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CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN
Plan identification number 003

CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONCURRENT COMPUTER CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CONCURRENT COMPUTER CORPORATION
Employer identification number (EIN):042735766
NAIC Classification:334110

Additional information about CONCURRENT COMPUTER CORPORATION

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date: 1996-06-19
Company Identification Number: 984462
Legal Registered Office Address: 4375 RIVER GREEN PKWY

Suite 100
United States of America (USA)
GA

More information about CONCURRENT COMPUTER CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01WARREN SUTHERLAND
0032017-01-01WARREN SUTHERLAND
0032016-01-01WARREN SUTHERLAND
0032015-01-01EMORY BERRY
0032014-01-01EMORY BERRY
0032013-01-01EMORY BERRY
0032012-01-01EMORY BERRY
0032011-01-01KIRK L. SOMERS KIRK L. SOMERS2012-07-10
0032010-01-01KIRK SOMERS KIRK SOMERS2011-10-12
0032009-01-01KIRK L. SOMERS KIRK L. SOMERS2010-10-11

Plan Statistics for CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN

Measure Date Value
2018: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01324
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01383
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01315
Total of all active and inactive participants2017-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01324
Number of participants with account balances2017-01-01324
2016: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01402
Total number of active participants reported on line 7a of the Form 55002016-01-01169
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01197
Total of all active and inactive participants2016-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01370
Number of participants with account balances2016-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01398
Total number of active participants reported on line 7a of the Form 55002015-01-01183
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01203
Total of all active and inactive participants2015-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01391
Number of participants with account balances2015-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0129
2014: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01401
Total number of active participants reported on line 7a of the Form 55002014-01-01190
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01193
Total of all active and inactive participants2014-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01387
Number of participants with account balances2014-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01412
Total number of active participants reported on line 7a of the Form 55002013-01-01182
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01205
Total of all active and inactive participants2013-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01391
Number of participants with account balances2013-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01447
Total number of active participants reported on line 7a of the Form 55002012-01-01178
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01221
Total of all active and inactive participants2012-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01403
Number of participants with account balances2012-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01466
Total number of active participants reported on line 7a of the Form 55002011-01-01222
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01212
Total of all active and inactive participants2011-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01438
Number of participants with account balances2011-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0121
2010: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01446
Total number of active participants reported on line 7a of the Form 55002010-01-01237
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-01218
Total of all active and inactive participants2010-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01459
Number of participants with account balances2010-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0121
2009: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01493
Total number of active participants reported on line 7a of the Form 55002009-01-01233
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-01223
Total of all active and inactive participants2009-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01460
Number of participants with account balances2009-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN

