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NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 401k Plan overview

Plan NameNEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST
Plan identification number 501

NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST has sponsored the creation of one or more 401k plans.

Company Name:NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST
Employer identification number (EIN):042084077
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012019-01-01
5012018-01-01
5012017-01-01CHARLIE MUISE
5012016-01-01CHARLES MUISE
5012015-01-01CHARLES MUISE
5012014-01-01CHARLIE MUISE
5012013-01-01CHARLIE MUISE
5012012-01-01CHARLIE MUISE
5012011-01-01CHARLIE MUISE
5012009-01-01CHARLIE MUISE

Plan Statistics for NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST

401k plan membership statisitcs for NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST

Measure Date Value
2022: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-017,580
Total number of active participants reported on line 7a of the Form 55002022-01-016,092
Total of all active and inactive participants2022-01-016,092
2021: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-016,092
Total number of active participants reported on line 7a of the Form 55002021-01-017,580
Total of all active and inactive participants2021-01-017,580
2020: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-016,116
Total number of active participants reported on line 7a of the Form 55002020-01-016,092
Total of all active and inactive participants2020-01-016,092
2019: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-016,082
Total number of active participants reported on line 7a of the Form 55002019-01-016,116
Total of all active and inactive participants2019-01-016,116
2018: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-014,716
Total number of active participants reported on line 7a of the Form 55002018-01-016,082
Total of all active and inactive participants2018-01-016,082
2017: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-015,334
Total number of active participants reported on line 7a of the Form 55002017-01-014,716
Total of all active and inactive participants2017-01-014,716
2016: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-014,749
Total number of active participants reported on line 7a of the Form 55002016-01-015,334
Total of all active and inactive participants2016-01-015,334
2015: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-015,721
Total number of active participants reported on line 7a of the Form 55002015-01-014,749
Total of all active and inactive participants2015-01-014,749
2014: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0116,694
Total number of active participants reported on line 7a of the Form 55002014-01-015,721
Total of all active and inactive participants2014-01-015,721
2013: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-017,587
Total number of active participants reported on line 7a of the Form 55002013-01-0116,694
Total of all active and inactive participants2013-01-0116,694
2012: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0116,018
Total number of active participants reported on line 7a of the Form 55002012-01-017,587
Total of all active and inactive participants2012-01-017,587
2011: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0111,921
Total number of active participants reported on line 7a of the Form 55002011-01-0116,018
Total of all active and inactive participants2011-01-0116,018
2009: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0110,368
Total number of active participants reported on line 7a of the Form 55002009-01-018,656
Total of all active and inactive participants2009-01-018,656

