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401k Plan overview

Plan NameSESAME WORKSHOP 401(K) RETIREMENT PLAN
Plan identification number 005

SESAME WORKSHOP 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

SESAME WORKSHOP has sponsored the creation of one or more 401k plans.

Company Name:SESAME WORKSHOP
Employer identification number (EIN):132655731
NAIC Classification:512100
NAIC Description: Motion Picture and Video Industries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SESAME WORKSHOP 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052017-01-01DARYL MINTZ
0052016-01-01DARYL MINTZ
0052015-01-01DARYL MINTZ
0052014-01-01DARYL MINTZ
0052013-01-01DARYL MINTZ
0052012-01-01DARYL MINTZ
0052011-01-01DARYL MINTZ
0052010-01-01DARYL MINTZ
0052009-01-01DARYL MINTZ

Plan Statistics for SESAME WORKSHOP 401(K) RETIREMENT PLAN

401k plan membership statisitcs for SESAME WORKSHOP 401(K) RETIREMENT PLAN

Measure Date Value
2017
Total participants, beginning-of-year2017-01-01739
Total number of active participants reported on line 7a of the Form 55002017-01-01384
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01277
Total of all active and inactive participants2017-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01665
Number of participants with account balances2017-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0139
2016
Total participants, beginning-of-year2016-01-01733
Total number of active participants reported on line 7a of the Form 55002016-01-01418
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01316
Total of all active and inactive participants2016-01-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01739
Number of participants with account balances2016-01-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015
Total participants, beginning-of-year2015-01-01640
Total number of active participants reported on line 7a of the Form 55002015-01-01449
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01279
Total of all active and inactive participants2015-01-01731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01733
Number of participants with account balances2015-01-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014
Total participants, beginning-of-year2014-01-01656
Total number of active participants reported on line 7a of the Form 55002014-01-01457
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01179
Total of all active and inactive participants2014-01-01639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01640
Number of participants with account balances2014-01-01613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013
Total participants, beginning-of-year2013-01-01712
Total number of active participants reported on line 7a of the Form 55002013-01-01489
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01164
Total of all active and inactive participants2013-01-01656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01656
Number of participants with account balances2013-01-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012
Total participants, beginning-of-year2012-01-01588
Total number of active participants reported on line 7a of the Form 55002012-01-01476
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01233
Total of all active and inactive participants2012-01-01712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01712
Number of participants with account balances2012-01-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011
Total participants, beginning-of-year2011-01-01548
Total number of active participants reported on line 7a of the Form 55002011-01-01412
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01174
Total of all active and inactive participants2011-01-01588
Total participants2011-01-01588
Number of participants with account balances2011-01-01567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010
Total participants, beginning-of-year2010-01-01528
Total number of active participants reported on line 7a of the Form 55002010-01-01360
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01186
Total of all active and inactive participants2010-01-01548
Total participants2010-01-01548
Number of participants with account balances2010-01-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009
Total participants, beginning-of-year2009-01-01498
Total number of active participants reported on line 7a of the Form 55002009-01-01349
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01178
Total of all active and inactive participants2009-01-01528
Total participants2009-01-01528
Number of participants with account balances2009-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on SESAME WORKSHOP 401(K) RETIREMENT PLAN

