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RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY
Plan identification number 002

RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

GREATER NEW YORK MUTUAL INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:GREATER NEW YORK MUTUAL INSURANCE COMPANY
Employer identification number (EIN):135117400
NAIC Classification:524150

Additional information about GREATER NEW YORK MUTUAL INSURANCE COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date: 1963-08-23
Company Identification Number: 733740
Legal Registered Office Address: 200 MADISON AVE

NEW YORK
United States of America (USA)
10016-3904

More information about GREATER NEW YORK MUTUAL INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01CHRISTOPHER MCNULTY CHRISTOPHER MCNULTY2018-04-12
0022015-07-01CHRISTOPHER MCNULTY CHRISTOPHER MCNULTY2017-04-07
0022014-07-01CHRISTOPHER MCNULTY CHRISTOPHER MCNULTY2016-04-13
0022013-07-01CHRISTOPHER MCNULTY CHRISTOPHER MCNULTY2015-04-09
0022012-07-01CHRISTOPHER MCNULTY
0022011-07-01SUSAN SHARP SUSAN SHARP2013-04-15
0022010-07-01SUSAN SHARP
0022009-07-01SUSAN SHARP
0022008-07-01

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2022 401k membership
Market value of plan assets2022-06-3060,204,561
Acturial value of plan assets2022-06-3055,810,857
Funding target for retired participants and beneficiaries receiving payment2022-06-3020,640,396
Number of terminated vested participants2022-06-30147
Fundng target for terminated vested participants2022-06-306,178,614
Active participant vested funding target2022-06-3016,233,414
Number of active participants2022-06-30328
Total funding liabilities for active participants2022-06-3016,638,952
Total participant count2022-06-30770
Total funding target for all participants2022-06-3043,457,962
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-3012,500,067
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-302,479,752
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-3010,020,315
Present value of excess contributions2022-06-301,225,543
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-301,455,700
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-301,455,700
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-3013,357,830
Total employer contributions2022-06-3014,683,514
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-3013,772,893
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-301,709,607
Net shortfall amortization installment of oustanding balance2022-06-301,004,935
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-301,803,309
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-301,803,309
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-3013,772,893
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2021 401k membership
Total participants, beginning-of-year2021-07-01770
Total number of active participants reported on line 7a of the Form 55002021-07-01318
Number of retired or separated participants receiving benefits2021-07-01247
Number of other retired or separated participants entitled to future benefits2021-07-01155
Total of all active and inactive participants2021-07-01720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0146
Total participants2021-07-01766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0119
Market value of plan assets2021-06-3051,512,933
Acturial value of plan assets2021-06-3051,061,643
Funding target for retired participants and beneficiaries receiving payment2021-06-3021,181,177
Number of terminated vested participants2021-06-30148
Fundng target for terminated vested participants2021-06-305,670,565
Active participant vested funding target2021-06-3015,532,692
Number of active participants2021-06-30299
Total funding liabilities for active participants2021-06-3015,890,400
Total participant count2021-06-30740
Total funding target for all participants2021-06-3042,742,142
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-3013,195,944
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-302,127,939
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-3011,068,005
Present value of excess contributions2021-06-30723,399
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-30766,875
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-30766,875
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-3012,500,067
Total employer contributions2021-06-301,231,986
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-301,225,543
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-301,672,654
Net shortfall amortization installment of oustanding balance2021-06-304,180,566
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-302,479,752
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-302,479,752
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-301,225,543
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2020 401k membership
Total participants, beginning-of-year2020-07-01740
Total number of active participants reported on line 7a of the Form 55002020-07-01330
Number of retired or separated participants receiving benefits2020-07-01249
Number of other retired or separated participants entitled to future benefits2020-07-01147
Total of all active and inactive participants2020-07-01726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0144
Total participants2020-07-01770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0114
Market value of plan assets2020-06-3050,061,978
Acturial value of plan assets2020-06-3049,115,902
Funding target for retired participants and beneficiaries receiving payment2020-06-3019,627,659
Number of terminated vested participants2020-06-30155
Fundng target for terminated vested participants2020-06-306,050,563
Active participant vested funding target2020-06-3014,068,494
Number of active participants2020-06-30289
Total funding liabilities for active participants2020-06-3014,376,461
Total participant count2020-06-30714
Total funding target for all participants2020-06-3040,054,683
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-3011,331,541
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-301,578,509
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-309,753,032
Present value of excess contributions2020-06-302,317,075
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-302,510,522
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-302,510,522
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-3013,195,944
Total employer contributions2020-06-30768,014
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30723,399
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-301,413,825
Net shortfall amortization installment of oustanding balance2020-06-304,134,725
