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Plan Name | HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | HEALTH INSURANCE PLAN OF GREATER NEW YORK |
Employer identification number (EIN): | 131828429 |
NAIC Classification: | 524140 |
Additional information about HEALTH INSURANCE PLAN OF GREATER NEW YORK
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1944-10-05 |
Company Identification Number: | 44664 |
Legal Registered Office Address: |
ATTENTION: GENERAL COUNSEL 55 WATER STREET NEW YORK United States of America (USA) 10041 |
More information about HEALTH INSURANCE PLAN OF GREATER NEW YORK
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2014-01-01 | MYRON SPEKTOR | MICHAEL PALMATEER | 2015-10-09 | |
004 | 2014-01-01 | MYRON SPEKTOR | MICHAEL PALMATEER | 2015-10-14 | |
004 | 2013-01-01 | MYRON SPEKTOR | MICHAEL PALMATEER | 2014-10-10 | |
004 | 2012-01-01 | PATRICIA GRANNUM | MICHAEL PALMATEER | 2013-10-03 | |
004 | 2011-01-01 | PATRICIA GRANNUM | JOAN RUBY | 2012-10-11 | |
004 | 2010-01-01 | PATRICIA GRANNUM | JOAN RUBY | 2012-10-11 | |
004 | 2009-01-01 | PATRICIA GRANNUM | RACHEL AMALFITANO | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2014: HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 67 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 67 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 522 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 562 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 248 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 271 |
Total of all active and inactive participants | 2012-01-01 | 520 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 522 |
Number of participants with account balances | 2012-01-01 | 522 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 656 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 290 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 287 |
Total of all active and inactive participants | 2011-01-01 | 578 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 580 |
Number of participants with account balances | 2011-01-01 | 580 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 683 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 302 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 350 |
Total of all active and inactive participants | 2010-01-01 | 653 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 655 |
Number of participants with account balances | 2010-01-01 | 655 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 846 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 590 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 202 |
Total of all active and inactive participants | 2009-01-01 | 792 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 793 |
Number of participants with account balances | 2009-01-01 | 793 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2014 : HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $10,798 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $264,533 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $264,111 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $0 |
Value of total assets at beginning of year | 2014-12-31 | $253,735 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $422 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $9,234 |
Total income from all sources | 2014-12-31 | $10,798 |
Expenses. Total of all expenses incurred | 2014-12-31 | $264,533 |
Benefits paid (including direct rollovers) | 2014-12-31 | $264,111 |
Total plan assets at beginning of year | 2014-12-31 | $253,735 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Other income received | 2014-12-31 | $10,798 |
Net income (gross income less expenses) | 2014-12-31 | $-253,735 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $253,735 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $422 |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $9,234 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $426 |
Administrative expenses (other) incurred | 2014-12-31 | $422 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Value of net income/loss | 2014-12-31 | $-253,735 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $253,735 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $253,735 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,138 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $264,111 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
2013 : HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,567,377 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $22,375,445 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $22,367,479 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $253,735 |
Value of total assets at beginning of year | 2013-12-31 | $20,061,803 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $7,966 |
Total interest from all sources | 2013-12-31 | $8,778 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $153,939 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $153,939 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $267,343 |
Administrative expenses (other) incurred | 2013-12-31 | $7,966 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-19,808,068 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $253,735 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $20,061,803 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $253,735 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $19,794,460 |
Interest on participant loans | 2013-12-31 | $8,778 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,404,660 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $22,367,479 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,462,022 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,394,685 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,382,429 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $20,061,803 |
Value of total assets at beginning of year | 2012-12-31 | $19,994,466 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $12,256 |
Total interest from all sources | 2012-12-31 | $12,025 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $440,435 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $440,435 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Participant contributions at end of year | 2012-12-31 | $267,343 |
Participant contributions at beginning of year | 2012-12-31 | $265,164 |
Administrative expenses (other) incurred | 2012-12-31 | $12,256 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $67,337 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $20,061,803 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $19,994,466 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $19,794,460 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $19,729,302 |
Interest on participant loans | 2012-12-31 | $12,025 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,009,562 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,382,429 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2012-12-31 | 135381590 |
2011 : HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $-452,394 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,424,196 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,409,948 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $30,882 |
Value of total assets at end of year | 2011-12-31 | $19,994,466 |
Value of total assets at beginning of year | 2011-12-31 | $21,871,056 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $14,248 |
Total interest from all sources | 2011-12-31 | $15,223 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $386,934 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $386,934 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Participant contributions at end of year | 2011-12-31 | $265,164 |
Participant contributions at beginning of year | 2011-12-31 | $272,728 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $30,882 |
Administrative expenses (other) incurred | 2011-12-31 | $14,248 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,876,590 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $19,994,466 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $21,871,056 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $19,729,302 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $21,598,328 |
Interest on participant loans | 2011-12-31 | $15,223 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-885,433 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,409,948 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2011-12-31 | 135381590 |
2010 : HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,642,758 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,611,065 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,594,642 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $21,871,056 |
Value of total assets at beginning of year | 2010-12-31 | $20,839,363 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $16,423 |
Total interest from all sources | 2010-12-31 | $16,099 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $276,257 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $276,257 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Participant contributions at end of year | 2010-12-31 | $272,728 |
Participant contributions at beginning of year | 2010-12-31 | $258,569 |
Administrative expenses (other) incurred | 2010-12-31 | $16,423 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,031,693 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $21,871,056 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $20,839,363 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $21,598,328 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $20,580,794 |
Interest on participant loans | 2010-12-31 | $16,099 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,350,402 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,594,642 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SALIBELLO & BRODER, LLP |
Accountancy firm EIN | 2010-12-31 | 133051814 |
2009 : HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2014: HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
2014-01-01 | This submission is the final filing | Yes |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HEALTH INSURANCE PLAN OF GREATER NEW YORK TAX DEFERRED RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | First time form 5500 has been submitted | Yes |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |