STANDARDBRED OWNERS ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STANDARDBRED OWNERS ASSOCIATION WELFARE FUND
| Measure | Date | Value |
|---|
| 2022: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 62 |
| Total of all active and inactive participants | 2022-01-01 | 62 |
| Total participants | 2022-01-01 | 62 |
| 2021: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 50 |
| Total of all active and inactive participants | 2021-01-01 | 50 |
| Total participants | 2021-01-01 | 50 |
| 2020: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 48 |
| Total of all active and inactive participants | 2020-01-01 | 48 |
| Total participants | 2020-01-01 | 48 |
| 2019: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 80 |
| Total of all active and inactive participants | 2019-01-01 | 80 |
| Total participants | 2019-01-01 | 80 |
| 2018: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 88 |
| Total of all active and inactive participants | 2018-01-01 | 88 |
| Total participants | 2018-01-01 | 88 |
| 2017: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 86 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 88 |
| Total of all active and inactive participants | 2017-01-01 | 88 |
| Total participants | 2017-01-01 | 88 |
| 2016: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 86 |
| Total of all active and inactive participants | 2016-01-01 | 86 |
| Total participants | 2016-01-01 | 86 |
| 2015: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 83 |
| Total of all active and inactive participants | 2015-01-01 | 83 |
| Total participants | 2015-01-01 | 0 |
| 2014: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 74 |
| Total of all active and inactive participants | 2014-01-01 | 74 |
| Total participants | 2014-01-01 | 0 |
| 2013: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 67 |
| Total of all active and inactive participants | 2013-01-01 | 67 |
| Total participants | 2013-01-01 | 0 |
| 2012: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 67 |
| Total of all active and inactive participants | 2012-01-01 | 67 |
| Total participants | 2012-01-01 | 0 |
| 2011: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 64 |
| Total of all active and inactive participants | 2011-01-01 | 64 |
| Total participants | 2011-01-01 | 64 |
| 2010: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 50 |
| Total of all active and inactive participants | 2010-01-01 | 50 |
| Total participants | 2010-01-01 | 50 |
| 2009: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 50 |
| Total of all active and inactive participants | 2009-01-01 | 50 |
| Total participants | 2009-01-01 | 50 |
| Measure | Date | Value |
|---|
| 2022 : STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $480,935 |
| Total plan liabilities at beginning of year | 2022-12-31 | $471,914 |
| Total income from all sources | 2022-12-31 | $699,236 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $2,038,755 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,795,994 |
| Total plan assets at end of year | 2022-12-31 | $7,100,696 |
| Total plan assets at beginning of year | 2022-12-31 | $8,431,194 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $108,422 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $101,945 |
| Other income received | 2022-12-31 | $-909,186 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,339,519 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,619,761 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,959,280 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $1,500,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $140,816 |
| 2021 : STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $-2,500 |
| Total plan liabilities at end of year | 2021-12-31 | $471,914 |
| Total plan liabilities at beginning of year | 2021-12-31 | $169,504 |
| Total income from all sources | 2021-12-31 | $1,852,994 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,961,601 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,538,471 |
| Total plan assets at end of year | 2021-12-31 | $8,431,194 |
| Total plan assets at beginning of year | 2021-12-31 | $8,239,891 |
| Total contributions received or receivable from participants | 2021-12-31 | $127,796 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $293,423 |
| Other income received | 2021-12-31 | $725,198 |
| Net income (gross income less expenses) | 2021-12-31 | $-108,607 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,959,280 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,070,387 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $1,000,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $129,707 |
| 2020 : STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $169,504 |
| Total plan liabilities at beginning of year | 2020-12-31 | $115,550 |
| Total income from all sources | 2020-12-31 | $699,414 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,468,514 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,135,217 |
| Total plan assets at end of year | 2020-12-31 | $8,239,891 |
| Total plan assets at beginning of year | 2020-12-31 | $9,955,037 |
| Total contributions received or receivable from participants | 2020-12-31 | $125,405 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $234,032 |
| Other income received | 2020-12-31 | $574,009 |
| Net income (gross income less expenses) | 2020-12-31 | $-1,769,100 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,070,387 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,839,487 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $99,265 |
| 2019 : STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $115,550 |
| Total plan liabilities at beginning of year | 2019-12-31 | $132,058 |
| Total income from all sources | 2019-12-31 | $2,214,690 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $2,267,177 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,908,820 |
| Total plan assets at end of year | 2019-12-31 | $9,955,037 |
| Total plan assets at beginning of year | 2019-12-31 | $10,024,032 |
| Total contributions received or receivable from participants | 2019-12-31 | $125,626 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $305,210 |
| Other income received | 2019-12-31 | $1,113,057 |
| Net income (gross income less expenses) | 2019-12-31 | $-52,487 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $9,839,487 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,891,974 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $976,007 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $53,147 |
| 2018 : STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $132,058 |
| Total plan liabilities at beginning of year | 2018-12-31 | $60,228 |