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-302,127,939
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-302,127,939
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-30723,399
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2019 401k membership
Total participants, beginning-of-year2019-07-01714
Total number of active participants reported on line 7a of the Form 55002019-07-01302
Number of retired or separated participants receiving benefits2019-07-01246
Number of other retired or separated participants entitled to future benefits2019-07-01148
Total of all active and inactive participants2019-07-01696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0144
Total participants2019-07-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0112
Market value of plan assets2019-06-3045,372,704
Acturial value of plan assets2019-06-3045,304,187
Funding target for retired participants and beneficiaries receiving payment2019-06-3017,676,967
Number of terminated vested participants2019-06-30157
Fundng target for terminated vested participants2019-06-305,774,438
Active participant vested funding target2019-06-3012,400,423
Number of active participants2019-06-30270
Total funding liabilities for active participants2019-06-3012,699,857
Total participant count2019-06-30687
Total funding target for all participants2019-06-3036,151,262
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-3010,548,461
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-3010,548,461
Present value of excess contributions2019-06-30107,889
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30114,308
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-30114,308
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-3011,331,541
Total employer contributions2019-06-302,476,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-302,317,075
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-301,222,851
Net shortfall amortization installment of oustanding balance2019-06-302,178,616
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-301,578,509
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-301,578,509
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-302,317,075
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2018 401k membership
Total participants, beginning-of-year2018-07-01687
Total number of active participants reported on line 7a of the Form 55002018-07-01294
Number of retired or separated participants receiving benefits2018-07-01228
Number of other retired or separated participants entitled to future benefits2018-07-01155
Total of all active and inactive participants2018-07-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0137
Total participants2018-07-01714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0112
Market value of plan assets2018-06-3043,256,136
Acturial value of plan assets2018-06-3043,331,165
Funding target for retired participants and beneficiaries receiving payment2018-06-3016,639,395
Number of terminated vested participants2018-06-30149
Fundng target for terminated vested participants2018-06-304,800,846
Active participant vested funding target2018-06-3012,174,369
Number of active participants2018-06-30286
Total funding liabilities for active participants2018-06-3012,445,899
Total participant count2018-06-30687
Total funding target for all participants2018-06-3033,886,140
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-309,829,896
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-309,829,896
Present value of excess contributions2018-06-30611,897
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-30649,406
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-3010,548,461
Total employer contributions2018-06-301,324,245
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-301,274,056
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-301,166,167
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-301,166,167
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-301,166,167
Contributions allocatedtoward minimum required contributions for current year2018-06-301,274,056
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2017 401k membership
Total participants, beginning-of-year2017-07-01687
Total number of active participants reported on line 7a of the Form 55002017-07-01275
Number of retired or separated participants receiving benefits2017-07-01218
Number of other retired or separated participants entitled to future benefits2017-07-01157
Total of all active and inactive participants2017-07-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0137
Total participants2017-07-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0116
Market value of plan assets2017-06-3041,387,705
Acturial value of plan assets2017-06-3042,259,701
Funding target for retired participants and beneficiaries receiving payment2017-06-3014,834,671
Number of terminated vested participants2017-06-30142
Fundng target for terminated vested participants2017-06-304,205,966
Active participant vested funding target2017-06-3012,123,776
Number of active participants2017-06-30292
Total funding liabilities for active participants2017-06-3012,317,897
Total participant count2017-06-30677
Total funding target for all participants2017-06-3031,358,534
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-3010,103,014
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-3010,103,014
Present value of excess contributions2017-06-305,021,327
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-305,336,164
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-30708,558
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-309,829,896
Total employer contributions2017-06-30675,755
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30611,897
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-301,071,271
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-30611,897
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2016 401k membership
Total participants, beginning-of-year2016-07-01677
Total number of active participants reported on line 7a of the Form 55002016-07-01292
Number of retired or separated participants receiving benefits2016-07-01210
Number of other retired or separated participants entitled to future benefits2016-07-01149
Total of all active and inactive participants2016-07-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0136
Total participants2016-07-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0111
2015: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2015 401k membership
Total participants, beginning-of-year2015-07-01668
Total number of active participants reported on line 7a of the Form 55002015-07-01297
Number of retired or separated participants receiving benefits2015-07-01202
