401k Plan data: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN plan

GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN
Plan identification number	004

GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

GREENE, TWEED & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: GREENE, TWEED & COMPANY, INC.

Employer identification number (EIN): 464212973

NAIC Classification: 339900

Additional information about GREENE, TWEED & COMPANY, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1985-09-25

Company Identification Number: 0006702606

Legal Registered Office Address: PO BOX 305

KULPSVILLE
United States of America (USA)
19443

More information about GREENE, TWEED & COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 SUSAN MORGAN
004 2016-01-01 SUSAN MORGAN
004 2015-01-01 SUSAN MORGAN
004 2014-01-01 SUSAN MORGAN
004 2013-01-01 SUSAN MORGAN

Plan Statistics for GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN

401k plan membership statisitcs for GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN

Measure Date Value
2022: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 411
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 409
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 48
Total of all active and inactive participants 2022-01-01 457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 460
Number of participants with account balances 2022-01-01 448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 416
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 367
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 41
Total of all active and inactive participants 2021-01-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 411
Number of participants with account balances 2021-01-01 407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 433
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 371
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 42
Total of all active and inactive participants 2020-01-01 413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 416
Number of participants with account balances 2020-01-01 363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 451
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 378
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 33
Total of all active and inactive participants 2019-01-01 411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 414
Number of participants with account balances 2019-01-01 360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 450
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 390
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 39
Total of all active and inactive participants 2018-01-01 429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 5
Total participants 2018-01-01 434
Number of participants with account balances 2018-01-01 368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2017: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 467
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 392
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 41
Total of all active and inactive participants 2017-01-01 433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 5
Total participants 2017-01-01 438
Number of participants with account balances 2017-01-01 370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10
2016: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 485
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 410
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 39
Total of all active and inactive participants 2016-01-01 449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 4
Total participants 2016-01-01 453
Number of participants with account balances 2016-01-01 380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9
2015: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 486
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 428
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 41
Total of all active and inactive participants 2015-01-01 469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 472
Number of participants with account balances 2015-01-01 383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2014: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 452
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 429
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 40
Total of all active and inactive participants 2014-01-01 469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 471
Number of participants with account balances 2014-01-01 364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 12
2013: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 483
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 416
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 35
Total of all active and inactive participants 2013-01-01 451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 452
Number of participants with account balances 2013-01-01 362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8

Measure	Date	Value
2022: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	411
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	409
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	48
Total of all active and inactive participants	2022-01-01	457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	460
Number of participants with account balances	2022-01-01	448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	416
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	367
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	41
Total of all active and inactive participants	2021-01-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	411
Number of participants with account balances	2021-01-01	407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	433
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	371
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	42
Total of all active and inactive participants	2020-01-01	413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	416
Number of participants with account balances	2020-01-01	363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	451
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	378
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	33
Total of all active and inactive participants	2019-01-01	411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	414
Number of participants with account balances	2019-01-01	360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	450
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	390
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	39
Total of all active and inactive participants	2018-01-01	429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	5
Total participants	2018-01-01	434
Number of participants with account balances	2018-01-01	368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2017: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	467
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	392
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	41
Total of all active and inactive participants	2017-01-01	433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	5
Total participants	2017-01-01	438
Number of participants with account balances	2017-01-01	370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10
2016: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	485
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	410
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	39
Total of all active and inactive participants	2016-01-01	449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	4
Total participants	2016-01-01	453
Number of participants with account balances	2016-01-01	380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9
2015: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	486
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	428
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	41
Total of all active and inactive participants	2015-01-01	469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	472
Number of participants with account balances	2015-01-01	383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2014: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	452
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	429
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	40
Total of all active and inactive participants	2014-01-01	469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	471
Number of participants with account balances	2014-01-01	364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	12
2013: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	483
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	416
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	35
Total of all active and inactive participants	2013-01-01	451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	452
Number of participants with account balances	2013-01-01	362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8

