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NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 401k Plan overview

Plan NameNATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES
Plan identification number 001

NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATHEL & NATHEL, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATHEL & NATHEL, INC.
Employer identification number (EIN):132685629
NAIC Classification:424500

Additional information about NATHEL & NATHEL, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1971-08-25
Company Identification Number: 313443
Legal Registered Office Address: 357 ROW C
NYC TERMINAL MKT
BRONX
United States of America (USA)
10474

More information about NATHEL & NATHEL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHARON CLEMENTS
0012016-01-01RICHARD RICHER
0012015-01-01RICHARD RICHER
0012014-01-01KEN COHEN
0012013-01-01SCOTT FERRARA
0012012-01-01CAROL WESTFALL
0012011-01-01CAROL WESTFALL
0012009-01-01RICHARD BYLLOTT RICHARD BYLLOTT2010-10-14

Plan Statistics for NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES

401k plan membership statisitcs for NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES

Measure Date Value
2022: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-01154
Total number of active participants reported on line 7a of the Form 55002022-01-01138
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01155
Number of participants with account balances2022-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-01156
Total number of active participants reported on line 7a of the Form 55002021-01-01133
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0115
Total of all active and inactive participants2021-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01148
Number of participants with account balances2021-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-01161
Total number of active participants reported on line 7a of the Form 55002020-01-01138
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01154
Number of participants with account balances2020-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-01171
Total number of active participants reported on line 7a of the Form 55002019-01-01145
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01158
Number of participants with account balances2019-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-01159
Total number of active participants reported on line 7a of the Form 55002018-01-01147
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01167
Number of participants with account balances2018-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-01151
Total number of active participants reported on line 7a of the Form 55002017-01-01142
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01156
Number of participants with account balances2017-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-01132
Total number of active participants reported on line 7a of the Form 55002016-01-01132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01134
Number of participants with account balances2016-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01120
Total number of active participants reported on line 7a of the Form 55002015-01-01129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01131
Number of participants with account balances2015-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01134
Total number of active participants reported on line 7a of the Form 55002014-01-01118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01132
Number of participants with account balances2014-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01124
Total number of active participants reported on line 7a of the Form 55002013-01-01119
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01132
Number of participants with account balances2013-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01116
Total number of active participants reported on line 7a of the Form 55002012-01-01111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01128
Number of participants with account balances2012-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01140
Total number of active participants reported on line 7a of the Form 55002011-01-01107
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01116
Number of participants with account balances2011-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01121
Total number of active participants reported on line 7a of the Form 55002009-01-01115
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01126
Total participants2009-01-01126
Number of participants with account balances2009-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES

