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NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 401k Plan overview

Plan NameNEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN
Plan identification number 518

NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental

401k Sponsoring company profile

NEW YORK MEDICAL COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:NEW YORK MEDICAL COLLEGE
Employer identification number (EIN):131099420
NAIC Classification:611000

Additional information about NEW YORK MEDICAL COLLEGE

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1939-06-16
Company Identification Number: 40621
Legal Registered Office Address: ADMINISTRATION BUILDING
SUNSHINE COTTAGE
VALHALLA
United States of America (USA)
10595

More information about NEW YORK MEDICAL COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5182021-07-01
5182020-07-01
5182020-07-01
5182019-07-01
5182018-07-01
5182018-07-01
5182017-07-01
5182017-07-01
5182016-07-01 ADAM D. HAMMERMAN2018-04-16
5182016-07-01
5182015-07-01THERESA R. HAVILAND ADAM D. HAMMERMAN2017-04-13
5182015-07-01
5182014-07-01THERESA R. HAVILAND ADAM D. HAMMERMAN2016-04-14
5182014-07-01
5182013-07-01
5182012-07-01THERESA GELCHIE STEPHEN PICCOLO2014-04-14
5182012-07-01
5182011-07-01THERESA GELCHIE STEPHEN PICCOLO2014-10-20
5182009-07-01THERESA GELCHIE STEPHEN PICCOLO2011-04-15

Plan Statistics for NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN

401k plan membership statisitcs for NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN

Measure Date Value
2021: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01299
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-01299
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01299
2020: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01303
Total number of active participants reported on line 7a of the Form 55002020-07-010
Number of retired or separated participants receiving benefits2020-07-01299
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01299
2019: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01327
Total number of active participants reported on line 7a of the Form 55002019-07-010
Number of retired or separated participants receiving benefits2019-07-01303
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01303
2018: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01320
Total number of active participants reported on line 7a of the Form 55002018-07-010
Number of retired or separated participants receiving benefits2018-07-01309
Number of other retired or separated participants entitled to future benefits2018-07-0118
Total of all active and inactive participants2018-07-01327
2017: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01303
Total number of active participants reported on line 7a of the Form 55002017-07-010
Number of retired or separated participants receiving benefits2017-07-01302
Number of other retired or separated participants entitled to future benefits2017-07-0118
Total of all active and inactive participants2017-07-01320
2016: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01289
Total number of active participants reported on line 7a of the Form 55002016-07-010
Number of retired or separated participants receiving benefits2016-07-01303
Number of other retired or separated participants entitled to future benefits2016-07-0119
Total of all active and inactive participants2016-07-01322
2015: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01281
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-01289
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01289
2014: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01259
Total number of active participants reported on line 7a of the Form 55002014-07-010
Number of retired or separated participants receiving benefits2014-07-01281
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01281
2013: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01248
Total number of active participants reported on line 7a of the Form 55002013-07-010
Number of retired or separated participants receiving benefits2013-07-01259
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01259
2012: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01228
Total number of active participants reported on line 7a of the Form 55002012-07-010
Number of retired or separated participants receiving benefits2012-07-01248
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01248
2011: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01188
Total number of active participants reported on line 7a of the Form 55002011-07-010
Number of retired or separated participants receiving benefits2011-07-01228
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01228
2009: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01158
Total number of active participants reported on line 7a of the Form 55002009-07-01182
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01182