Number of other retired or separated participants entitled to future benefits2015-07-01142
Total of all active and inactive participants2015-07-01641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0136
Total participants2015-07-01677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0118
2014: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2014 401k membership
Total participants, beginning-of-year2014-07-01645
Total number of active participants reported on line 7a of the Form 55002014-07-01312
Number of retired or separated participants receiving benefits2014-07-01191
Number of other retired or separated participants entitled to future benefits2014-07-01131
Total of all active and inactive participants2014-07-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0134
Total participants2014-07-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0110
2013: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2013 401k membership
Total participants, beginning-of-year2013-07-01634
Total number of active participants reported on line 7a of the Form 55002013-07-01301
Number of retired or separated participants receiving benefits2013-07-01181
Number of other retired or separated participants entitled to future benefits2013-07-01127
Total of all active and inactive participants2013-07-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0136
Total participants2013-07-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0110
2012: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2012 401k membership
Total participants, beginning-of-year2012-07-01636
Total number of active participants reported on line 7a of the Form 55002012-07-01295
Number of retired or separated participants receiving benefits2012-07-01174
Number of other retired or separated participants entitled to future benefits2012-07-01132
Total of all active and inactive participants2012-07-01601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0133
Total participants2012-07-01634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-013
2011: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2011 401k membership
Total participants, beginning-of-year2011-07-01642
Total number of active participants reported on line 7a of the Form 55002011-07-01299
Number of retired or separated participants receiving benefits2011-07-01168
Number of other retired or separated participants entitled to future benefits2011-07-01137
Total of all active and inactive participants2011-07-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0132
Total participants2011-07-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2010 401k membership
Total participants, beginning-of-year2010-07-01630
Total number of active participants reported on line 7a of the Form 55002010-07-01326
Number of retired or separated participants receiving benefits2010-07-01165
Number of other retired or separated participants entitled to future benefits2010-07-01120
Total of all active and inactive participants2010-07-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-0131
Total participants2010-07-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-019
2009: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2009 401k membership
Total participants, beginning-of-year2009-07-01638
Total number of active participants reported on line 7a of the Form 55002009-07-01332
Number of retired or separated participants receiving benefits2009-07-01159
Number of other retired or separated participants entitled to future benefits2009-07-01111
Total of all active and inactive participants2009-07-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0128
Total participants2009-07-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0120

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-2,043,003
Total unrealized appreciation/depreciation of assets2022-06-30$-2,043,003
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$8,395,045
Total loss/gain on sale of assets2022-06-30$-2,099,029
Total of all expenses incurred2022-06-30$2,382,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,294,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$14,683,514
Value of total assets at end of year2022-06-30$66,217,118
Value of total assets at beginning of year2022-06-30$60,204,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$88,329
Total interest from all sources2022-06-30$798,122
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$171,424
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$153,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$6,012,557
Value of net assets at end of year (total assets less liabilities)2022-06-30$66,217,118
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$60,204,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$27,238,498
Value of interest in pooled separate accounts at beginning of year2022-06-30$32,565,546
Income. Interest from US Government securities2022-06-30$292,787
Income. Interest from corporate debt instruments2022-06-30$505,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$43,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$17,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$17,549
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$217
Asset value of US Government securities at end of year2022-06-30$11,386,900
Asset value of US Government securities at beginning of year2022-06-30$12,546,640
Net investment gain/loss from pooled separate accounts2022-06-30$-2,944,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$14,683,514
Employer contributions (assets) at end of year2022-06-30$12,683,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,294,159
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$14,693,450
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$14,921,526
Contract administrator fees2022-06-30$88,329
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$9,596,992
Aggregate carrying amount (costs) on sale of assets2022-06-30$11,696,021
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30ERNST & YOUNG
Accountancy firm EIN2022-06-30346565596
2021 : RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$278,678
Total unrealized appreciation/depreciation of assets2021-06-30$278,678
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$10,990,475
Total loss/gain on sale of assets2021-06-30$-883,728
Total of all expenses incurred2021-06-30$2,302,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,215,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,231,986
Value of total assets at end of year2021-06-30$60,204,561
Value of total assets at beginning of year2021-06-30$51,517,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$87,529
Total interest from all sources2021-06-30$749,754
