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GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameGRASSI AND CO. CPAS HEALTH AND WELFARE PLAN
Plan identification number 501

GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Prepaid legal
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

GRASSI & CO CPAS, PC has sponsored the creation of one or more 401k plans.

Company Name:GRASSI & CO CPAS, PC
Employer identification number (EIN):113266576
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-08-01JEFF AGRANOFF2024-02-11
5012021-08-01JEFFREY AGRANOFF2023-05-11
5012020-08-01JEFF AGRANOFF2022-05-10
5012019-08-01JEFFREY AGRANOFF2022-05-12
5012018-08-01JEFF AGRANOFF2020-05-18
5012017-08-01JEFF AGRANOFF2019-05-13
5012017-08-01JEFF AGRANOFF2022-05-14
5012016-08-01
5012015-08-01RONALD EAGAR
5012014-08-01RONALD J EAGAR
5012013-08-01RONALD J EAGAR
5012012-08-01RONALDJ EAGAR
5012011-08-01RONALD J. EAGAR
5012010-08-01RICHARD GARVIN
5012009-08-01RICHARD GAVIN

Plan Statistics for GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN

401k plan membership statisitcs for GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN

Measure Date Value
2022: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-08-01225
Total number of active participants reported on line 7a of the Form 55002022-08-01355
Number of retired or separated participants receiving benefits2022-08-010
Number of other retired or separated participants entitled to future benefits2022-08-010
Total of all active and inactive participants2022-08-01355
Number of employers contributing to the scheme2022-08-010
2021: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-01265
Total number of active participants reported on line 7a of the Form 55002021-08-01225
Number of retired or separated participants receiving benefits2021-08-010
Number of other retired or separated participants entitled to future benefits2021-08-010
Total of all active and inactive participants2021-08-01225
Number of employers contributing to the scheme2021-08-010
2020: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-01243
Total number of active participants reported on line 7a of the Form 55002020-08-01265
Number of retired or separated participants receiving benefits2020-08-010
Number of other retired or separated participants entitled to future benefits2020-08-010
Total of all active and inactive participants2020-08-01265
Number of employers contributing to the scheme2020-08-010
2019: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-01223
Total number of active participants reported on line 7a of the Form 55002019-08-01243
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-010
Total of all active and inactive participants2019-08-01243
Number of employers contributing to the scheme2019-08-010
2018: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-01208
Total number of active participants reported on line 7a of the Form 55002018-08-01223
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-010
Total of all active and inactive participants2018-08-01223
Number of employers contributing to the scheme2018-08-010
2017: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-01161
Total number of active participants reported on line 7a of the Form 55002017-08-01208
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-010
Total of all active and inactive participants2017-08-01208
Number of employers contributing to the scheme2017-08-010
2016: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-01140
Total number of active participants reported on line 7a of the Form 55002016-08-01157
Number of retired or separated participants receiving benefits2016-08-014
Number of other retired or separated participants entitled to future benefits2016-08-010
Total of all active and inactive participants2016-08-01161
2015: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-01113
Total number of active participants reported on line 7a of the Form 55002015-08-01137
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-010
Total of all active and inactive participants2015-08-01137
2014: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01120
Total number of active participants reported on line 7a of the Form 55002014-08-01128
Number of retired or separated participants receiving benefits2014-08-016
Number of other retired or separated participants entitled to future benefits2014-08-010
Total of all active and inactive participants2014-08-01134
2013: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-01164
Total number of active participants reported on line 7a of the Form 55002013-08-01170
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-010
Total of all active and inactive participants2013-08-01170
2012: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-01128
Total number of active participants reported on line 7a of the Form 55002012-08-01164
Number of retired or separated participants receiving benefits2012-08-010
Number of other retired or separated participants entitled to future benefits2012-08-010
Total of all active and inactive participants2012-08-01164
2011: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-01117
Total number of active participants reported on line 7a of the Form 55002011-08-01128
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-010
Total of all active and inactive participants2011-08-01128
2010: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-08-01113
Total number of active participants reported on line 7a of the Form 55002010-08-01112
Number of retired or separated participants receiving benefits2010-08-015
Number of other retired or separated participants entitled to future benefits2010-08-010
Total of all active and inactive participants2010-08-01117
2009: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-01101
Total number of active participants reported on line 7a of the Form 55002009-08-0194
Number of retired or separated participants receiving benefits2009-08-016
Number of other retired or separated participants entitled to future benefits2009-08-010
Total of all active and inactive participants2009-08-01100

