,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$183,342
Value of total assets at end of year2015-04-30$185,874
Value of total assets at beginning of year2015-04-30$186,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$16,500
Total interest from all sources2015-04-30$19
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Administrative expenses professional fees incurred2015-04-30$16,500
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$5,000,000
If this is an individual account plan, was there a blackout period2015-04-30No
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$95,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$-164
Value of net assets at end of year (total assets less liabilities)2015-04-30$185,874
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$186,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$185,874
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$186,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$186,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$19
Expenses. Payments to insurance carriers foe the provision of benefits2015-04-30$167,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$87,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-04-30No
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30No
Opinion of an independent qualified public accountant for this plan2015-04-30Unqualified
Accountancy firm name2015-04-30COHNREZNICK LLP
Accountancy firm EIN2015-04-30221478099
2014 : PYRAMID INSURANCE TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-04-30$854,283
Total of all expenses incurred2014-04-30$851,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$816,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$854,264
Value of total assets at end of year2014-04-30$186,038
Value of total assets at beginning of year2014-04-30$183,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$34,698
Total interest from all sources2014-04-30$19
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Administrative expenses professional fees incurred2014-04-30$16,000
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$5,000,000
If this is an individual account plan, was there a blackout period2014-04-30No
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$643,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$2,676
Value of net assets at end of year (total assets less liabilities)2014-04-30$186,038
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$183,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$186,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$183,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$183,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$19
Expenses. Payments to insurance carriers foe the provision of benefits2014-04-30$816,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30No
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$210,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$377
Contract administrator fees2014-04-30$18,698
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-04-30No
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30No
Opinion of an independent qualified public accountant for this plan2014-04-30Unqualified
Accountancy firm name2014-04-30COHNREZNICK, LLP
Accountancy firm EIN2014-04-30221478099
2013 : PYRAMID INSURANCE TRUST 2013 401k financial data
Total income from all sources (including contributions)2013-04-30$2,519,939
Total of all expenses incurred2013-04-30$2,506,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$2,458,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$2,519,919
Value of total assets at end of year2013-04-30$183,362
Value of total assets at beginning of year2013-04-30$170,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$48,561
Total interest from all sources2013-04-30$20
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Administrative expenses professional fees incurred2013-04-30$17,000
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$5,000,000
If this is an individual account plan, was there a blackout period2013-04-30No
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$1,004,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$13,086
Value of net assets at end of year (total assets less liabilities)2013-04-30$183,362
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$170,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$183,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$170,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$170,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$20
Expenses. Payments to insurance carriers foe the provision of benefits2013-04-30$2,454,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$1,515,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$3,686
Contract administrator fees2013-04-30$31,561
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-04-30No
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30No
Opinion of an independent qualified public accountant for this plan2013-04-30Unqualified
Accountancy firm name2013-04-30COHNREZNICK, LLP
Accountancy firm EIN2013-04-30221478099
2012 : PYRAMID INSURANCE TRUST 2012 401k financial data
Total income from all sources (including contributions)2012-04-30$2,426,669
Total of all expenses incurred2012-04-30$2,407,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$2,360,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$2,426,648
Value of total assets at end of year2012-04-30$170,276
Value of total assets at beginning of year2012-04-30$150,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$46,791
Total interest from all sources2012-04-30$21
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Administrative expenses professional fees incurred2012-04-30$17,188
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$5,000,000
If this is an individual account plan, was there a blackout period2012-04-30No
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$919,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$19,387
Value of net assets at end of year (total assets less liabilities)2012-04-30$170,276
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$150,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$170,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$150,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$150,889
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$21
Expenses. Payments to insurance carriers foe the provision of benefits2012-04-30$2,357,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$1,507,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$3,447
Contract administrator fees2012-04-30$29,603
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-04-30No
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30No
Opinion of an independent qualified public accountant for this plan2012-04-30Unqualified
Accountancy firm name2012-04-30COHNREZNICK LLP
Accountancy firm EIN2012-04-30221478099
2011 : PYRAMID INSURANCE TRUST 2011 401k financial data
Total income from all sources (including contributions)2011-04-30$2,282,218
Total of all expenses incurred2011-04-30$2,272,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$2,224,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$2,282,202
Value of total assets at end of year2011-04-30$150,889
Value of total assets at beginning of year2011-04-30$140,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$47,622
Total interest from all sources2011-04-30$16
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Administrative expenses professional fees incurred2011-04-30$17,365
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$1,000,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$876,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$9,911
Value of net assets at end of year (total assets less liabilities)2011-04-30$150,889
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$140,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$150,889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$140,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$140,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$16
Expenses. Payments to insurance carriers foe the provision of benefits2011-04-30$2,198,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$1,406,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$25,809
Contract administrator fees2011-04-30$30,257
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-04-30No
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30No