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$153,300
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$145,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$8,687,523
Value of net assets at end of year (total assets less liabilities)2021-06-30$60,204,561
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$51,517,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$32,565,546
Value of interest in pooled separate accounts at beginning of year2021-06-30$23,254,713
Income. Interest from US Government securities2021-06-30$438,008
Income. Interest from corporate debt instruments2021-06-30$311,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$17,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$20,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$20,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$45
Asset value of US Government securities at end of year2021-06-30$12,546,640
Asset value of US Government securities at beginning of year2021-06-30$13,164,660
Net investment gain/loss from pooled separate accounts2021-06-30$9,613,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,231,986
Employer contributions (assets) at beginning of year2021-06-30$768,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,215,423
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$14,921,526
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$14,163,386
Contract administrator fees2021-06-30$87,529
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$4,755,128
Aggregate carrying amount (costs) on sale of assets2021-06-30$5,638,856
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30ERNST & YOUNG
Accountancy firm EIN2021-06-30346565596
2020 : RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$527,335
Total unrealized appreciation/depreciation of assets2020-06-30$527,335
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$3,791,087
Total loss/gain on sale of assets2020-06-30$694,742
Total of all expenses incurred2020-06-30$2,361,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,255,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$768,014
Value of total assets at end of year2020-06-30$51,517,038
Value of total assets at beginning of year2020-06-30$50,087,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$105,491
Total interest from all sources2020-06-30$760,298
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$145,612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$139,828
Other income not declared elsewhere2020-06-30$0
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,429,597
Value of net assets at end of year (total assets less liabilities)2020-06-30$51,517,038
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$50,087,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$23,254,713
Value of interest in pooled separate accounts at beginning of year2020-06-30$23,099,506
Income. Interest from US Government securities2020-06-30$368,711
Income. Interest from corporate debt instruments2020-06-30$389,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$20,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$7,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$7,229
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$2,457
Asset value of US Government securities at end of year2020-06-30$13,164,660
Asset value of US Government securities at beginning of year2020-06-30$12,347,497
Net investment gain/loss from pooled separate accounts2020-06-30$1,040,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$768,014
Employer contributions (assets) at end of year2020-06-30$768,014
Employer contributions (assets) at beginning of year2020-06-30$2,476,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,255,999
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$14,163,386
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$12,017,381
Contract administrator fees2020-06-30$105,491
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$19,838,742
Aggregate carrying amount (costs) on sale of assets2020-06-30$19,144,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30ERNST & YOUNG
Accountancy firm EIN2020-06-30346565596
2019 : RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$1,020,918
Total unrealized appreciation/depreciation of assets2019-06-30$1,020,918
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$6,717,472
Total loss/gain on sale of assets2019-06-30$92,621
Total of all expenses incurred2019-06-30$2,002,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,002,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,476,000
Value of total assets at end of year2019-06-30$50,087,441
Value of total assets at beginning of year2019-06-30$45,372,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$744,713
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$139,828
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$127,867
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$4,714,737
Value of net assets at end of year (total assets less liabilities)2019-06-30$50,087,441
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$45,372,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$23,099,506
Value of interest in pooled separate accounts at beginning of year2019-06-30$22,718,674
Income. Interest from US Government securities2019-06-30$369,674
Income. Interest from corporate debt instruments2019-06-30$372,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$7,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$72,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$72,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$2,219
Asset value of US Government securities at end of year2019-06-30$12,347,497
Asset value of US Government securities at beginning of year2019-06-30$11,721,813
Net investment gain/loss from pooled separate accounts2019-06-30$2,383,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$2,476,000
Employer contributions (assets) at end of year2019-06-30$2,476,000
Employer contributions (assets) at beginning of year2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,002,735
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$12,017,381
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$10,731,812
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$4,903,099
Aggregate carrying amount (costs) on sale of assets2019-06-30$4,810,478
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30ERNST & YOUNG
Accountancy firm EIN2019-06-30346565596
2018 : RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-765,770
Total unrealized appreciation/depreciation of assets2018-06-30$-765,770
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$4,006,519
Total loss/gain on sale of assets2018-06-30$2,941
