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JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 401k Plan overview

Plan NameJANART EQUITIES, INC. PENSION PLAN TRUST (PSP)
Plan identification number 002

JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

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

Company Name:JANART EQUITIES, INC.
Employer identification number (EIN):111894312
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Additional information about JANART EQUITIES, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1958-04-02
Company Identification Number: 110181
Legal Registered Office Address: ABS PARTNERS REAL ESTATE LLC
200 PARK AVE SOUTH
NEW YORK
United States of America (USA)
10003

More information about JANART EQUITIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JANART EQUITIES, INC. PENSION PLAN TRUST (PSP)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01LAURENCE LEVY
0022013-01-01LAURENCE LEVY
0022012-01-01LAURENCE LEVY
0022011-01-01LAURENCE LEVY
0022010-01-01LAURENCE LEVY
0022009-01-01LAURENCE LEVY
0022009-01-01LAURENCE LEVY

Plan Statistics for JANART EQUITIES, INC. PENSION PLAN TRUST (PSP)

401k plan membership statisitcs for JANART EQUITIES, INC. PENSION PLAN TRUST (PSP)

Measure Date Value
2022: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JANART EQUITIES, INC. PENSION PLAN TRUST (PSP)

Measure Date Value
2022 : JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2022 401k financial data
Total plan liabilities at end of year2022-12-31$7,390
Total plan liabilities at beginning of year2022-12-31$3,580
Total income from all sources2022-12-31$-1,185,638
Expenses. Total of all expenses incurred2022-12-31$1,840,331
Benefits paid (including direct rollovers)2022-12-31$1,577,208
Total plan assets at end of year2022-12-31$24,141,218
Total plan assets at beginning of year2022-12-31$27,163,377
Value of fidelity bond covering the plan2022-12-31$6,800,000
Expenses. Other expenses not covered elsewhere2022-12-31$14,655
Other income received2022-12-31$-1,185,638
Net income (gross income less expenses)2022-12-31$-3,025,969
Net plan assets at end of year (total assets less liabilities)2022-12-31$24,133,828
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$27,159,797
Assets. Value of assets in partnership/joint-venture interests2022-12-31$4,635,002
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$248,468
2021 : JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2021 401k financial data
Total plan liabilities at end of year2021-12-31$3,580
Total plan liabilities at beginning of year2021-12-31$18,040
Total income from all sources2021-12-31$4,556,360
Expenses. Total of all expenses incurred2021-12-31$1,806,476
Benefits paid (including direct rollovers)2021-12-31$1,587,839
Total plan assets at end of year2021-12-31$29,029,772
Total plan assets at beginning of year2021-12-31$26,294,348
Value of fidelity bond covering the plan2021-12-31$6,775,075
Expenses. Other expenses not covered elsewhere2021-12-31$14,655
Other income received2021-12-31$4,516,487
Net income (gross income less expenses)2021-12-31$2,749,884
Net plan assets at end of year (total assets less liabilities)2021-12-31$29,026,192
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$26,276,308
Assets. Value of assets in partnership/joint-venture interests2021-12-31$6,081,873
Total contributions received or receivable from employer(s)2021-12-31$39,873
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$203,982
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,040,459
Total unrealized appreciation/depreciation of assets2020-12-31$2,040,459
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,334,260
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$253,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$74,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$43,498
Value of total assets at end of year2020-12-31$26,294,348
Value of total assets at beginning of year2020-12-31$24,195,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$179,430
Total interest from all sources2020-12-31$105,952
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$144,351
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$4,215,156
Expenses. Total of all expenses incurred2020-12-31$267,992
Benefits paid (including direct rollovers)2020-12-31$74,061
Total plan assets at end of year2020-12-31$28,142,703
Total plan assets at beginning of year2020-12-31$24,195,539
Value of fidelity bond covering the plan2020-12-31$6,500,000
Expenses. Other expenses not covered elsewhere2020-12-31$14,655
Other income received2020-12-31$4,171,658
Net income (gross income less expenses)2020-12-31$3,947,164
Net plan assets at end of year (total assets less liabilities)2020-12-31$28,142,703
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$24,195,539
Assets. Value of assets in partnership/joint-venture interests2020-12-31$6,706,901
Total contributions received or receivable from employer(s)2020-12-31$43,498
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$179,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Assets. Real estate other than employer real property at end of year2020-12-31$890,453
Assets. Real estate other than employer real property at beginning of year2020-12-31$489,517
Administrative expenses professional fees incurred2020-12-31$26,565
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$6,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$43,498
Assets. Other investments not covered elsewhere at end of year2020-12-31$525,977
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$487,883
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$35,065
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$192,588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$18,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$14,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,080,769
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,276,308
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,195,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$4,840,235
