BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : NYSA-PPGU WELFARE FUND & PLAN 2022 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $37,996 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $44,546 |
Total income from all sources (including contributions) | 2022-12-31 | $5,244,853 |
Total of all expenses incurred | 2022-12-31 | $5,210,631 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,850,177 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,244,837 |
Value of total assets at end of year | 2022-12-31 | $70,189 |
Value of total assets at beginning of year | 2022-12-31 | $42,517 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $360,454 |
Total interest from all sources | 2022-12-31 | $16 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $171,828 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $30,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $30,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $52,160 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $3,461 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $25,410 |
Administrative expenses (other) incurred | 2022-12-31 | $188,626 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $37,996 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $44,546 |
Total non interest bearing cash at end of year | 2022-12-31 | $36,728 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $-12,893 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $34,222 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $32,193 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $-2,029 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $16 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $4,233,061 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $5,192,677 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $617,116 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | DESENA & CO. CPAS, LLC |
Accountancy firm EIN | 2022-12-31 | 200609534 |
2021 : NYSA-PPGU WELFARE FUND & PLAN 2021 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $44,546 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $49,089 |
Total income from all sources (including contributions) | 2021-12-31 | $4,741,509 |
Total of all expenses incurred | 2021-12-31 | $4,956,038 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,623,286 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,741,489 |
Value of total assets at end of year | 2021-12-31 | $42,517 |
Value of total assets at beginning of year | 2021-12-31 | $261,589 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $332,752 |
Total interest from all sources | 2021-12-31 | $20 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $170,120 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $30,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $30,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $63,008 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $25,410 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $8,974 |
Administrative expenses (other) incurred | 2021-12-31 | $162,632 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $44,546 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $49,089 |
Total non interest bearing cash at end of year | 2021-12-31 | $-12,893 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $222,615 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-214,529 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $-2,029 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $212,500 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $20 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $3,997,041 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $4,678,481 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $626,245 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | DESENA & CO. CPAS, LLC |
Accountancy firm EIN | 2021-12-31 | 200609534 |
2020 : NYSA-PPGU WELFARE FUND & PLAN 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $49,089 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $42,029 |
Total income from all sources (including contributions) | 2020-12-31 | $5,126,760 |
Total of all expenses incurred | 2020-12-31 | $4,914,757 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,584,280 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,125,849 |
Value of total assets at end of year | 2020-12-31 | $261,589 |
Value of total assets at beginning of year | 2020-12-31 | $42,526 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $330,477 |
Total interest from all sources | 2020-12-31 | $911 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $166,504 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $30,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $30,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $59,445 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $8,974 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $12,526 |
Administrative expenses (other) incurred | 2020-12-31 | $163,973 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $49,089 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $42,029 |
Total non interest bearing cash at end of year | 2020-12-31 | $222,615 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $212,003 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $212,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $497 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $911 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $4,055,712 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $5,066,404 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $528,568 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | DESENA & CO. CPAS, LLC |
Accountancy firm EIN | 2020-12-31 | 200609534 |
2019 : NYSA-PPGU WELFARE FUND & PLAN 2019 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $42,029 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $41,547 |
Total income from all sources (including contributions) | 2019-12-31 | $4,650,580 |
Total of all expenses incurred | 2019-12-31 | $4,668,224 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,352,768 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,650,400 |
Value of total assets at end of year | 2019-12-31 | $42,526 |
Value of total assets at beginning of year | 2019-12-31 | $59,688 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $315,456 |
Total interest from all sources | 2019-12-31 | $180 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $153,899 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $30,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $30,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $53,675 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $12,526 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $6,929 |
Administrative expenses (other) incurred | 2019-12-31 | $161,557 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $42,029 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $41,547 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $-17,644 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $497 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $18,141 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $22,759 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $22,759 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $180 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $3,842,014 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $4,596,725 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $510,754 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | DESENA & CO. CPAS, LLC |
