?>
Logo

BENHAVEN, INC. RETIREMENT TRUST PLAN 401k Plan overview

Plan NameBENHAVEN, INC. RETIREMENT TRUST PLAN
Plan identification number 001

BENHAVEN, INC. RETIREMENT TRUST PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BENHAVEN, INC. has sponsored the creation of one or more 401k plans.

Company Name:BENHAVEN, INC.
Employer identification number (EIN):060840436
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENHAVEN, INC. RETIREMENT TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01TONIA HOLLAND TONIA HOLLAND2019-03-06
0012016-07-01TONIA HOLLAND TONIA HOLLAND2018-01-25
0012015-07-01JOE SPITERI JOE SPITERI2017-03-15
0012014-07-01JOE SPITERI JOE SPITERI2016-02-12
0012013-07-01JOE SPITERI JOE SPITERI2015-01-14
0012012-07-01JOE SPITERI JOE SPITERI2014-01-21
0012011-07-01JOE SPITERI JOE SPITERI2013-03-20
0012009-07-01JOE SPITERI JOE SPITERI2011-01-28
0012009-07-01JOE SPITERI JOE SPITERI2011-01-26

Plan Statistics for BENHAVEN, INC. RETIREMENT TRUST PLAN

401k plan membership statisitcs for BENHAVEN, INC. RETIREMENT TRUST PLAN

Measure Date Value
2021: BENHAVEN, INC. RETIREMENT TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01263
Total number of active participants reported on line 7a of the Form 55002021-07-01303
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0142
Total of all active and inactive participants2021-07-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01345
Number of participants with account balances2021-07-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-013
2020: BENHAVEN, INC. RETIREMENT TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01234
Total number of active participants reported on line 7a of the Form 55002020-07-01225
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0137
Total of all active and inactive participants2020-07-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01263
Number of participants with account balances2020-07-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-018
2019: BENHAVEN, INC. RETIREMENT TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01212
Total number of active participants reported on line 7a of the Form 55002019-07-01207
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0127
Total of all active and inactive participants2019-07-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01234
Number of participants with account balances2019-07-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-015
2018: BENHAVEN, INC. RETIREMENT TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01232
Total number of active participants reported on line 7a of the Form 55002018-07-01190
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0122
Total of all active and inactive participants2018-07-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01212
Number of participants with account balances2018-07-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-019
2017: BENHAVEN, INC. RETIREMENT TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01244
Total number of active participants reported on line 7a of the Form 55002017-07-01190
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0114
Total of all active and inactive participants2017-07-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01204
Number of participants with account balances2017-07-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: BENHAVEN, INC. RETIREMENT TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01242
Total number of active participants reported on line 7a of the Form 55002016-07-01188
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0121
Total of all active and inactive participants2016-07-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01209
Number of participants with account balances2016-07-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-018
2015: BENHAVEN, INC. RETIREMENT TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01230
Total number of active participants reported on line 7a of the Form 55002015-07-01179
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0132
Total of all active and inactive participants2015-07-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01211
Number of participants with account balances2015-07-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0111
2014: BENHAVEN, INC. RETIREMENT TRUST PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01200
Total number of active participants reported on line 7a of the Form 55002014-07-01176
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0125
Total of all active and inactive participants2014-07-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01201
Number of participants with account balances2014-07-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0110
2013: BENHAVEN, INC. RETIREMENT TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01217
Total number of active participants reported on line 7a of the Form 55002013-07-01170
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0130
Total of all active and inactive participants2013-07-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01200
Number of participants with account balances2013-07-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: BENHAVEN, INC. RETIREMENT TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01219
Total number of active participants reported on line 7a of the Form 55002012-07-01164
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0129
Total of all active and inactive participants2012-07-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01194
Number of participants with account balances2012-07-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-013
2011: BENHAVEN, INC. RETIREMENT TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01199
Total number of active participants reported on line 7a of the Form 55002011-07-01144
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0167
Total of all active and inactive participants2011-07-01211
Total participants2011-07-01211
Number of participants with account balances2011-07-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-015
2009: BENHAVEN, INC. RETIREMENT TRUST PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01200
Total number of active participants reported on line 7a of the Form 55002009-07-01150
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0128
Total of all active and inactive participants2009-07-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01179
Number of participants with account balances2009-07-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-015