Financial Data on GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN

Measure	Date	Value
2022 : GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$1,305
Total transfer of assets from this plan	2022-12-31	$278,107
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	$0
Total income from all sources (including contributions)	2022-12-31	$-6,769,027
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$7,028,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,985,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,402,246
Value of total assets at end of year	2022-12-31	$36,819,689
Value of total assets at beginning of year	2022-12-31	$50,894,480
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$43,013
Total interest from all sources	2022-12-31	$40,182
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$439,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$439,762
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,288,474
Participant contributions at end of year	2022-12-31	$737,657
Participant contributions at beginning of year	2022-12-31	$830,757
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$181,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-13,797,989
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$36,819,689
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$50,894,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$30,303,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$44,131,393
Value of interest in pooled separate accounts at end of year	2022-12-31	$4,846,334
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,896,451
Interest on participant loans	2022-12-31	$40,182
Value of interest in common/collective trusts at end of year	2022-12-31	$920,056
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,029,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-10,719,441
Net investment gain/loss from pooled separate accounts	2022-12-31	$117,583
Net investment gain or loss from common/collective trusts	2022-12-31	$-49,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$931,932
Employer contributions (assets) at end of year	2022-12-31	$12,609
Employer contributions (assets) at beginning of year	2022-12-31	$6,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$6,985,949
Contract administrator fees	2022-12-31	$43,013
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$317,463
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$8,976,758
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,965,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,916,247
Value of total corrective distributions	2021-12-31	$6,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,993,169
Value of total assets at end of year	2021-12-31	$50,894,480
Value of total assets at beginning of year	2021-12-31	$45,200,874
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$42,745
Total interest from all sources	2021-12-31	$51,894
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$393,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$393,120
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,084,962
Participant contributions at end of year	2021-12-31	$830,757
Participant contributions at beginning of year	2021-12-31	$980,268
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$81,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$6,011,069
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$50,894,480
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$45,200,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$44,131,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$38,865,641
Value of interest in pooled separate accounts at end of year	2021-12-31	$4,896,451
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,354,965
Interest on participant loans	2021-12-31	$51,894
Value of interest in common/collective trusts at end of year	2021-12-31	$1,029,148
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,259,714
Net investment gain/loss from pooled separate accounts	2021-12-31	$96,563
Net investment gain or loss from common/collective trusts	2021-12-31	$182,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$826,924
Employer contributions (assets) at end of year	2021-12-31	$6,731
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,916,247
Contract administrator fees	2021-12-31	$42,745
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$10,092,964
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,148,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,091,696
Expenses. Certain deemed distributions of participant loans	2020-12-31	$13,671
Value of total corrective distributions	2020-12-31	$3,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,405,625
Value of total assets at end of year	2020-12-31	$45,200,874
Value of total assets at beginning of year	2020-12-31	$37,256,870
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$40,553
Total interest from all sources	2020-12-31	$61,432
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$355,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$355,818
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,806,420
Participant contributions at end of year	2020-12-31	$980,268
Participant contributions at beginning of year	2020-12-31	$1,024,676
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$7,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$7,944,004
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$45,200,874
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$37,256,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$38,865,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$32,287,866
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,354,965
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,944,328
Interest on participant loans	2020-12-31	$61,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,163,853
Net investment gain/loss from pooled separate accounts	2020-12-31	$106,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$591,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,091,696
Contract administrator fees	2020-12-31	$40,553
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$6,733
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$9,521,904
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,624,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,582,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,705,899
Value of total assets at end of year	2019-12-31	$37,256,870
Value of total assets at beginning of year	2019-12-31	$30,366,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$42,799
Total interest from all sources	2019-12-31	$59,685
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$439,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$439,779
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,972,901
Participant contributions at end of year	2019-12-31	$1,024,676
Participant contributions at beginning of year	2019-12-31	$979,083
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$73,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$6,897,103
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$37,256,870
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$30,366,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$32,287,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$25,759,224
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,944,328
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,628,193
Interest on participant loans	2019-12-31	$59,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,213,803
Net investment gain/loss from pooled separate accounts	2019-12-31	$102,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$659,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,582,002
Contract administrator fees	2019-12-31	$42,799
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$8,447
Total transfer of assets from this plan	2018-12-31	$181,309
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,720,047
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,563,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,542,556
Expenses. Certain deemed distributions of participant loans	2018-12-31	$-16,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,535,486
Value of total assets at end of year	2018-12-31	$30,366,500
Value of total assets at beginning of year	2018-12-31	$30,383,199
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$37,628
Total interest from all sources	2018-12-31	$759
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$358,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$358,292
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,795,480
Participant contributions at end of year	2018-12-31	$979,083
Participant contributions at beginning of year	2018-12-31	$892,737
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$126,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$156,163
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$30,366,500
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$30,383,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$25,759,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$26,278,892
Value of interest in pooled separate accounts at end of year	2018-12-31	$3,628,193
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,211,570
Interest on participant loans	2018-12-31	$759
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,250,311
Net investment gain/loss from pooled separate accounts	2018-12-31	$75,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$613,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,542,556
Contract administrator fees	2018-12-31	$37,628
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$153,258
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$7,253,712
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,484,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,431,866
Expenses. Certain deemed distributions of participant loans	2017-12-31	$50,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,233,876
Value of total assets at end of year	2017-12-31	$30,383,199
Value of total assets at beginning of year	2017-12-31	$24,767,411
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,800
Total interest from all sources	2017-12-31	$46,129
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$289,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$289,376
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,634,892
Participant contributions at end of year	2017-12-31	$892,737
Participant contributions at beginning of year	2017-12-31	$944,979