Accountancy firm EIN | 2019-12-31 | 200609534 |
2018 : NYSA-PPGU WELFARE FUND & PLAN 2018 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $41,547 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $37,380 |
Total income from all sources (including contributions) | 2018-12-31 | $4,456,241 |
Total of all expenses incurred | 2018-12-31 | $4,476,067 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,158,620 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,455,736 |
Value of total assets at end of year | 2018-12-31 | $59,688 |
Value of total assets at beginning of year | 2018-12-31 | $75,347 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $317,447 |
Total interest from all sources | 2018-12-31 | $505 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $154,900 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $30,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $30,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $53,236 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $6,929 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $6,610 |
Administrative expenses (other) incurred | 2018-12-31 | $162,547 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $41,547 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $37,380 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-19,826 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $18,141 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $37,967 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $22,759 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $38,737 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $38,737 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $505 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $3,587,261 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $4,402,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $571,359 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | DESENA & CO. CPAS, LLC |
Accountancy firm EIN | 2018-12-31 | 200609534 |
2017 : NYSA-PPGU WELFARE FUND & PLAN 2017 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $37,380 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $38,186 |
Total income from all sources (including contributions) | 2017-12-31 | $4,529,103 |
Total of all expenses incurred | 2017-12-31 | $4,705,951 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,390,152 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,528,998 |
Value of total assets at end of year | 2017-12-31 | $75,347 |
Value of total assets at beginning of year | 2017-12-31 | $253,001 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $315,799 |
Total interest from all sources | 2017-12-31 | $105 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $152,726 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $30,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $30,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $60,145 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $6,610 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $26,199 |
Administrative expenses (other) incurred | 2017-12-31 | $163,073 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $37,380 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $38,186 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-176,848 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $37,967 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $214,815 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $38,737 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $196,802 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $196,802 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $105 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $4,228,636 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $4,468,853 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $161,516 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | DESENA & CO. CPAS, LLC |
Accountancy firm EIN | 2017-12-31 | 200609534 |
2016 : NYSA-PPGU WELFARE FUND & PLAN 2016 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $38,186 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $62,262 |
Total income from all sources (including contributions) | 2016-12-31 | $4,041,342 |
Total of all expenses incurred | 2016-12-31 | $4,197,654 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,873,687 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,041,281 |
Value of total assets at end of year | 2016-12-31 | $253,001 |
Value of total assets at beginning of year | 2016-12-31 | $433,389 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $323,967 |
Total interest from all sources | 2016-12-31 | $61 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $157,056 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $30,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $30,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $41,281 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $26,199 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $14,828 |
Administrative expenses (other) incurred | 2016-12-31 | $166,911 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $38,186 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $38,332 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-156,312 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $214,815 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $371,127 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $196,802 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $388,561 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $388,561 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $61 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $3,632,011 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $4,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $241,676 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $23,930 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | DESENA & CO. CPAS, LLC |
Accountancy firm EIN | 2016-12-31 | 200609534 |
2015 : NYSA-PPGU WELFARE FUND & PLAN 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $62,262 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $85,472 |
Total income from all sources (including contributions) | 2015-12-31 | $4,039,228 |
Total of all expenses incurred | 2015-12-31 | $4,252,540 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,926,726 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,039,204 |
Value of total assets at end of year | 2015-12-31 | $433,389 |
Value of total assets at beginning of year | 2015-12-31 | $669,911 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $325,814 |
Total interest from all sources | 2015-12-31 | $24 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $155,236 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $30,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $30,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $39,204 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $14,828 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $268,099 |
