?>
Logo

EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameEASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN
Plan identification number 002

EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

EASTER SEALS NEW JERSEY, INC has sponsored the creation of one or more 401k plans.

Company Name:EASTER SEALS NEW JERSEY, INC
Employer identification number (EIN):221508591
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ALEISHA HART
0022016-01-01ALEISHA HART
0022015-01-01CHERYL S. YOUNG
0022014-01-01CHERYL S. YOUNG
0022013-01-01CHERYL S. YOUNG
0022012-01-01CHERYL S. YOUNG
0022011-01-01CHERYL YOUNG
0022010-01-01ANGELA RICIGLIANO CHERYL YOUNG2011-10-14
0022009-01-01ANGELA RICIGLIANO CHERYL YOUNG2010-10-15

Plan Statistics for EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,686
Total number of active participants reported on line 7a of the Form 55002022-01-011,412
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01356
Total of all active and inactive participants2022-01-011,768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,768
Number of participants with account balances2022-01-011,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01126
2021: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,734
Total number of active participants reported on line 7a of the Form 55002021-01-011,222
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01464
Total of all active and inactive participants2021-01-011,686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,686
Number of participants with account balances2021-01-011,081
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01104
2020: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,192
Total number of active participants reported on line 7a of the Form 55002020-01-011,391
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01343
Total of all active and inactive participants2020-01-011,734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,734
Number of participants with account balances2020-01-01933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01123
2019: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,434
Total number of active participants reported on line 7a of the Form 55002019-01-011,679
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01510
Total of all active and inactive participants2019-01-012,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,189
Number of participants with account balances2019-01-011,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01111
2018: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,970
Total number of active participants reported on line 7a of the Form 55002018-01-012,076
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01354
Total of all active and inactive participants2018-01-012,430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,430
Number of participants with account balances2018-01-011,144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01139
2017: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,057
Total number of active participants reported on line 7a of the Form 55002017-01-012,693
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01274
Total of all active and inactive participants2017-01-012,967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,967
Number of participants with account balances2017-01-01970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0134
2016: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,198
Total number of active participants reported on line 7a of the Form 55002016-01-012,835
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01222
Total of all active and inactive participants2016-01-013,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,057
Number of participants with account balances2016-01-01717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,691
Total number of active participants reported on line 7a of the Form 55002015-01-014,061
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01120
Total of all active and inactive participants2015-01-014,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-014,184
Number of participants with account balances2015-01-01679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,306
Total number of active participants reported on line 7a of the Form 55002014-01-013,586
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01103
Total of all active and inactive participants2014-01-013,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,689
Number of participants with account balances2014-01-01663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,729
Total number of active participants reported on line 7a of the Form 55002013-01-013,142
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01163
Total of all active and inactive participants2013-01-013,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,305
Number of participants with account balances2013-01-01713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,157
Total number of active participants reported on line 7a of the Form 55002012-01-013,559
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01167
Total of all active and inactive participants2012-01-013,726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,726
Number of participants with account balances2012-01-01758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,669
Total number of active participants reported on line 7a of the Form 55002011-01-012,978
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01178
Total of all active and inactive participants2011-01-013,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-013,157
Number of participants with account balances2011-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,398
Total number of active participants reported on line 7a of the Form 55002010-01-012,484
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01182
Total of all active and inactive participants2010-01-012,666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,666
Number of participants with account balances2010-01-01792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0116
2009: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,056
Total number of active participants reported on line 7a of the Form 55002009-01-012,137
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01259
Total of all active and inactive participants2009-01-012,396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-012,397
Number of participants with account balances2009-01-01928
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0138

