MICHAEL R. RUBENSTEIN & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL R. RUBENSTEIN & ASSOCIATES
401k plan membership statisitcs for MICHAEL R. RUBENSTEIN & ASSOCIATES
| Measure | Date | Value |
|---|
| 2020: MICHAEL R. RUBENSTEIN & ASSOCIATES 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 4 |
| Number of participants with account balances | 2020-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: MICHAEL R. RUBENSTEIN & ASSOCIATES 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 5 |
| Number of participants with account balances | 2019-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: MICHAEL R. RUBENSTEIN & ASSOCIATES 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 5 |
| Total participants | 2018-01-01 | 5 |
| Number of participants with account balances | 2018-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: MICHAEL R. RUBENSTEIN & ASSOCIATES 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 5 |
| Number of participants with account balances | 2017-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: MICHAEL R. RUBENSTEIN & ASSOCIATES 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 5 |
| Total participants | 2016-01-01 | 5 |
| Number of participants with account balances | 2016-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: MICHAEL R. RUBENSTEIN & ASSOCIATES 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
| 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 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| Total participants | 2015-01-01 | 5 |
| Number of participants with account balances | 2015-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: MICHAEL R. RUBENSTEIN & ASSOCIATES 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 6 |
| Total participants | 2014-01-01 | 6 |
| Number of participants with account balances | 2014-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: MICHAEL R. RUBENSTEIN & ASSOCIATES 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 5 |
| Total participants | 2013-01-01 | 5 |
| Number of participants with account balances | 2013-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: MICHAEL R. RUBENSTEIN & ASSOCIATES 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| Total participants | 2012-01-01 | 5 |
| Number of participants with account balances | 2012-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: MICHAEL R. RUBENSTEIN & ASSOCIATES 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
| Total of all active and inactive participants | 2011-01-01 | 7 |
| Total participants | 2011-01-01 | 7 |
| Number of participants with account balances | 2011-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : MICHAEL R. RUBENSTEIN & ASSOCIATES 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $156,881 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $29,822 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $29,533 |
| Total plan assets at end of year | 2020-12-31 | $1,104,312 |
| Total plan assets at beginning of year | 2020-12-31 | $977,253 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $50,484 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $67,495 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $127,059 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,104,312 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $977,253 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $38,902 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $289 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : MICHAEL R. RUBENSTEIN & ASSOCIATES 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $261,681 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $52,526 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $52,290 |
| Total plan assets at end of year | 2019-12-31 | $977,253 |
| Total plan assets at beginning of year | 2019-12-31 | $768,098 |
| Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $46,041 |
| Other income received | 2019-12-31 | $173,559 |
| Net income (gross income less expenses) | 2019-12-31 | $209,155 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $977,253 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $768,098 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $42,081 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $236 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : MICHAEL R. RUBENSTEIN & ASSOCIATES 2018 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $11,485 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $49,070 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $48,900 |
| Total plan assets at end of year | 2018-12-31 | $768,097 |
| Total plan assets at beginning of year | 2018-12-31 | $805,682 |
| Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $47,356 |
| Other income received | 2018-12-31 | $-78,055 |
| Net income (gross income less expenses) | 2018-12-31 | $-37,585 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $768,097 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $805,682 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $42,184 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $170 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : MICHAEL R. RUBENSTEIN & ASSOCIATES 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $201,964 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $97 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $805,682 |
| Total plan assets at beginning of year | 2017-12-31 | $603,815 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $45,433 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $112,162 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $201,867 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $805,682 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $603,815 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $44,369 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $97 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : MICHAEL R. RUBENSTEIN & ASSOCIATES 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $120,024 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $89,126 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $88,073 |
| Total plan assets at end of year | 2016-12-31 | $603,815 |
| Total plan assets at beginning of year | 2016-12-31 | $572,917 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $34,328 |
| Other income received | 2016-12-31 | $49,717 |
| Net income (gross income less expenses) | 2016-12-31 | $30,898 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $603,815 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $572,917 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $35,979 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,053 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : MICHAEL R. RUBENSTEIN & ASSOCIATES 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $66,870 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $20,552 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $20,541 |
| Total plan assets at end of year | 2015-12-31 | $572,917 |
| Total plan assets at beginning of year | 2015-12-31 | $526,599 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $30,348 |
| Other income received | 2015-12-31 | $1,732 |
