J R TOBACCO OF AMERICA INC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2016 : PYRAMID INSURANCE TRUST 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-04-30 | $47,689 |
Total of all expenses incurred | 2016-04-30 | $233,563 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-04-30 | $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 year | 2016-04-30 | $0 |
Value of total assets at beginning of year | 2016-04-30 | $185,874 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-04-30 | $45,157 |
Total interest from all sources | 2016-04-30 | $17 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-04-30 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-04-30 | $0 |
Administrative expenses professional fees incurred | 2016-04-30 | $45,157 |
Was this plan covered by a fidelity bond | 2016-04-30 | Yes |
Value of fidelity bond cover | 2016-04-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-04-30 | No |
Contributions received from participants | 2016-04-30 | $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 appraiser | 2016-04-30 | No |
Value of net income/loss | 2016-04-30 | $-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) | 2016-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-04-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-04-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-04-30 | $185,874 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-04-30 | $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 benefits | 2016-04-30 | $47,672 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-04-30 | No |
Contributions received in cash from employer | 2016-04-30 | $27,650 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-04-30 | No |
Did the plan have assets held for investment | 2016-04-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-04-30 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2016-04-30 | Unqualified |
Accountancy firm name | 2016-04-30 | COHNREZNICK LLP |
Accountancy firm EIN | 2016-04-30 | 221478099 |
2015 : PYRAMID INSURANCE TRUST 2015 401k financial data |
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Total income from all sources (including contributions) | 2015-04-30 | $183,361 |
Total of all expenses incurred | 2015-04-30 | $183,525 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-04-30 | $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 year | 2015-04-30 | $185,874 |
Value of total assets at beginning of year | 2015-04-30 | $186,038 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-04-30 | $16,500 |
Total interest from all sources | 2015-04-30 | $19 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-04-30 | No |
Administrative expenses professional fees incurred | 2015-04-30 | $16,500 |
Was this plan covered by a fidelity bond | 2015-04-30 | Yes |
Value of fidelity bond cover | 2015-04-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-04-30 | No |
Contributions received from participants | 2015-04-30 | $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 appraiser | 2015-04-30 | No |
Value of net income/loss | 2015-04-30 | $-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) | 2015-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-04-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-04-30 | $185,874 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-04-30 | $186,038 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-04-30 | $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 benefits | 2015-04-30 | $167,025 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-04-30 | No |
Contributions received in cash from employer | 2015-04-30 | $87,950 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-04-30 | No |
Did the plan have assets held for investment | 2015-04-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-04-30 | Unqualified |
Accountancy firm name | 2015-04-30 | COHNREZNICK LLP |
Accountancy firm EIN | 2015-04-30 | 221478099 |
2014 : PYRAMID INSURANCE TRUST 2014 401k financial data |
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Total income from all sources (including contributions) | 2014-04-30 | $854,283 |
Total of all expenses incurred | 2014-04-30 | $851,607 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-04-30 | $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 year | 2014-04-30 | $186,038 |
Value of total assets at beginning of year | 2014-04-30 | $183,362 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-04-30 | $34,698 |
Total interest from all sources | 2014-04-30 | $19 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-04-30 | No |
Administrative expenses professional fees incurred | 2014-04-30 | $16,000 |
Was this plan covered by a fidelity bond | 2014-04-30 | Yes |
Value of fidelity bond cover | 2014-04-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-04-30 | No |
Contributions received from participants | 2014-04-30 | $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 appraiser | 2014-04-30 | No |
Value of net income/loss | 2014-04-30 | $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) | 2014-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-04-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-04-30 | $186,038 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-04-30 | $183,362 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-04-30 | $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 benefits | 2014-04-30 | $816,532 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-04-30 | No |
Contributions received in cash from employer | 2014-04-30 | $210,383 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-04-30 | $377 |
Contract administrator fees | 2014-04-30 | $18,698 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-04-30 | No |
Did the plan have assets held for investment | 2014-04-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-04-30 | Unqualified |
Accountancy firm name | 2014-04-30 | COHNREZNICK, LLP |
Accountancy firm EIN | 2014-04-30 | 221478099 |
2013 : PYRAMID INSURANCE TRUST 2013 401k financial data |
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Total income from all sources (including contributions) | 2013-04-30 | $2,519,939 |
Total of all expenses incurred | 2013-04-30 | $2,506,853 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-04-30 | $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 year | 2013-04-30 | $183,362 |
Value of total assets at beginning of year | 2013-04-30 | $170,276 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-04-30 | $48,561 |
Total interest from all sources | 2013-04-30 | $20 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-04-30 | No |
Administrative expenses professional fees incurred | 2013-04-30 | $17,000 |
Was this plan covered by a fidelity bond | 2013-04-30 | Yes |
Value of fidelity bond cover | 2013-04-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-04-30 | No |
Contributions received from participants | 2013-04-30 | $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 appraiser | 2013-04-30 | No |