Administrative expenses (other) incurred | 2015-12-31 | $170,578 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $38,332 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $38,299 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-213,312 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $371,127 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $584,439 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $388,561 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $371,812 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $371,812 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $24 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $3,171,319 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $4,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $755,407 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $23,930 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $47,173 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | DESENA & CO. CPAS, LLC |
Accountancy firm EIN | 2015-12-31 | 200609534 |
2014 : NYSA-PPGU WELFARE FUND & PLAN 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $85,472 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $67,791 |
Total income from all sources (including contributions) | 2014-12-31 | $4,040,494 |
Total of all expenses incurred | 2014-12-31 | $3,983,637 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,601,521 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,040,443 |
Value of total assets at end of year | 2014-12-31 | $669,911 |
Value of total assets at beginning of year | 2014-12-31 | $595,373 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $382,116 |
Total interest from all sources | 2014-12-31 | $51 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $181,879 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $30,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $30,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $40,443 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $268,099 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $256,324 |
Administrative expenses (other) incurred | 2014-12-31 | $200,237 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $38,299 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $39,939 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $56,857 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $584,439 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $527,582 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $371,812 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $309,049 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $309,049 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $51 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $2,838,940 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $4,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $762,581 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $47,173 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $27,852 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | DESENA & CO. CPAS, LLC |
Accountancy firm EIN | 2014-12-31 | 200609534 |
2013 : NYSA-PPGU WELFARE FUND & PLAN 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $67,791 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $70,323 |
Total income from all sources (including contributions) | 2013-12-31 | $4,038,265 |
Total of all expenses incurred | 2013-12-31 | $3,994,113 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,661,096 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,038,252 |
Value of total assets at end of year | 2013-12-31 | $595,373 |
Value of total assets at beginning of year | 2013-12-31 | $553,753 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $333,017 |
Total interest from all sources | 2013-12-31 | $13 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $136,071 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $30,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $30,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $38,252 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $256,324 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $261,410 |
Administrative expenses (other) incurred | 2013-12-31 | $196,946 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $39,939 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $54,298 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $44,152 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $527,582 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $483,430 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $309,049 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $262,343 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $262,343 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $13 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $3,029,069 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $4,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $632,027 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $27,852 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $16,025 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | DESENA & CO. CPAS, LLC |
Accountancy firm EIN | 2013-12-31 | 200609534 |
2012 : NYSA-PPGU WELFARE FUND & PLAN 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $70,323 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $106,386 |
Total income from all sources (including contributions) | 2012-12-31 | $3,951,964 |
Total of all expenses incurred | 2012-12-31 | $3,839,563 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,513,114 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,951,954 |
Value of total assets at end of year | 2012-12-31 | $553,753 |
Value of total assets at beginning of year | 2012-12-31 | $477,415 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $326,449 |
Total interest from all sources | 2012-12-31 | $10 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $134,506 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $30,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $30,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $51,954 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $261,410 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $244,298 |
Administrative expenses (other) incurred | 2012-12-31 | $191,943 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $54,298 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $65,607 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $112,401 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $483,430 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $371,029 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $262,343 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $200,893 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $200,893 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $10 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $2,927,053 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $3,900,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $586,061 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $16,025 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $40,779 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $2,224 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | DESENA & CO. CPAS, LLC |
Accountancy firm EIN | 2012-12-31 | 200609534 |