Total of all expenses incurred2018-06-30$1,916,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,916,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,324,245
Value of total assets at end of year2018-06-30$45,372,704
Value of total assets at beginning of year2018-06-30$43,282,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$688,250
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$127,867
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$113,781
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$2,090,220
Value of net assets at end of year (total assets less liabilities)2018-06-30$45,372,704
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$43,282,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$22,718,674
Value of interest in pooled separate accounts at beginning of year2018-06-30$20,878,121
Income. Interest from US Government securities2018-06-30$366,313
Income. Interest from corporate debt instruments2018-06-30$320,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$72,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$55,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$55,902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$1,435
Asset value of US Government securities at end of year2018-06-30$11,721,813
Asset value of US Government securities at beginning of year2018-06-30$11,834,700
Net investment gain/loss from pooled separate accounts2018-06-30$2,756,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,324,245
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$675,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,916,299
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$10,731,812
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$9,724,225
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$5,122,582
Aggregate carrying amount (costs) on sale of assets2018-06-30$5,119,641
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30ERNST & YOUNG
Accountancy firm EIN2018-06-30346565596
2017 : RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$-577,147
Total unrealized appreciation/depreciation of assets2017-06-30$-577,147
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$3,473,687
Total loss/gain on sale of assets2017-06-30$-85,001
Total of all expenses incurred2017-06-30$1,742,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,742,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$675,755
Value of total assets at end of year2017-06-30$43,282,484
Value of total assets at beginning of year2017-06-30$41,551,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$637,722
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$113,781
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$92,494
Total non interest bearing cash at end of year2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,730,942
Value of net assets at end of year (total assets less liabilities)2017-06-30$43,282,484
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$41,551,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$20,878,121
Value of interest in pooled separate accounts at beginning of year2017-06-30$16,298,508
Income. Interest from US Government securities2017-06-30$354,406
Income. Interest from corporate debt instruments2017-06-30$282,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$55,902
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$61,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$61,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$1,052
Asset value of US Government securities at end of year2017-06-30$11,834,700
Asset value of US Government securities at beginning of year2017-06-30$12,030,548
Net investment gain/loss from pooled separate accounts2017-06-30$2,822,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$675,755
Employer contributions (assets) at end of year2017-06-30$675,755
Employer contributions (assets) at beginning of year2017-06-30$5,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,742,745
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$9,724,225
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$7,568,582
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$11,911,862
Aggregate carrying amount (costs) on sale of assets2017-06-30$11,996,863
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30ERNST & YOUNG
Accountancy firm EIN2017-06-30346565596
2016 : RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$324,850
Total unrealized appreciation/depreciation of assets2016-06-30$324,850
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$9,971,260
Total loss/gain on sale of assets2016-06-30$45,101
Total of all expenses incurred2016-06-30$1,611,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,611,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$8,500,000
Value of total assets at end of year2016-06-30$41,551,542
Value of total assets at beginning of year2016-06-30$33,192,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$628,906
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$92,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$75,330
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$8,359,378
Value of net assets at end of year (total assets less liabilities)2016-06-30$41,551,542
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$33,192,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$16,298,508
Value of interest in pooled separate accounts at beginning of year2016-06-30$15,937,987
Interest earned on other investments2016-06-30$155
Income. Interest from US Government securities2016-06-30$376,188
Income. Interest from corporate debt instruments2016-06-30$252,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$61,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$233,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$233,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$552
Asset value of US Government securities at end of year2016-06-30$12,030,548
Asset value of US Government securities at beginning of year2016-06-30$11,000,699
Net investment gain/loss from pooled separate accounts2016-06-30$472,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$8,500,000
Employer contributions (assets) at end of year2016-06-30$5,500,000
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,611,882
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$7,568,582
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$5,945,110
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$6,292,825
Aggregate carrying amount (costs) on sale of assets2016-06-30$6,247,724
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30ERNST & YOUNG
Accountancy firm EIN2016-06-30346565596
2015 : RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-248,311