Assets. partnership/joint venture interests at beginning of year2020-12-31$6,542,849
Investment advisory and management fees2020-12-31$138,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,282,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$625,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,279,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$536,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$536,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$105,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$83,291
Employer contributions (assets) at beginning of year2020-12-31$39,793
Income. Dividends from common stock2020-12-31$144,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$74,061
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$3,488,104
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$3,334,924
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$11,869,645
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$11,945,763
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LILLING & COMPANY LLP
Accountancy firm EIN2020-12-31133447681
2019 : JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$3,435,076
Expenses. Total of all expenses incurred2019-12-31$1,346,583
Benefits paid (including direct rollovers)2019-12-31$1,138,312
Total plan assets at end of year2019-12-31$24,195,539
Total plan assets at beginning of year2019-12-31$22,107,046
Value of fidelity bond covering the plan2019-12-31$6,500,000
Expenses. Other expenses not covered elsewhere2019-12-31$14,655
Other income received2019-12-31$3,395,283
Net income (gross income less expenses)2019-12-31$2,088,493
Net plan assets at end of year (total assets less liabilities)2019-12-31$24,195,539
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$22,107,046
Assets. Value of assets in partnership/joint-venture interests2019-12-31$6,542,845
Total contributions received or receivable from employer(s)2019-12-31$39,793
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$193,616
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$344,594
Expenses. Total of all expenses incurred2018-12-31$1,481,910
Benefits paid (including direct rollovers)2018-12-31$1,278,319
Total plan assets at end of year2018-12-31$22,107,046
Total plan assets at beginning of year2018-12-31$23,244,362
Value of fidelity bond covering the plan2018-12-31$6,300,000
Expenses. Other expenses not covered elsewhere2018-12-31$14,655
Other income received2018-12-31$231,314
Net income (gross income less expenses)2018-12-31$-1,137,316
Net plan assets at end of year (total assets less liabilities)2018-12-31$22,107,046
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$23,244,362
Assets. Value of assets in partnership/joint-venture interests2018-12-31$6,465,366
Total contributions received or receivable from employer(s)2018-12-31$113,280
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$188,936
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$4,867
Total income from all sources2017-12-31$3,873,939
Expenses. Total of all expenses incurred2017-12-31$1,174,639
Benefits paid (including direct rollovers)2017-12-31$976,736
Total plan assets at end of year2017-12-31$23,244,362
Total plan assets at beginning of year2017-12-31$20,549,929
Value of fidelity bond covering the plan2017-12-31$5,500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$14,655
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$3,751,999
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$2,699,300
Net plan assets at end of year (total assets less liabilities)2017-12-31$23,244,362
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$20,545,062
Assets. Value of assets in partnership/joint-venture interests2017-12-31$6,269,252
Total contributions received or receivable from employer(s)2017-12-31$121,940
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$183,248
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2016 401k financial data
Total plan liabilities at end of year2016-12-31$4,867
Total plan liabilities at beginning of year2016-12-31$33,885
Total income from all sources2016-12-31$3,897,743
Expenses. Total of all expenses incurred2016-12-31$1,066,422
Benefits paid (including direct rollovers)2016-12-31$882,364
Total plan assets at end of year2016-12-31$20,549,929
Total plan assets at beginning of year2016-12-31$17,747,626
Value of fidelity bond covering the plan2016-12-31$5,000,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$14,655
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$3,814,636
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$2,831,321
Net plan assets at end of year (total assets less liabilities)2016-12-31$20,545,062
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$17,713,741
Assets. Value of assets in partnership/joint-venture interests2016-12-31$5,483,986
Total contributions received or receivable from employer(s)2016-12-31$83,107
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$169,403
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2015 401k financial data
Total plan liabilities at end of year2015-12-31$33,885
Total plan liabilities at beginning of year2015-12-31$5,220
Total income from all sources2015-12-31$2,889,167
Expenses. Total of all expenses incurred2015-12-31$823,045
Benefits paid (including direct rollovers)2015-12-31$699,945
Total plan assets at end of year2015-12-31$17,747,626
Total plan assets at beginning of year2015-12-31$15,652,839
Value of fidelity bond covering the plan2015-12-31$5,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$14,650
Other income received2015-12-31$2,778,660
Net income (gross income less expenses)2015-12-31$2,066,122
Net plan assets at end of year (total assets less liabilities)2015-12-31$17,713,741
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$15,647,619
Assets. Value of assets in partnership/joint-venture interests2015-12-31$3,214,457
Assets. Value of real-estate (other than employer real property)2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$110,507