2011 : NYSA-PPGU WELFARE FUND & PLAN 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $106,386 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $108,878 |
Total income from all sources (including contributions) | 2011-12-31 | $3,845,817 |
Total of all expenses incurred | 2011-12-31 | $3,794,332 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,454,729 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,845,771 |
Value of total assets at end of year | 2011-12-31 | $477,415 |
Value of total assets at beginning of year | 2011-12-31 | $428,422 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $339,603 |
Total interest from all sources | 2011-12-31 | $46 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $147,843 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $30,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $30,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $45,771 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $244,298 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $239,852 |
Administrative expenses (other) incurred | 2011-12-31 | $191,760 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $65,607 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $64,785 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $51,485 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $371,029 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $319,544 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $200,893 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $84,510 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $84,510 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $46 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $2,863,623 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $3,800,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $67,655 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $591,106 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $40,779 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $44,093 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $2,224 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $6,405 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | DESENA & CO. CPAS, LLC |
Accountancy firm EIN | 2011-12-31 | 200609534 |
2010 : NYSA-PPGU WELFARE FUND & PLAN 2010 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $108,878 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $91,527 |
Total income from all sources (including contributions) | 2010-12-31 | $3,435,338 |
Total of all expenses incurred | 2010-12-31 | $3,800,792 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,458,489 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,435,281 |
Value of total assets at end of year | 2010-12-31 | $428,422 |
Value of total assets at beginning of year | 2010-12-31 | $776,525 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $342,303 |
Total interest from all sources | 2010-12-31 | $57 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $148,098 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $30,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $30,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $52,281 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $239,852 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $203,156 |
Administrative expenses (other) incurred | 2010-12-31 | $194,205 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $64,785 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $65,811 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-365,454 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $319,544 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $684,998 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $84,510 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $489,548 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $489,548 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $57 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $2,981,999 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $3,383,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $67,655 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $43,234 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $476,490 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $44,093 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $25,716 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $6,405 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $10,587 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | DESENA & CO. CPAS, LLC |
Accountancy firm EIN | 2010-12-31 | 200609534 |
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | E00066741770 |
Policy instance | 3 |
Insurance contract or identification number | E00066741770 | Number of Individuals Covered | 72 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $101,275 | 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 number | 805512G |
Policy instance | 2 |
Insurance contract or identification number | 805512G | Number of Individuals Covered | 161 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $4,273 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD-BAS | Welfare Benefit Premiums Paid to Carrier | USD $42,731 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,273 |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0737360 |
Policy instance | 1 |
Insurance contract or identification number | 0737360 | Number of Individuals Covered | 381 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $5,777 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,910,233 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,777 | Insurance broker organization code? | 3 |
|
HEALTHIER NEW JERSEY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 65-83926 MAPD |
Policy instance | 3 |
Insurance contract or identification number | 65-83926 MAPD | Number of Individuals Covered | 70 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $94,262 | 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 number | 805512G |
Policy instance | 2 |
Insurance contract or identification number | 805512G | Number of Individuals Covered | 158 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $3,616 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD-BAS | Welfare Benefit Premiums Paid to Carrier | USD $36,157 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,616 |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0737360 |
Policy instance | 1 |
Insurance contract or identification number | 0737360 | Number of Individuals Covered | 391 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $5,211 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,706,402 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,211 | Insurance broker organization code? | 3 |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0737360 |
Policy instance | 1 |
Insurance contract or identification number | 0737360 | Number of Individuals Covered | 432 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $4,832 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,681,726 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,832 | Insurance broker organization code? | 3 |
|
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 ) |
Policy contract number | 65-83915MA(PPO) |
Policy instance | 2 |