Financial Data on NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN

Measure Date Value
2022 : NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-527,990
Total unrealized appreciation/depreciation of assets2022-06-30$-527,990
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$62,279
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$12,742
Total income from all sources (including contributions)2022-06-30$-116,982
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$626,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$450,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$405,811
Value of total assets at end of year2022-06-30$3,389,521
Value of total assets at beginning of year2022-06-30$4,083,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$176,796
Total interest from all sources2022-06-30$689
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$74,508
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$5,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$405,811
Participant contributions at end of year2022-06-30$35,476
Participant contributions at beginning of year2022-06-30$34,080
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$30,018
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$28,726
Other income not declared elsewhere2022-06-30$4,508
Administrative expenses (other) incurred2022-06-30$0
Liabilities. Value of operating payables at end of year2022-06-30$62,279
Liabilities. Value of operating payables at beginning of year2022-06-30$12,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-743,813
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,327,242
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$4,071,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$2,944,700
Assets. partnership/joint venture interests at beginning of year2022-06-30$3,487,374
Investment advisory and management fees2022-06-30$66,652
Interest earned on other investments2022-06-30$689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$379,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$533,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$533,617
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$450,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contract administrator fees2022-06-30$35,636
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30RBT CPAS, LLP
Accountancy firm EIN2022-06-30141604297
2021 : NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$895,497
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$12,741
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$92,855
Total income from all sources (including contributions)2021-06-30$1,209,283
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$271,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$155,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$413,549
Value of total assets at end of year2021-06-30$4,055,075
Value of total assets at beginning of year2021-06-30$3,197,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$115,576
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$-121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$-121
Administrative expenses professional fees incurred2021-06-30$81,077
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$413,549
Participant contributions at end of year2021-06-30$34,080
Participant contributions at beginning of year2021-06-30$59,113
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$168
Other income not declared elsewhere2021-06-30$28,726
Administrative expenses (other) incurred2021-06-30$21,744
Liabilities. Value of operating payables at end of year2021-06-30$12,741
Liabilities. Value of operating payables at beginning of year2021-06-30$92,855
Total non interest bearing cash at end of year2021-06-30$0
Total non interest bearing cash at beginning of year2021-06-30$628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$937,859
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,042,334
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,104,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$3,487,374
Assets. partnership/joint venture interests at beginning of year2021-06-30$2,954,633
Investment advisory and management fees2021-06-30$12,755
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,487,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,054,275
Interest earned on other investments2021-06-30$-121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$533,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$83,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$83,146
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$125,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$795,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$30,779
Contract administrator fees2021-06-30$49,347
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30RBT CPAS, LLP
Accountancy firm EIN2021-06-30141604297
2020 : NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$92,855
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$89,126
Total income from all sources (including contributions)2020-06-30$904,653
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,141,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$943,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$685,405
Value of total assets at end of year2020-06-30$3,197,330
Value of total assets at beginning of year2020-06-30$3,430,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$197,499
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$44,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$44,298
Administrative expenses professional fees incurred2020-06-30$95,713
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$685,405
Participant contributions at end of year2020-06-30$59,113
Participant contributions at beginning of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$228
Administrative expenses (other) incurred2020-06-30$87,528
Liabilities. Value of operating payables at end of year2020-06-30$92,855
Liabilities. Value of operating payables at beginning of year2020-06-30$65,872
Total non interest bearing cash at end of year2020-06-30$628
Total non interest bearing cash at beginning of year2020-06-30$29,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-236,604
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,104,475
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,341,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$14,258
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,054,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,301,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$83,146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$99,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$99,084
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$118,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$174,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$825,444
Liabilities. Value of benefit claims payable at end of year2020-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$23,254
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
2019 : NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$484
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$89,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$292,859
Total income from all sources (including contributions)2019-06-30$738,477
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$698,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$685,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$658,953
Value of total assets at end of year2019-06-30$3,430,205
Value of total assets at beginning of year2019-06-30$3,594,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$13,254
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$79,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$79,037
Administrative expenses professional fees incurred2019-06-30$13,254
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$658,953
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$41,283
Other income not declared elsewhere2019-06-30$78,810
Liabilities. Value of operating payables at end of year2019-06-30$65,872
Liabilities. Value of operating payables at beginning of year2019-06-30$251,576
Total non interest bearing cash at end of year2019-06-30$29,666
Total non interest bearing cash at beginning of year2019-06-30$5,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$39,669
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,341,079
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,301,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$3,301,228
Assets. partnership/joint venture interests at beginning of year2019-06-30$3,490,326
Investment advisory and management fees2019-06-30$66,478
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,301,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,490,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$99,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$98,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$98,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$227
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$403,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$685,554
Contract administrator fees2019-06-30$9,776
Liabilities. Value of benefit claims payable at end of year2019-06-30$23,254
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30RBT CPAS, LLP
Accountancy firm EIN2019-06-30141604297
2018 : NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$201,854
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$292,859
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$195,300
Total income from all sources (including contributions)2018-06-30$963,789
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,334,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,025,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$711,724
Value of total assets at end of year2018-06-30$3,594,269
Value of total assets at beginning of year2018-06-30$3,867,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$309,154
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$50,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$50,211
