ADLER POLLOCK & SHEEHAN P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN
401k plan membership statisitcs for ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN
Measure | Date | Value |
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2022: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-04-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 108 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 0 |
Total of all active and inactive participants | 2022-04-01 | 108 |
2021: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-04-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 108 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 0 |
Total of all active and inactive participants | 2021-04-01 | 108 |
2020: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-04-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 109 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 0 |
Total of all active and inactive participants | 2020-04-01 | 109 |
2019: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-04-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 109 |
Total of all active and inactive participants | 2019-04-01 | 109 |
Total participants | 2019-04-01 | 109 |
2018: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-04-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 109 |
Total of all active and inactive participants | 2018-04-01 | 109 |
Total participants | 2018-04-01 | 109 |
2017: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-04-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 107 |
Total of all active and inactive participants | 2017-04-01 | 107 |
Total participants | 2017-04-01 | 107 |
2016: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-04-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 101 |
Total of all active and inactive participants | 2016-04-01 | 101 |
Total participants | 2016-04-01 | 101 |
2015: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-04-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 101 |
Total of all active and inactive participants | 2015-04-01 | 101 |
Total participants | 2015-04-01 | 101 |
2014: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-04-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 105 |
Total of all active and inactive participants | 2014-04-01 | 105 |
Total participants | 2014-04-01 | 105 |
2013: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-04-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 117 |
Total of all active and inactive participants | 2013-04-01 | 117 |
Total participants | 2013-04-01 | 117 |
2012: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-04-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 126 |
Total of all active and inactive participants | 2012-04-01 | 126 |
Total participants | 2012-04-01 | 126 |
2011: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-04-01 | 132 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 134 |
Total of all active and inactive participants | 2011-04-01 | 134 |
Total participants | 2011-04-01 | 134 |
2009: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-04-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 135 |
Total of all active and inactive participants | 2009-04-01 | 135 |
Total participants | 2009-04-01 | 135 |
Measure | Date | Value |
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2020 : ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2020 401k financial data |
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Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
Was this plan covered by a fidelity bond | 2020-03-31 | No |
Was this plan covered by a fidelity bond | 2020-03-31 | No |
If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-03-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-03-31 | No |
Did the plan have assets held for investment | 2020-03-31 | No |
Did the plan have assets held for investment | 2020-03-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
2018 : ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2018 401k financial data |
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Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | No |
Was this plan covered by a fidelity bond | 2018-03-31 | No |
If this is an individual account plan, was there a blackout period | 2018-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-03-31 | No |
Did the plan have assets held for investment | 2018-03-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
2017 : ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2017 401k financial data |
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Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
Was this plan covered by a fidelity bond | 2017-03-31 | No |
If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-03-31 | No |
Did the plan have assets held for investment | 2017-03-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
2016 : ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2016 401k financial data |
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Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
Was this plan covered by a fidelity bond | 2016-03-31 | No |
If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-03-31 | No |
Did the plan have assets held for investment | 2016-03-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
2015 : ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2015 401k financial data |
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Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
Was this plan covered by a fidelity bond | 2015-03-31 | No |
If this is an individual account plan, was there a blackout period | 2015-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-03-31 | No |
Did the plan have assets held for investment | 2015-03-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
2014 : ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2014 401k financial data |
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Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
Was this plan covered by a fidelity bond | 2014-03-31 | No |
If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-03-31 | No |
Did the plan have assets held for investment | 2014-03-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
2013 : ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2013 401k financial data |
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Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
Was this plan covered by a fidelity bond | 2013-03-31 | No |
If this is an individual account plan, was there a blackout period | 2013-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-03-31 | No |
Did the plan have assets held for investment | 2013-03-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