Form 5500 Responses for GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN

2022: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01Plan funding arrangement – InsuranceYes
2022-08-01Plan funding arrangement – General assets of the sponsorYes
2022-08-01Plan benefit arrangement – InsuranceYes
2022-08-01Plan benefit arrangement – General assets of the sponsorYes
2021: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan funding arrangement – General assets of the sponsorYes
2021-08-01Plan benefit arrangement – InsuranceYes
2021-08-01Plan benefit arrangement – General assets of the sponsorYes
2020: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan funding arrangement – General assets of the sponsorYes
2020-08-01Plan benefit arrangement – InsuranceYes
2020-08-01Plan benefit arrangement – General assets of the sponsorYes
2019: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan funding arrangement – General assets of the sponsorYes
2019-08-01Plan benefit arrangement – InsuranceYes
2019-08-01Plan benefit arrangement – General assets of the sponsorYes
2018: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan funding arrangement – General assets of the sponsorYes
2018-08-01Plan benefit arrangement – InsuranceYes
2018-08-01Plan benefit arrangement – General assets of the sponsorYes
2017: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedYes
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan funding arrangement – General assets of the sponsorYes
2017-08-01Plan benefit arrangement – InsuranceYes
2017-08-01Plan benefit arrangement – General assets of the sponsorYes
2016: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan funding arrangement – General assets of the sponsorYes
2016-08-01Plan benefit arrangement – InsuranceYes
2016-08-01Plan benefit arrangement – General assets of the sponsorYes
2015: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – General assets of the sponsorYes
2015-08-01Plan benefit arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – General assets of the sponsorYes
2014: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan funding arrangement – General assets of the sponsorYes
2014-08-01Plan benefit arrangement – InsuranceYes
2014-08-01Plan benefit arrangement – General assets of the sponsorYes
2013: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan funding arrangement – General assets of the sponsorYes
2013-08-01Plan benefit arrangement – InsuranceYes
2013-08-01Plan benefit arrangement – General assets of the sponsorYes
2012: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedYes
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan funding arrangement – General assets of the sponsorYes
2012-08-01Plan benefit arrangement – InsuranceYes
2012-08-01Plan benefit arrangement – General assets of the sponsorYes
2011: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan funding arrangement – General assets of the sponsorYes
2011-08-01Plan benefit arrangement – InsuranceYes
2011-08-01Plan benefit arrangement – General assets of the sponsorYes
2010: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-08-01Type of plan entitySingle employer plan
2010-08-01Submission has been amendedNo
2010-08-01This submission is the final filingNo
2010-08-01This return/report is a short plan year return/report (less than 12 months)No
2010-08-01Plan is a collectively bargained planNo
2010-08-01Plan funding arrangement – InsuranceYes
2010-08-01Plan funding arrangement – General assets of the sponsorYes
2010-08-01Plan benefit arrangement – InsuranceYes
2010-08-01Plan benefit arrangement – General assets of the sponsorYes
2009: GRASSI AND CO. CPAS HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01First time form 5500 has been submittedYes
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan funding arrangement – General assets of the sponsorYes
2009-08-01Plan benefit arrangement – InsuranceYes
2009-08-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberFLY0960573
Policy instance 5
CIGNA BEHAVIORAL HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number5309
Policy instance 4
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number127922
Policy instance 3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number633159
Policy instance 2
AMERICAN FAMILY LIFE INSURANCE COMPANY OF COLUMBUS (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberNX600
Policy instance 1
AMERICAN FAMILY LIFE INSURANCE COMPANY OF COLUMBUS (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberNX600
Policy instance 1
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number633159
Policy instance 2
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number127922
Policy instance 3
CIGNA BEHAVIORAL HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number5309
Policy instance 4
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberFLY960573
Policy instance 5
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number818784
Policy instance 5
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number915025
Policy instance 4
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number127922
Policy instance 3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10087564
Policy instance 2
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberNX600
Policy instance 1
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberNX600
Policy instance 1
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number915025
Policy instance 6
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number127922
Policy instance 5
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10087564
Policy instance 4
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number454-4255-00
Policy instance 3
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 78026 )
Policy contract numberGC19774
Policy instance 2
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number500233
Policy instance 2
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number454-4255-00
Policy instance 3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10087564
Policy instance 4
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number127922
Policy instance 5
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3332012
Policy instance 6
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number5002330010
Policy instance 7
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number5002330010
Policy instance 2
AMERICAN FAMILY LIFE INSURANCE COMPANY OF COLUMBUS (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberNX600
Policy instance 1

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