Financial Data on NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST

Measure Date Value
2022 : NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$237,119
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$270,058
Total income from all sources (including contributions)2022-12-31$2,180,158
Total of all expenses incurred2022-12-31$2,161,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,853,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,159,932
Value of total assets at end of year2022-12-31$326,143
Value of total assets at beginning of year2022-12-31$340,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$307,957
Total interest from all sources2022-12-31$19
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$12,347
Participant contributions at beginning of year2022-12-31$11,368
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$91,576
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$25,826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$8,260
Other income not declared elsewhere2022-12-31$20,207
Administrative expenses (other) incurred2022-12-31$307,957
Liabilities. Value of operating payables at beginning of year2022-12-31$3,854
Value of net income/loss2022-12-31$19,076
Value of net assets at end of year (total assets less liabilities)2022-12-31$89,024
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$69,948
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest earned on other investments2022-12-31$19
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$287,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$297,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$297,445
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,853,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,068,356
Liabilities. Value of benefit claims payable at end of year2022-12-31$229,609
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$250,766
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$22,933
Did the plan have assets held for investment2022-12-31No
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$7,510
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$15,438
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUM
Accountancy firm EIN2022-12-31222027902
2021 : NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$270,058
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$259,307
Total income from all sources (including contributions)2021-12-31$2,171,015
Total of all expenses incurred2021-12-31$2,202,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,872,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,170,976
Value of total assets at end of year2021-12-31$340,006
Value of total assets at beginning of year2021-12-31$360,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$329,698
Total interest from all sources2021-12-31$39
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$11,368
Participant contributions at beginning of year2021-12-31$26,826
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$77,154
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$8,260
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$32,041
Administrative expenses (other) incurred2021-12-31$329,698
Liabilities. Value of operating payables at end of year2021-12-31$3,854
Liabilities. Value of operating payables at beginning of year2021-12-31$4,231
Value of net income/loss2021-12-31$-31,631
Value of net assets at end of year (total assets less liabilities)2021-12-31$69,948
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$101,579
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest earned on other investments2021-12-31$39
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$297,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$269,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$269,912
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,872,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,093,822
Liabilities. Value of benefit claims payable at end of year2021-12-31$250,766
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$233,465
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$22,933
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$32,107
Did the plan have assets held for investment2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$15,438
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$21,611
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31O'CONNOR & DREW PC
Accountancy firm EIN2021-12-31043000523
2020 : NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$259,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$269,542
Total income from all sources (including contributions)2020-12-31$2,335,620
Total of all expenses incurred2020-12-31$2,323,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,990,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,335,185
Value of total assets at end of year2020-12-31$360,886
Value of total assets at beginning of year2020-12-31$359,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$333,642
Total interest from all sources2020-12-31$435
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$26,826
Participant contributions at beginning of year2020-12-31$19,980
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$87,296
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$32,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$22,562
Administrative expenses (other) incurred2020-12-31$333,642
Liabilities. Value of operating payables at end of year2020-12-31$4,231
Liabilities. Value of operating payables at beginning of year2020-12-31$4,303
Value of net income/loss2020-12-31$11,909
Value of net assets at end of year (total assets less liabilities)2020-12-31$101,579
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$89,670
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest earned on other investments2020-12-31$435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$269,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$264,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$264,593
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,990,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,247,889
Liabilities. Value of benefit claims payable at end of year2020-12-31$233,465
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$237,460
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$32,107
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$52,077
Did the plan have assets held for investment2020-12-31No
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$21,611
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$27,779
2019 : NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$269,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$264,030
Total income from all sources (including contributions)2019-12-31$2,401,506
Total loss/gain on sale of assets2019-12-31$6,789
Total of all expenses incurred2019-12-31$2,401,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,044,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,394,430
Value of total assets at end of year2019-12-31$344,312
Value of total assets at beginning of year2019-12-31$338,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$356,852
Total interest from all sources2019-12-31$287
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$19,980
Participant contributions at beginning of year2019-12-31$19,736
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$57,535
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,662
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,231
Administrative expenses (other) incurred2019-12-31$356,852
Liabilities. Value of operating payables at end of year2019-12-31$4,303
Liabilities. Value of operating payables at beginning of year2019-12-31$4,192
Value of net income/loss2019-12-31$297
Value of net assets at end of year (total assets less liabilities)2019-12-31$74,770
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$74,473
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest earned on other investments2019-12-31$287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$264,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$277,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$277,626
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,044,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,394,430
Employer contributions (assets) at end of year2019-12-31$14,900
Employer contributions (assets) at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$237,460
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$259,838
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$52,077
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$33,910
Did the plan have assets held for investment2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$6,789
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$27,779
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31O'CONNOR AND DREW P.C.
Accountancy firm EIN2019-12-31043000523
2018 : NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$264,030
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$195,337
Total income from all sources (including contributions)2018-12-31$2,454,202
Total of all expenses incurred2018-12-31$2,457,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,114,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,454,202
Value of total assets at end of year2018-12-31$338,503
Value of total assets at beginning of year2018-12-31$273,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$343,421
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$19,736
Participant contributions at beginning of year2018-12-31$27,175
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,231