2012 : ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2012 401k financial data |
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Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
Was this plan covered by a fidelity bond | 2012-03-31 | No |
If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-03-31 | No |
Did the plan have assets held for investment | 2012-03-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
2011 : ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2011 401k financial data |
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Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
Was this plan covered by a fidelity bond | 2011-03-31 | No |
If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-03-31 | No |
Did the plan have assets held for investment | 2011-03-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
2022: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2022 form 5500 responses |
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2022-04-01 | Type of plan entity | Single employer plan |
2022-04-01 | Submission has been amended | No |
2022-04-01 | This submission is the final filing | No |
2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-04-01 | Plan is a collectively bargained plan | No |
2022-04-01 | Plan funding arrangement – Insurance | Yes |
2022-04-01 | Plan benefit arrangement – Insurance | Yes |
2021: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2021 form 5500 responses |
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2021-04-01 | Type of plan entity | Single employer plan |
2021-04-01 | Submission has been amended | No |
2021-04-01 | This submission is the final filing | No |
2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-04-01 | Plan is a collectively bargained plan | No |
2021-04-01 | Plan funding arrangement – Insurance | Yes |
2021-04-01 | Plan benefit arrangement – Insurance | Yes |
2020: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2020 form 5500 responses |
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2020-04-01 | Type of plan entity | Single employer plan |
2020-04-01 | Submission has been amended | No |
2020-04-01 | This submission is the final filing | No |
2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-04-01 | Plan is a collectively bargained plan | No |
2020-04-01 | Plan funding arrangement – Insurance | Yes |
2020-04-01 | Plan benefit arrangement – Insurance | Yes |
2019: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2019 form 5500 responses |
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2019-04-01 | Type of plan entity | Single employer plan |
2019-04-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
2019-04-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
2018: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2018 form 5500 responses |
---|
2018-04-01 | Type of plan entity | Single employer plan |
2018-04-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
2018-04-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
2017: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2017 form 5500 responses |
---|
2017-04-01 | Type of plan entity | Single employer plan |
2017-04-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
2017-04-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
2016: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2016 form 5500 responses |
---|
2016-04-01 | Type of plan entity | Single employer plan |
2016-04-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
2016-04-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
2015: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2015 form 5500 responses |
---|
2015-04-01 | Type of plan entity | Single employer plan |
2015-04-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
2015-04-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
2014: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2014 form 5500 responses |
---|
2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
2014-04-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
2013: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2013 form 5500 responses |
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2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
2013-04-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
2012: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2012 form 5500 responses |
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2012-04-01 | Type of plan entity | Single employer plan |
2012-04-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
2012-04-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
2011: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2011 form 5500 responses |
---|
2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
2011-04-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
2009: ADLER POLLOCK & SHEEHAN P.C. LIFE INSURANCE PLAN 2009 form 5500 responses |
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2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | This submission is the final filing | No |
2009-04-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
2009-04-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 233252 |
Policy instance | 1 |
Insurance contract or identification number | 233252 | Number of Individuals Covered | 114 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $6,733 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $131,852 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,733 | Insurance broker organization code? | 3 |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 233252 |
Policy instance | 1 |
Insurance contract or identification number | 233252 | Number of Individuals Covered | 108 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $6,453 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $120,710 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,453 | Insurance broker organization code? | 3 |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 233252 |
Policy instance | 1 |
Insurance contract or identification number | 233252 | Number of Individuals Covered | 109 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $6,546 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $125,858 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,546 | Insurance broker organization code? | 3 |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 233252 |
Policy instance | 2 |
Insurance contract or identification number | 233252 | Number of Individuals Covered | 109 | Insurance policy start date | 2018-10-01 | Insurance policy end date | 2019-09-30 | Total amount of commissions paid to insurance broker | USD $5,125 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,125 | Insurance broker organization code? | 3 |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 233252 |
