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CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameCHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHEEZWHSE COM INC has sponsored the creation of one or more 401k plans.

Company Name:CHEEZWHSE COM INC
Employer identification number (EIN):112686027
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about CHEEZWHSE COM INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4842975

More information about CHEEZWHSE COM INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOSEPH GELLERT2023-12-13
0012021-01-01JOSEPH GELLERT2023-03-03
0012020-01-01
0012019-01-01
0012018-01-01ROMAN GOLANKIEWICZ2019-07-24
0012017-01-01ROMAN GOLANKIEWICZ2018-06-08
0012016-01-01ROMAN GOLANKIEWICZ2017-05-15
0012015-01-01ROMAN GOLANKIEWICZ2016-05-24
0012014-01-01ROMAN GOLANKIEWICZ2015-05-14
0012013-01-01ROMAN GOLANKIEWICZ2014-05-15
0012012-01-01CHEEZWHSE COM INC2013-08-07
0012011-01-01CHEEZWHSE COM INC2013-08-23
0012010-01-01CHEEZWHSE COM INC2013-08-23
0012008-01-01ROMAN GOLANKIEWICZ
0012007-01-01ROMAN GOLANKIEWICZ
0012006-01-01ROMAN GOLANKIEWICZ
0012005-01-01ROMAN GOLANKIEWICZ

Plan Statistics for CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022: CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01120
Total number of active participants reported on line 7a of the Form 55002022-01-0194
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-01101
Total participants2022-01-01101
Number of participants with account balances2022-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01122
Total number of active participants reported on line 7a of the Form 55002021-01-0198
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01111
Number of participants with account balances2021-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2008: CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-0140
Total number of active participants reported on line 7a of the Form 55002008-01-0120
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0118
Total of all active and inactive participants2008-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0138
Number of participants with account balances2008-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-013
2007: CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-0131
Total number of active participants reported on line 7a of the Form 55002007-01-0119
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-0117
Total of all active and inactive participants2007-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0136
Number of participants with account balances2007-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-012
2006: CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 2006 401k membership
Total participants, beginning-of-year2006-01-0127
Total number of active participants reported on line 7a of the Form 55002006-01-0114
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-0115
Total of all active and inactive participants2006-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-0129
Number of participants with account balances2006-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-012
2005: CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 2005 401k membership
Total participants, beginning-of-year2005-01-0122
Total number of active participants reported on line 7a of the Form 55002005-01-0119
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-013
Total of all active and inactive participants2005-01-0122
Total participants2005-01-0122
Number of participants with account balances2005-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-011