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,777
Administrative expenses (other) incurred2018-12-31$343,421
Liabilities. Value of operating payables at end of year2018-12-31$4,192
Liabilities. Value of operating payables at beginning of year2018-12-31$16,633
Value of net income/loss2018-12-31$-3,391
Value of net assets at end of year (total assets less liabilities)2018-12-31$74,473
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$77,864
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$277,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$215,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$215,391
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,114,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,454,202
Liabilities. Value of benefit claims payable at end of year2018-12-31$259,838
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$178,704
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$33,910
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$23,858
Did the plan have assets held for investment2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31O'CONNOR AND DREW P.C.
Accountancy firm EIN2018-12-31043000523
2017 : NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$195,337
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$242,350
Total income from all sources (including contributions)2017-12-31$2,211,178
Total of all expenses incurred2017-12-31$2,232,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,911,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,211,178
Value of total assets at end of year2017-12-31$273,201
Value of total assets at beginning of year2017-12-31$341,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$321,323
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$27,175
Participant contributions at beginning of year2017-12-31$45,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$6,777
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$8,768
Administrative expenses (other) incurred2017-12-31$321,323
Liabilities. Value of operating payables at end of year2017-12-31$16,633
Value of net income/loss2017-12-31$-21,353
Value of net assets at end of year (total assets less liabilities)2017-12-31$77,864
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$99,217
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$215,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$258,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$258,697
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,911,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,211,178
Liabilities. Value of benefit claims payable at end of year2017-12-31$178,704
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$242,350
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$23,858
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$28,739
Did the plan have assets held for investment2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31O'CONNOR AND DREW P.C.
Accountancy firm EIN2017-12-31043000523
2016 : NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$242,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$220,756
Total income from all sources (including contributions)2016-12-31$2,346,193
Total of all expenses incurred2016-12-31$2,355,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,113,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,346,193
Value of total assets at end of year2016-12-31$341,567
Value of total assets at beginning of year2016-12-31$329,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$242,191
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$45,363
Participant contributions at beginning of year2016-12-31$44,301
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$8,768
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$8,768
Administrative expenses (other) incurred2016-12-31$242,191
Value of net income/loss2016-12-31$-9,161
Value of net assets at end of year (total assets less liabilities)2016-12-31$99,217
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$108,378
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$258,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$239,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$239,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,346,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,113,163
Liabilities. Value of benefit claims payable at end of year2016-12-31$242,350
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$220,756
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$28,739
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$36,950
Did the plan have assets held for investment2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31O'CONNOR AND DREW P.C.
Accountancy firm EIN2016-12-31043000523
2015 : NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$220,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$206,981
Total income from all sources (including contributions)2015-12-31$2,423,065
Total of all expenses incurred2015-12-31$2,450,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,184,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,423,065
Value of total assets at end of year2015-12-31$329,134
Value of total assets at beginning of year2015-12-31$343,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$266,130
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$44,301
Participant contributions at beginning of year2015-12-31$83,856
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,904
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$8,768
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$8,786
Administrative expenses (other) incurred2015-12-31$266,130
Liabilities. Value of operating payables at beginning of year2015-12-31$15,707
Value of net income/loss2015-12-31$-27,802
Value of net assets at end of year (total assets less liabilities)2015-12-31$108,378
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$136,180
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$239,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$240,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$240,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,413,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,184,737
Liabilities. Value of benefit claims payable at end of year2015-12-31$220,756
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$191,274
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$36,950
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$10,161
Did the plan have assets held for investment2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31O'CONNOR AND DREW P.C.
Accountancy firm EIN2015-12-31043000523
2014 : NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$206,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$222,392
Total income from all sources (including contributions)2014-12-31$2,613,299
Total of all expenses incurred2014-12-31$2,460,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,204,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,613,299
Value of total assets at end of year2014-12-31$343,161
Value of total assets at beginning of year2014-12-31$206,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$256,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$605
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$83,856
Participant contributions at beginning of year2014-12-31$6,953
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$8,786
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$8,689
Administrative expenses (other) incurred2014-12-31$255,781
Liabilities. Value of operating payables at end of year2014-12-31$15,707
Liabilities. Value of operating payables at beginning of year2014-12-31$15,707
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$252
Value of net income/loss2014-12-31$152,365
Value of net assets at end of year (total assets less liabilities)2014-12-31$136,180
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-16,185
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$240,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$172,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$172,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,613,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,204,548
Liabilities. Value of benefit claims payable at end of year2014-12-31$191,274
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$206,685
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$10,161
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$18,290
Did the plan have assets held for investment2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31NEWBURG & COMPANY LLP
Accountancy firm EIN2014-12-31042805993
2013 : NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$222,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$563,501
Total income from all sources (including contributions)2013-12-31$2,393,194
Total of all expenses incurred2013-12-31$2,443,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,205,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,393,191
Value of total assets at end of year2013-12-31$206,207
Value of total assets at beginning of year2013-12-31$597,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$238,405
Total interest from all sources2013-12-31$3
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$14,500
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$6,953
Participant contributions at beginning of year2013-12-31$36,335
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$8,689
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$18,417
Administrative expenses (other) incurred2013-12-31$223,905
Liabilities. Value of operating payables at end of year2013-12-31$15,707