Financial Data on EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022 : EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,665
Total income from all sources (including contributions)2022-12-31$82,825
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,733,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,507,785
Expenses. Certain deemed distributions of participant loans2022-12-31$24,925
Value of total corrective distributions2022-12-31$2,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,075,908
Value of total assets at end of year2022-12-31$18,450,595
Value of total assets at beginning of year2022-12-31$21,105,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$198,835
Total interest from all sources2022-12-31$19,295
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$828,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$828,054
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,504,584
Participant contributions at end of year2022-12-31$382,378
Participant contributions at beginning of year2022-12-31$411,683
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$78,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,650,738
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,450,595
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,101,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,204,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,656,155
Interest on participant loans2022-12-31$19,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,863,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,038,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,840,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$492,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,507,785
Contract administrator fees2022-12-31$198,835
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$4,665
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK, LLP
Accountancy firm EIN2022-12-31221478099
2021 : EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,783
Total income from all sources (including contributions)2021-12-31$3,832,498
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,586,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,275,618
Expenses. Certain deemed distributions of participant loans2021-12-31$76,312
Value of total corrective distributions2021-12-31$4,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,784,367
Value of total assets at end of year2021-12-31$21,105,998
Value of total assets at beginning of year2021-12-31$18,860,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$229,463
Total interest from all sources2021-12-31$22,445
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$933,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$933,560
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,342,704
Participant contributions at end of year2021-12-31$411,683
Participant contributions at beginning of year2021-12-31$431,182
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$29,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,246,440
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,101,333
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,854,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,656,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,334,316
Interest on participant loans2021-12-31$22,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,038,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,095,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,092,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$412,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,275,618
Contract administrator fees2021-12-31$229,463
Liabilities. Value of benefit claims payable at end of year2021-12-31$4,665
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$5,783
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK, LLP
Accountancy firm EIN2021-12-31221478099
2020 : EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,783
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,809
Total income from all sources (including contributions)2020-12-31$3,444,574
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,288,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,056,674
Value of total corrective distributions2020-12-31$5,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,657,966
Value of total assets at end of year2020-12-31$18,860,676
Value of total assets at beginning of year2020-12-31$17,709,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$225,735
Total interest from all sources2020-12-31$26,495
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$472,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$472,995
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,226,038
Participant contributions at end of year2020-12-31$431,182
Participant contributions at beginning of year2020-12-31$500,825
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,156,382
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,854,893
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,698,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,334,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,018,540
Interest on participant loans2020-12-31$26,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,095,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,189,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,287,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$422,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,056,674
Contract administrator fees2020-12-31$225,735
Liabilities. Value of benefit claims payable at end of year2020-12-31$5,783
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$10,809
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK, LLP
Accountancy firm EIN2020-12-31221478099
2019 : EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,505
Total income from all sources (including contributions)2019-12-31$4,364,126
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$964,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$844,976
Expenses. Certain deemed distributions of participant loans2019-12-31$32,326
Value of total corrective distributions2019-12-31$10,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,070,930
Value of total assets at end of year2019-12-31$17,709,320
Value of total assets at beginning of year2019-12-31$14,313,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,465
Total interest from all sources2019-12-31$28,360
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$487,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$487,811
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,217,136
Participant contributions at end of year2019-12-31$500,825
Participant contributions at beginning of year2019-12-31$498,678
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$418,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,399,550
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,698,511
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,298,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,018,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,101,627
Interest on participant loans2019-12-31$28,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,189,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,713,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,777,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$435,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$844,976
Contract administrator fees2019-12-31$76,465
Liabilities. Value of benefit claims payable at end of year2019-12-31$10,809
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$14,505
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK, LLP
Accountancy firm EIN2019-12-31221478099
2018 : EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,505
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,624
Total income from all sources (including contributions)2018-12-31$1,287,110
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$959,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$861,526
Expenses. Certain deemed distributions of participant loans2018-12-31$55
Value of total corrective distributions2018-12-31$14,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,691,111
Value of total assets at end of year2018-12-31$14,313,466
Value of total assets at beginning of year2018-12-31$13,985,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$83,221
Total interest from all sources2018-12-31$20,664
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$546,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$546,152
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,160,935
Participant contributions at end of year2018-12-31$498,678
Participant contributions at beginning of year2018-12-31$401,568
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$122,032
Other income not declared elsewhere2018-12-31$548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$327,803
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,298,961
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,971,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,101,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,090,624
Interest on participant loans2018-12-31$20,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,713,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,493,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-971,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$408,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$861,526
Contract administrator fees2018-12-31$83,221
Liabilities. Value of benefit claims payable at end of year2018-12-31$14,505
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$14,624
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK, LLP
Accountancy firm EIN2018-12-31221478099
2017 : EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,631
Total income from all sources (including contributions)2017-12-31$3,412,713
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,836,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,723,230
Value of total corrective distributions2017-12-31$3,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,076,326
Value of total assets at end of year2017-12-31$13,985,782
Value of total assets at beginning of year2017-12-31$12,405,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$109,636
Total interest from all sources2017-12-31$16,842
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$396,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$396,481
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,033,722
Participant contributions at end of year2017-12-31$401,568
Participant contributions at beginning of year2017-12-31$405,394
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$671,826
Other income not declared elsewhere2017-12-31$70,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,575,854
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,971,158
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,395,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,090,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,804,806
Interest on participant loans2017-12-31$16,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,493,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,195,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$852,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$370,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,723,230
Contract administrator fees2017-12-31$109,636
Liabilities. Value of benefit claims payable at end of year2017-12-31$14,624
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$10,631
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHNREZNICK, LLP
Accountancy firm EIN2017-12-31221478099
2016 : EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,060
Total income from all sources (including contributions)2016-12-31$2,184,963
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$978,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$949,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,398,025
Value of total assets at end of year2016-12-31$12,405,935
Value of total assets at beginning of year2016-12-31$11,205,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,222
Total interest from all sources2016-12-31$12,638
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$936,699
Participant contributions at end of year2016-12-31$405,394
Participant contributions at beginning of year2016-12-31$304,732
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$34,373
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,728
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$131,129
Other income not declared elsewhere2016-12-31$-920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,206,747
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,395,304
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,188,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,804,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,264,348
Interest on participant loans2016-12-31$12,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,582,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,582,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,195,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$775,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$330,197
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$12,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$949,994
Contract administrator fees2016-12-31$28,222
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Liabilities. Value of benefit claims payable at end of year2016-12-31$10,631
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$17,060