Measure Date Value
2018 : CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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$1,888,416
Total loss/gain on sale of assets2018-12-31$-37,379
Total of all expenses incurred2018-12-31$59,235,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$59,188,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$115,737
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$57,346,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$46,532
Total interest from all sources2018-12-31$1,049
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$146,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$146,451
Administrative expenses professional fees incurred2018-12-31$20,781
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$73,765
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$196,647
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$27,880
Other income not declared elsewhere2018-12-31$120,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-57,346,918
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$57,346,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$5,162
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$46,961,688
Interest on participant loans2018-12-31$914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$14,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$14,127
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,771,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$1,542,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$403,200
Contributions received in cash from employer2018-12-31$14,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$59,188,802
Contract administrator fees2018-12-31$20,589
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31Yes
Aggregate proceeds on sale of assets2018-12-31$424,637
Aggregate carrying amount (costs) on sale of assets2018-12-31$462,016
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GRANT THORNTON
Accountancy firm EIN2018-12-31366055558
2017 : CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$26,514
Total unrealized appreciation/depreciation of assets2017-12-31$26,514
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$10,597,706
Total loss/gain on sale of assets2017-12-31$17,582
Total of all expenses incurred2017-12-31$12,454,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,391,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,206,588
Value of total assets at end of year2017-12-31$57,346,918
Value of total assets at beginning of year2017-12-31$59,203,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$62,592
Total interest from all sources2017-12-31$86,134
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$753,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$716,223
Administrative expenses professional fees incurred2017-12-31$18,550
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,489,874
Participant contributions at end of year2017-12-31$196,647
Participant contributions at beginning of year2017-12-31$262,341
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$48,811
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$405,148
Other income not declared elsewhere2017-12-31$271,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,856,335
Value of net assets at end of year (total assets less liabilities)2017-12-31$57,346,918
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$59,203,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$11,447
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$46,961,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$47,916,871
Interest on participant loans2017-12-31$19,412
Interest earned on other investments2017-12-31$66,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$14,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$13,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$13,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,771,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,481,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,236,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$403,200
Assets. Invements in employer securities at beginning of year2017-12-31$468,419
Contributions received in cash from employer2017-12-31$311,566
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$12,319
Income. Dividends from common stock2017-12-31$37,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,391,449
Contract administrator fees2017-12-31$32,595
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$131,278
Aggregate carrying amount (costs) on sale of assets2017-12-31$113,696
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRANT THORNTON
Accountancy firm EIN2017-12-31366055558
2016 : CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$35,103
Total unrealized appreciation/depreciation of assets2016-12-31$35,103
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$7,841,960
Total loss/gain on sale of assets2016-12-31$2,213
Total of all expenses incurred2016-12-31$3,280,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,200,731
Value of total corrective distributions2016-12-31$1,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,657,040
Value of total assets at end of year2016-12-31$59,203,253
Value of total assets at beginning of year2016-12-31$54,642,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$78,276
Total interest from all sources2016-12-31$77,009
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$867,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$824,640
Administrative expenses professional fees incurred2016-12-31$17,490
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,864,608
Participant contributions at end of year2016-12-31$262,341
Participant contributions at beginning of year2016-12-31$322,184
Participant contributions at end of year2016-12-31$48,811
Participant contributions at beginning of year2016-12-31$52,467
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$408,891
Other income not declared elsewhere2016-12-31$276,980
Administrative expenses (other) incurred2016-12-31$800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,561,234
Value of net assets at end of year (total assets less liabilities)2016-12-31$59,203,253
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$54,642,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$78
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$47,916,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$43,661,975
Interest on participant loans2016-12-31$15,371
Interest earned on other investments2016-12-31$61,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$13,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$12,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,481,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,130,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,926,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$468,419
Assets. Invements in employer securities at beginning of year2016-12-31$448,718
Contributions received in cash from employer2016-12-31$383,541
Employer contributions (assets) at end of year2016-12-31$12,319
Employer contributions (assets) at beginning of year2016-12-31$13,077
Income. Dividends from common stock2016-12-31$42,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,200,731
Contract administrator fees2016-12-31$59,908
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$17,533
Aggregate carrying amount (costs) on sale of assets2016-12-31$15,320
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON
Accountancy firm EIN2016-12-31366055558
2015 : CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-193,886
Total unrealized appreciation/depreciation of assets2015-12-31$-193,886
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$2,100,247
Total loss/gain on sale of assets2015-12-31$-3,914
Total of all expenses incurred2015-12-31$5,825,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,770,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,342,312
