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NEW YORK BANKERS ASSOCIATION PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 401k Plan overview

Plan NameNEW YORK BANKERS ASSOCIATION PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM
Plan identification number 001

NEW YORK BANKERS ASSOCIATION PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='131882974' AND PlanID='001'

401k Sponsoring company profile

NEW YORK BANKERS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:NEW YORK BANKERS ASSOCIATION
Employer identification number (EIN):131882974
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW YORK BANKERS ASSOCIATION PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-10-01ROBERTA KOTKIN
0012014-10-01KEVIN HICKS KEVIN HICKS2016-04-28
0012013-10-01KEVIN HICKS
0012012-10-01KEVIN HICKS
0012011-10-01KEVIN HICKS
0012010-10-01SUSAN M. STONE
0012009-10-01SUSAN M. STONE SUSAN M. STONE2011-02-24

Financial Data on NEW YORK BANKERS ASSOCIATION PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM

Measure Date Value
2016 : NEW YORK BANKERS ASSOCIATION PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2016 401k financial data
Total income from all sources2016-09-30$2,973,355
Expenses. Total of all expenses incurred2016-09-30$11,659,766
Benefits paid (including direct rollovers)2016-09-30$11,495,705
Total plan assets at end of year2016-09-30$0
Total plan assets at beginning of year2016-09-30$8,686,411
Value of fidelity bond covering the plan2016-09-30$2,000,000
Expenses. Other expenses not covered elsewhere2016-09-30$121,285
Other income received2016-09-30$473,355
Net income (gross income less expenses)2016-09-30$-8,686,411
Net plan assets at end of year (total assets less liabilities)2016-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$8,686,411
Total contributions received or receivable from employer(s)2016-09-30$2,500,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$42,776
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : NEW YORK BANKERS ASSOCIATION PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2015 401k financial data
Total income from all sources2015-09-30$42,528
Expenses. Total of all expenses incurred2015-09-30$442,066
Benefits paid (including direct rollovers)2015-09-30$381,133
Total plan assets at end of year2015-09-30$8,686,411
Total plan assets at beginning of year2015-09-30$9,085,949
Value of fidelity bond covering the plan2015-09-30$2,000,000
Other income received2015-09-30$42,528
Net income (gross income less expenses)2015-09-30$-399,538
Net plan assets at end of year (total assets less liabilities)2015-09-30$8,686,411
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$9,085,949
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$60,933
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : NEW YORK BANKERS ASSOCIATION PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2014 401k financial data
Total income from all sources2014-09-30$1,195,804
Expenses. Total of all expenses incurred2014-09-30$380,645
Benefits paid (including direct rollovers)2014-09-30$323,043
Total plan assets at end of year2014-09-30$9,085,949
Total plan assets at beginning of year2014-09-30$8,270,790
Value of fidelity bond covering the plan2014-09-30$2,000,000
Other income received2014-09-30$875,304
Net income (gross income less expenses)2014-09-30$815,159
Net plan assets at end of year (total assets less liabilities)2014-09-30$9,085,949
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$8,270,790
Total contributions received or receivable from employer(s)2014-09-30$320,500
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$57,602
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : NEW YORK BANKERS ASSOCIATION PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2013 401k financial data
Total income from all sources2013-09-30$1,260,403
Expenses. Total of all expenses incurred2013-09-30$418,145
Benefits paid (including direct rollovers)2013-09-30$369,944
Total plan assets at end of year2013-09-30$8,270,790
Total plan assets at beginning of year2013-09-30$7,428,532
Value of fidelity bond covering the plan2013-09-30$2,000,000
Other income received2013-09-30$903,214
Net income (gross income less expenses)2013-09-30$842,258
Net plan assets at end of year (total assets less liabilities)2013-09-30$8,270,790
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$7,428,532
Total contributions received or receivable from employer(s)2013-09-30$357,189
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$48,201
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
2012 : NEW YORK BANKERS ASSOCIATION PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2012 401k financial data
Total income from all sources2012-09-30$1,450,762
Expenses. Total of all expenses incurred2012-09-30$258,001
Benefits paid (including direct rollovers)2012-09-30$215,798
Total plan assets at end of year2012-09-30$7,428,532
Total plan assets at beginning of year2012-09-30$6,235,771
Value of fidelity bond covering the plan2012-09-30$2,000,000
Expenses. Other expenses not covered elsewhere2012-09-30$6,046
Other income received2012-09-30$806,758
Net income (gross income less expenses)2012-09-30$1,192,761
Net plan assets at end of year (total assets less liabilities)2012-09-30$7,428,532
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$6,235,771
Total contributions received or receivable from employer(s)2012-09-30$644,004
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$36,157
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : NEW YORK BANKERS ASSOCIATION PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2011 401k financial data
Total income from all sources2011-09-30$447,909
Expenses. Total of all expenses incurred2011-09-30$298,381
Benefits paid (including direct rollovers)2011-09-30$256,428
Total plan assets at end of year2011-09-30$6,235,771
Total plan assets at beginning of year2011-09-30$6,086,243
Value of fidelity bond covering the plan2011-09-30$2,000,000
Expenses. Other expenses not covered elsewhere2011-09-30$41,953
Other income received2011-09-30$2,940
Net income (gross income less expenses)2011-09-30$149,528
Net plan assets at end of year (total assets less liabilities)2011-09-30$6,235,771
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$6,086,243
Total contributions received or receivable from employer(s)2011-09-30$444,969
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
2010 : NEW YORK BANKERS ASSOCIATION PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

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