Policy instance | 1 |
Insurance contract or identification number | 233252 | Number of Individuals Covered | 109 | Insurance policy start date | 2018-10-01 | Insurance policy end date | 2019-09-30 | Total amount of commissions paid to insurance broker | USD $1,353 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,353 | Insurance broker organization code? | 3 |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 233252 |
Policy instance | 1 |
Insurance contract or identification number | 233252 | Number of Individuals Covered | 109 | Insurance policy start date | 2017-10-01 | Insurance policy end date | 2018-09-30 | Total amount of commissions paid to insurance broker | USD $1,340 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,340 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 233252 |
Policy instance | 2 |
Insurance contract or identification number | 233252 | Number of Individuals Covered | 109 | Insurance policy start date | 2017-10-01 | Insurance policy end date | 2018-09-30 | Total amount of commissions paid to insurance broker | USD $5,105 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,105 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 233252 |
Policy instance | 2 |
Insurance contract or identification number | 233252 | Number of Individuals Covered | 107 | Insurance policy start date | 2016-11-01 | Insurance policy end date | 2017-10-31 | Total amount of commissions paid to insurance broker | USD $4,893 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,893 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | GALLO THOMAS INSURANCE AGENCY |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 233252 |
Policy instance | 1 |
Insurance contract or identification number | 233252 | Number of Individuals Covered | 107 | Insurance policy start date | 2016-11-01 | Insurance policy end date | 2017-10-31 | Total amount of commissions paid to insurance broker | USD $1,253 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,253 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | GALLO THOMAS INSURANCE AGENCY |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 233252 |
Policy instance | 2 |
Insurance contract or identification number | 233252 | Number of Individuals Covered | 101 | Insurance policy start date | 2015-10-01 | Insurance policy end date | 2016-09-30 | Total amount of commissions paid to insurance broker | USD $4,793 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,793 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | GALLO THOMAS INSURANCE AGENCY |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 233252 |
Policy instance | 1 |
Insurance contract or identification number | 233252 | Number of Individuals Covered | 101 | Insurance policy start date | 2015-10-01 | Insurance policy end date | 2016-09-30 | Total amount of commissions paid to insurance broker | USD $1,234 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,234 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | GALLO THOMAS INSURANCE AGENCY |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 233252 |
Policy instance | 1 |
Insurance contract or identification number | 233252 | Number of Individuals Covered | 105 | Insurance policy start date | 2014-10-01 | Insurance policy end date | 2015-09-30 | Total amount of commissions paid to insurance broker | USD $1,209 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,209 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | GALLO THOMAS INSURANCE AGENCY |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 233252 |
Policy instance | 2 |
Insurance contract or identification number | 233252 | Number of Individuals Covered | 105 | Insurance policy start date | 2014-10-01 | Insurance policy end date | 2015-09-30 | Total amount of commissions paid to insurance broker | USD $4,640 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,640 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | GALLO THOMAS INSURANCE AGENCY |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 124715 |
Policy instance | 2 |
Insurance contract or identification number | 124715 | Number of Individuals Covered | 125 | Insurance policy start date | 2013-11-01 | Insurance policy end date | 2014-09-30 | Total amount of commissions paid to insurance broker | USD $8,597 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,597 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | GALLO THOMAS INSURANCE AGENCY |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 124715 |
Policy instance | 1 |
Insurance contract or identification number | 124715 | Number of Individuals Covered | 125 | Insurance policy start date | 2013-11-01 | Insurance policy end date | 2014-09-30 | Total amount of commissions paid to insurance broker | USD $2,396 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,396 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | GALLO THOMAS INSURANCE AGENCY |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 124715 |
Policy instance | 1 |
Insurance contract or identification number | 124715 | Number of Individuals Covered | 126 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $1,842 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,842 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | EDWARD L. MAGGIACOMO, JR. |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 124715 |
Policy instance | 2 |
Insurance contract or identification number | 124715 | Number of Individuals Covered | 125 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $8,481 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,481 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | EDWARD L. MAGGIACOMO, JR. |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 124715 |
Policy instance | 2 |
Insurance contract or identification number | 124715 | Number of Individuals Covered | 133 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $8,103 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 124715 |
Policy instance | 1 |
Insurance contract or identification number | 124715 | Number of Individuals Covered | 134 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $1,869 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 124715 |
Policy instance | 2 |
Insurance contract or identification number | 124715 | Number of Individuals Covered | 130 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $6,820 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 124715 |
Policy instance | 1 |
Insurance contract or identification number | 124715 | Number of Individuals Covered | 132 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $1,902 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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