PETER GREENBERG has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PETER GREENBERG RETIREMENT PLAN
Measure | Date | Value |
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2022: PETER GREENBERG RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 2 |
Total participants | 2022-01-01 | 2 |
Number of participants with account balances | 2022-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: PETER GREENBERG RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 2 |
Number of participants with account balances | 2021-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PETER GREENBERG RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PETER GREENBERG RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PETER GREENBERG RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 2 |
Number of participants with account balances | 2018-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: PETER GREENBERG RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PETER GREENBERG RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PETER GREENBERG RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
2014: PETER GREENBERG RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
2013: PETER GREENBERG RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
2012: PETER GREENBERG RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
2011: PETER GREENBERG RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
2010: PETER GREENBERG RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 2 |
Number of participants with account balances | 2010-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: PETER GREENBERG RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : PETER GREENBERG RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-812,312 |
Expenses. Total of all expenses incurred | 2022-12-31 | $199,900 |
Benefits paid (including direct rollovers) | 2022-12-31 | $199,900 |
Total plan assets at end of year | 2022-12-31 | $2,951,227 |
Total plan assets at beginning of year | 2022-12-31 | $3,963,439 |
Value of fidelity bond covering the plan | 2022-12-31 | $190,000 |
Other income received | 2022-12-31 | $-824,312 |
Net income (gross income less expenses) | 2022-12-31 | $-1,012,212 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,951,227 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,963,439 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $1,301 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $12,000 |
2021 : PETER GREENBERG RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $576,663 |
Expenses. Total of all expenses incurred | 2021-12-31 | $100,000 |
Benefits paid (including direct rollovers) | 2021-12-31 | $100,000 |
Total plan assets at end of year | 2021-12-31 | $3,963,439 |
Total plan assets at beginning of year | 2021-12-31 | $3,486,776 |
Value of fidelity bond covering the plan | 2021-12-31 | $190,000 |
Other income received | 2021-12-31 | $530,069 |
Net income (gross income less expenses) | 2021-12-31 | $476,663 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,963,439 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,486,776 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $1,413 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $46,594 |
2020 : PETER GREENBERG RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $554,793 |
Expenses. Total of all expenses incurred | 2020-12-31 | $100,000 |
Benefits paid (including direct rollovers) | 2020-12-31 | $100,000 |
Total plan assets at end of year | 2020-12-31 | $3,486,776 |
Total plan assets at beginning of year | 2020-12-31 | $3,031,983 |
Value of fidelity bond covering the plan | 2020-12-31 | $348,700 |
Other income received | 2020-12-31 | $511,773 |
Net income (gross income less expenses) | 2020-12-31 | $454,793 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,486,776 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,031,983 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $1,547 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $43,020 |
2019 : PETER GREENBERG RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $605,856 |
Expenses. Total of all expenses incurred | 2019-12-31 | $102,074 |
Benefits paid (including direct rollovers) | 2019-12-31 | $102,074 |
Total plan assets at end of year | 2019-12-31 | $3,031,983 |
Total plan assets at beginning of year | 2019-12-31 | $2,528,201 |
Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
Other income received | 2019-12-31 | $566,574 |
Net income (gross income less expenses) | 2019-12-31 | $503,782 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,031,983 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,528,201 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $37,801 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $39,282 |
2018 : PETER GREENBERG RETIREMENT PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-97,404 |
Expenses. Total of all expenses incurred | 2018-12-31 | $127,870 |
Benefits paid (including direct rollovers) | 2018-12-31 | $127,870 |
Total plan assets at end of year | 2018-12-31 | $2,528,201 |
Total plan assets at beginning of year | 2018-12-31 | $2,753,475 |
Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
Other income received | 2018-12-31 | $-134,078 |
Net income (gross income less expenses) | 2018-12-31 | $-225,274 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,528,201 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,753,475 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $1,020 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $36,674 |
2017 : PETER GREENBERG RETIREMENT PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $467,796 |
Expenses. Total of all expenses incurred | 2017-12-31 | $179,577 |
Benefits paid (including direct rollovers) | 2017-12-31 | $179,577 |
Total plan assets at end of year | 2017-12-31 | $2,753,475 |
Total plan assets at beginning of year | 2017-12-31 | $2,465,256 |
Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
Other income received | 2017-12-31 | $420,952 |
Net income (gross income less expenses) | 2017-12-31 | $288,219 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,753,475 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,465,256 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $57 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $46,844 |
2016 : PETER GREENBERG RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $109,348 |
Expenses. Total of all expenses incurred | 2016-12-31 | $102,000 |
Benefits paid (including direct rollovers) | 2016-12-31 | $102,000 |
Total plan assets at end of year | 2016-12-31 | $2,465,256 |
Total plan assets at beginning of year | 2016-12-31 | $2,457,908 |
Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
Other income received | 2016-12-31 | $64,989 |
