?>
Logo

SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 401k Plan overview

Plan NameSAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY
Plan identification number 001

SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

SAFE HAVEN OF GREATER WTBY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAFE HAVEN OF GREATER WTBY, INC.
Employer identification number (EIN):060996479
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LEE R. SCHLESINGER
0012016-01-01LEE R. SCHLESINGER
0012015-01-01LEE R. SCHLESINGER
0012014-01-01LEE R. SCHLESINGER
0012013-01-01PEGGY PANAGROSSI
0012012-01-01PEGGY PANAGROSSI
0012011-01-01PEGGY PANAGROSSI
0012010-01-01PEGGY PANAGROSSI
0012009-01-01PEGGY PANAGROSSI

Plan Statistics for SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY

401k plan membership statisitcs for SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY

Measure Date Value
2022: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2022 401k membership
Total participants, beginning-of-year2022-01-0126
Total number of active participants reported on line 7a of the Form 55002022-01-0114
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0126
Number of participants with account balances2022-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2021 401k membership
Total participants, beginning-of-year2021-01-0126
Total number of active participants reported on line 7a of the Form 55002021-01-0117
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0127
Number of participants with account balances2021-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2020 401k membership
Total participants, beginning-of-year2020-01-0125
Total number of active participants reported on line 7a of the Form 55002020-01-0116
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0126
Number of participants with account balances2020-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2019 401k membership
Total participants, beginning-of-year2019-01-0125
Total number of active participants reported on line 7a of the Form 55002019-01-0117
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0125
Number of participants with account balances2019-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2018 401k membership
Total participants, beginning-of-year2018-01-0122
Total number of active participants reported on line 7a of the Form 55002018-01-0117
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0125
Number of participants with account balances2018-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2017 401k membership
Total participants, beginning-of-year2017-01-0117
Total number of active participants reported on line 7a of the Form 55002017-01-0115
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0122
Number of participants with account balances2017-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2016 401k membership
Total participants, beginning-of-year2016-01-0118
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0117
Number of participants with account balances2016-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2015 401k membership
Total participants, beginning-of-year2015-01-0119
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0118
Number of participants with account balances2015-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2014 401k membership
Total participants, beginning-of-year2014-01-0118
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0119
Number of participants with account balances2014-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2013 401k membership
Total participants, beginning-of-year2013-01-0117
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0118
Number of participants with account balances2013-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0117
Number of participants with account balances2012-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2011 401k membership
Total participants, beginning-of-year2011-01-0116
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2010 401k membership
Total participants, beginning-of-year2010-01-0118
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0116
Number of participants with account balances2010-01-0116
2009: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2009 401k membership
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118
Number of participants with account balances2009-01-0118