Insurance contract or identification number | 65-83915MA(PPO) | Number of Individuals Covered | 71 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $107,440 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 ) |
Policy contract number | 70-83915(PDP) |
Policy instance | 3 |
Insurance contract or identification number | 70-83915(PDP) | Number of Individuals Covered | 72 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $67,022 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0737360 GI-SHOR |
Policy instance | 4 |
Insurance contract or identification number | 0737360 GI-SHOR | Number of Individuals Covered | 180 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-03-31 | Total amount of commissions paid to insurance broker | USD $2,046 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $13,661 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,046 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 805512G |
Policy instance | 5 |
Insurance contract or identification number | 805512G | Number of Individuals Covered | 171 | Insurance policy start date | 2020-05-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $2,671 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD-BAS | Welfare Benefit Premiums Paid to Carrier | USD $26,714 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,671 |
|
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 ) |
Policy contract number | 70-83915(PDP) |
Policy instance | 3 |
Insurance contract or identification number | 70-83915(PDP) | Number of Individuals Covered | 77 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $68,365 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 ) |
Policy contract number | 65-83915MA(PPO) |
Policy instance | 2 |
Insurance contract or identification number | 65-83915MA(PPO) | Number of Individuals Covered | 77 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $101,062 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0737360 |
Policy instance | 1 |
Insurance contract or identification number | 0737360 | Number of Individuals Covered | 428 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $8,557 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $3,544,367 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,557 | Insurance broker organization code? | 3 |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0737360 |
Policy instance | 1 |
Insurance contract or identification number | 0737360 | Number of Individuals Covered | 859 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $8,685 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $3,413,049 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,685 | Insurance broker organization code? | 3 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05931263 |
Policy instance | 2 |
Insurance contract or identification number | TM05931263 | Number of Individuals Covered | 178 | Insurance policy start date | 2017-11-01 | Insurance policy end date | 2018-10-31 | Total amount of commissions paid to insurance broker | USD $980 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $2,084 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $980 | Insurance broker organization code? | 3 |
|
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 ) |
Policy contract number | 66-83915MA(PPO) |
Policy instance | 4 |
Insurance contract or identification number | 66-83915MA(PPO) | Number of Individuals Covered | 9 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $17,172 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 ) |
Policy contract number | 65-83915MA(PPO) |
Policy instance | 3 |
Insurance contract or identification number | 65-83915MA(PPO) | Number of Individuals Covered | 70 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $82,219 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 ) |
Policy contract number | 70-83915(PDP) |
Policy instance | 5 |
Insurance contract or identification number | 70-83915(PDP) | Number of Individuals Covered | 70 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $63,184 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 ) |
Policy contract number | 7183915(PDP) |
Policy instance | 6 |
Insurance contract or identification number | 7183915(PDP) | Number of Individuals Covered | 9 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $11,287 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0737360 |
Policy instance | 1 |
Insurance contract or identification number | 0737360 | Number of Individuals Covered | 492 | Insurance policy start date | 2016-04-01 | Insurance policy end date | 2017-03-31 | Total amount of commissions paid to insurance broker | USD $5,044 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,065,581 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,528 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
|
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 ) |
Policy contract number | 0737360HNO |
Policy instance | 2 |
Insurance contract or identification number | 0737360HNO | Number of Individuals Covered | 326 | Insurance policy start date | 2016-04-01 | Insurance policy end date | 2017-03-31 | Welfare Benefit Premiums Paid to Carrier | USD $2,414,800 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05931263 |
Policy instance | 3 |
Insurance contract or identification number | TM05931263 | Number of Individuals Covered | 178 | Insurance policy start date | 2016-11-01 | Insurance policy end date | 2017-10-31 | Total amount of commissions paid to insurance broker | USD $3,559 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $26,086 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,559 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES, INC. |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | AE465865 |
Policy instance | 4 |
Insurance contract or identification number | AE465865 | Number of Individuals Covered | 71 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $5,625 | Welfare Benefit Premiums Paid to Carrier | USD $161,665 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,625 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | AE465855 |
Policy instance | 5 |
Insurance contract or identification number | AE465855 | Number of Individuals Covered | 10 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $750 | Welfare Benefit Premiums Paid to Carrier | USD $27,273 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $750 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0737360-SHORT |
Policy instance | 6 |
Insurance contract or identification number | 0737360-SHORT | Number of Individuals Covered | 465 | Insurance policy start date | 2017-04-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $3,833 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $1,033,365 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,833 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
|
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 ) |
Policy contract number | 0737360HNO-SHOR |
Policy instance | 7 |
Insurance contract or identification number | 0737360HNO-SHOR | Number of Individuals Covered | 311 | Insurance policy start date | 2017-04-01 | Insurance policy end date | 2017-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $1,860,645 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86843 |
Policy instance | 4 |