| Total income from all sources | 2018-12-31 | $2,698,861 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,088,501 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,812,856 |
| Total plan assets at end of year | 2018-12-31 | $10,024,032 |
| Total plan assets at beginning of year | 2018-12-31 | $9,341,842 |
| Total contributions received or receivable from participants | 2018-12-31 | $140,682 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $211,127 |
| Other income received | 2018-12-31 | $-221,130 |
| Net income (gross income less expenses) | 2018-12-31 | $610,360 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $9,891,974 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,281,614 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $2,779,309 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $64,518 |
| 2017 : STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $-11,500 |
| Total plan liabilities at end of year | 2017-12-31 | $60,228 |
| Total plan liabilities at beginning of year | 2017-12-31 | $280,331 |
| Total income from all sources | 2017-12-31 | $5,134,539 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $2,475,611 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $2,229,985 |
| Total plan assets at end of year | 2017-12-31 | $9,341,842 |
| Total plan assets at beginning of year | 2017-12-31 | $6,914,517 |
| Total contributions received or receivable from participants | 2017-12-31 | $148,120 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $181,108 |
| Other income received | 2017-12-31 | $737,773 |
| Net income (gross income less expenses) | 2017-12-31 | $2,658,928 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $9,281,614 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,634,186 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $4,248,646 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $64,518 |
| 2016 : STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $280,331 |
| Total plan liabilities at beginning of year | 2016-12-31 | $31,295 |
| Total income from all sources | 2016-12-31 | $3,118,777 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,225,064 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,931,005 |
| Total plan assets at end of year | 2016-12-31 | $6,914,517 |
| Total plan assets at beginning of year | 2016-12-31 | $5,771,768 |
| Total contributions received or receivable from participants | 2016-12-31 | $137,941 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $229,440 |
| Other income received | 2016-12-31 | $285,089 |
| Net income (gross income less expenses) | 2016-12-31 | $893,713 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $6,634,186 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,740,473 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $2,695,747 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $64,619 |
| 2015 : STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $-6,000 |
| Total plan liabilities at end of year | 2015-12-31 | $31,295 |
| Total plan liabilities at beginning of year | 2015-12-31 | $27,879 |
| Total income from all sources | 2015-12-31 | $1,608,758 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,729,667 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,512,644 |
| Total plan assets at end of year | 2015-12-31 | $5,771,768 |
| Total plan assets at beginning of year | 2015-12-31 | $5,895,261 |
| Total contributions received or receivable from participants | 2015-12-31 | $130,226 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $158,023 |
| Other income received | 2015-12-31 | $-17,028 |
| Net income (gross income less expenses) | 2015-12-31 | $-120,909 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,740,473 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,867,382 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $1,495,560 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $59,000 |
| 2014 : STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $-2,500 |
| Total plan liabilities at end of year | 2014-12-31 | $27,879 |
| Total plan liabilities at beginning of year | 2014-12-31 | $144,686 |
| Total income from all sources | 2014-12-31 | $1,388,421 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,363,343 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,105,962 |
| Total plan assets at end of year | 2014-12-31 | $5,895,261 |
| Total plan assets at beginning of year | 2014-12-31 | $5,989,490 |
| Total contributions received or receivable from participants | 2014-12-31 | $126,688 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $200,132 |
| Other income received | 2014-12-31 | $172,733 |
| Net income (gross income less expenses) | 2014-12-31 | $25,078 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,867,382 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,844,804 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $1,089,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $57,249 |
| 2013 : STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $-2,000 |
| Total plan liabilities at end of year | 2013-12-31 | $144,686 |
| Total plan liabilities at beginning of year | 2013-12-31 | $102,005 |
| Total income from all sources | 2013-12-31 | $2,331,913 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $791,167 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $502,510 |
| Total plan assets at end of year | 2013-12-31 | $5,989,490 |
| Total plan assets at beginning of year | 2013-12-31 | $4,408,063 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $116,286 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $234,285 |
| Other income received | 2013-12-31 | $438,877 |
| Net income (gross income less expenses) | 2013-12-31 | $1,540,746 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,844,804 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,306,058 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $1,776,750 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $54,372 |
| 2012 : STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $-3,500 |
| Total plan liabilities at end of year | 2012-12-31 | $102,005 |
| Total plan liabilities at beginning of year | 2012-12-31 | $130,189 |
| Total income from all sources | 2012-12-31 | $1,163,252 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $671,030 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $438,319 |
| Total plan assets at end of year | 2012-12-31 | $4,408,063 |
| Total plan assets at beginning of year | 2012-12-31 | $3,947,525 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $108,006 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $84,370 |
| Other income received | 2012-12-31 | $315,019 |