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$108,450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2014 401k financial data
Total plan liabilities at end of year2014-12-31$5,220
Total plan liabilities at beginning of year2014-12-31$15,637
Total income from all sources2014-12-31$2,244,068
Expenses. Total of all expenses incurred2014-12-31$721,509
Benefits paid (including direct rollovers)2014-12-31$592,719
Total plan assets at end of year2014-12-31$15,652,839
Total plan assets at beginning of year2014-12-31$14,140,697
Value of fidelity bond covering the plan2014-12-31$5,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$14,660
Other income received2014-12-31$2,129,853
Net income (gross income less expenses)2014-12-31$1,522,559
Net plan assets at end of year (total assets less liabilities)2014-12-31$15,647,619
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$14,125,060
Assets. Value of assets in partnership/joint-venture interests2014-12-31$2,686,743
Assets. Value of real-estate (other than employer real property)2014-12-31$3,550,000
Total contributions received or receivable from employer(s)2014-12-31$114,215
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$114,130
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2013 401k financial data
Total plan liabilities at end of year2013-12-31$15,637
Total plan liabilities at beginning of year2013-12-31$12,220
Total income from all sources2013-12-31$2,224,253
Expenses. Total of all expenses incurred2013-12-31$636,297
Benefits paid (including direct rollovers)2013-12-31$507,650
Total plan assets at end of year2013-12-31$14,140,697
Total plan assets at beginning of year2013-12-31$12,549,324
Value of fidelity bond covering the plan2013-12-31$5,000,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$14,655
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$2,119,940
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,587,956
Net plan assets at end of year (total assets less liabilities)2013-12-31$14,125,060
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$12,537,104
Assets. Value of assets in partnership/joint-venture interests2013-12-31$2,628,537
Assets. Value of real-estate (other than employer real property)2013-12-31$2,320,000
Total contributions received or receivable from employer(s)2013-12-31$104,313
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$113,992
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2012 401k financial data
Total plan liabilities at end of year2012-12-31$12,220
Total plan liabilities at beginning of year2012-12-31$60,511
Total income from all sources2012-12-31$1,516,915
Expenses. Total of all expenses incurred2012-12-31$1,108,833
Benefits paid (including direct rollovers)2012-12-31$980,823
Total plan assets at end of year2012-12-31$12,549,324
Total plan assets at beginning of year2012-12-31$12,189,533
Value of fidelity bond covering the plan2012-12-31$5,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$14,655
Other income received2012-12-31$1,402,431
Net income (gross income less expenses)2012-12-31$408,082
Net plan assets at end of year (total assets less liabilities)2012-12-31$12,537,104
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$12,129,022
Assets. Value of assets in partnership/joint-venture interests2012-12-31$2,597,890
Assets. Value of real-estate (other than employer real property)2012-12-31$2,210,000
Total contributions received or receivable from employer(s)2012-12-31$114,484
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$113,355
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2011 401k financial data
Total plan liabilities at end of year2011-12-31$60,511
Total plan liabilities at beginning of year2011-12-31$2,500
Total income from all sources2011-12-31$1,445,667
Expenses. Total of all expenses incurred2011-12-31$874,817
Benefits paid (including direct rollovers)2011-12-31$773,086
Total plan assets at end of year2011-12-31$12,189,533
Total plan assets at beginning of year2011-12-31$11,560,672
Value of fidelity bond covering the plan2011-12-31$5,000,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$14,655
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$1,333,809
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$570,850
Net plan assets at end of year (total assets less liabilities)2011-12-31$12,129,022
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$11,558,172
Assets. Value of assets in partnership/joint-venture interests2011-12-31$2,509,225
Assets. Value of real-estate (other than employer real property)2011-12-31$2,140,000
Total contributions received or receivable from employer(s)2011-12-31$111,858
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$87,076
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2010 401k financial data
Total plan liabilities at end of year2010-12-31$2,500
Total plan liabilities at beginning of year2010-12-31$4,750
Total income from all sources2010-12-31$1,257,769
Expenses. Total of all expenses incurred2010-12-31$910,150
Benefits paid (including direct rollovers)2010-12-31$799,873
Total plan assets at end of year2010-12-31$11,560,672
Total plan assets at beginning of year2010-12-31$11,215,303
Value of fidelity bond covering the plan2010-12-31$5,000,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$14,655
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$1,157,477
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$347,619
Net plan assets at end of year (total assets less liabilities)2010-12-31$11,558,172
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$11,210,553
Assets. Value of assets in partnership/joint-venture interests2010-12-31$1,811,543
Assets. Value of real-estate (other than employer real property)2010-12-31$1,910,000
Total contributions received or receivable from employer(s)2010-12-31$100,292
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$95,622
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JANART EQUITIES, INC. PENSION PLAN TRUST (PSP)