Measure Date Value
2022 : NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$31,657
Total income from all sources (including contributions)2022-12-31$-548,333
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$432,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$376,244
Expenses. Certain deemed distributions of participant loans2022-12-31$42,263
Value of total corrective distributions2022-12-31$11,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$320,320
Value of total assets at end of year2022-12-31$4,220,557
Value of total assets at beginning of year2022-12-31$5,221,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,132
Total interest from all sources2022-12-31$9,479
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$320,320
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$143,652
Assets. Loans (other than to participants) at beginning of year2022-12-31$154,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$11,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$31,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-980,530
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,208,999
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,189,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$2,132
Value of interest in pooled separate accounts at end of year2022-12-31$3,774,871
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,731,787
Interest on participant loans2022-12-31$6,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$302,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$334,557
Net investment gain/loss from pooled separate accounts2022-12-31$-878,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$376,244
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRASSI & CO.
Accountancy firm EIN2022-12-31113266576
2021 : NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$31,657
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$50,654
Total income from all sources (including contributions)2021-12-31$905,720
Total of all expenses incurred2021-12-31$521,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$482,642
Expenses. Certain deemed distributions of participant loans2021-12-31$4,250
Value of total corrective distributions2021-12-31$31,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$322,320
Value of total assets at end of year2021-12-31$5,221,186
Value of total assets at beginning of year2021-12-31$4,855,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,940
Total interest from all sources2021-12-31$10,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$322,320
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$7,196
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$154,842
Assets. Loans (other than to participants) at beginning of year2021-12-31$160,309
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$31,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$50,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$384,231
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,189,529
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,805,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$2,940
Value of interest in pooled separate accounts at end of year2021-12-31$4,731,787
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,353,357
Interest on participant loans2021-12-31$7,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$334,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$335,090
Net investment gain/loss from pooled separate accounts2021-12-31$572,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$482,642
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRASSI & CO.
Accountancy firm EIN2021-12-31113266576
2020 : NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$50,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$892,799
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$270,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$232,677
Expenses. Certain deemed distributions of participant loans2020-12-31$36,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$309,954
Value of total assets at end of year2020-12-31$4,855,952
Value of total assets at beginning of year2020-12-31$4,183,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,609
Total interest from all sources2020-12-31$13,379
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$309,954
Participant contributions at end of year2020-12-31$160,309
Participant contributions at beginning of year2020-12-31$180,900
Participant contributions at end of year2020-12-31$7,196
Participant contributions at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$50,654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$621,892
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,805,298
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,183,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,609
Value of interest in pooled separate accounts at end of year2020-12-31$4,353,357
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,675,610
Interest on participant loans2020-12-31$10,020
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$335,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$326,896
Net investment gain/loss from pooled separate accounts2020-12-31$569,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$232,677
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRASSI & CO.
Accountancy firm EIN2020-12-31113266576
2019 : NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,043,671
Total income from all sources (including contributions)2019-12-31$1,043,671
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$425,818
Total of all expenses incurred2019-12-31$425,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$415,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$415,440
Expenses. Certain deemed distributions of participant loans2019-12-31$7,554
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$354,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$354,463
Value of total assets at end of year2019-12-31$4,183,406
Value of total assets at end of year2019-12-31$4,183,406
Value of total assets at beginning of year2019-12-31$3,565,553
Value of total assets at beginning of year2019-12-31$3,565,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,824
Total interest from all sources2019-12-31$10,588
Total interest from all sources2019-12-31$10,588
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,955
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,955
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,955
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$327,201
Contributions received from participants2019-12-31$327,201
Participant contributions at end of year2019-12-31$180,900
Participant contributions at end of year2019-12-31$180,900
Participant contributions at beginning of year2019-12-31$209,185
Participant contributions at beginning of year2019-12-31$209,185
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$147
Participant contributions at beginning of year2019-12-31$147
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,262
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$617,853
Value of net income/loss2019-12-31$617,853
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,183,406
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,183,406
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,565,553
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,565,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,824
Investment advisory and management fees2019-12-31$2,824
Value of interest in pooled separate accounts at end of year2019-12-31$3,675,610
Value of interest in pooled separate accounts at end of year2019-12-31$3,675,610
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,179,057
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,179,057
Interest on participant loans2019-12-31$10,588
Interest on participant loans2019-12-31$10,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$326,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$326,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$177,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$177,164
Net investment gain/loss from pooled separate accounts2019-12-31$675,665
Net investment gain/loss from pooled separate accounts2019-12-31$675,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$415,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$415,440
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRASSI & CO.
Accountancy firm EIN2019-12-31113266576
Accountancy firm EIN2019-12-31113266576
2018 : NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2018 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$171,617
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$279,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$271,653
Expenses. Certain deemed distributions of participant loans2018-12-31$1,252
Value of total corrective distributions2018-12-31$4,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$369,753
Value of total assets at end of year2018-12-31$3,565,553
Value of total assets at beginning of year2018-12-31$3,673,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,240
Total interest from all sources2018-12-31$12,099
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$366,572
Participant contributions at end of year2018-12-31$209,185
Participant contributions at beginning of year2018-12-31$187,263
Participant contributions at end of year2018-12-31$147
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-107,632
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,565,553
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,673,185
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$2,240
Value of interest in pooled separate accounts at end of year2018-12-31$3,179,057
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,319,959
Interest on participant loans2018-12-31$10,370
Interest earned on other investments2018-12-31$1,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$177,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$165,963
Net investment gain/loss from pooled separate accounts2018-12-31$-210,235
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$271,653
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31GRASSI & CO.
Accountancy firm EIN2018-12-31113266576
2017 : NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2017 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$821,768
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$370,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$364,414
Value of total corrective distributions2017-12-31$3,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$333,987
Value of total assets at end of year2017-12-31$3,673,185
Value of total assets at beginning of year2017-12-31$3,221,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,990
Total interest from all sources2017-12-31$8,336
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$333,987
Participant contributions at end of year2017-12-31$187,263
Participant contributions at beginning of year2017-12-31$94,256
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
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$451,692
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,673,185
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,221,493
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
Value of interest in pooled separate accounts at end of year2017-12-31$3,319,959
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,772,366
Interest on participant loans2017-12-31$5,112
Interest earned on other investments2017-12-31$3,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$165,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$354,871
Net investment gain/loss from pooled separate accounts2017-12-31$479,445
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$364,414
Contract administrator fees2017-12-31$1,990
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31GRASSI & CO.
Accountancy firm EIN2017-12-31113266576
2016 : NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2016 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$590,561