Administrative expenses professional fees incurred2018-06-30$147,700
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$711,724
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$41,283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$71,707
Other income not declared elsewhere2018-06-30$47,983
Administrative expenses (other) incurred2018-06-30$147,583
Liabilities. Value of operating payables at end of year2018-06-30$251,576
Liabilities. Value of operating payables at beginning of year2018-06-30$123,593
Total non interest bearing cash at end of year2018-06-30$5,682
Total non interest bearing cash at beginning of year2018-06-30$6,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-370,572
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,301,410
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,671,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$3,490,326
Assets. partnership/joint venture interests at beginning of year2018-06-30$3,604,360
Investment advisory and management fees2018-06-30$13,871
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,490,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,604,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$98,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$256,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$256,614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$2,228
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$338,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$201,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,025,207
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30RBT CPAS, LLP
Accountancy firm EIN2018-06-30141604297
2017 : NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$314,794
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$195,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$203,199
Total income from all sources (including contributions)2017-06-30$1,154,834
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,017,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$805,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$777,702
Value of total assets at end of year2017-06-30$3,867,282
Value of total assets at beginning of year2017-06-30$3,737,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$211,312
Total interest from all sources2017-06-30$1,240
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$61,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$61,095
Administrative expenses professional fees incurred2017-06-30$83,493
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$777,702
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$24,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$71,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$164,406
Other income not declared elsewhere2017-06-30$61,095
Administrative expenses (other) incurred2017-06-30$113,521
Liabilities. Value of operating payables at end of year2017-06-30$123,593
Liabilities. Value of operating payables at beginning of year2017-06-30$38,793
Total non interest bearing cash at end of year2017-06-30$6,306
Total non interest bearing cash at beginning of year2017-06-30$24,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$137,716
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,671,982
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,534,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$3,604,360
Assets. partnership/joint venture interests at beginning of year2017-06-30$3,592,768
Investment advisory and management fees2017-06-30$14,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,604,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,568,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$256,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$119,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$119,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$1,240
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$328,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$314,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$805,806
Contract administrator fees2017-06-30$32,314
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30KPMG LLP
Accountancy firm EIN2017-06-30135565207
2016 : NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-147,743
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$203,199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$244,147
Total income from all sources (including contributions)2016-06-30$651,042
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$991,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$853,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$732,837
Value of total assets at end of year2016-06-30$3,737,465
Value of total assets at beginning of year2016-06-30$4,119,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$138,911
Total interest from all sources2016-06-30$216
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$65,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$65,731
Administrative expenses professional fees incurred2016-06-30$59,188
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$732,837
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$24,140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$178,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$164,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$161,522
Other income not declared elsewhere2016-06-30$65,731
Administrative expenses (other) incurred2016-06-30$65,151
Liabilities. Value of operating payables at end of year2016-06-30$38,793
Liabilities. Value of operating payables at beginning of year2016-06-30$82,625
Total non interest bearing cash at end of year2016-06-30$24,977
Total non interest bearing cash at beginning of year2016-06-30$9,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-340,897
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,534,266
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$3,875,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$3,592,768
Assets. partnership/joint venture interests at beginning of year2016-06-30$3,939,352
Investment advisory and management fees2016-06-30$14,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$3,568,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,760,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$119,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$170,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$170,422
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$216
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$281,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-147,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$853,028
Contract administrator fees2016-06-30$65,151
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30KPMG LLP
Accountancy firm EIN2016-06-30135565207
2015 : NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-62,897
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$244,147
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$203,179
Total income from all sources (including contributions)2015-06-30$673,081
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$859,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$709,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$666,203
Value of total assets at end of year2015-06-30$4,119,310
Value of total assets at beginning of year2015-06-30$4,264,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$149,270
Total interest from all sources2015-06-30$68
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$69,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$69,708
Administrative expenses professional fees incurred2015-06-30$133,323
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$666,203
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$178,830
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$161,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$165,079
Other income not declared elsewhere2015-06-30$69,719
Administrative expenses (other) incurred2015-06-30$11,197
Liabilities. Value of operating payables at end of year2015-06-30$82,625
Liabilities. Value of operating payables at beginning of year2015-06-30$38,100
Total non interest bearing cash at end of year2015-06-30$9,536
Total non interest bearing cash at beginning of year2015-06-30$2,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-186,138
Value of net assets at end of year (total assets less liabilities)2015-06-30$3,875,163
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,061,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$3,939,352
Assets. partnership/joint venture interests at beginning of year2015-06-30$4,098,488
Investment advisory and management fees2015-06-30$15,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,760,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,098,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$170,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$163,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$163,956
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$68
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$237,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-62,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$709,949
Contract administrator fees2015-06-30$34,186
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30KPMG LLP
Accountancy firm EIN2015-06-30135565207
2014 : NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$593,060
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$203,179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$186,688
Total income from all sources (including contributions)2014-06-30$1,283,724
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$935,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$770,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$619,242
Value of total assets at end of year2014-06-30$4,264,480
Value of total assets at beginning of year2014-06-30$3,900,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$165,159
Total interest from all sources2014-06-30$11,846
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$59,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$59,576