| Net income (gross income less expenses) | 2012-12-31 | $492,222 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,306,058 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,817,336 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $740,227 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $148,341 |
| 2011 : STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $130,189 |
| Total plan liabilities at beginning of year | 2011-12-31 | $81,022 |
| Total income from all sources | 2011-12-31 | $1,397,306 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $632,322 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $416,388 |
| Total plan assets at end of year | 2011-12-31 | $3,947,525 |
| Total plan assets at beginning of year | 2011-12-31 | $3,133,374 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $91,330 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $67,683 |
| Other income received | 2011-12-31 | $76,657 |
| Net income (gross income less expenses) | 2011-12-31 | $764,984 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,817,336 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,052,352 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $1,229,319 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $148,251 |
| 2010 : STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $-3,500 |
| Total plan liabilities at end of year | 2010-12-31 | $81,022 |
| Total plan liabilities at beginning of year | 2010-12-31 | $96,231 |
| Total income from all sources | 2010-12-31 | $1,476,872 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $507,396 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $301,282 |
| Total plan assets at end of year | 2010-12-31 | $3,132,374 |
| Total plan assets at beginning of year | 2010-12-31 | $2,181,607 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $86,830 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $79,933 |
| Other income received | 2010-12-31 | $208,116 |
| Net income (gross income less expenses) | 2010-12-31 | $969,476 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,051,352 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,085,376 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $1,181,926 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $126,181 |
| 2022: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Mulitple employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Mulitple employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Mulitple employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Mulitple employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Mulitple employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Mulitple employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Mulitple employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Mulitple employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Mulitple employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Mulitple employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Mulitple employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Mulitple employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Mulitple employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: STANDARDBRED OWNERS ASSOCIATION WELFARE FUND 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Mulitple employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
| Policy contract number | |
| Policy instance | 2 |
| Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,613,957 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | |
| Policy instance | 1 |
| Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $26,136 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
| Policy contract number | |
| Policy instance | 2 |
| Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,449,160 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 50 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $36,142 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
| Policy contract number | |
| Policy instance | 2 |
| Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | |
| Policy instance | 1 |
| Insurance policy start date | 2019-08-31 | | Insurance policy end date | 2020-09-30 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
| Policy contract number | |
| Policy instance | 2 |
| Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,794,832 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | |
| Policy instance | 1 |
| Insurance policy start date | 2018-08-31 | | Insurance policy end date | 2019-09-30 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $34,584 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | |
| Policy instance | 1 |
| Insurance policy start date | 2017-08-31 | | Insurance policy end date | 2018-09-30 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $40,093 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
| Policy contract number | |
| Policy instance | 2 |
| Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,731,280 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | |
| Policy instance | 1 |
| Insurance policy start date | 2016-08-31 | | Insurance policy end date | 2017-09-30 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $32,630 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
| Policy contract number | |
| Policy instance | 2 |
| Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,156,287 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 83 | | Insurance policy start date | 2014-09-01 | | Insurance policy end date | 2015-08-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $16,007 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
| Policy contract number | |
| Policy instance | 2 |
| Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,432,615 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
| Policy contract number | |
| Policy instance | 2 |
| Number of Individuals Covered | 67 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,058,389 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 67 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2014-08-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $14,830 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 67 | | Insurance policy start date | 2011-09-01 | | Insurance policy end date | 2012-08-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $13,339 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 67 | | Insurance policy start date | 2011-09-01 | | Insurance policy end date | 2012-08-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $13,015 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 64 | | Insurance policy start date | 2010-09-01 | | Insurance policy end date | 2011-08-31 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 50 | | Insurance policy start date | 2009-09-01 | | Insurance policy end date | 2010-08-31 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