Insurance contract or identification number | 86843 | Number of Individuals Covered | 180 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-04-30 | Total amount of commissions paid to insurance broker | USD $660 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $13,269 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $660 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES NJ |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 01015448-00 |
Policy instance | 3 |
Insurance contract or identification number | 01015448-00 | Number of Individuals Covered | 182 | Insurance policy start date | 2014-11-01 | Insurance policy end date | 2015-10-31 | Total amount of commissions paid to insurance broker | USD $4,301 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $28,668 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,301 | Insurance broker organization code? | 3 | Insurance broker name | JORGE VALENTIN |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | AE465855 |
Policy instance | 5 |
Insurance contract or identification number | AE465855 | Number of Individuals Covered | 9 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $6,675 | Welfare Benefit Premiums Paid to Carrier | USD $23,598 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,675 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STARTEGIES |
|
HORIZON INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14690 ) |
Policy contract number | 86843 |
Policy instance | 2 |
Insurance contract or identification number | 86843 | Number of Individuals Covered | 183 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-04-30 | Total amount of commissions paid to insurance broker | USD $815 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,806 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $815 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES NJ |
|
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86843 |
Policy instance | 1 |
Insurance contract or identification number | 86843 | Number of Individuals Covered | 189 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-04-30 | Total amount of commissions paid to insurance broker | USD $25,439 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,025,265 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $25,439 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES NJ |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | AE465865 |
Policy instance | 6 |
Insurance contract or identification number | AE465865 | Number of Individuals Covered | 84 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $600 | Welfare Benefit Premiums Paid to Carrier | USD $178,790 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $600 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STATEGIES |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 6NYSAPP 000 |
Policy instance | 9 |
Insurance contract or identification number | 6NYSAPP 000 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $8,460 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 6NYSAPP 002 |
Policy instance | 8 |
Insurance contract or identification number | 6NYSAPP 002 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $225 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 6NYSAPP 001 |
Policy instance | 7 |
Insurance contract or identification number | 6NYSAPP 001 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $1,759 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | AE465865-SHORT |
Policy instance | 6 |
Insurance contract or identification number | AE465865-SHORT | Number of Individuals Covered | 87 | Insurance policy start date | 2014-02-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $17,600 | Welfare Benefit Premiums Paid to Carrier | USD $200,459 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,600 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STATEGIES |
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AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | AE465855-SHORT |
Policy instance | 5 |
Insurance contract or identification number | AE465855-SHORT | Number of Individuals Covered | 8 | Insurance policy start date | 2014-02-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $1,600 | Welfare Benefit Premiums Paid to Carrier | USD $16,330 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,600 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STARTEGIES |
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SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 01015448-00 |
Policy instance | 3 |
Insurance contract or identification number | 01015448-00 | Number of Individuals Covered | 176 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $3,767 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $25,110 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,767 | Insurance broker organization code? | 3 | Insurance broker name | JORGE VALENTIN |
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HORIZON INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14690 ) |
Policy contract number | 86843 |
Policy instance | 2 |
Insurance contract or identification number | 86843 | Number of Individuals Covered | 197 | Insurance policy start date | 2014-03-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $2,079 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $21,138 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,079 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES NJ |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86843 |
Policy instance | 1 |
Insurance contract or identification number | 86843 | Number of Individuals Covered | 179 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $1,950 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $38,855 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,950 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES NJ |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86843 |
Policy instance | 4 |
Insurance contract or identification number | 86843 | Number of Individuals Covered | 189 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $74,255 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,464,963 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $74,255 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES NJ |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86843 |
Policy instance | 7 |
Insurance contract or identification number | 86843 | Number of Individuals Covered | 184 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $2,784 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $41,499 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,784 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 6NYSAPP 000 |
Policy instance | 5 |
Insurance contract or identification number | 6NYSAPP 000 | Number of Individuals Covered | 45 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $87,160 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 6NYSAPP 002 |
Policy instance | 4 |
Insurance contract or identification number | 6NYSAPP 002 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $4,216 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 01015448-00 |
Policy instance | 3 |
Insurance contract or identification number | 01015448-00 | Number of Individuals Covered | 193 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $3,864 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $25,708 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,864 | Insurance broker name | JORGE VALENTIN |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86843 |