Value of net income/loss | 2013-04-30 | $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) | 2013-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-04-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-04-30 | $183,362 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-04-30 | $170,276 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-04-30 | $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 benefits | 2013-04-30 | $2,454,606 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-04-30 | No |
Contributions received in cash from employer | 2013-04-30 | $1,515,383 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-04-30 | $3,686 |
Contract administrator fees | 2013-04-30 | $31,561 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-04-30 | No |
Did the plan have assets held for investment | 2013-04-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-04-30 | Unqualified |
Accountancy firm name | 2013-04-30 | COHNREZNICK, LLP |
Accountancy firm EIN | 2013-04-30 | 221478099 |
2012 : PYRAMID INSURANCE TRUST 2012 401k financial data |
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Total income from all sources (including contributions) | 2012-04-30 | $2,426,669 |
Total of all expenses incurred | 2012-04-30 | $2,407,282 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-04-30 | $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 year | 2012-04-30 | $170,276 |
Value of total assets at beginning of year | 2012-04-30 | $150,889 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-04-30 | $46,791 |
Total interest from all sources | 2012-04-30 | $21 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-04-30 | No |
Administrative expenses professional fees incurred | 2012-04-30 | $17,188 |
Was this plan covered by a fidelity bond | 2012-04-30 | Yes |
Value of fidelity bond cover | 2012-04-30 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-04-30 | No |
Contributions received from participants | 2012-04-30 | $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 appraiser | 2012-04-30 | No |
Value of net income/loss | 2012-04-30 | $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) | 2012-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-04-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-04-30 | $170,276 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-04-30 | $150,889 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-04-30 | $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 benefits | 2012-04-30 | $2,357,044 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-04-30 | No |
Contributions received in cash from employer | 2012-04-30 | $1,507,029 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-04-30 | $3,447 |
Contract administrator fees | 2012-04-30 | $29,603 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-04-30 | No |
Did the plan have assets held for investment | 2012-04-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-04-30 | Unqualified |
Accountancy firm name | 2012-04-30 | COHNREZNICK LLP |
Accountancy firm EIN | 2012-04-30 | 221478099 |
2011 : PYRAMID INSURANCE TRUST 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-04-30 | $2,282,218 |
Total of all expenses incurred | 2011-04-30 | $2,272,307 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-04-30 | $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 year | 2011-04-30 | $150,889 |
Value of total assets at beginning of year | 2011-04-30 | $140,978 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-04-30 | $47,622 |
Total interest from all sources | 2011-04-30 | $16 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-04-30 | No |
Administrative expenses professional fees incurred | 2011-04-30 | $17,365 |
Was this plan covered by a fidelity bond | 2011-04-30 | Yes |
Value of fidelity bond cover | 2011-04-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-04-30 | No |
Contributions received from participants | 2011-04-30 | $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 appraiser | 2011-04-30 | No |
Value of net income/loss | 2011-04-30 | $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) | 2011-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-04-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-04-30 | $150,889 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-04-30 | $140,978 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-04-30 | $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 benefits | 2011-04-30 | $2,198,876 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-04-30 | No |
Contributions received in cash from employer | 2011-04-30 | $1,406,038 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-04-30 | $25,809 |
Contract administrator fees | 2011-04-30 | $30,257 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-04-30 | No |
Did the plan have assets held for investment | 2011-04-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2011-04-30 | Unqualified |
Accountancy firm name | 2011-04-30 | J H COHN LLP |
Accountancy firm EIN | 2011-04-30 | 221478099 |
DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
Policy contract number | 2472 |
Policy instance | 1 |
Insurance contract or identification number | 2472 | Number of Individuals Covered | 0 | Insurance policy start date | 2015-05-01 | Insurance policy end date | 2016-04-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $47,672 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 30013754 |
Policy instance | 2 |
Insurance contract or identification number | 30013754 | Number of Individuals Covered | 0 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-01-01 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 055475100 |
Policy instance | 1 |
Insurance contract or identification number | 055475100 | Number of Individuals Covered | 0 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2014-07-01 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | VOLUNTARY LIFE AND VOL DEP LIFE | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 2472 |
Policy instance | 3 |
Insurance contract or identification number | 2472 | Number of Individuals Covered | 277 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-04-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 2472 |
Policy instance | 1 |
Insurance contract or identification number | 2472 | Number of Individuals Covered | 303 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-04-30 | Total amount of commissions paid to insurance broker | USD $829 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $152,438 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $829 | Insurance broker organization code? | 3 | Insurance broker name | CORPORATE SYNERGIES GROUP INC |
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CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 3307004 |
Policy instance | 3 |