Liabilities. Value of operating payables at beginning of year2013-12-31$36,287
Total non interest bearing cash at end of year2013-12-31$252
Total non interest bearing cash at beginning of year2013-12-31$252
Value of net income/loss2013-12-31$-50,345
Value of net assets at end of year (total assets less liabilities)2013-12-31$-16,185
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$34,160
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$172,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$516,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$516,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,393,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,205,134
Liabilities. Value of benefit claims payable at end of year2013-12-31$206,685
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$527,214
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$18,290
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$26,419
Did the plan have assets held for investment2013-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31NEWBURG & COMPANY LLP
Accountancy firm EIN2013-12-31042805993
2012 : NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$563,501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,275,270
Total income from all sources (including contributions)2012-12-31$5,553,680
Total loss/gain on sale of assets2012-12-31$53,405
Total of all expenses incurred2012-12-31$5,689,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,204,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,475,151
Value of total assets at end of year2012-12-31$597,661
Value of total assets at beginning of year2012-12-31$2,445,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$485,440
Total interest from all sources2012-12-31$25,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$18,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$36,335
Participant contributions at beginning of year2012-12-31$128,923
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$4,174
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$18,417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9,360
Administrative expenses (other) incurred2012-12-31$467,440
Liabilities. Value of operating payables at end of year2012-12-31$36,287
Liabilities. Value of operating payables at beginning of year2012-12-31$69,553
Total non interest bearing cash at end of year2012-12-31$252
Total non interest bearing cash at beginning of year2012-12-31$252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-136,019
Value of net assets at end of year (total assets less liabilities)2012-12-31$34,160
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$170,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$752,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$516,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$472,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$472,499
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$25,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,475,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,200,085
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,047,487
Liabilities. Value of benefit claims payable at end of year2012-12-31$527,214
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,205,717
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$26,419
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$34,548
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,100,894
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,047,489
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31NEWBURG & COMPANY LLP
Accountancy firm EIN2012-12-31042805993
2011 : NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-43,226
Total unrealized appreciation/depreciation of assets2011-12-31$-43,226
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,073,468
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,429,506
Total income from all sources (including contributions)2011-12-31$16,207,314
Total loss/gain on sale of assets2011-12-31$22,133
Total of all expenses incurred2011-12-31$16,423,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,757,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$16,152,124
Value of total assets at end of year2011-12-31$2,445,448
Value of total assets at beginning of year2011-12-31$3,017,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$665,917
Total interest from all sources2011-12-31$76,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$21,350
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$128,923
Participant contributions at beginning of year2011-12-31$210,486
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$21,125
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9,359
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$9,524
Administrative expenses (other) incurred2011-12-31$644,567
Liabilities. Value of operating payables at end of year2011-12-31$69,553
Liabilities. Value of operating payables at beginning of year2011-12-31$208,844
Total non interest bearing cash at end of year2011-12-31$252
Total non interest bearing cash at beginning of year2011-12-31$252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-216,438
Value of net assets at end of year (total assets less liabilities)2011-12-31$371,980
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$588,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$226,326
Value of interest in master investment trust accounts at end of year2011-12-31$752,380
Value of interest in master investment trust accounts at beginning of year2011-12-31$10,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$472,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$948,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$948,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$76,283
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$372,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$16,152,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,736,710
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,047,487
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,224,451
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,003,915
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,220,662
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$34,548
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$15,668
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$844,614
Aggregate carrying amount (costs) on sale of assets2011-12-31$822,481
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31NEWBURG & COMPANY LLP
Accountancy firm EIN2011-12-31042805993
2010 : NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$12,342
Total unrealized appreciation/depreciation of assets2010-12-31$12,342
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,429,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,619,834
Total income from all sources (including contributions)2010-12-31$17,467,760
Total loss/gain on sale of assets2010-12-31$19,383
Total of all expenses incurred2010-12-31$17,670,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,904,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$17,365,525
Value of total assets at end of year2010-12-31$3,017,924
Value of total assets at beginning of year2010-12-31$2,410,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$765,890
Total interest from all sources2010-12-31$70,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$28,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$210,486
Participant contributions at beginning of year2010-12-31$238,400
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$13,629
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$9,524
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$11,247
Administrative expenses (other) incurred2010-12-31$737,890
Liabilities. Value of operating payables at end of year2010-12-31$208,844
Liabilities. Value of operating payables at beginning of year2010-12-31$262,706
Total non interest bearing cash at end of year2010-12-31$252
Total non interest bearing cash at beginning of year2010-12-31$252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-202,314
Value of net assets at end of year (total assets less liabilities)2010-12-31$588,418
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$790,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$226,326
Value of interest in pooled separate accounts at beginning of year2010-12-31$220,219
Value of interest in master investment trust accounts at end of year2010-12-31$10,317
Value of interest in master investment trust accounts at beginning of year2010-12-31$45,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$948,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$815,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$815,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$70,510
Asset value of US Government securities at end of year2010-12-31$372,676
Asset value of US Government securities at beginning of year2010-12-31$900,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$17,365,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,890,555
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,224,451
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$155,820
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,220,662
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,357,128
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$15,668
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$24,327
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$730,063
Aggregate carrying amount (costs) on sale of assets2010-12-31$710,680
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31NEWBURG & COMPANY LLP
Accountancy firm EIN2010-12-31042805993