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$86,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$84,116
Expenses. Certain deemed distributions of participant loans2016-12-31$1,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$350,385
Value of total assets at end of year2016-12-31$3,221,493
Value of total assets at beginning of year2016-12-31$2,717,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,125
Total interest from all sources2016-12-31$7,277
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$290,261
Participant contributions at end of year2016-12-31$94,256
Participant contributions at beginning of year2016-12-31$51,977
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$4,937
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$60,124
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$504,152
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,221,493
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,717,341
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$2,772,366
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,315,268
Interest on participant loans2016-12-31$3,599
Interest earned on other investments2016-12-31$3,678
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$354,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$345,159
Net investment gain/loss from pooled separate accounts2016-12-31$232,899
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$84,116
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$1,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
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 name2016-12-31GRASSI & CO.
Accountancy firm EIN2016-12-31113266576
2015 : NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2015 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$233,520
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$55,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$41,631
Expenses. Certain deemed distributions of participant loans2015-12-31$13,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$257,726
Value of total assets at end of year2015-12-31$2,717,341
Value of total assets at beginning of year2015-12-31$2,539,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$855
Total interest from all sources2015-12-31$2,325
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$257,726
Participant contributions at end of year2015-12-31$51,977
Participant contributions at beginning of year2015-12-31$61,587
Participant contributions at end of year2015-12-31$4,937
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
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$177,751
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,717,341
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,539,590
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$2,315,268
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,141,527
Interest on participant loans2015-12-31$2,325
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$345,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$336,476
Net investment gain/loss from pooled separate accounts2015-12-31$-26,531
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$41,631
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$855
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
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 name2015-12-31GRASSI & CO.
Accountancy firm EIN2015-12-31113266576
2014 : NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$87
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$359,131
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$73,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$72,427
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$235,747
Value of total assets at end of year2014-12-31$2,539,590
Value of total assets at beginning of year2014-12-31$2,254,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,452
Total interest from all sources2014-12-31$12,479
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$227,729
Participant contributions at end of year2014-12-31$61,587
Participant contributions at beginning of year2014-12-31$89,750
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,018
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$1,452
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$285,252
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,539,590
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,254,251
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$2,141,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,830,997
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$2,430
Interest earned on other investments2014-12-31$10,049
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$336,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$333,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$110,905
Net investment gain or loss from common/collective trusts2014-12-31$0
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$72,427
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
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 name2014-12-31GRASSI & CO.
Accountancy firm EIN2014-12-31113266576
2013 : NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$538,156
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$346,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$345,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$224,909
Value of total assets at end of year2013-12-31$2,254,251
Value of total assets at beginning of year2013-12-31$2,062,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$976
Total interest from all sources2013-12-31$11,906
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$224,909
Participant contributions at end of year2013-12-31$89,750
Participant contributions at beginning of year2013-12-31$63,986
Administrative expenses (other) incurred2013-12-31$976
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$191,799
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,254,251
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,062,452
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$1,830,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,684,952
Interest on participant loans2013-12-31$2,367
Interest earned on other investments2013-12-31$9,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$333,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$313,514
Net investment gain/loss from pooled separate accounts2013-12-31$301,341
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$345,381
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 name2013-12-31GRASSI & CO. CPA, P.C.
Accountancy firm EIN2013-12-31113266576
2012 : NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2012 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$452,475
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$217,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$200,726
Expenses. Certain deemed distributions of participant loans2012-12-31$16,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$247,917
Value of total assets at end of year2012-12-31$2,066,962
Value of total assets at beginning of year2012-12-31$1,832,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$716
Total interest from all sources2012-12-31$12,147
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
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$235,100
Participant contributions at end of year2012-12-31$63,986
Participant contributions at beginning of year2012-12-31$73,329
Participant contributions at end of year2012-12-31$4,510
Participant contributions at beginning of year2012-12-31$6,830
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,817
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$234,856
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,066,962
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,832,106
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
Investment advisory and management fees2012-12-31$716
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,684,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,408,757
Interest on participant loans2012-12-31$2,503
Interest earned on other investments2012-12-31$9,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$313,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$343,190
Net investment gain/loss from pooled separate accounts2012-12-31$192,411
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$200,726
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2012-12-31131577780
2011 : NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$203,023
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$89,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$80,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$203,950
Value of total assets at end of year2011-12-31$1,832,106
Value of total assets at beginning of year2011-12-31$1,718,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,720
Total interest from all sources2011-12-31$5,290
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$12,172
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$12,172
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$203,950
Participant contributions at end of year2011-12-31$73,329
Participant contributions at beginning of year2011-12-31$60,674
Participant contributions at end of year2011-12-31$6,830
Participant contributions at beginning of year2011-12-31$6,291
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$804
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$113,145
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,832,106
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,718,961
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
Investment advisory and management fees2011-12-31$9,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,408,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,302,779
Interest on participant loans2011-12-31$3,049
Interest earned on other investments2011-12-31$2,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$343,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$348,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-62,225
Net investment gain/loss from pooled separate accounts2011-12-31$43,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$80,158
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2011-12-31131577780
2010 : NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$378,707
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$245,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$232,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$202,747
Value of total assets at end of year2010-12-31$1,718,961
Value of total assets at beginning of year2010-12-31$1,586,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,173
Total interest from all sources2010-12-31$2,110
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$202,747
Participant contributions at end of year2010-12-31$60,674
Participant contributions at beginning of year2010-12-31$33,734
Participant contributions at end of year2010-12-31$6,291
Participant contributions at beginning of year2010-12-31$4,101
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$349
Administrative expenses (other) incurred2010-12-31$740
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$132,752
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,718,961
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,586,209
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
Investment advisory and management fees2010-12-31$12,433
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,302,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,033,904
Interest on participant loans2010-12-31$2,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$348,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$514,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$173,850
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$232,782
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
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 name2010-12-31GOLDSTEIN KARLEWICZ GOLDSTEIN CPA S
Accountancy firm EIN2010-12-31133692922