Financial Data on BENHAVEN, INC. RETIREMENT TRUST PLAN

Measure Date Value
2022 : BENHAVEN, INC. RETIREMENT TRUST PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$0
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$0
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-718,612
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$662,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$661,190
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$217,727
Value of total assets at end of year2022-06-30$6,384,564
Value of total assets at beginning of year2022-06-30$7,765,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,061
Total interest from all sources2022-06-30$2,212
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$0
Assets. Real estate other than employer real property at end of year2022-06-30$0
Assets. Real estate other than employer real property at beginning of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$0
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Assets. Other investments not covered elsewhere at end of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Assets. Loans (other than to participants) at end of year2022-06-30$0
Assets. Loans (other than to participants) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$1,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-1,380,863
Value of net assets at end of year (total assets less liabilities)2022-06-30$6,384,564
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$7,765,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$5,625,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$7,065,450
Value of interest in pooled separate accounts at end of year2022-06-30$0
Value of interest in pooled separate accounts at beginning of year2022-06-30$0
Interest on participant loans2022-06-30$0
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$2,212
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in master investment trust accounts at end of year2022-06-30$0
Value of interest in master investment trust accounts at beginning of year2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$541,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$339,279
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Asset value of US Government securities at end of year2022-06-30$0
Asset value of US Government securities at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-938,551
Net investment gain or loss from common/collective trusts2022-06-30$0
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$217,727
Employer contributions (assets) at end of year2022-06-30$217,727
Employer contributions (assets) at beginning of year2022-06-30$360,698
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$661,190
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$0
Aggregate carrying amount (costs) on sale of assets2022-06-30$0
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30COHNREZNICK LLP
Accountancy firm EIN2022-06-30221478099
2021 : BENHAVEN, INC. RETIREMENT TRUST PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,899,256
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$145,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$144,093
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$360,698
Value of total assets at end of year2021-06-30$7,765,427
Value of total assets at beginning of year2021-06-30$6,011,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,163
Total interest from all sources2021-06-30$4,949
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$0
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$1,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,754,000
Value of net assets at end of year (total assets less liabilities)2021-06-30$7,765,427
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$6,011,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$7,065,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$5,228,201
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$4,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$339,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$522,239
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$1,533,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$360,698
Employer contributions (assets) at end of year2021-06-30$360,698
Employer contributions (assets) at beginning of year2021-06-30$260,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$144,093
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30COHNREZNICK, LLP
Accountancy firm EIN2021-06-30221478099
2020 : BENHAVEN, INC. RETIREMENT TRUST PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$496,841
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,357,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,356,839
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$276,887
Value of total assets at end of year2020-06-30$6,011,427
Value of total assets at beginning of year2020-06-30$6,872,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$687
Total interest from all sources2020-06-30$13,326
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$15,900
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-860,685
Value of net assets at end of year (total assets less liabilities)2020-06-30$6,011,427
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,872,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$5,228,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$6,251,258
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$13,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$522,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$376,133
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$206,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$260,987
Employer contributions (assets) at end of year2020-06-30$260,987
Employer contributions (assets) at beginning of year2020-06-30$244,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,356,839
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30COHNREZNICK LLP
Accountancy firm EIN2020-06-30221478099
2019 : BENHAVEN, INC. RETIREMENT TRUST PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$605,327
Total of all expenses incurred2019-06-30$614,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$614,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$244,721
Value of total assets at end of year2019-06-30$6,872,112
Value of total assets at beginning of year2019-06-30$6,880,986
Total interest from all sources2019-06-30$7,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Other income not declared elsewhere2019-06-30$11,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-8,874
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,872,112
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,880,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$6,251,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,137,476
Interest earned on other investments2019-06-30$7,332
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$376,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$406,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$342,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$244,721
Employer contributions (assets) at end of year2019-06-30$244,721
Employer contributions (assets) at beginning of year2019-06-30$336,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$614,201
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30COHNREZNICK LLP
Accountancy firm EIN2019-06-30221478099
2018 : BENHAVEN, INC. RETIREMENT TRUST PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$1,056,879
Total of all expenses incurred2018-06-30$720,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$720,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$336,740
Value of total assets at end of year2018-06-30$6,880,986
Value of total assets at beginning of year2018-06-30$6,544,851
Total interest from all sources2018-06-30$7,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Other income not declared elsewhere2018-06-30$-11,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$336,135
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,880,986
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$6,544,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$6,137,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,826,257
Interest earned on other investments2018-06-30$7,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$406,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$243,594
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$724,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$336,740
Employer contributions (assets) at end of year2018-06-30$336,740
Employer contributions (assets) at beginning of year2018-06-30$475,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$720,744
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30COHNREZNICK LLP
Accountancy firm EIN2018-06-30221478099
2017 : BENHAVEN, INC. RETIREMENT TRUST PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$1,389,051
Total of all expenses incurred2017-06-30$802,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$802,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$475,000
Value of total assets at end of year2017-06-30$6,544,851
Value of total assets at beginning of year2017-06-30$5,958,176
Total interest from all sources2017-06-30$3,148
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$586,675
Value of net assets at end of year (total assets less liabilities)2017-06-30$6,544,851
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,958,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,826,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,265,818