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHNREZNICK, LLP
Accountancy firm EIN2016-12-31221478099
2015 : EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,352
Total income from all sources (including contributions)2015-12-31$1,243,730
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$996,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$981,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,273,448
Value of total assets at end of year2015-12-31$11,205,617
Value of total assets at beginning of year2015-12-31$10,958,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,461
Total interest from all sources2015-12-31$9,050
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$77,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$77,850
Administrative expenses professional fees incurred2015-12-31$9,001
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$4,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$928,606
Participant contributions at end of year2015-12-31$304,732
Participant contributions at beginning of year2015-12-31$263,478
Participant contributions at end of year2015-12-31$34,373
Participant contributions at beginning of year2015-12-31$61,612
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,728
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$7,173
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$26,734
Other income not declared elsewhere2015-12-31$-3,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$247,184
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,188,557
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,941,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,264,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,950,713
Interest on participant loans2015-12-31$8,823
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,582,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,654,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,654,425
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-113,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$318,108
Employer contributions (assets) at end of year2015-12-31$12,546
Employer contributions (assets) at beginning of year2015-12-31$21,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$981,085
Contract administrator fees2015-12-31$6,460
Liabilities. Value of benefit claims payable at end of year2015-12-31$17,060
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$17,352
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHNREZNICK, LLP
Accountancy firm EIN2015-12-31221478099
2014 : EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,352
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,612,359
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$838,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$807,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,160,786
Value of total assets at end of year2014-12-31$10,958,725
Value of total assets at beginning of year2014-12-31$10,167,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,126
Total interest from all sources2014-12-31$8,144
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$97,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$838,460
Participant contributions at end of year2014-12-31$263,478
Participant contributions at beginning of year2014-12-31$258,000
Participant contributions at end of year2014-12-31$61,612
Participant contributions at beginning of year2014-12-31$29,376
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$27,223
Other income not declared elsewhere2014-12-31$10,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$773,849
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,941,373
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,167,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,950,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,297,367
Interest on participant loans2014-12-31$7,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,654,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,564,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,564,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$335,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$295,103
Employer contributions (assets) at end of year2014-12-31$21,324
Employer contributions (assets) at beginning of year2014-12-31$10,688
Income. Dividends from common stock2014-12-31$97,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$807,384
Contract administrator fees2014-12-31$13,126
Liabilities. Value of benefit claims payable at end of year2014-12-31$17,352
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COHNREZNICK, LLP
Accountancy firm EIN2014-12-31221478099
2013 : EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,618,133
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$500,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$452,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,215,553
Value of total assets at end of year2013-12-31$10,167,524
Value of total assets at beginning of year2013-12-31$8,050,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$48,088
Total interest from all sources2013-12-31$8,752
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$93,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$93,187
Administrative expenses professional fees incurred2013-12-31$20,074
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$714,594
Participant contributions at end of year2013-12-31$258,000
Participant contributions at beginning of year2013-12-31$268,733
Participant contributions at end of year2013-12-31$29,376
Participant contributions at beginning of year2013-12-31$23,415
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$200,064
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$15,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,117,392
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,167,524
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,050,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,297,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,161,058
Interest on participant loans2013-12-31$8,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,564,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,471,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,471,734
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$101,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,300,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$300,895
Employer contributions (assets) at end of year2013-12-31$10,688
Employer contributions (assets) at beginning of year2013-12-31$8,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$452,653
Contract administrator fees2013-12-31$28,014
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COHNREZNICK, LLP
Accountancy firm EIN2013-12-31221478099
2012 : EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,270
Total income from all sources (including contributions)2012-12-31$1,550,507
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$706,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$653,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$803,747
Value of total assets at end of year2012-12-31$8,050,132
Value of total assets at beginning of year2012-12-31$7,212,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$52,460
Total interest from all sources2012-12-31$7,881
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$79,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$79,052
Administrative expenses professional fees incurred2012-12-31$22,990
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$587,387
Participant contributions at end of year2012-12-31$268,733
Participant contributions at beginning of year2012-12-31$250,528
Participant contributions at end of year2012-12-31$23,415
Participant contributions at beginning of year2012-12-31$19,239
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$15,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,270
Other income not declared elsewhere2012-12-31$41,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$844,150
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,050,132
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,205,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,161,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,261,235
Interest on participant loans2012-12-31$7,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,471,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,350,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,350,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$47
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$101,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$240,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$618,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$206,805
Employer contributions (assets) at end of year2012-12-31$8,388
Employer contributions (assets) at beginning of year2012-12-31$90,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$653,897
Contract administrator fees2012-12-31$29,470
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COHENREZNICK, LLP
Accountancy firm EIN2012-12-31221478099
2011 : EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,270
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,005
Total income from all sources (including contributions)2011-12-31$985,631
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$445,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$404,553
Expenses. Certain deemed distributions of participant loans2011-12-31$8,736
Value of total corrective distributions2011-12-31$6,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,046,332
Value of total assets at end of year2011-12-31$7,212,252
Value of total assets at beginning of year2011-12-31$6,666,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,689
Total interest from all sources2011-12-31$5,735
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$76,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$76,730
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$517,832
Participant contributions at end of year2011-12-31$250,528
Participant contributions at beginning of year2011-12-31$131,390
Participant contributions at end of year2011-12-31$19,239
Participant contributions at beginning of year2011-12-31$19,288
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$31,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,005
Other income not declared elsewhere2011-12-31$9,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$540,383
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,205,982
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,665,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,261,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,957,660
Interest on participant loans2011-12-31$5,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,350,324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,083,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,083,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$240,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$395,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-152,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$496,513
Employer contributions (assets) at end of year2011-12-31$90,062
Employer contributions (assets) at beginning of year2011-12-31$79,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$404,553
Contract administrator fees2011-12-31$25,689
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COHNREZNICK, LLP
Accountancy firm EIN2011-12-31221478099
2010 : EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,248,345
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$565,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$540,282
Expenses. Certain deemed distributions of participant loans2010-12-31$3,138
Value of total corrective distributions2010-12-31$1,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$577,021
Value of total assets at end of year2010-12-31$6,666,604
Value of total assets at beginning of year2010-12-31$5,982,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,186
Total interest from all sources2010-12-31$4,430
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$59,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$59,122
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$450,847
Participant contributions at end of year2010-12-31$131,390
Participant contributions at beginning of year2010-12-31$90,478
Participant contributions at end of year2010-12-31$19,288
Participant contributions at beginning of year2010-12-31$16,296
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,005
Other income not declared elsewhere2010-12-31$15,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$682,734
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,665,599
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,982,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,957,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,237,897
Interest on participant loans2010-12-31$4,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,083,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,026,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,026,465
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$395,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$611,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$592,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$126,174
Employer contributions (assets) at end of year2010-12-31$79,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$540,282
Contract administrator fees2010-12-31$21,186
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31J.H. COHN
Accountancy firm EIN2010-12-31221478099
2009 : EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN

2022: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EASTER SEALS NEW JERSEY TAX SHELTERED ANNUITY PLAN 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberESNJ-001
Policy instance 2
Insurance contract or identification numberESNJ-001
Number of Individuals Covered1768
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB035
Policy instance 1
Insurance contract or identification numberVFB035
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberESNJ-001
Policy instance 2
Insurance contract or identification numberESNJ-001
Number of Individuals Covered1686
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB035
Policy instance 1
Insurance contract or identification numberVFB035
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberESNJ-001
Policy instance 2
Insurance contract or identification numberESNJ-001
Number of Individuals Covered1734
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB035
Policy instance 1
Insurance contract or identification numberVFB035
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberESNJ-001
Policy instance 2
Insurance contract or identification numberESNJ-001
Number of Individuals Covered2189
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB035
Policy instance 1
Insurance contract or identification numberVFB035
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberESNJ-001
Policy instance 2
Insurance contract or identification numberESNJ-001
Number of Individuals Covered2967
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB035
Policy instance 1
Insurance contract or identification numberVFB035
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $203
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?Yes
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
Commission paid to Insurance BrokerUSD $203
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB035
Policy instance 1
Insurance contract or identification numberVFB035
Number of Individuals Covered18
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $555
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
Commission paid to Insurance BrokerUSD $555
Insurance broker organization code?3
Insurance broker name
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB035
Policy instance 1
Insurance contract or identification numberVFB035
Number of Individuals Covered20
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $626
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
Commission paid to Insurance BrokerUSD $626
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB035
Policy instance 1
Insurance contract or identification numberVFB035
Number of Individuals Covered41
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $874
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
Commission paid to Insurance BrokerUSD $874
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB035
Policy instance 1
Insurance contract or identification numberVFB035
Number of Individuals Covered54
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,122
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
Commission paid to Insurance BrokerUSD $1,122
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB035
Policy instance 1
Insurance contract or identification numberVFB035
Number of Individuals Covered71
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,980
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB035
Policy instance 1
Insurance contract or identification numberVFB035
Number of Individuals Covered81
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,615
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3