Financial Data on CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022 : CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-631,543
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$241,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$168,319
Expenses. Certain deemed distributions of participant loans2022-12-31$10,490
Value of total corrective distributions2022-12-31$55,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$470,905
Value of total assets at end of year2022-12-31$4,146,338
Value of total assets at beginning of year2022-12-31$5,019,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,687
Total interest from all sources2022-12-31$7,186
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$315,492
Participant contributions at end of year2022-12-31$78,058
Participant contributions at beginning of year2022-12-31$68,283
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$17,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-873,007
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,146,338
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,019,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$3,768,567
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,694,773
Interest on participant loans2022-12-31$4,236
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$2,950
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$299,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$256,289
Net investment gain/loss from pooled separate accounts2022-12-31$-1,109,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$138,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$168,319
Contract administrator fees2022-12-31$6,687
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-12-31271728945
2021 : CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$991,173
Total of all expenses incurred2021-12-31$193,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$154,811
Expenses. Certain deemed distributions of participant loans2021-12-31$33,080
Value of total corrective distributions2021-12-31$47,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$424,469
Value of total assets at end of year2021-12-31$5,019,345
Value of total assets at beginning of year2021-12-31$4,221,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,204
Total interest from all sources2021-12-31$6,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$328,323
Participant contributions at end of year2021-12-31$68,283
Participant contributions at beginning of year2021-12-31$109,869
Other income not declared elsewhere2021-12-31$560,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$798,078
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,019,345
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,221,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,694,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,888,513
Interest on participant loans2021-12-31$6,135
Interest earned on other investments2021-12-31$2,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$256,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$222,885
Net investment gain or loss from common/collective trusts2021-12-31$558,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$96,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$154,811
Contract administrator fees2021-12-31$5,204
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Qualified
Accountancy firm name2021-12-31PKF O'CONNOR DAVIES
Accountancy firm EIN2021-12-31271728945
2008 : CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-35,416
Expenses. Total of all expenses incurred2008-12-31$46,033
Benefits paid (including direct rollovers)2008-12-31$41,464
Total plan assets at end of year2008-12-31$224,058
Total plan assets at beginning of year2008-12-31$305,507
Value of fidelity bond covering the plan2008-12-31$50,000
Total contributions received or receivable from participants2008-12-31$28,388
Expenses. Other expenses not covered elsewhere2008-12-31$120
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-78,149
Net income (gross income less expenses)2008-12-31$-81,449
Net plan assets at end of year (total assets less liabilities)2008-12-31$224,058
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$305,507
Total contributions received or receivable from employer(s)2008-12-31$14,345
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$4,449
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
Funding deficiency by the employer to the plan for this plan year2008-12-31$0
Minimum employer required contribution for this plan year2008-12-31$0
Amount contributed by the employer to the plan for this plan year2008-12-31$0
2007 : CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 2007 401k financial data
Transfers to/from the plan2007-12-31$0
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$70,418
Expenses. Total of all expenses incurred2007-12-31$3,623
Benefits paid (including direct rollovers)2007-12-31$217
Total plan assets at end of year2007-12-31$305,507
Total plan assets at beginning of year2007-12-31$238,713
Value of fidelity bond covering the plan2007-12-31$50,000
Total contributions received or receivable from participants2007-12-31$28,444
Expenses. Other expenses not covered elsewhere2007-12-31$0
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$27,165
Net income (gross income less expenses)2007-12-31$66,795
Net plan assets at end of year (total assets less liabilities)2007-12-31$305,507
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$238,713
Assets. Value of participant loans2007-12-31$29,236
Total contributions received or receivable from employer(s)2007-12-31$14,809
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$3,406
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0
Funding deficiency by the employer to the plan for this plan year2007-12-31$0
Minimum employer required contribution for this plan year2007-12-31$0
Amount contributed by the employer to the plan for this plan year2007-12-31$0
2006 : CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 2006 401k financial data
Transfers to/from the plan2006-12-31$0
Total plan liabilities at end of year2006-12-31$0
Total plan liabilities at beginning of year2006-12-31$0
Total income from all sources2006-12-31$56,820
Expenses. Total of all expenses incurred2006-12-31$6,429
Benefits paid (including direct rollovers)2006-12-31$3,714
Total plan assets at end of year2006-12-31$238,713
Total plan assets at beginning of year2006-12-31$188,322
Value of fidelity bond covering the plan2006-12-31$20,000
Total contributions received or receivable from participants2006-12-31$26,506
Expenses. Other expenses not covered elsewhere2006-12-31$70
Contributions received from other sources (not participants or employers)2006-12-31$0
Other income received2006-12-31$16,092
Net income (gross income less expenses)2006-12-31$50,391
Net plan assets at end of year (total assets less liabilities)2006-12-31$238,713
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$188,322
Assets. Value of participant loans2006-12-31$16,300
Total contributions received or receivable from employer(s)2006-12-31$14,222
Value of corrective distributions2006-12-31$2,645
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2006-12-31$0
2005 : CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 2005 401k financial data
Transfers to/from the plan2005-12-31$0
Total plan liabilities at end of year2005-12-31$0
Total plan liabilities at beginning of year2005-12-31$0
Total income from all sources2005-12-31$61,002
Expenses. Total of all expenses incurred2005-12-31$46,948
Benefits paid (including direct rollovers)2005-12-31$46,735
Total plan assets at end of year2005-12-31$188,322
Total plan assets at beginning of year2005-12-31$174,268
Value of fidelity bond covering the plan2005-12-31$50,000
Total contributions received or receivable from participants2005-12-31$31,306
Expenses. Other expenses not covered elsewhere2005-12-31$213
Contributions received from other sources (not participants or employers)2005-12-31$0
Other income received2005-12-31$12,412
Net income (gross income less expenses)2005-12-31$14,054
Net plan assets at end of year (total assets less liabilities)2005-12-31$188,322
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$174,268
Assets. Value of participant loans2005-12-31$5,978
Total contributions received or receivable from employer(s)2005-12-31$17,284
Value of corrective distributions2005-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2005-12-31$0

Form 5500 Responses for CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST

2022: CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2008: CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: CHEEZWHSE COM INC 401 K PROFIT SHARING PLAN TRUST 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number41306
Policy instance 1
Insurance contract or identification number41306
Number of Individuals Covered69
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $10,876
Total amount of fees paid to insurance companyUSD $2,182
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,876
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSION
Insurance broker organization code?4
Amount paid for insurance broker fees2182
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number41306
Policy instance 1
Insurance contract or identification number41306
Number of Individuals Covered79
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $11,403
Total amount of fees paid to insurance companyUSD $2,225
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,403
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Amount paid for insurance broker fees2225

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