Administrative expenses professional fees incurred2014-06-30$126,873
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$619,242
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$24,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$165,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$128,188
Other income not declared elsewhere2014-06-30$59,576
Administrative expenses (other) incurred2014-06-30$28,124
Liabilities. Value of operating payables at end of year2014-06-30$38,100
Liabilities. Value of operating payables at beginning of year2014-06-30$58,500
Total non interest bearing cash at end of year2014-06-30$2,036
Total non interest bearing cash at beginning of year2014-06-30$5,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$347,924
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,061,301
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,713,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$4,098,488
Assets. partnership/joint venture interests at beginning of year2014-06-30$0
Investment advisory and management fees2014-06-30$10,162
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,679,666
Income. Interest from US Government securities2014-06-30$1,988
Income. Interest from corporate debt instruments2014-06-30$9,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$163,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$129,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$129,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$11,846
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$187,321
Asset value of US Government securities at end of year2014-06-30$0
Asset value of US Government securities at beginning of year2014-06-30$292,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$593,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$770,641
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$769,166
Contract administrator fees2014-06-30$24,561
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Liabilities. Value of acquisition indebtedness at end of year2014-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-06-30$10,875
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30KPMG LLP
Accountancy firm EIN2014-06-30135565207
2013 : NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$478,957
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$186,688
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$91,632
Total income from all sources (including contributions)2013-06-30$1,092,638
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,006,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$835,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$541,783
Value of total assets at end of year2013-06-30$3,900,065
Value of total assets at beginning of year2013-06-30$3,718,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$170,602
Total interest from all sources2013-06-30$64,365
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$29,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$29,989
Administrative expenses professional fees incurred2013-06-30$76,173
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$541,783
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$24,162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$20,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$118,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$456,501
Administrative expenses (other) incurred2013-06-30$94,429
Liabilities. Value of operating payables at end of year2013-06-30$186,688
Liabilities. Value of operating payables at beginning of year2013-06-30$91,632
Total non interest bearing cash at end of year2013-06-30$5,553
Total non interest bearing cash at beginning of year2013-06-30$1,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$86,638
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,713,377
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,626,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$56,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,679,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,376,179
Income. Interest from US Government securities2013-06-30$7,559
Income. Interest from corporate debt instruments2013-06-30$34,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$129,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$88,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$88,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$64,365
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$186,178
Asset value of US Government securities at end of year2013-06-30$292,110
Asset value of US Government securities at beginning of year2013-06-30$271,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$835,398
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$769,166
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$961,782
Contract administrator fees2013-06-30$45,181
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Liabilities. Value of acquisition indebtedness at end of year2013-06-30$10,875
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$16,857
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30KPMG LLP
Accountancy firm EIN2013-06-30135565207
2012 : NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-99,352
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$91,632
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$137,711
Total income from all sources (including contributions)2012-06-30$646,470
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$955,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$784,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$666,954
Value of total assets at end of year2012-06-30$3,718,371
Value of total assets at beginning of year2012-06-30$4,073,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$170,850
Total interest from all sources2012-06-30$50,838
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$28,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$28,031
Administrative expenses professional fees incurred2012-06-30$65,000
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$666,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$20,708
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$9,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$103,009
Administrative expenses (other) incurred2012-06-30$89,085
Liabilities. Value of operating payables at end of year2012-06-30$91,632
Liabilities. Value of operating payables at beginning of year2012-06-30$34,702
Total non interest bearing cash at end of year2012-06-30$1,659
Total non interest bearing cash at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-308,844
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,626,739
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,935,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$16,765
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,376,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,708,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$88,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$116,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$116,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$50,838
Asset value of US Government securities at end of year2012-06-30$271,581
Asset value of US Government securities at beginning of year2012-06-30$689,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-99,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$35,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$784,464
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$961,782
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$549,796
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30KPMG, LLP
Accountancy firm EIN2012-06-30135565207
2011 : NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$137,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$20,909
Total income from all sources (including contributions)2011-06-30$1,402,931
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$974,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$771,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$740,649
Value of total assets at end of year2011-06-30$4,073,294
Value of total assets at beginning of year2011-06-30$3,528,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$202,698
Total interest from all sources2011-06-30$35,497
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$39,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$39,919
Administrative expenses professional fees incurred2011-06-30$84,625
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$740,649
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$9,443
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$217
Administrative expenses (other) incurred2011-06-30$2,963
Liabilities. Value of operating payables at end of year2011-06-30$34,703
Liabilities. Value of operating payables at beginning of year2011-06-30$20,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$428,425
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,935,583
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,507,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$17,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,708,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,197,204
Income. Interest from US Government securities2011-06-30$20,610
Income. Interest from corporate debt instruments2011-06-30$14,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$116,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$1,330,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$1,330,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$475
Asset value of US Government securities at end of year2011-06-30$689,525
Asset value of US Government securities at beginning of year2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$586,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$771,808
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$549,796
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$0
Contract administrator fees2011-06-30$97,709
Liabilities. Value of benefit claims payable at end of year2011-06-30$103,008
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30J.H. COHN LLP
Accountancy firm EIN2011-06-30221478099