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$37,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,769,046
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$30,383,199
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$24,767,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$26,278,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$20,499,325
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,211,570
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,323,107
Interest on participant loans	2017-12-31	$46,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,625,505
Net investment gain/loss from pooled separate accounts	2017-12-31	$58,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$561,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,431,866
Contract administrator fees	2017-12-31	$2,800
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,189,449
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,549,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,540,120
Expenses. Certain deemed distributions of participant loans	2016-12-31	$3,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,998,736
Value of total assets at end of year	2016-12-31	$24,767,411
Value of total assets at beginning of year	2016-12-31	$23,127,294
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,040
Total interest from all sources	2016-12-31	$43,945
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$243,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$243,782
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,425,065
Participant contributions at end of year	2016-12-31	$944,979
Participant contributions at beginning of year	2016-12-31	$917,778
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$57,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,640,117
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$24,767,411
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$23,127,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$20,499,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$18,919,040
Value of interest in pooled separate accounts at end of year	2016-12-31	$3,323,107
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,290,476
Interest on participant loans	2016-12-31	$43,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$848,766
Net investment gain/loss from pooled separate accounts	2016-12-31	$54,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$516,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,540,120
Contract administrator fees	2016-12-31	$6,040
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,448,691
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,178,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,137,887
Expenses. Certain deemed distributions of participant loans	2015-12-31	$19,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,919,125
Value of total assets at end of year	2015-12-31	$23,127,294
Value of total assets at beginning of year	2015-12-31	$22,857,271
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$21,674
Total interest from all sources	2015-12-31	$38,137
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$226,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$226,002
Administrative expenses professional fees incurred	2015-12-31	$11,975
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,394,047
Participant contributions at end of year	2015-12-31	$917,778
Participant contributions at beginning of year	2015-12-31	$727,600
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,452
Other income not declared elsewhere	2015-12-31	$11,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$270,023
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$23,127,294
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$22,857,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$18,919,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$18,666,206
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,290,476
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,051,686
Interest on participant loans	2015-12-31	$38,137
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$411,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$189,828
Net investment gain/loss from pooled separate accounts	2015-12-31	$53,056
Net investment gain or loss from common/collective trusts	2015-12-31	$11,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$523,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,137,887
Contract administrator fees	2015-12-31	$9,699
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$90,797
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,249,542
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$948,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$932,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,741,641
Value of total assets at end of year	2014-12-31	$22,857,271
Value of total assets at beginning of year	2014-12-31	$20,647,211
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$16,399
Total interest from all sources	2014-12-31	$33,516
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$207,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$207,683
Administrative expenses professional fees incurred	2014-12-31	$2,125
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,268,099
Participant contributions at end of year	2014-12-31	$727,600
Participant contributions at beginning of year	2014-12-31	$695,630
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$17,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,300,857
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$22,857,271
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$20,647,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$9,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$18,666,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$16,337,991
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,051,686
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,249,407
Interest on participant loans	2014-12-31	$33,516
Value of interest in common/collective trusts at end of year	2014-12-31	$411,779
Value of interest in common/collective trusts at beginning of year	2014-12-31	$364,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,147,284
Net investment gain/loss from pooled separate accounts	2014-12-31	$51,651
Net investment gain or loss from common/collective trusts	2014-12-31	$50,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$473,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$932,286
Contract administrator fees	2014-12-31	$4,774
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$13,702
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	$4,743,773
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$601,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$569,232
Expenses. Certain deemed distributions of participant loans	2013-12-31	$13,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,482,155
Value of total assets at end of year	2013-12-31	$20,647,211
Value of total assets at beginning of year	2013-12-31	$16,519,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$18,958
Total interest from all sources	2013-12-31	$33,066
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$124,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$124,003
Administrative expenses professional fees incurred	2013-12-31	$5,220
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,046,629
Participant contributions at end of year	2013-12-31	$695,630
Participant contributions at beginning of year	2013-12-31	$652,509
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$32,559
Other income not declared elsewhere	2013-12-31	$11,585
Administrative expenses (other) incurred	2013-12-31	$649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,141,912
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$20,647,211
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$16,519,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$9,115
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$16,337,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$12,542,350
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,249,407
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,076,951
Interest on participant loans	2013-12-31	$33,066
Value of interest in common/collective trusts at end of year	2013-12-31	$364,183
Value of interest in common/collective trusts at beginning of year	2013-12-31	$247,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,952,926
Net investment gain/loss from pooled separate accounts	2013-12-31	$56,855
Net investment gain or loss from common/collective trusts	2013-12-31	$83,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$402,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$569,232
Contract administrator fees	2013-12-31	$3,974
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2013-12-31	410746749

Form 5500 Responses for GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN

2022: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	448
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	407
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	363
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	360
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31507

Policy instance

Insurance contract or identification number	31507
Number of Individuals Covered	370
Insurance policy start date	2017-12-22
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31505

Policy instance

Insurance contract or identification number	31505
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-22
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31505

Policy instance

Insurance contract or identification number	31505
Number of Individuals Covered	383
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31505

Policy instance

Insurance contract or identification number	31505
Number of Individuals Covered	364
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31505

Policy instance

Insurance contract or identification number	31505
Number of Individuals Covered	362
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Potentially related plans

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Company Name:	GREENE, TWEED & COMPANY, INC.
Employer identification number (EIN):	464212973
NAIC Classification:	339900

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1985-09-25
Company Identification Number:	0006702606
Legal Registered Office Address:	PO BOX 305 KULPSVILLE United States of America (USA) 19443