2022: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JANART EQUITIES, INC. PENSION PLAN TRUST (PSP) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01005419
Policy instance 1
Insurance contract or identification number01005419
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $293
Total amount of fees paid to insurance companyUSD $147
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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 $234
Insurance broker organization code?3
Amount paid for insurance broker fees147
Additional information about fees paid to insurance brokerSERVICE FEES/QUALITY FEES
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01005419
Policy instance 1
Insurance contract or identification number01005419
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $293
Total amount of fees paid to insurance companyUSD $147
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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 $234
Insurance broker organization code?3
Amount paid for insurance broker fees147
Additional information about fees paid to insurance brokerSERVICE FEES/QUALITY FEES
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01005419
Policy instance 1
Insurance contract or identification number01005419
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $293
Total amount of fees paid to insurance companyUSD $147
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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 $234
Insurance broker organization code?3
Amount paid for insurance broker fees147
Additional information about fees paid to insurance brokerSERVICE FEES/QUALITY FEES
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01005419
Policy instance 1
Insurance contract or identification number01005419
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $293
Total amount of fees paid to insurance companyUSD $147
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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 $234
Insurance broker organization code?3
Amount paid for insurance broker fees147
Additional information about fees paid to insurance brokerSERVICE FEES/QUALITY FEES
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01005419
Policy instance 1
Insurance contract or identification number01005419
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $293
Total amount of fees paid to insurance companyUSD $147
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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 $234
Insurance broker organization code?3
Amount paid for insurance broker fees147
Additional information about fees paid to insurance brokerSERVICE FEES/QUALITY FEES
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01005419
Policy instance 1
Insurance contract or identification number01005419
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $293
Total amount of fees paid to insurance companyUSD $147
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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 $234
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSERVICE FEES/QUALITY FEES
Insurance broker organization code?3
Insurance broker nameB W D AGENCY, INC.
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01005419
Policy instance 1
Insurance contract or identification number01005419
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $293
Total amount of fees paid to insurance companyUSD $147
Are there contracts with allocated funds for individual policies?Yes
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 BenefitYes
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 $234
Insurance broker organization code?3
Amount paid for insurance broker fees147
Additional information about fees paid to insurance brokerSERVICE FEES/QUALITY FEES
Insurance broker nameB W D AGENCY INC.
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01005419
Policy instance 1
Insurance contract or identification number01005419
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $291
Total amount of fees paid to insurance companyUSD $147
Are there contracts with allocated funds for individual policies?Yes
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 BenefitYes
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 $234
Insurance broker organization code?3
Amount paid for insurance broker fees147
Additional information about fees paid to insurance brokerSERVICE FEES/QUALITY FEES
Insurance broker nameB W D AGENCY INC.
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01005419
Policy instance 1
Insurance contract or identification number01005419
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $293
Total amount of fees paid to insurance companyUSD $147
Are there contracts with allocated funds for individual policies?Yes
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 BenefitYes
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 $234
Insurance broker organization code?3
Amount paid for insurance broker fees147
Additional information about fees paid to insurance brokerSERVICE FEES/QUALITY FEES
Insurance broker nameB W D AGENCY INC.
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01005419
Policy instance 1
Insurance contract or identification number01005419
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $293
Total amount of fees paid to insurance companyUSD $147
Are there contracts with allocated funds for individual policies?Yes
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 BenefitYes
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 $234
Insurance broker organization code?3
Amount paid for insurance broker fees147
Additional information about fees paid to insurance brokerSERVICE FEES/QUALITY FEES
Insurance broker nameB W D AGENCY INC.
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01005419
Policy instance 1
Insurance contract or identification number01005419
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $293
Total amount of fees paid to insurance companyUSD $293
Are there contracts with allocated funds for individual policies?Yes
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
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number01005419
Policy instance 1
Insurance contract or identification number01005419
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $293
Total amount of fees paid to insurance companyUSD $293
Are there contracts with allocated funds for individual policies?Yes
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
Amount paid for insurance broker fees293
Additional information about fees paid to insurance brokerSERVICE FEES/QUALITY FEES
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $234
Insurance broker nameB W D AGENCY INC.

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