Measure Date Value
2018
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$22,683
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,682
Total income from all sources (including contributions)2018-12-31$1,405,117
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,228,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,075,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,925,954
Value of total assets at end of year2018-12-31$93,319,192
Value of total assets at beginning of year2018-12-31$95,136,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$153,170
Total interest from all sources2018-12-31$25,438
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,589,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,589,346
Administrative expenses professional fees incurred2018-12-31$73,953
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,890,769
Participant contributions at end of year2018-12-31$586,488
Participant contributions at beginning of year2018-12-31$472,554
Participant contributions at end of year2018-12-31$80,480
Participant contributions at beginning of year2018-12-31$3,391
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,151,513
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,048,650
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$61,444
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$22,683
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$16,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,823,798
Value of net assets at end of year (total assets less liabilities)2018-12-31$93,296,509
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$95,120,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$79,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$88,194,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$91,357,512
Interest on participant loans2018-12-31$25,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,135,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,973,741
Employer contributions (assets) at end of year2018-12-31$306,383
Employer contributions (assets) at beginning of year2018-12-31$254,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,075,745
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,104
Total income from all sources (including contributions)2017-12-31$20,465,158
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,084,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,943,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,182,865
Value of total assets at end of year2017-12-31$95,136,989
Value of total assets at beginning of year2017-12-31$81,753,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$140,947
Total interest from all sources2017-12-31$19,797
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,295,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,295,306
Administrative expenses professional fees incurred2017-12-31$71,939
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,464,713
Participant contributions at end of year2017-12-31$472,554
Participant contributions at beginning of year2017-12-31$516,806
Participant contributions at end of year2017-12-31$3,391
Participant contributions at beginning of year2017-12-31$72,913
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,048,650
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,726,588
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$154,100
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$5,156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$16,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$14,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,380,765
Value of net assets at end of year (total assets less liabilities)2017-12-31$95,120,307
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$81,739,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$69,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$91,357,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$78,173,197
Interest on participant loans2017-12-31$19,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,967,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,564,052
Employer contributions (assets) at end of year2017-12-31$254,882
Employer contributions (assets) at beginning of year2017-12-31$264,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,938,290
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,104
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$19,959
Total income from all sources (including contributions)2016-12-31$10,439,869
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,613,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,553,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,854,763
Value of total assets at end of year2016-12-31$81,753,646
Value of total assets at beginning of year2016-12-31$80,933,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$59,823
Total interest from all sources2016-12-31$22,929
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,338,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,338,371
Administrative expenses professional fees incurred2016-12-31$860
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,258,280
Participant contributions at end of year2016-12-31$516,806
Participant contributions at beginning of year2016-12-31$643,280
Participant contributions at end of year2016-12-31$72,913
Participant contributions at beginning of year2016-12-31$70,886
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$238,524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$14,104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$19,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$826,239
Value of net assets at end of year (total assets less liabilities)2016-12-31$81,739,542
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$80,913,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$58,963
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$80,899,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$80,015,827
Interest on participant loans2016-12-31$22,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,223,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,357,959
Employer contributions (assets) at end of year2016-12-31$264,142
Employer contributions (assets) at beginning of year2016-12-31$203,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,553,807
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,959
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,587
Total income from all sources (including contributions)2015-12-31$4,878,110
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,325,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,324,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,700,626
Value of total assets at end of year2015-12-31$80,933,262
Value of total assets at beginning of year2015-12-31$85,376,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$940
Total interest from all sources2015-12-31$24,988
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,380,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,380,272
Administrative expenses professional fees incurred2015-12-31$940
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,216,699
Participant contributions at end of year2015-12-31$643,280
Participant contributions at beginning of year2015-12-31$677,184
Participant contributions at end of year2015-12-31$70,886
Participant contributions at beginning of year2015-12-31$64,553
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$136,602
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$19,959
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$15,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,447,657
Value of net assets at end of year (total assets less liabilities)2015-12-31$80,913,303
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$85,360,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$80,015,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$84,429,782
Interest on participant loans2015-12-31$24,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,227,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,347,325
Employer contributions (assets) at end of year2015-12-31$203,269
Employer contributions (assets) at beginning of year2015-12-31$205,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,324,827
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,587
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$360,223
Total income from all sources (including contributions)2014-12-31$10,808,485
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,471,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,470,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,825,069
Value of total assets at end of year2014-12-31$85,376,547
Value of total assets at beginning of year2014-12-31$78,384,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,120
Total interest from all sources2014-12-31$30,377
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,403,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,403,064
Administrative expenses professional fees incurred2014-12-31$1,120
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,285,627
Participant contributions at end of year2014-12-31$677,184
Participant contributions at beginning of year2014-12-31$711,692
Participant contributions at end of year2014-12-31$64,553
Participant contributions at beginning of year2014-12-31$71,342
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$121,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$15,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$360,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,336,690
Value of net assets at end of year (total assets less liabilities)2014-12-31$85,360,960