Value of total assets at end of year2015-12-31$54,642,019
Value of total assets at beginning of year2015-12-31$58,366,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$54,830
Total interest from all sources2015-12-31$85,403
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$782,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$737,902
Administrative expenses professional fees incurred2015-12-31$15,900
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,888,452
Participant contributions at end of year2015-12-31$322,184
Participant contributions at beginning of year2015-12-31$401,153
Participant contributions at end of year2015-12-31$52,467
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,690
Other income not declared elsewhere2015-12-31$280,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,724,876
Value of net assets at end of year (total assets less liabilities)2015-12-31$54,642,019
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$58,366,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$43,661,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,615,753
Interest on participant loans2015-12-31$19,131
Interest earned on other investments2015-12-31$66,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12,683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$28,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$28,570
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,130,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,648,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,192,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$448,718
Assets. Invements in employer securities at beginning of year2015-12-31$672,508
Contributions received in cash from employer2015-12-31$448,170
Employer contributions (assets) at end of year2015-12-31$13,077
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$44,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,770,293
Contract administrator fees2015-12-31$38,930
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$25,885
Aggregate carrying amount (costs) on sale of assets2015-12-31$29,799
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON
Accountancy firm EIN2015-12-31366055558
2014 : CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-102,441
Total unrealized appreciation/depreciation of assets2014-12-31$-102,441
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$5,955,373
Total loss/gain on sale of assets2014-12-31$1,269
Total of all expenses incurred2014-12-31$4,720,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,669,675
Value of total corrective distributions2014-12-31$14,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,279,035
Value of total assets at end of year2014-12-31$58,366,895
Value of total assets at beginning of year2014-12-31$57,132,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$36,198
Total interest from all sources2014-12-31$63,632
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$779,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$734,304
Administrative expenses professional fees incurred2014-12-31$14,840
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,835,242
Participant contributions at end of year2014-12-31$401,153
Participant contributions at beginning of year2014-12-31$392,026
Other income not declared elsewhere2014-12-31$335,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,234,654
Value of net assets at end of year (total assets less liabilities)2014-12-31$58,366,895
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$57,132,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$65
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$46,615,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$45,398,208
Interest on participant loans2014-12-31$18,746
Interest earned on other investments2014-12-31$44,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$28,570
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$15,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$15,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,648,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,530,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,598,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$672,508
Assets. Invements in employer securities at beginning of year2014-12-31$795,987
Contributions received in cash from employer2014-12-31$443,793
Income. Dividends from common stock2014-12-31$45,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,669,675
Contract administrator fees2014-12-31$21,293
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$22,307
Aggregate carrying amount (costs) on sale of assets2014-12-31$21,038
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON
Accountancy firm EIN2014-12-31366055558
2013 : CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$236,760
Total unrealized appreciation/depreciation of assets2013-12-31$236,760
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$11,683,872
Total loss/gain on sale of assets2013-12-31$1,736
Total of all expenses incurred2013-12-31$4,321,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,288,914
Value of total corrective distributions2013-12-31$265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,079,531
Value of total assets at end of year2013-12-31$57,132,241
Value of total assets at beginning of year2013-12-31$49,769,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$32,373
Total interest from all sources2013-12-31$21,151
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$616,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$575,731
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,736,314
Participant contributions at end of year2013-12-31$392,026
Participant contributions at beginning of year2013-12-31$461,891
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$97,113
Other income not declared elsewhere2013-12-31$278,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,362,320
Value of net assets at end of year (total assets less liabilities)2013-12-31$57,132,241
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$49,769,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$45,398,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$38,153,921
Interest on participant loans2013-12-31$21,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$15,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$56,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$56,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,530,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,532,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,449,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$795,987
Assets. Invements in employer securities at beginning of year2013-12-31$565,386
Contributions received in cash from employer2013-12-31$246,104
Income. Dividends from common stock2013-12-31$41,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,288,914
Contract administrator fees2013-12-31$32,373
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$7,894
Aggregate carrying amount (costs) on sale of assets2013-12-31$6,158
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON
Accountancy firm EIN2013-12-31366055558
2012 : CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$192,067
Total unrealized appreciation/depreciation of assets2012-12-31$192,067
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,536,991
Total loss/gain on sale of assets2012-12-31$3,095
Total of all expenses incurred2012-12-31$3,305,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,248,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,913,089
Value of total assets at end of year2012-12-31$49,769,921
Value of total assets at beginning of year2012-12-31$45,538,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$56,235
Total interest from all sources2012-12-31$25,222
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$722,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$654,447
Administrative expenses professional fees incurred2012-12-31$38,780