Total unrealized appreciation/depreciation of assets2015-06-30$-248,311
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$2,412,817
Total loss/gain on sale of assets2015-06-30$44,741
Total of all expenses incurred2015-06-30$1,511,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,511,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,000,000
Value of total assets at end of year2015-06-30$33,192,164
Value of total assets at beginning of year2015-06-30$32,290,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$587,008
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$75,330
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$78,590
Total non interest bearing cash at end of year2015-06-30$0
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$901,363
Value of net assets at end of year (total assets less liabilities)2015-06-30$33,192,164
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$32,290,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$15,937,987
Value of interest in pooled separate accounts at beginning of year2015-06-30$14,869,687
Interest earned on other investments2015-06-30$376
Income. Interest from US Government securities2015-06-30$365,265
Income. Interest from corporate debt instruments2015-06-30$221,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$233,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$148,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$148,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$70
Asset value of US Government securities at end of year2015-06-30$11,000,699
Asset value of US Government securities at beginning of year2015-06-30$11,404,837
Net investment gain/loss from pooled separate accounts2015-06-30$1,029,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,511,454
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$5,945,110
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$5,789,411
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$6,416,295
Aggregate carrying amount (costs) on sale of assets2015-06-30$6,371,554
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30ERNST & YOUNG
Accountancy firm EIN2015-06-30346565596
2014 : RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$110,195
Total unrealized appreciation/depreciation of assets2014-06-30$110,195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$5,469,031
Total loss/gain on sale of assets2014-06-30$-31,123
Total of all expenses incurred2014-06-30$1,463,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,463,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,000,000
Value of total assets at end of year2014-06-30$32,290,801
Value of total assets at beginning of year2014-06-30$28,285,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$566,552
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$140
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$78,590
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$61,581
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$4,005,182
Value of net assets at end of year (total assets less liabilities)2014-06-30$32,290,801
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$28,285,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$14,869,687
Value of interest in pooled separate accounts at beginning of year2014-06-30$12,015,241
Income. Interest from US Government securities2014-06-30$382,903
Income. Interest from corporate debt instruments2014-06-30$183,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$148,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$697,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$697,718
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$1
Asset value of US Government securities at end of year2014-06-30$11,404,837
Asset value of US Government securities at beginning of year2014-06-30$15,511,079
Net investment gain/loss from pooled separate accounts2014-06-30$2,823,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$2,000,000
Income. Dividends from common stock2014-06-30$140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,463,849
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$5,789,411
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$5,408,577
Aggregate carrying amount (costs) on sale of assets2014-06-30$5,439,700
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30ERNST & YOUNG
Accountancy firm EIN2014-06-30346565596
2013 : RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-540,734
Total unrealized appreciation/depreciation of assets2013-06-30$-540,734
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$3,652,560
Total loss/gain on sale of assets2013-06-30$-263,506
Total of all expenses incurred2013-06-30$1,464,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,464,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,000,000
Value of total assets at end of year2013-06-30$28,285,619
Value of total assets at beginning of year2013-06-30$26,097,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$569,425
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$54
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$61,581
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$66,436
Total non interest bearing cash at end of year2013-06-30$0
Total non interest bearing cash at beginning of year2013-06-30$12,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,188,479
Value of net assets at end of year (total assets less liabilities)2013-06-30$28,285,619
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$26,097,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$12,015,241
Value of interest in pooled separate accounts at beginning of year2013-06-30$8,681,692
Income. Interest from US Government securities2013-06-30$441,613
Income. Interest from corporate debt instruments2013-06-30$127,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$697,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$246,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$246,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$56
Asset value of US Government securities at end of year2013-06-30$15,511,079
Asset value of US Government securities at beginning of year2013-06-30$17,090,135
Net investment gain/loss from pooled separate accounts2013-06-30$1,887,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$2,000,000
Income. Dividends from common stock2013-06-30$54
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,464,081
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$8,063,056
Aggregate carrying amount (costs) on sale of assets2013-06-30$8,326,562
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30ERNST & YOUNG
Accountancy firm EIN2013-06-30346565596
2012 : RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$254,171