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$78,024,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$84,429,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$77,420,571
Interest on participant loans2014-12-31$30,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,549,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,418,225
Employer contributions (assets) at end of year2014-12-31$205,028
Employer contributions (assets) at beginning of year2014-12-31$180,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,470,675
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$456,144
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$360,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$172,070
Total income from all sources (including contributions)2013-12-31$52,578,863
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,173,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,172,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$40,426,413
Value of total assets at end of year2013-12-31$78,384,493
Value of total assets at beginning of year2013-12-31$32,334,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,140
Total interest from all sources2013-12-31$22,808
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,258,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,258,467
Administrative expenses professional fees incurred2013-12-31$1,140
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,070,733
Participant contributions at end of year2013-12-31$711,692
Participant contributions at beginning of year2013-12-31$98,227
Participant contributions at end of year2013-12-31$71,342
Participant contributions at beginning of year2013-12-31$1,198
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$35,521,694
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$360,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$172,070
Other income not declared elsewhere2013-12-31$27,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$45,405,201
Value of net assets at end of year (total assets less liabilities)2013-12-31$78,024,270
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,162,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$77,420,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$32,089,031
Interest on participant loans2013-12-31$21,769
Interest earned on other investments2013-12-31$1,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$34,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,843,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,833,986
Employer contributions (assets) at end of year2013-12-31$180,888
Employer contributions (assets) at beginning of year2013-12-31$112,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,172,522
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$172,070
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$118,074
Total income from all sources (including contributions)2012-12-31$9,050,964
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,734,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,734,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,844,275
Value of total assets at end of year2012-12-31$32,334,995
Value of total assets at beginning of year2012-12-31$24,964,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$223
Total interest from all sources2012-12-31$3,590
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$654,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$654,622
Administrative expenses professional fees incurred2012-12-31$223
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,131,649
Participant contributions at end of year2012-12-31$98,227
Participant contributions at beginning of year2012-12-31$10,365
Participant contributions at end of year2012-12-31$1,198
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$152,416
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$172,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$118,074
Other income not declared elsewhere2012-12-31$2,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,316,096
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,162,925
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,846,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$32,089,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$24,921,260
Interest on participant loans2012-12-31$2,434
Interest earned on other investments2012-12-31$1,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$34,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$33,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,546,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,560,210
Employer contributions (assets) at end of year2012-12-31$112,435
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,734,645
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$118,074
Total income from all sources (including contributions)2011-12-31$5,340,748
Total loss/gain on sale of assets2011-12-31$-12,664
Total of all expenses incurred2011-12-31$489,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$488,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,485,226
Value of total assets at end of year2011-12-31$24,964,903
Value of total assets at beginning of year2011-12-31$19,995,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$939
Total interest from all sources2011-12-31$1,125
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$481,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$481,534
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$3,347,697
Amount contributed by the employer to the plan for this plan year2011-12-31$3,347,697
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,137,338
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$191
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$10,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$118,074
Administrative expenses (other) incurred2011-12-31$939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,850,869
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,846,829
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,995,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$24,900,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,915,542
Value of interest in pooled separate accounts at end of year2011-12-31$20,766
Value of interest in pooled separate accounts at beginning of year2011-12-31$20,408
Interest earned on other investments2011-12-31$1,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$33,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$32,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-614,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,347,697
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$27,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$488,940
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$-12,664
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010
Total income from all sources (including contributions)2010-12-31$3,532,336
Total loss/gain on sale of assets2010-12-31$47,329
Total of all expenses incurred2010-12-31$877,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$876,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,495,019
Value of total assets at end of year2010-12-31$19,995,960
Value of total assets at beginning of year2010-12-31$17,341,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,043
Total interest from all sources2010-12-31$336,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$1,494,313
Amount contributed by the employer to the plan for this plan year2010-12-31$1,494,313
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$706
Administrative expenses (other) incurred2010-12-31$1,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,654,805
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,995,960
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,341,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,915,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,288,299
Value of interest in pooled separate accounts at end of year2010-12-31$20,408
Value of interest in pooled separate accounts at beginning of year2010-12-31$18,124
Interest earned on other investments2010-12-31$1,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$335,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$32,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$31,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,653,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,494,313
Employer contributions (assets) at end of year2010-12-31$27,858
Employer contributions (assets) at beginning of year2010-12-31$3,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$876,488
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$47,329
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SALIBELLO & BRODER LLP
Accountancy firm EIN2010-12-31133051814
2009
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$1,320,110
Amount contributed by the employer to the plan for this plan year2009-12-31$1,320,110

Form 5500 Responses

2017
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA065898
Policy instance 1
Insurance contract or identification numberFA065898
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-12
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA065898
Policy instance 1
Insurance contract or identification numberFA065898
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA065898
Policy instance 1
Insurance contract or identification numberFA065898
Number of Individuals Covered6
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA065898
Policy instance 1
Insurance contract or identification numberFA065898
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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