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GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 401k Plan overview

Plan NameGROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC.
Plan identification number 503

GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

THE COMMUNITY ACTION ORGANIZATION WESTERN NEW YORK, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE COMMUNITY ACTION ORGANIZATION WESTERN NEW YORK, INC.
Employer identification number (EIN):160911473
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032019-01-01DEANNE MONTGOMERY2021-05-24
5032018-01-01
5032017-01-01DEANNE MONTGOMERY
5032016-01-01DEANNE MONTGOMERY
5032015-01-01DEANNE MONTGOMERY
5032014-01-01DEANNE MONTGOMERY
5032013-01-01DEANNE MONTGOMERY
5032012-01-01JENNIFER O'BRIEN JENNIFER O'BRIEN2013-04-01
5032011-01-01MARGARET KRATHAUS
5032009-01-01MARGARET KRATHAUS
5032008-01-01MARGARET KRATHAUS
5032007-01-01MARGARET KRATHAUS
5032006-01-01MARGARET KRATHAUS
5032005-01-01MARGARET KRATHAUS

Plan Statistics for GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC.

401k plan membership statisitcs for GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC.

Measure Date Value
2019: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01100
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of employers contributing to the scheme2019-01-010
2018: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01540
Total number of active participants reported on line 7a of the Form 55002018-01-01664
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01664
2017: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01540
Total number of active participants reported on line 7a of the Form 55002017-01-01540
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01540
2016: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01446
Total number of active participants reported on line 7a of the Form 55002016-01-01512
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01512
2015: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01328
Total number of active participants reported on line 7a of the Form 55002015-01-01446
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01446
2014: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01292
Total number of active participants reported on line 7a of the Form 55002014-01-01328
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01328
2013: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01351
Total number of active participants reported on line 7a of the Form 55002013-01-01329
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01329
2012: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01299
Total number of active participants reported on line 7a of the Form 55002012-01-01305
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01305
2011: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01308
Total number of active participants reported on line 7a of the Form 55002011-01-01299
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01299
2009: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01264
Total number of active participants reported on line 7a of the Form 55002009-01-01302
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01302
2008: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2008 401k membership
Total participants, beginning-of-year2008-01-01261
Total number of active participants reported on line 7a of the Form 55002008-01-01264
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-01264
2007: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2007 401k membership
Total participants, beginning-of-year2007-01-01246
Total number of active participants reported on line 7a of the Form 55002007-01-01261
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-01261
2006: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2006 401k membership
Total participants, beginning-of-year2006-01-01275
Total number of active participants reported on line 7a of the Form 55002006-01-01246
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-01246
2005: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2005 401k membership
Total participants, beginning-of-year2005-01-01268
Total number of active participants reported on line 7a of the Form 55002005-01-01275
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-010
Total of all active and inactive participants2005-01-01275

Form 5500 Responses for GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC.

2019: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01First time form 5500 has been submittedYes
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes
2007: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes
2006: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan benefit arrangement – InsuranceYes
2005: GROUP DISABILITY INCOME PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC. 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number465476
Policy instance 1
Insurance contract or identification number465476
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number465476
Policy instance 1
Insurance contract or identification number465476
Number of Individuals Covered540
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,527
Total amount of fees paid to insurance companyUSD $646
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $51,671
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,527
Amount paid for insurance broker fees646
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
Insurance broker nameWILLIS OF NEW YORK INC.

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