Interest earned on other investments2017-06-30$3,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$243,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$317,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$910,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$475,000
Employer contributions (assets) at end of year2017-06-30$475,000
Employer contributions (assets) at beginning of year2017-06-30$375,000
Income. Dividends from preferred stock2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$802,376
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30COHNREZNICK LLP
Accountancy firm EIN2017-06-30221478099
2016 : BENHAVEN, INC. RETIREMENT TRUST PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$277,667
Total of all expenses incurred2016-06-30$60,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$60,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$375,000
Value of total assets at end of year2016-06-30$5,958,176
Value of total assets at beginning of year2016-06-30$5,741,066
Total interest from all sources2016-06-30$6,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Other income not declared elsewhere2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$217,110
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,958,176
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,741,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,265,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$5,063,362
Interest earned on other investments2016-06-30$6,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$317,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$177,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-104,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$375,000
Employer contributions (assets) at end of year2016-06-30$375,000
Employer contributions (assets) at beginning of year2016-06-30$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$60,557
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30COHNREZNICK LLP
Accountancy firm EIN2016-06-30221478099
2015 : BENHAVEN, INC. RETIREMENT TRUST PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$757,923
Total of all expenses incurred2015-06-30$373,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$373,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$500,000
Value of total assets at end of year2015-06-30$5,741,066
Value of total assets at beginning of year2015-06-30$5,357,102
Total interest from all sources2015-06-30$4,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$383,964
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,741,066
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,357,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$5,063,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$5,039,004
Interest earned on other investments2015-06-30$4,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$177,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$168,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$253,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$500,000
Employer contributions (assets) at end of year2015-06-30$500,000
Employer contributions (assets) at beginning of year2015-06-30$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$373,959
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30COHNREZNICK LLP
Accountancy firm EIN2015-06-30221478099
2014 : BENHAVEN, INC. RETIREMENT TRUST PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$1,044,289
Total of all expenses incurred2014-06-30$29,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$29,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$150,000
Value of total assets at end of year2014-06-30$5,357,102
Value of total assets at beginning of year2014-06-30$4,341,958
Total interest from all sources2014-06-30$1,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Other income not declared elsewhere2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,015,144
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,357,102
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,341,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$5,039,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$4,102,840
Interest earned on other investments2014-06-30$1,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$168,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$164,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$892,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$150,000
Employer contributions (assets) at end of year2014-06-30$150,000
Employer contributions (assets) at beginning of year2014-06-30$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$29,145
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30COHNREZNICK LLP
Accountancy firm EIN2014-06-30221478099
2013 : BENHAVEN, INC. RETIREMENT TRUST PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$685,052
Total of all expenses incurred2013-06-30$111,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$111,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$75,000
Value of total assets at end of year2013-06-30$4,341,958
Value of total assets at beginning of year2013-06-30$3,768,156
Total interest from all sources2013-06-30$3,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$573,802
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,341,958
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,768,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$4,102,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,029,183
Interest on participant loans2013-06-30$3,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$101,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$101,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$164,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$137,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$606,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$75,000
Employer contributions (assets) at end of year2013-06-30$75,000
Employer contributions (assets) at beginning of year2013-06-30$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$111,250
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30COHNREZNICK LLP
Accountancy firm EIN2013-06-30221478099
2012 : BENHAVEN, INC. RETIREMENT TRUST PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$495,713
Total of all expenses incurred2012-06-30$107,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$105,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$500,000
Value of total assets at end of year2012-06-30$3,768,156
Value of total assets at beginning of year2012-06-30$3,379,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,613
Total interest from all sources2012-06-30$3,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$1,613
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Other income not declared elsewhere2012-06-30$3,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$388,549
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,768,156
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,379,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,029,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,670,035
Interest earned on other investments2012-06-30$3,879
Income. Interest from US Government securities2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$101,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$127,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$127,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$137,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$182,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-11,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$500,000
Employer contributions (assets) at end of year2012-06-30$500,000
Employer contributions (assets) at beginning of year2012-06-30$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$105,551
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30COHNREZNICK LLP
Accountancy firm EIN2012-06-30221478099
2011 : BENHAVEN, INC. RETIREMENT TRUST PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$968,505
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$15,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$14,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$400,000
Value of total assets at end of year2011-06-30$3,379,607
Value of total assets at beginning of year2011-06-30$2,426,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,149
Total interest from all sources2011-06-30$5,293
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$953,104
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,379,607
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,426,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$1,149
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,670,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,947,337
Interest earned on other investments2011-06-30$5,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$127,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$115,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$115,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$182,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$163,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$563,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$400,000
Employer contributions (assets) at end of year2011-06-30$400,000
Employer contributions (assets) at beginning of year2011-06-30$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$14,252
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30J.H. COHN, LLP
Accountancy firm EIN2011-06-30221478099
2010 : BENHAVEN, INC. RETIREMENT TRUST PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for BENHAVEN, INC. RETIREMENT TRUST PLAN