Financial Data on SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY

Measure Date Value
2022 : SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2022 401k financial data
Total income from all sources2022-12-31$4,879
Expenses. Total of all expenses incurred2022-12-31$177,988
Benefits paid (including direct rollovers)2022-12-31$177,865
Total plan assets at end of year2022-12-31$756,968
Total plan assets at beginning of year2022-12-31$930,077
Total contributions received or receivable from participants2022-12-31$38,153
Other income received2022-12-31$-33,274
Net income (gross income less expenses)2022-12-31$-173,109
Net plan assets at end of year (total assets less liabilities)2022-12-31$756,968
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$930,077
Assets. Value of participant loans2022-12-31$437
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$123
2021 : SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2021 401k financial data
Total income from all sources2021-12-31$103,132
Expenses. Total of all expenses incurred2021-12-31$39,903
Benefits paid (including direct rollovers)2021-12-31$39,672
Total plan assets at end of year2021-12-31$930,077
Total plan assets at beginning of year2021-12-31$866,848
Total contributions received or receivable from participants2021-12-31$48,896
Other income received2021-12-31$54,236
Net income (gross income less expenses)2021-12-31$63,229
Net plan assets at end of year (total assets less liabilities)2021-12-31$930,077
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$866,848
Assets. Value of participant loans2021-12-31$1,305
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$231
2020 : SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2020 401k financial data
Total income from all sources2020-12-31$92,258
Expenses. Total of all expenses incurred2020-12-31$52,227
Benefits paid (including direct rollovers)2020-12-31$52,000
Total plan assets at end of year2020-12-31$866,848
Total plan assets at beginning of year2020-12-31$826,817
Total contributions received or receivable from participants2020-12-31$47,679
Other income received2020-12-31$44,579
Net income (gross income less expenses)2020-12-31$40,031
Net plan assets at end of year (total assets less liabilities)2020-12-31$866,848
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$826,817
Assets. Value of participant loans2020-12-31$2,272
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$227
2019 : SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2019 401k financial data
Total income from all sources2019-12-31$114,661
Expenses. Total of all expenses incurred2019-12-31$51,044
Benefits paid (including direct rollovers)2019-12-31$50,857
Total plan assets at end of year2019-12-31$826,817
Total plan assets at beginning of year2019-12-31$763,200
Total contributions received or receivable from participants2019-12-31$71,607
Other income received2019-12-31$43,054
Net income (gross income less expenses)2019-12-31$63,617
Net plan assets at end of year (total assets less liabilities)2019-12-31$826,817
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$763,200
Assets. Value of participant loans2019-12-31$2,272
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$187
2018 : SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2018 401k financial data
Total income from all sources2018-12-31$103,914
Expenses. Total of all expenses incurred2018-12-31$42,723
Benefits paid (including direct rollovers)2018-12-31$42,547
Total plan assets at end of year2018-12-31$763,200
Total plan assets at beginning of year2018-12-31$702,009
Total contributions received or receivable from participants2018-12-31$95,107
Other income received2018-12-31$8,807
Net income (gross income less expenses)2018-12-31$61,191
Net plan assets at end of year (total assets less liabilities)2018-12-31$763,200
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$702,009
Assets. Value of participant loans2018-12-31$2,272
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$176
2017 : SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2017 401k financial data
Total income from all sources2017-12-31$65,271
Expenses. Total of all expenses incurred2017-12-31$12,343
Benefits paid (including direct rollovers)2017-12-31$12,183
Total plan assets at end of year2017-12-31$702,009
Total plan assets at beginning of year2017-12-31$649,081
Total contributions received or receivable from participants2017-12-31$34,610
Other income received2017-12-31$30,661
Net income (gross income less expenses)2017-12-31$52,928
Net plan assets at end of year (total assets less liabilities)2017-12-31$702,009
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$649,081
Assets. Value of participant loans2017-12-31$1,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$160
2016 : SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2016 401k financial data
Total income from all sources2016-12-31$51,932
Expenses. Total of all expenses incurred2016-12-31$146,201
Benefits paid (including direct rollovers)2016-12-31$146,007
Total plan assets at end of year2016-12-31$649,081
Total plan assets at beginning of year2016-12-31$743,350
Total contributions received or receivable from participants2016-12-31$25,320
Other income received2016-12-31$26,612
Net income (gross income less expenses)2016-12-31$-94,269
Net plan assets at end of year (total assets less liabilities)2016-12-31$649,081
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$743,350
Assets. Value of participant loans2016-12-31$1,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$194
2015 : SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2015 401k financial data
Total income from all sources2015-12-31$111,544
Expenses. Total of all expenses incurred2015-12-31$13,698
Benefits paid (including direct rollovers)2015-12-31$13,584
Total plan assets at end of year2015-12-31$743,350
Total plan assets at beginning of year2015-12-31$645,504
Total contributions received or receivable from participants2015-12-31$96,009
Other income received2015-12-31$15,535
Net income (gross income less expenses)2015-12-31$97,846
Net plan assets at end of year (total assets less liabilities)2015-12-31$743,350
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$645,504
Assets. Value of participant loans2015-12-31$1,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$114
2014 : SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2014 401k financial data
Total income from all sources2014-12-31$75,110
Expenses. Total of all expenses incurred2014-12-31$982
Benefits paid (including direct rollovers)2014-12-31$982
Total plan assets at end of year2014-12-31$645,504
Total plan assets at beginning of year2014-12-31$571,376
Total contributions received or receivable from participants2014-12-31$48,770
Other income received2014-12-31$26,340
Net income (gross income less expenses)2014-12-31$74,128
Net plan assets at end of year (total assets less liabilities)2014-12-31$645,504
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$571,376
Assets. Value of participant loans2014-12-31$0
2013 : SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2013 401k financial data
Total income from all sources2013-12-31$90,409
Expenses. Total of all expenses incurred2013-12-31$1,500
Benefits paid (including direct rollovers)2013-12-31$1,500
Total plan assets at end of year2013-12-31$571,376
Total plan assets at beginning of year2013-12-31$482,467
Total contributions received or receivable from participants2013-12-31$46,048
Contributions received from other sources (not participants or employers)2013-12-31$1,899
Other income received2013-12-31$42,462
Net income (gross income less expenses)2013-12-31$88,909
Net plan assets at end of year (total assets less liabilities)2013-12-31$571,376
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$482,467
2012 : SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2012 401k financial data
Total income from all sources2012-12-31$62,973
Expenses. Total of all expenses incurred2012-12-31$3,173
Total plan assets at end of year2012-12-31$482,467
Total plan assets at beginning of year2012-12-31$422,667
Total contributions received or receivable from participants2012-12-31$40,597
Expenses. Other expenses not covered elsewhere2012-12-31$3,173
Other income received2012-12-31$22,376
Net income (gross income less expenses)2012-12-31$59,800
Net plan assets at end of year (total assets less liabilities)2012-12-31$482,467
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$422,667
2011 : SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2011 401k financial data
Total income from all sources2011-12-31$46,593
Expenses. Total of all expenses incurred2011-12-31$8,003
Total plan assets at end of year2011-12-31$422,667
Total plan assets at beginning of year2011-12-31$384,077
Total contributions received or receivable from participants2011-12-31$36,858
Expenses. Other expenses not covered elsewhere2011-12-31$8,003
Other income received2011-12-31$9,735
Net income (gross income less expenses)2011-12-31$38,590
Net plan assets at end of year (total assets less liabilities)2011-12-31$422,667
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$384,077
2010 : SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2010 401k financial data
Total income from all sources2010-12-31$52,666
Expenses. Total of all expenses incurred2010-12-31$2,336
Total plan assets at end of year2010-12-31$384,077
Total plan assets at beginning of year2010-12-31$333,747
Total contributions received or receivable from participants2010-12-31$37,403
Expenses. Other expenses not covered elsewhere2010-12-31$2,336
Other income received2010-12-31$15,263
Net income (gross income less expenses)2010-12-31$50,330
Net plan assets at end of year (total assets less liabilities)2010-12-31$384,077
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$333,747