Insurance contract or identification number | 3307004 | Number of Individuals Covered | 157 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-04-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $79 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 79 | Additional information about fees paid to insurance broker | GENERAL AGENT PAYMENTS | Insurance broker organization code? | 3 | Insurance broker name | CORPORATE SYNERGIES GROUP INC |
|
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 055475100 |
Policy instance | 4 |
Insurance contract or identification number | 055475100 | Number of Individuals Covered | 349 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-04-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | VOLUNTARY LIFE AND VOL DEP LIFE | Welfare Benefit Premiums Paid to Carrier | USD $126,528 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 30013754 |
Policy instance | 5 |
Insurance contract or identification number | 30013754 | Number of Individuals Covered | 300 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-04-30 | Total amount of commissions paid to insurance broker | USD $72 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $28,241 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $72 | Insurance broker organization code? | 3 | Insurance broker name | CORPORATE SYNERGIES GROUP INC |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000724E |
Policy instance | 2 |
Insurance contract or identification number | G000724E | Number of Individuals Covered | 420 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $398 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $3,751 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $398 | Insurance broker organization code? | 3 | Insurance broker name | CORPORATE SYNERGIES GROUP INC |
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DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
Policy contract number | 2472 |
Policy instance | 1 |
Insurance contract or identification number | 2472 | Number of Individuals Covered | 345 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-04-30 | Total amount of commissions paid to insurance broker | USD $5,421 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $156,027 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,421 | Insurance broker organization code? | 3 | Insurance broker name | CORPORATE SYNERGIES GROUP INC |
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SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 055475100 |
Policy instance | 4 |
Insurance contract or identification number | 055475100 | Number of Individuals Covered | 278 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-04-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | VOLUNTARY LIFE AND VOL DEP LIFE | Welfare Benefit Premiums Paid to Carrier | USD $119,627 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 3307004 |
Policy instance | 3 |
Insurance contract or identification number | 3307004 | Number of Individuals Covered | 159 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-04-30 | Total amount of commissions paid to insurance broker | USD $37 | Total amount of fees paid to insurance company | USD $104,632 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 Broker | USD $37 | Amount paid for insurance broker fees | 104632 | Additional information about fees paid to insurance broker | BENEFIT ADVISORY AND GENERAL AGENT PAYMENTS | Insurance broker organization code? | 3 | Insurance broker name | CORPORATE SYNERGIES GROUP INC |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000724E |
Policy instance | 2 |
Insurance contract or identification number | G000724E | Number of Individuals Covered | 452 | Insurance policy start date | 2012-04-01 | Insurance policy end date | 2013-03-31 | Total amount of commissions paid to insurance broker | USD $2,452 | Total amount of fees paid to insurance company | USD $790 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $24,516 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,452 | Amount paid for insurance broker fees | 790 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | CORPORATE SYNERGIES GROUP INC |
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CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | 3307004 |
Policy instance | 3 |
Insurance contract or identification number | 3307004 | Number of Individuals Covered | 168 | Insurance policy start date | 2011-05-01 | Insurance policy end date | 2012-04-30 | Total amount of commissions paid to insurance broker | USD $109,040 | Total amount of fees paid to insurance company | USD $1,822 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,180,802 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000724E |
Policy instance | 2 |
Insurance contract or identification number | G000724E | Number of Individuals Covered | 451 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | Total amount of commissions paid to insurance broker | USD $3,328 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $23,683 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
Policy contract number | 2472 |
Policy instance | 1 |
Insurance contract or identification number | 2472 | Number of Individuals Covered | 324 | Insurance policy start date | 2011-05-01 | Insurance policy end date | 2012-04-30 | Total amount of commissions paid to insurance broker | USD $5,258 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $147,902 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 055475100 |
Policy instance | 4 |
Insurance contract or identification number | 055475100 | Number of Individuals Covered | 297 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-04-30 | Total amount of commissions paid to insurance broker | USD $7,960 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | VOLUNTARY LIFE AND VOL DEP LIFE | Welfare Benefit Premiums Paid to Carrier | USD $44,836 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000724E |
Policy instance | 2 |
Insurance contract or identification number | G000724E | Number of Individuals Covered | 446 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Total amount of commissions paid to insurance broker | USD $2,511 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $19,600 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
Policy contract number | 2472 |
Policy instance | 1 |
Insurance contract or identification number | 2472 | Number of Individuals Covered | 296 | Insurance policy start date | 2010-05-01 | Insurance policy end date | 2011-04-30 | Total amount of commissions paid to insurance broker | USD $5,046 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $137,287 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | 3307004 |
Policy instance | 3 |
Insurance contract or identification number | 3307004 | Number of Individuals Covered | 179 | Insurance policy start date | 2010-05-01 | Insurance policy end date | 2011-04-30 | Total amount of commissions paid to insurance broker | USD $103,059 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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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