Form 5500 Responses for NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES

2022: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2017 form 5500 responses
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2016 form 5500 responses
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2015 form 5500 responses
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2014 form 5500 responses
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2013 form 5500 responses
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
2012: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2012 form 5500 responses
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 planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number813805
Policy instance 1
Insurance contract or identification number813805
Number of Individuals Covered96
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $10,867
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,867
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISION
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number813805
Policy instance 1
Insurance contract or identification number813805
Number of Individuals Covered92
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $12,024
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,024
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISION
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number813805
Policy instance 1
Insurance contract or identification number813805
Number of Individuals Covered99
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $9,905
Total amount of fees paid to insurance companyUSD $1,939
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $9,905
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number813805
Policy instance 1
Insurance contract or identification number813805
Number of Individuals Covered103
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,260
Total amount of fees paid to insurance companyUSD $1,824
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $9,260
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number813805
Policy instance 1
Insurance contract or identification number813805
Number of Individuals Covered113
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,090
Total amount of fees paid to insurance companyUSD $1,822
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $9,090
Insurance broker organization code?3
Amount paid for insurance broker fees1822
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number813805
Policy instance 1
Insurance contract or identification number813805
Number of Individuals Covered109
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,601
Total amount of fees paid to insurance companyUSD $1,677
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $8,601
Insurance broker organization code?3
Amount paid for insurance broker fees1677
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameASSOCIATED PENSION CONSULTANTS INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number813805
Policy instance 1
Insurance contract or identification number813805
Number of Individuals Covered96
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $25,976
Total amount of fees paid to insurance companyUSD $8,965
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $25,976
Insurance broker organization code?3
Amount paid for insurance broker fees8965
Additional information about fees paid to insurance brokerTPA ALLIANCE PROGRAM
Insurance broker nameASSOCIATED PENSION CONSULTANTS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827750
Policy instance 1
Insurance contract or identification numberGA-827750
Number of Individuals Covered90
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,485
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $4,485
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY, LL
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827750
Policy instance 1
Insurance contract or identification numberGA-827750
Number of Individuals Covered91
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,011
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $4,011
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827750
Policy instance 1
Insurance contract or identification numberGA-827750
Number of Individuals Covered112
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,978
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $2,978
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827750
Policy instance 1
Insurance contract or identification numberGA-827750
Number of Individuals Covered87
Insurance policy start date2011-10-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $25,710
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPW0HE31
Policy instance 2
Insurance contract or identification numberGAPW0HE31
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-10-14
Total amount of commissions paid to insurance brokerUSD $1,078
Total amount of fees paid to insurance companyUSD $269
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPW0HE31
Policy instance 1
Insurance contract or identification numberGAPW0HE31
Number of Individuals Covered80
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $990
Total amount of fees paid to insurance companyUSD $248
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees248
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $990
Insurance broker nameSENTINEL SECURITIES, INC.

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