Form 5500 Responses for NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST

2022: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: NEW ENGLAND AUTOMOBILE DEALERS INSURANCE TRUST 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00584304
Policy instance 3
Insurance contract or identification number00584304
Number of Individuals Covered1736
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $71,120
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Contracts With Unallocated Funds Deposit Administration1
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,290,717
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $71,120
Amount paid for insurance broker fees0
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-350950
Policy instance 2
Insurance contract or identification number010-350950
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Contracts With Unallocated Funds Deposit Administration1
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number10106
Policy instance 1
Insurance contract or identification number10106
Number of Individuals Covered856
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,089
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Contracts With Unallocated Funds Deposit Administration1
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $71,520
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,089
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00584304
Policy instance 3
Insurance contract or identification number00584304
Number of Individuals Covered1836
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $49,767
Total amount of fees paid to insurance companyUSD $5,000
Are there contracts with allocated funds for individual policies?1
Contracts With Unallocated Funds Deposit Administration1
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $916,659
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,767
Amount paid for insurance broker fees5000
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-350950
Policy instance 2
Insurance contract or identification number010-350950
Number of Individuals Covered4751
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $78,261
Total amount of fees paid to insurance companyUSD $13,742
Are there contracts with allocated funds for individual policies?1
Contracts With Unallocated Funds Deposit Administration1
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,565,220
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $78,261
Amount paid for insurance broker fees13742
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number10106
Policy instance 1
Insurance contract or identification number10106
Number of Individuals Covered993
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,083
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Contracts With Unallocated Funds Deposit Administration1
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $100,522
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,083
Amount paid for insurance broker fees0
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-350950
Policy instance 2
Insurance contract or identification number010-350950
Number of Individuals Covered4916
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $79,241
Total amount of fees paid to insurance companyUSD $13,742
Are there contracts with allocated funds for individual policies?1
Contracts With Unallocated Funds Deposit Administration1
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,584,817
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79,241
Amount paid for insurance broker fees13742
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number10106
Policy instance 1
Insurance contract or identification number10106
Number of Individuals Covered1068
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Contracts With Unallocated Funds Deposit Administration1
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $99,872
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-350950
Policy instance 2
Insurance contract or identification number010-350950
Number of Individuals Covered5015
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $68,712
Total amount of fees paid to insurance companyUSD $12,349
Are there contracts with allocated funds for individual policies?1
Contracts With Unallocated Funds Deposit Administration1
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,374,233
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68,712
Amount paid for insurance broker fees12349
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number10106
Policy instance 1
Insurance contract or identification number10106
Number of Individuals Covered1101
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Contracts With Unallocated Funds Deposit Administration1
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $104,602
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-350950
Policy instance 3
Insurance contract or identification number010-350950
Number of Individuals Covered4987
Insurance policy start date2018-04-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $49,287
Total amount of fees paid to insurance companyUSD $12,245
Are there contracts with allocated funds for individual policies?1
Contracts With Unallocated Funds Deposit Administration1
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $985,747
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,287
Amount paid for insurance broker fees12245
Insurance broker organization code?3
DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 )
Policy contract number013651
Policy instance 2
Insurance contract or identification number013651
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $23,368
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Contracts With Unallocated Funds Deposit Administration1
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $437,637
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,368
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number10106
Policy instance 1
Insurance contract or identification number10106
Number of Individuals Covered1089
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,607
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Contracts With Unallocated Funds Deposit Administration1
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $111,183
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,607
Insurance broker organization code?3
DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 )
Policy contract number013651
Policy instance 2
Insurance contract or identification number013651
Number of Individuals Covered3608
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $72,473
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Contracts With Unallocated Funds Deposit Administration1
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,804,789
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $72,473
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND AUTOMOBILE DEALERS INS
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number10106
Policy instance 1
Insurance contract or identification number10106
Number of Individuals Covered1108
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,427
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Contracts With Unallocated Funds Deposit Administration1
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $104,182
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,427
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND AUTOMOBILE DEALERS INS

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