401k Plan data: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST plan

ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 401k Plan overview

Plan Name	ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST
Plan identification number	001

ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP has sponsored the creation of one or more 401k plans.

Company Name: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP

Employer identification number (EIN): 113270992

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1995-06-27

Company Identification Number: 1934456

Legal Registered Office Address: Attn: Michael Passet
1728 Sunrise Highway
Merrick
United States of America (USA)
11566

More information about ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 GREGORY LIEBERMAN
001 2017-01-01 GREGORY LIEBERMAN
001 2016-01-01 GREGORY LIEBERMAN
001 2015-01-01 GREGORY LIEBERMAN
001 2014-01-01 GREGORY LIEBERMAN
001 2013-01-01 HARVEY ORLIN
001 2012-01-01 HARVEY ORLIN
001 2010-01-01 HARVEY ORLIN
001 2009-01-01 HARVEY ORLIN

Plan id#	Filing Submission Date	Name of Administrator
001	2018-01-01	GREGORY LIEBERMAN
001	2017-01-01	GREGORY LIEBERMAN
001	2016-01-01	GREGORY LIEBERMAN
001	2015-01-01	GREGORY LIEBERMAN
001	2014-01-01	GREGORY LIEBERMAN
001	2013-01-01	HARVEY ORLIN
001	2012-01-01	HARVEY ORLIN
001	2010-01-01	HARVEY ORLIN
001	2009-01-01	HARVEY ORLIN

Plan Statistics for ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST

401k plan membership statisitcs for ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST

Measure Date Value
2018: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 506
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 451
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 47
Total of all active and inactive participants 2017-01-01 498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 498
Number of participants with account balances 2017-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 475
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 457
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 43
Total of all active and inactive participants 2016-01-01 500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 500
Number of participants with account balances 2016-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 479
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 429
Number of other retired or separated participants entitled to future benefits 2015-01-01 46
Total of all active and inactive participants 2015-01-01 475
Total participants 2015-01-01 475
Number of participants with account balances 2015-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 434
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 441
Number of other retired or separated participants entitled to future benefits 2014-01-01 35
Total of all active and inactive participants 2014-01-01 476
Total participants 2014-01-01 476
Number of participants with account balances 2014-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 413
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 397
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 39
Total of all active and inactive participants 2013-01-01 436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 436
Number of participants with account balances 2013-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 362
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 373
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 35
Total of all active and inactive participants 2012-01-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 408
Number of participants with account balances 2012-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2010: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 316
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 268
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 26
Total of all active and inactive participants 2010-01-01 294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 294
Number of participants with account balances 2010-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 290
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 287
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 26
Total of all active and inactive participants 2009-01-01 313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 313
Number of participants with account balances 2009-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 62

Measure	Date	Value
2018: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	506
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	451
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	47
Total of all active and inactive participants	2017-01-01	498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	498
Number of participants with account balances	2017-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	475
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	457
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	43
Total of all active and inactive participants	2016-01-01	500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	500
Number of participants with account balances	2016-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	479
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	429
Number of other retired or separated participants entitled to future benefits	2015-01-01	46
Total of all active and inactive participants	2015-01-01	475
Total participants	2015-01-01	475
Number of participants with account balances	2015-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	434
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	441
Number of other retired or separated participants entitled to future benefits	2014-01-01	35
Total of all active and inactive participants	2014-01-01	476
Total participants	2014-01-01	476
Number of participants with account balances	2014-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	413
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	397
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	39
Total of all active and inactive participants	2013-01-01	436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	436
Number of participants with account balances	2013-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	362
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	373
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	35
Total of all active and inactive participants	2012-01-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	408
Number of participants with account balances	2012-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2010: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	316
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	268
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	26
Total of all active and inactive participants	2010-01-01	294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	294
Number of participants with account balances	2010-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	290
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	287
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	26
Total of all active and inactive participants	2009-01-01	313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	313
Number of participants with account balances	2009-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	62