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,667,270
Participant contributions at end of year2012-12-31$461,891
Participant contributions at beginning of year2012-12-31$592,558
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$44,279
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$245,819
Other income not declared elsewhere2012-12-31$283,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,231,844
Value of net assets at end of year (total assets less liabilities)2012-12-31$49,769,921
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$45,538,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$38,153,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$33,299,714
Interest on participant loans2012-12-31$25,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$56,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,532,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,179,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,398,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$565,386
Assets. Invements in employer securities at beginning of year2012-12-31$420,049
Income. Dividends from common stock2012-12-31$67,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,248,912
Contract administrator fees2012-12-31$17,455
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$49,826
Aggregate carrying amount (costs) on sale of assets2012-12-31$46,731
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON
Accountancy firm EIN2012-12-31366055558
2011 : CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-140,755
Total unrealized appreciation/depreciation of assets2011-12-31$-140,755
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,184,203
Total loss/gain on sale of assets2011-12-31$4,347
Total of all expenses incurred2011-12-31$2,600,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,583,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,019,733
Value of total assets at end of year2011-12-31$45,538,077
Value of total assets at beginning of year2011-12-31$46,954,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,186
Total interest from all sources2011-12-31$25,434
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$545,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$545,814
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,932,650
Participant contributions at end of year2011-12-31$592,558
Participant contributions at beginning of year2011-12-31$490,040
Participant contributions at end of year2011-12-31$44,279
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$87,083
Other income not declared elsewhere2011-12-31$214,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,415,926
Value of net assets at end of year (total assets less liabilities)2011-12-31$45,538,077
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$46,954,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$5,755
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$33,299,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$35,880,382
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,625,804
Interest on participant loans2011-12-31$25,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,179,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,341,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,569,385
Net investment gain/loss from pooled separate accounts2011-12-31$84,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$420,049
Assets. Invements in employer securities at beginning of year2011-12-31$613,049
Contributions received in cash from employer2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,583,943
Contract administrator fees2011-12-31$10,431
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$56,592
Aggregate carrying amount (costs) on sale of assets2011-12-31$52,245
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON
Accountancy firm EIN2011-12-31366055558
2010 : CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$133,270
Total unrealized appreciation/depreciation of assets2010-12-31$133,270
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,019,463
Total loss/gain on sale of assets2010-12-31$18,085
Total of all expenses incurred2010-12-31$3,168,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,157,348
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,425,438
Value of total assets at end of year2010-12-31$46,954,003
Value of total assets at beginning of year2010-12-31$43,102,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,726
Total interest from all sources2010-12-31$29,344
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$552,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$552,228
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,779,841
Participant contributions at end of year2010-12-31$490,040
Participant contributions at beginning of year2010-12-31$552,476
Participant contributions at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$433,419
Other income not declared elsewhere2010-12-31$4,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,851,389
Value of net assets at end of year (total assets less liabilities)2010-12-31$46,954,003
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$43,102,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$355
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$35,880,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,695,185
Value of interest in pooled separate accounts at end of year2010-12-31$8,625,804
Value of interest in pooled separate accounts at beginning of year2010-12-31$9,315,312
Interest on participant loans2010-12-31$29,344
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,341,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,597,233
Net investment gain/loss from pooled separate accounts2010-12-31$259,634
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$613,049
Assets. Invements in employer securities at beginning of year2010-12-31$536,639
Contributions received in cash from employer2010-12-31$212,178
Employer contributions (assets) at end of year2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,157,348
Contract administrator fees2010-12-31$10,371
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$74,958
Aggregate carrying amount (costs) on sale of assets2010-12-31$56,873
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517
2009 : CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN

2018: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CONCURRENT COMPUTER CORPORATION RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28065
Policy instance 1
Insurance contract or identification numberGA28065
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberGA28065
Policy instance 1
Insurance contract or identification numberGA28065
Number of Individuals Covered324
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberGA28065
Policy instance 1
Insurance contract or identification numberGA28065
Number of Individuals Covered384
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberGA28065
Policy instance 1
Insurance contract or identification numberGA28065
Number of Individuals Covered385
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberGA28065
Policy instance 1
Insurance contract or identification numberGA28065
Number of Individuals Covered309
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberGA28065
Policy instance 1
Insurance contract or identification numberGA28065
Number of Individuals Covered401
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-10-14
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberGA28065
Policy instance 2
Insurance contract or identification numberGA28065
Number of Individuals Covered433
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered455
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberGA28065
Policy instance 2
Insurance contract or identification numberGA28065
Number of Individuals Covered455
Insurance policy start date2010-11-15
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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