Policy instance | 2 |
Insurance contract or identification number | 86843 | Number of Individuals Covered | 190 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $79,353 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,651,176 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $79,353 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 ) |
Policy contract number | 67-84961 |
Policy instance | 1 |
Insurance contract or identification number | 67-84961 | Number of Individuals Covered | 44 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $143,785 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 6NYSAPP 001 |
Policy instance | 6 |
Insurance contract or identification number | 6NYSAPP 001 | Number of Individuals Covered | 7 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $20,787 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 ) |
Policy contract number | 67-84961 |
Policy instance | 6 |
Insurance contract or identification number | 67-84961 | Number of Individuals Covered | 50 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $133,795 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86843 |
Policy instance | 5 |
Insurance contract or identification number | 86843 | Number of Individuals Covered | 187 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $77,316 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,574,073 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $77,316 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES NJ |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 6NYSAPP 001 |
Policy instance | 1 |
Insurance contract or identification number | 6NYSAPP 001 | Number of Individuals Covered | 7 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $18,988 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 01015448-00 |
Policy instance | 4 |
Insurance contract or identification number | 01015448-00 | Number of Individuals Covered | 185 | Insurance policy start date | 2011-11-01 | Insurance policy end date | 2012-10-31 | Total amount of commissions paid to insurance broker | USD $3,860 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $25,730 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,860 | Insurance broker name | JORGE VALENTIN |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 6NYSAPP 002 |
Policy instance | 3 |
Insurance contract or identification number | 6NYSAPP 002 | Number of Individuals Covered | 2 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $5,039 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 6NYSAPP 000 |
Policy instance | 2 |
Insurance contract or identification number | 6NYSAPP 000 | Number of Individuals Covered | 47 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $70,636 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 6NYSAPP 001 |
Policy instance | 2 |
Insurance contract or identification number | 6NYSAPP 001 | Number of Individuals Covered | 8 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2011-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $10,988 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 ) |
Policy contract number | 67-84961 |
Policy instance | 8 |
Insurance contract or identification number | 67-84961 | Number of Individuals Covered | 52 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $169,577 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86843 |
Policy instance | 7 |
Insurance contract or identification number | 86843 | Number of Individuals Covered | 188 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $73,474 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,434,168 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 854152G |
Policy instance | 6 |
Insurance contract or identification number | 854152G | Number of Individuals Covered | 197 | Insurance policy start date | 2010-10-01 | Insurance policy end date | 2011-09-30 | Total amount of commissions paid to insurance broker | USD $3,534 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD-BAS | Welfare Benefit Premiums Paid to Carrier | USD $35,342 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 01015448-00 |
Policy instance | 5 |
Insurance contract or identification number | 01015448-00 | Number of Individuals Covered | 199 | Insurance policy start date | 2011-11-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $639 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,262 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 6NYSAPP 002 |
Policy instance | 4 |
Insurance contract or identification number | 6NYSAPP 002 | Number of Individuals Covered | 2 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2011-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $2,809 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 6NYSAPP 000 |
Policy instance | 3 |
Insurance contract or identification number | 6NYSAPP 000 | Number of Individuals Covered | 49 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2011-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $63,776 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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WELLCHOICE HMO OF NEW JERSEY (National Association of Insurance Commissioners NAIC id number: 95433 ) |
Policy contract number | 180384 |
Policy instance | 1 |
Insurance contract or identification number | 180384 | Number of Individuals Covered | 74 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-03-31 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $48,901 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 ) |
Policy contract number | 67-84961 |
Policy instance | 4 |
Insurance contract or identification number | 67-84961 | Number of Individuals Covered | 58 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $199,228 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 86843 |
Policy instance | 3 |
Insurance contract or identification number | 86843 | Number of Individuals Covered | 191 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of fees paid to insurance company | USD $101,917 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,533,942 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 101917 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES INC. |
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WELLCHOICE HMO OF NEW JERSEY (National Association of Insurance Commissioners NAIC id number: 95433 ) |
Policy contract number | 180384 |
Policy instance | 2 |
Insurance contract or identification number | 180384 | Number of Individuals Covered | 67 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $101,958 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 854152G |
Policy instance | 1 |
Insurance contract or identification number | 854152G | Number of Individuals Covered | 197 | Insurance policy start date | 2009-10-01 | Insurance policy end date | 2010-09-30 | Total amount of commissions paid to insurance broker | USD $3,549 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD-BAS | Welfare Benefit Premiums Paid to Carrier | USD $38,613 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,549 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES |
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