2021: BENHAVEN, INC. RETIREMENT TRUST PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: BENHAVEN, INC. RETIREMENT TRUST PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: BENHAVEN, INC. RETIREMENT TRUST PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: BENHAVEN, INC. RETIREMENT TRUST PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: BENHAVEN, INC. RETIREMENT TRUST PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: BENHAVEN, INC. RETIREMENT TRUST PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: BENHAVEN, INC. RETIREMENT TRUST PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: BENHAVEN, INC. RETIREMENT TRUST PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: BENHAVEN, INC. RETIREMENT TRUST PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: BENHAVEN, INC. RETIREMENT TRUST PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: BENHAVEN, INC. RETIREMENT TRUST PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: BENHAVEN, INC. RETIREMENT TRUST PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number912601D
Policy instance 1
Insurance contract or identification number912601D
Number of Individuals Covered345
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $395
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees395
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number062113D
Policy instance 1
Insurance contract or identification number062113D
Number of Individuals Covered308
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,842
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 Administration1
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees20842
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-UV02
Policy instance 2
Insurance contract or identification numberGAP-B2-UV02
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2019-12-26
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?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
Insurance broker organization code?5
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number062113D
Policy instance 1
Insurance contract or identification number062113D
Number of Individuals Covered313
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 Administration1
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-UV02
Policy instance 1
Insurance contract or identification numberGAP-B2-UV02
Number of Individuals Covered210
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?5
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-UV02
Policy instance 1
Insurance contract or identification numberGAP-B2-UV02
Number of Individuals Covered204
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $391
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-UV02
Policy instance 1
Insurance contract or identification numberGAP-B2-UV02
Number of Individuals Covered204
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $1,161
Total amount of fees paid to insurance companyUSD $290
Commission paid to Insurance BrokerUSD $1,161
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?7
Amount paid for insurance broker fees290
Insurance broker nameTHE PENSION SERVICE, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-UV02
Policy instance 1
Insurance contract or identification numberGAP-B2-UV02
Number of Individuals Covered197
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $694
Insurance broker organization code?7
Amount paid for insurance broker fees174
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker nameTHE PENSION SERVICE, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-UV02
Policy instance 1
Insurance contract or identification numberGAP-B2-UV02
Number of Individuals Covered198
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $815
Insurance broker organization code?7
Amount paid for insurance broker fees204
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker nameTHE PENSION SERVICE, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-UV02
Policy instance 1
Insurance contract or identification numberGAP-B2-UV02
Number of Individuals Covered191
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of fees paid to insurance companyUSD $239
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $304
Insurance broker organization code?7
Amount paid for insurance broker fees239
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker nameTHE PENSION SERVICE, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-UV02
Policy instance 1
Insurance contract or identification numberGAP-B2-UV02
Number of Individuals Covered180
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $741
Total amount of fees paid to insurance companyUSD $185
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-UV02
Policy instance 1
Insurance contract or identification numberGAP-B2-UV02
Number of Individuals Covered178
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $948
Total amount of fees paid to insurance companyUSD $237
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3