| Net income (gross income less expenses) | 2015-12-31 | $46,318 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $572,917 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $526,599 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $34,790 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $11 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : MICHAEL R. RUBENSTEIN & ASSOCIATES 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $78,727 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $67,735 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $67,735 |
| Total plan assets at end of year | 2014-12-31 | $526,599 |
| Total plan assets at beginning of year | 2014-12-31 | $515,607 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $27,317 |
| Other income received | 2014-12-31 | $36,523 |
| Net income (gross income less expenses) | 2014-12-31 | $10,992 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $526,599 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $515,607 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $14,887 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : MICHAEL R. RUBENSTEIN & ASSOCIATES 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $136,065 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $22,279 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $21,314 |
| Total plan assets at end of year | 2013-12-31 | $515,607 |
| Total plan assets at beginning of year | 2013-12-31 | $401,821 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $25,061 |
| Other income received | 2013-12-31 | $88,351 |
| Net income (gross income less expenses) | 2013-12-31 | $113,786 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $515,607 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $401,821 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $22,653 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $965 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : MICHAEL R. RUBENSTEIN & ASSOCIATES 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $84,531 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $35,459 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $35,438 |
| Total plan assets at end of year | 2012-12-31 | $401,821 |
| Total plan assets at beginning of year | 2012-12-31 | $352,749 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $29,197 |
| Other income received | 2012-12-31 | $39,376 |
| Net income (gross income less expenses) | 2012-12-31 | $49,072 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $401,821 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $352,749 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $15,958 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $21 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : MICHAEL R. RUBENSTEIN & ASSOCIATES 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $56,972 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $77,389 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $77,382 |
| Total plan assets at end of year | 2011-12-31 | $352,749 |
| Total plan assets at beginning of year | 2011-12-31 | $373,166 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $24,766 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $-3,424 |
| Net income (gross income less expenses) | 2011-12-31 | $-20,417 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $352,749 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $373,166 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $35,630 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $7 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2020: MICHAEL R. RUBENSTEIN & ASSOCIATES 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 | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MICHAEL R. RUBENSTEIN & ASSOCIATES 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 | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MICHAEL R. RUBENSTEIN & ASSOCIATES 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 | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MICHAEL R. RUBENSTEIN & ASSOCIATES 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 | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MICHAEL R. RUBENSTEIN & ASSOCIATES 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 | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MICHAEL R. RUBENSTEIN & ASSOCIATES 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 | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MICHAEL R. RUBENSTEIN & ASSOCIATES 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 | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MICHAEL R. RUBENSTEIN & ASSOCIATES 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 | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MICHAEL R. RUBENSTEIN & ASSOCIATES 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MICHAEL R. RUBENSTEIN & ASSOCIATES 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 937262-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 937262-01 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Insurance broker organization code? | 3 |
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| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 937262-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 937262-01 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $4,406 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $4,406 | | Insurance broker organization code? | 3 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 937262-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 937262-01 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $4,099 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $4,099 | | Insurance broker organization code? | 3 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 937262-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 937262-01 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $3,488 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $3,488 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL RUBENSTEIN |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 937262-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 937262-01 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $2,803 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $2,803 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL RUBENSTEIN |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 937262-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 937262-01 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $2,611 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $2,611 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL RUBENSTEIN |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 937262-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 937262-01 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2,254 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $2,254 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL RUBENSTEIN |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 937262-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 937262-01 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,160 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $1,160 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL RUBENSTEIN |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 937262-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 937262-01 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
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