Form 5500 Responses for NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN

2021: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: NEW YORK MEDICAL COLLEGE PREFUNDED LIFE AND HEALTH INSURANCE BENEFIT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3342474
Policy instance 3
Insurance contract or identification number3342474
Number of Individuals Covered111
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $2,540
Total amount of fees paid to insurance companyUSD $74
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $127,973
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,540
Amount paid for insurance broker fees74
Additional information about fees paid to insurance brokerGENERAL AGENT PAYMENTS
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number874376G
Policy instance 2
Insurance contract or identification number874376G
Number of Individuals Covered344
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $71
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,862
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees71
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 1
Insurance contract or identification numberH2001
Number of Individuals Covered110
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $13,970
Total amount of fees paid to insurance companyUSD $0
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $319,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,970
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number874376G
Policy instance 2
Insurance contract or identification number874376G
Number of Individuals Covered340
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $817
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 1
Insurance contract or identification numberH2001
Number of Individuals Covered119
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $392,422
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number874376G
Policy instance 2
Insurance contract or identification number874376G
Number of Individuals Covered347
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $54
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,703
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees54
Additional information about fees paid to insurance brokerBONUS AND ADDITIONAL COMPENSATION
Insurance broker organization code?3
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract numberNYEGR003
Policy instance 1
Insurance contract or identification numberNYEGR003
Number of Individuals Covered96
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $461,306
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number874376G
Policy instance 2
Insurance contract or identification number874376G
Number of Individuals Covered309
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $62,263
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract numberNYEGR003
Policy instance 1
Insurance contract or identification numberNYEGR003
Number of Individuals Covered292
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $489,537
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number874376G
Policy instance 2
Insurance contract or identification number874376G
Number of Individuals Covered284
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $62,263
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number295617
Policy instance 1
Insurance contract or identification number295617
Number of Individuals Covered181
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $536,009
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number295617
Policy instance 1
Insurance contract or identification number295617
Number of Individuals Covered209
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $252,242
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number874376G
Policy instance 2
Insurance contract or identification number874376G
Number of Individuals Covered270
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberG 874376
Policy instance 2
Insurance contract or identification numberG 874376
Number of Individuals Covered289
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,752
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number295617
Policy instance 1
Insurance contract or identification number295617
Number of Individuals Covered222
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $314,597
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number295617
Policy instance 1
Insurance contract or identification number295617
Number of Individuals Covered219
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $197,306
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGL 874376
Policy instance 2
Insurance contract or identification numberGL 874376
Number of Individuals Covered256
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,675
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number295617
Policy instance 1
Insurance contract or identification number295617
Number of Individuals Covered116
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $348,234
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number223735
Policy instance 2
Insurance contract or identification number223735
Number of Individuals Covered238
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,098
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGL 874376
Policy instance 2
Insurance contract or identification numberGL 874376
Number of Individuals Covered238
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,388
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number295617PO1
Policy instance 2
Insurance contract or identification number295617PO1
Number of Individuals Covered248
Insurance policy start date2012-07-01
Insurance policy end date2012-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $143,355
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number223735
Policy instance 1
Insurance contract or identification number223735
Number of Individuals Covered248
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,678
Total amount of fees paid to insurance companyUSD $1,420
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $113,570
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,268
Insurance broker organization code?3
Amount paid for insurance broker fees817
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95234 )
Policy contract numberUS008169
Policy instance 1
Insurance contract or identification numberUS008169
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $269
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,178
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 95479 )
Policy contract numberNY08701
Policy instance 2
Insurance contract or identification numberNY08701
Number of Individuals Covered248
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $57,440
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $2,011,787
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number223735
Policy instance 3
Insurance contract or identification number223735
Number of Individuals Covered228
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $162
Total amount of fees paid to insurance companyUSD $51
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,900
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number223735
Policy instance 1
Insurance contract or identification number223735
Number of Individuals Covered188
Insurance policy start date2010-02-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $72
Total amount of fees paid to insurance companyUSD $36
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,978
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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