Form 5500 Responses for SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY

2022: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: SAFE HAVEN OF GREATER WATERBURY, INC TAX DEFERRED ANNUITY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017722-B
Policy instance 1
Insurance contract or identification number017722-B
Number of Individuals Covered18
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $74
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees74
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 number017722-B
Policy instance 1
Insurance contract or identification number017722-B
Number of Individuals Covered18
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $242
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees242
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 number017722-B
Policy instance 1
Insurance contract or identification number017722-B
Number of Individuals Covered18
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $242
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees242
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 number017722-B
Policy instance 1
Insurance contract or identification number017722-B
Number of Individuals Covered18
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $109
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees109
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 number017722-B
Policy instance 1
Insurance contract or identification number017722-B
Number of Individuals Covered18
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $58
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees58
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017722-B
Policy instance 1
Insurance contract or identification number017722-B
Number of Individuals Covered18
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $39
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees39
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017722-B
Policy instance 1
Insurance contract or identification number017722-B
Number of Individuals Covered18
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $56
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees56
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017722-B
Policy instance 1
Insurance contract or identification number017722-B
Number of Individuals Covered18
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $122
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees122
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017722-B
Policy instance 1
Insurance contract or identification number017722-B
Number of Individuals Covered17
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $36
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER MCGLYNN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017722-B
Policy instance 1
Insurance contract or identification number017722-B
Number of Individuals Covered15
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $58
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number017722-B
Policy instance 1
Insurance contract or identification number017722-B
Number of Individuals Covered16
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $45
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees23
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameLOUIS MARCHETTI, JR

Potentially related plans

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