Total unrealized appreciation/depreciation of assets2012-06-30$254,171
Total income from all sources (including contributions)2012-06-30$2,486,012
Total loss/gain on sale of assets2012-06-30$235,747
Total of all expenses incurred2012-06-30$1,465,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,465,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,000,000
Value of total assets at end of year2012-06-30$26,097,140
Value of total assets at beginning of year2012-06-30$25,076,431
Total interest from all sources2012-06-30$597,942
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$107
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$66,436
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$63,528
Total non interest bearing cash at end of year2012-06-30$12,331
Total non interest bearing cash at beginning of year2012-06-30$12,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,020,709
Value of net assets at end of year (total assets less liabilities)2012-06-30$26,097,140
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$25,076,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$8,681,692
Value of interest in pooled separate accounts at beginning of year2012-06-30$8,148,950
Income. Interest from US Government securities2012-06-30$553,717
Income. Interest from corporate debt instruments2012-06-30$43,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$246,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,586,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,586,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$275
Asset value of US Government securities at end of year2012-06-30$17,090,135
Asset value of US Government securities at beginning of year2012-06-30$15,265,237
Net investment gain/loss from pooled separate accounts2012-06-30$398,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,000,000
Income. Dividends from common stock2012-06-30$107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,465,303
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$8,846,200
Aggregate carrying amount (costs) on sale of assets2012-06-30$8,610,453
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30ERNST & YOUNG
Accountancy firm EIN2012-06-30346565596
2011 : RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$64,390
Total unrealized appreciation/depreciation of assets2011-06-30$64,390
Total income from all sources (including contributions)2011-06-30$3,738,630
Total loss/gain on sale of assets2011-06-30$1,012,041
Total of all expenses incurred2011-06-30$1,359,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,359,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,000,000
Value of total assets at end of year2011-06-30$25,076,431
Value of total assets at beginning of year2011-06-30$22,696,894
Total interest from all sources2011-06-30$546,577
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$68,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$63,528
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$65,953
Total non interest bearing cash at end of year2011-06-30$12,331
Total non interest bearing cash at beginning of year2011-06-30$12,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,379,537
Value of net assets at end of year (total assets less liabilities)2011-06-30$25,076,431
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$22,696,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$8,148,950
Value of interest in pooled separate accounts at beginning of year2011-06-30$461,203
Income. Interest from US Government securities2011-06-30$514,457
Income. Interest from corporate debt instruments2011-06-30$31,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,586,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$4,306,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$4,306,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$668
Asset value of US Government securities at end of year2011-06-30$15,265,237
Asset value of US Government securities at beginning of year2011-06-30$12,709,678
Net investment gain/loss from pooled separate accounts2011-06-30$1,046,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,000,000
Income. Dividends from common stock2011-06-30$68,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,359,093
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$5,141,591
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$24,315,161
Aggregate carrying amount (costs) on sale of assets2011-06-30$23,303,120
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30ERNST & YOUNG LLP
Accountancy firm EIN2011-06-30346565596

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY

2021: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2008: RETIREMENT PLAN FOR EMPLOYEES OF GREATER NEW YORK MUTUAL INSURANCE COMPANY 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedYes
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616196
Policy instance 1
Insurance contract or identification number616196
Number of Individuals Covered747
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616196
Policy instance 1
Insurance contract or identification number616196
Number of Individuals Covered745
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616196
Policy instance 1
Insurance contract or identification number616196
Number of Individuals Covered716
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616196
Policy instance 1
Insurance contract or identification number616196
Number of Individuals Covered711
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616196
Policy instance 1
Insurance contract or identification number616196
Number of Individuals Covered681
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616196
Policy instance 1
Insurance contract or identification number616196
Number of Individuals Covered662
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616196
Policy instance 1
Insurance contract or identification number616196
Number of Individuals Covered651
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616196
Policy instance 1
Insurance contract or identification number616196
Number of Individuals Covered652
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616196
Policy instance 1
Insurance contract or identification number616196
Number of Individuals Covered641
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616196
Policy instance 1
Insurance contract or identification number616196
Number of Individuals Covered461
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number616196
Policy instance 1
Insurance contract or identification number616196
Number of Individuals Covered0
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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