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HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF INSERO & CO. CPAS, LLP 401k Plan overview

Plan NameHEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF INSERO & CO. CPAS, LLP
Plan identification number 503

HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF INSERO & CO. CPAS, LLP Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

INSERO & CO. CPAS, LLP has sponsored the creation of one or more 401k plans.

Company Name:INSERO & CO. CPAS, LLP
Employer identification number (EIN):475324570
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about INSERO & CO. CPAS, LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2015-10-02
Company Identification Number: 4828601
Legal Registered Office Address: 2 STATE STREET #300

ROCHESTER
United States of America (USA)
14614

More information about INSERO & CO. CPAS, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF INSERO & CO. CPAS, LLP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032017-01-01DAVID MANDRYCKY
5032016-01-01DAVID MANDRYCKY

Form 5500 Responses for HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF INSERO & CO. CPAS, LLP

2017: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF INSERO & CO. CPAS, LLP 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 – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF INSERO & CO. CPAS, LLP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
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 – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00017147
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000ATNJ
Policy instance 2
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000ATNJ
Policy instance 3
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract numberG000ATNJ
Policy instance 4
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000ATNJ
Policy instance 5
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number33537
Policy instance 6
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00488059
Policy instance 7
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract numberG000ATNJ
Policy instance 8
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000ATNJ
Policy instance 9

Potentially related plans

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