Financial Data on ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST

Measure	Date	Value
2018 : ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2018 401k financial data
Total income from all sources (including contributions)	2018-05-24	$198,853
Total of all expenses incurred	2018-05-24	$6,383,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-05-24	$6,221,317
Value of total corrective distributions	2018-05-24	$157,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-05-24	$79,111
Value of total assets at end of year	2018-05-24	$0
Value of total assets at beginning of year	2018-05-24	$6,185,038
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-05-24	$5,048
Total interest from all sources	2018-05-24	$922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-05-24	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-05-24	$0
Was this plan covered by a fidelity bond	2018-05-24	Yes
Value of fidelity bond cover	2018-05-24	$500,000
If this is an individual account plan, was there a blackout period	2018-05-24	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-05-24	$0
Were there any nonexempt tranactions with any party-in-interest	2018-05-24	No
Contributions received from participants	2018-05-24	$79,111
Participant contributions at end of year	2018-05-24	$0
Participant contributions at beginning of year	2018-05-24	$40,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-24	No
Value of net income/loss	2018-05-24	$-6,185,038
Value of net assets at end of year (total assets less liabilities)	2018-05-24	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-05-24	$6,185,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-05-24	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-05-24	No
Were any leases to which the plan was party in default or uncollectible	2018-05-24	No
Value of interest in pooled separate accounts at end of year	2018-05-24	$0
Value of interest in pooled separate accounts at beginning of year	2018-05-24	$6,025,787
Income. Interest from loans (other than to participants)	2018-05-24	$312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-05-24	$610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-05-24	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-05-24	$119,078
Net investment gain or loss from common/collective trusts	2018-05-24	$118,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-05-24	No
Was there a failure to transmit to the plan any participant contributions	2018-05-24	No
Has the plan failed to provide any benefit when due under the plan	2018-05-24	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-05-24	$6,221,317
Contract administrator fees	2018-05-24	$5,048
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-05-24	Yes
Did the plan have assets held for investment	2018-05-24	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-24	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-05-24	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-05-24	Yes
Opinion of an independent qualified public accountant for this plan	2018-05-24	Disclaimer
Accountancy firm name	2018-05-24	MARGOLIN, WINER & EVENS LLP
Accountancy firm EIN	2018-05-24	111558868
2017 : ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,625,109
Total of all expenses incurred	2017-12-31	$851,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$758,116
Value of total corrective distributions	2017-12-31	$79,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$742,254
Value of total assets at end of year	2017-12-31	$6,185,038
Value of total assets at beginning of year	2017-12-31	$5,411,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$13,605
Total interest from all sources	2017-12-31	$5,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$571,284
Participant contributions at end of year	2017-12-31	$40,173
Participant contributions at beginning of year	2017-12-31	$128,802
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$170,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$773,891
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,185,038
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,411,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$6,025,787
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,174,620
Interest on participant loans	2017-12-31	$3,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$119,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$107,725
Net investment gain or loss from common/collective trusts	2017-12-31	$877,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$758,116
Contract administrator fees	2017-12-31	$13,605
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MARGOLIN, WINER & EVENS LLP
Accountancy firm EIN	2017-12-31	111558868
2016 : ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$900,534
Total of all expenses incurred	2016-12-31	$524,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$467,558
Value of total corrective distributions	2016-12-31	$56,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$554,067
Value of total assets at end of year	2016-12-31	$5,411,147
Value of total assets at beginning of year	2016-12-31	$5,035,348
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$474
Total interest from all sources	2016-12-31	$6,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$547,162
Participant contributions at end of year	2016-12-31	$128,802
Participant contributions at beginning of year	2016-12-31	$105,936
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$6,905
Other income not declared elsewhere	2016-12-31	$6,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$375,799
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,411,147
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,035,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$5,174,620
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,833,564
Interest on participant loans	2016-12-31	$4,508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$107,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$95,848
Net investment gain or loss from common/collective trusts	2016-12-31	$333,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$467,558
Contract administrator fees	2016-12-31	$474
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MARGOLIN, WINER & EVENS LLP
Accountancy firm EIN	2016-12-31	111558868
2015 : ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$539,125
Total of all expenses incurred	2015-12-31	$614,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$613,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$561,332
Value of total assets at end of year	2015-12-31	$5,035,348
Value of total assets at beginning of year	2015-12-31	$5,110,824
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$608
Total interest from all sources	2015-12-31	$7,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$551,738
Participant contributions at end of year	2015-12-31	$105,936
Participant contributions at beginning of year	2015-12-31	$125,008
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$9,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-75,476
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,035,348
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,110,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,833,564
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,900,230
Interest on participant loans	2015-12-31	$5,641
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$95,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$85,586
Net investment gain/loss from pooled separate accounts	2015-12-31	$-29,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$613,993
Contract administrator fees	2015-12-31	$608
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MARGOLIN, WINER & EVENS LLP
Accountancy firm EIN	2015-12-31	111558868
2014 : ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$918,865
Total of all expenses incurred	2014-12-31	$243,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$243,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$632,283
Value of total assets at end of year	2014-12-31	$5,110,824
Value of total assets at beginning of year	2014-12-31	$4,435,700
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$696
Total interest from all sources	2014-12-31	$9,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$510,717
Participant contributions at end of year	2014-12-31	$125,008
Participant contributions at beginning of year	2014-12-31	$121,223
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$121,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$675,124
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,110,824
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,435,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,900,230
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,238,549
Interest on participant loans	2014-12-31	$7,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$85,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$75,928
Net investment gain/loss from pooled separate accounts	2014-12-31	$277,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$243,045
Contract administrator fees	2014-12-31	$696
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MARGOLIN, WINER & EVENS LLP
Accountancy firm EIN	2014-12-31	111558868
2013 : ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,176,442
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$278,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$278,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$473,674
Value of total assets at end of year	2013-12-31	$4,435,700
Value of total assets at beginning of year	2013-12-31	$3,538,044
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$546
Total interest from all sources	2013-12-31	$6,664
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$100,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$445,720
Participant contributions at end of year	2013-12-31	$121,223
Participant contributions at beginning of year	2013-12-31	$62,244
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$27,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$897,656
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,435,700
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,538,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,238,549
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,402,265
Interest on participant loans	2013-12-31	$5,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$75,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$73,535
Net investment gain/loss from pooled separate accounts	2013-12-31	$696,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$278,240
Contract administrator fees	2013-12-31	$546
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MARGOLIN, WINER & EVENS LLP
Accountancy firm EIN	2013-12-31	111558868
2012 : ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$411
Total income from all sources (including contributions)	2012-12-31	$914,304
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$205,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$202,116
Value of total corrective distributions	2012-12-31	$2,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$527,917
Value of total assets at end of year	2012-12-31	$3,538,044
Value of total assets at beginning of year	2012-12-31	$2,829,538
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$434
Total interest from all sources	2012-12-31	$3,973
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$100,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$468,641
Participant contributions at end of year	2012-12-31	$62,244
Participant contributions at beginning of year	2012-12-31	$36,225
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$59,276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$708,917
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,538,044
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,829,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,402,265
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,727,999
Interest on participant loans	2012-12-31	$2,293
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$73,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$65,314
Net investment gain/loss from pooled separate accounts	2012-12-31	$382,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$202,116
Contract administrator fees	2012-12-31	$434
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MARGOLIN, WEINER & EVENS LLP
Accountancy firm EIN	2012-12-31	111558868
2010 : ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$622,048
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$84,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$74,959
Expenses. Certain deemed distributions of participant loans	2010-12-31	$8,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$344,039
Value of total assets at end of year	2010-12-31	$2,567,444
Value of total assets at beginning of year	2010-12-31	$2,030,163
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,712
Total interest from all sources	2010-12-31	$3,994
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$311,295
Participant contributions at end of year	2010-12-31	$43,251
Participant contributions at beginning of year	2010-12-31	$39,589
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$32,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$537,281
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,567,444
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,030,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,469,882
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,941,192
Interest on participant loans	2010-12-31	$2,465
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$54,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$49,382
Net investment gain/loss from pooled separate accounts	2010-12-31	$274,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$74,959
Contract administrator fees	2010-12-31	$1,712
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MARGOLIN, WINER & EVENS LLP
Accountancy firm EIN	2010-12-31	111558868
2009 : ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST

2018: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2010: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81902

Policy instance

Insurance contract or identification number	81902
Total amount of fees paid to insurance company	USD $1,283
Amount paid for insurance broker fees	1283
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81902

Policy instance

Insurance contract or identification number	81902
Total amount of fees paid to insurance company	USD $2,825
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2825
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5
Insurance broker name	PENSION DESIGN SERVICES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81902

Policy instance

Insurance contract or identification number	81902
Number of Individuals Covered	131
Total amount of commissions paid to insurance broker	USD $21,379
Total amount of fees paid to insurance company	USD $2,682
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,379
Insurance broker organization code?	3
Amount paid for insurance broker fees	2682
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	PENSION DESIGN SERVICES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81902

Policy instance

Insurance contract or identification number	81902
Number of Individuals Covered	129
Total amount of commissions paid to insurance broker	USD $18,879
Total amount of fees paid to insurance company	USD $2,363
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,879
Insurance broker organization code?	3
Amount paid for insurance broker fees	2363
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	PENSION DESIGN SERVICES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81902

Policy instance

Insurance contract or identification number	81902
Number of Individuals Covered	132
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $15,695
Total amount of fees paid to insurance company	USD $1,963
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,740
Insurance broker organization code?	3
Amount paid for insurance broker fees	1963
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	PENSION DESIGN SERVICES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81902

Policy instance

Insurance contract or identification number	81902
Number of Individuals Covered	131
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $12,634
Total amount of fees paid to insurance company	USD $1,596
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,634
Insurance broker organization code?	3
Amount paid for insurance broker fees	1596
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	PENSION DESIGN SERVICES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81902

Policy instance

Insurance contract or identification number	81902
Number of Individuals Covered	155
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $8,816
Total amount of fees paid to insurance company	USD $2,481
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,962
Insurance broker organization code?	3
Amount paid for insurance broker fees	1300
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	VANGUARD GROUP INC.

Potentially related plans

ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP 401(K) PLAN & TRUST [EIN = 991809299]

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Company Name:	ORLIN & COHEN ORTHOPEDIC ASSOCIATES, LLP
Employer identification number (EIN):	113270992
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1995-06-27
Company Identification Number:	1934456
Legal Registered Office Address:	Attn: Michael Passet 1728 Sunrise Highway Merrick United States of America (USA) 11566