Opinion of an independent qualified public accountant for this plan2011-04-30Unqualified
Accountancy firm name2011-04-30J H COHN LLP
Accountancy firm EIN2011-04-30221478099

Form 5500 Responses for PYRAMID INSURANCE TRUST

2015: PYRAMID INSURANCE TRUST 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01This submission is the final filingYes
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: PYRAMID INSURANCE TRUST 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: PYRAMID INSURANCE TRUST 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: PYRAMID INSURANCE TRUST 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: PYRAMID INSURANCE TRUST 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2010: PYRAMID INSURANCE TRUST 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement – InsuranceYes
2010-05-01Plan benefit arrangement - TrustYes
2009: PYRAMID INSURANCE TRUST 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01This submission is the final filingNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 )
Policy contract number2472
Policy instance 1
Insurance contract or identification number2472
Number of Individuals Covered0
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $47,672
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30013754
Policy instance 2
Insurance contract or identification number30013754
Number of Individuals Covered0
Insurance policy start date2014-05-01
Insurance policy end date2015-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,966
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number055475100
Policy instance 1
Insurance contract or identification number055475100
Number of Individuals Covered0
Insurance policy start date2014-05-01
Insurance policy end date2014-07-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY LIFE AND VOL DEP LIFE
Welfare Benefit Premiums Paid to CarrierUSD $15,854
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 )
Policy contract number2472
Policy instance 3
Insurance contract or identification number2472
Number of Individuals Covered277
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $132,184
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 )
Policy contract number2472
Policy instance 1
Insurance contract or identification number2472
Number of Individuals Covered303
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $829
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $152,438
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $829
Insurance broker organization code?3
Insurance broker nameCORPORATE SYNERGIES GROUP INC
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3307004
Policy instance 3
Insurance contract or identification number3307004
Number of Individuals Covered157
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $79
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $541,300
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees79
Additional information about fees paid to insurance brokerGENERAL AGENT PAYMENTS
Insurance broker organization code?3
Insurance broker nameCORPORATE SYNERGIES GROUP INC
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number055475100
Policy instance 4
Insurance contract or identification number055475100
Number of Individuals Covered349
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY LIFE AND VOL DEP LIFE
Welfare Benefit Premiums Paid to CarrierUSD $126,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30013754
Policy instance 5
Insurance contract or identification number30013754
Number of Individuals Covered300
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $72
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,241
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $72
Insurance broker organization code?3
Insurance broker nameCORPORATE SYNERGIES GROUP INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000724E
Policy instance 2
Insurance contract or identification numberG000724E
Number of Individuals Covered420
Insurance policy start date2013-05-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $398
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $3,751
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $398
Insurance broker organization code?3
Insurance broker nameCORPORATE SYNERGIES GROUP INC
DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 )
Policy contract number2472
Policy instance 1
Insurance contract or identification number2472
Number of Individuals Covered345
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $5,421
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $156,027
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,421
Insurance broker organization code?3
Insurance broker nameCORPORATE SYNERGIES GROUP INC
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number055475100
Policy instance 4
Insurance contract or identification number055475100
Number of Individuals Covered278
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY LIFE AND VOL DEP LIFE
Welfare Benefit Premiums Paid to CarrierUSD $119,627
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3307004
Policy instance 3
Insurance contract or identification number3307004
Number of Individuals Covered159
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $37
Total amount of fees paid to insurance companyUSD $104,632
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,168,611
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37
Amount paid for insurance broker fees104632
Additional information about fees paid to insurance brokerBENEFIT ADVISORY AND GENERAL AGENT PAYMENTS
Insurance broker organization code?3
Insurance broker nameCORPORATE SYNERGIES GROUP INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000724E
Policy instance 2
Insurance contract or identification numberG000724E
Number of Individuals Covered452
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $2,452
Total amount of fees paid to insurance companyUSD $790
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $24,516
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,452
Amount paid for insurance broker fees790
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameCORPORATE SYNERGIES GROUP INC
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3307004
Policy instance 3
Insurance contract or identification number3307004
Number of Individuals Covered168
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $109,040
Total amount of fees paid to insurance companyUSD $1,822
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,180,802
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000724E
Policy instance 2
Insurance contract or identification numberG000724E
Number of Individuals Covered451
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $3,328
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $23,683
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 )
Policy contract number2472
Policy instance 1
Insurance contract or identification number2472
Number of Individuals Covered324
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $5,258
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $147,902
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number055475100
Policy instance 4
Insurance contract or identification number055475100
Number of Individuals Covered297
Insurance policy start date2011-07-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $7,960
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY LIFE AND VOL DEP LIFE
Welfare Benefit Premiums Paid to CarrierUSD $44,836
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000724E
Policy instance 2
Insurance contract or identification numberG000724E
Number of Individuals Covered446
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $2,511
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $19,600
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 )
Policy contract number2472
Policy instance 1
Insurance contract or identification number2472
Number of Individuals Covered296
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $5,046
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $137,287
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3307004
Policy instance 3
Insurance contract or identification number3307004
Number of Individuals Covered179
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $103,059
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,020,139
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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