Net income (gross income less expenses) | 2016-12-31 | $7,348 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,465,256 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,457,908 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $3,497 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $44,359 |
2015 : PETER GREENBERG RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $75,086 |
Expenses. Total of all expenses incurred | 2015-12-31 | $145,000 |
Benefits paid (including direct rollovers) | 2015-12-31 | $145,000 |
Total plan assets at end of year | 2015-12-31 | $2,457,908 |
Total plan assets at beginning of year | 2015-12-31 | $2,527,822 |
Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
Other income received | 2015-12-31 | $14,359 |
Net income (gross income less expenses) | 2015-12-31 | $-69,914 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,457,908 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,527,822 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $74 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $60,727 |
2014 : PETER GREENBERG RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $137,454 |
Expenses. Total of all expenses incurred | 2014-12-31 | $150,000 |
Benefits paid (including direct rollovers) | 2014-12-31 | $150,000 |
Total plan assets at end of year | 2014-12-31 | $2,527,822 |
Total plan assets at beginning of year | 2014-12-31 | $2,540,368 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Other income received | 2014-12-31 | $102,481 |
Net income (gross income less expenses) | 2014-12-31 | $-12,546 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,527,822 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,540,368 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $2,003 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $34,973 |
2013 : PETER GREENBERG RETIREMENT PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $14,504 |
Total income from all sources | 2013-12-31 | $499,531 |
Expenses. Total of all expenses incurred | 2013-12-31 | $100,000 |
Benefits paid (including direct rollovers) | 2013-12-31 | $100,000 |
Total plan assets at end of year | 2013-12-31 | $2,540,368 |
Total plan assets at beginning of year | 2013-12-31 | $2,155,341 |
Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
Other income received | 2013-12-31 | $450,054 |
Net income (gross income less expenses) | 2013-12-31 | $399,531 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,540,368 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,140,837 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $1,596 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $49,477 |
2012 : PETER GREENBERG RETIREMENT PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $14,504 |
Total income from all sources | 2012-12-31 | $317,837 |
Expenses. Total of all expenses incurred | 2012-12-31 | $99,997 |
Benefits paid (including direct rollovers) | 2012-12-31 | $99,997 |
Total plan assets at end of year | 2012-12-31 | $2,155,341 |
Total plan assets at beginning of year | 2012-12-31 | $1,922,997 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Other income received | 2012-12-31 | $270,341 |
Net income (gross income less expenses) | 2012-12-31 | $217,840 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,140,837 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,922,997 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $1,780 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $47,496 |
2011 : PETER GREENBERG RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-23,684 |
Expenses. Total of all expenses incurred | 2011-12-31 | $100,000 |
Benefits paid (including direct rollovers) | 2011-12-31 | $100,000 |
Total plan assets at end of year | 2011-12-31 | $1,922,997 |
Total plan assets at beginning of year | 2011-12-31 | $2,046,681 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Other income received | 2011-12-31 | $-84,686 |
Net income (gross income less expenses) | 2011-12-31 | $-123,684 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,922,997 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,046,681 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $-16,700 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $61,002 |
2010 : PETER GREENBERG RETIREMENT PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $319,224 |
Expenses. Total of all expenses incurred | 2010-12-31 | $175,500 |
Benefits paid (including direct rollovers) | 2010-12-31 | $175,500 |
Total plan assets at end of year | 2010-12-31 | $2,046,681 |
Total plan assets at beginning of year | 2010-12-31 | $1,902,957 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Other income received | 2010-12-31 | $264,197 |
Net income (gross income less expenses) | 2010-12-31 | $143,724 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,046,681 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,902,957 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $-17,970 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $55,027 |
2022: PETER GREENBERG RETIREMENT PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PETER GREENBERG RETIREMENT PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PETER GREENBERG RETIREMENT PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PETER GREENBERG RETIREMENT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PETER GREENBERG RETIREMENT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PETER GREENBERG RETIREMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PETER GREENBERG RETIREMENT PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PETER GREENBERG RETIREMENT PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PETER GREENBERG RETIREMENT PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PETER GREENBERG RETIREMENT PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PETER GREENBERG RETIREMENT PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PETER GREENBERG RETIREMENT PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: PETER GREENBERG RETIREMENT PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PETER GREENBERG RETIREMENT PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | TRN44851775 |
Policy instance | 1 |
Insurance contract or identification number | TRN44851775 | Number of Individuals Covered | 1 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $495 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $89 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 2107333 |
Policy instance | 2 |
Insurance contract or identification number | 2107333 | Number of Individuals Covered | 1 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $900 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $400 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | TRN44851775 |
Policy instance | 1 |
Insurance contract or identification number | TRN44851775 | Number of Individuals Covered | 1 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $468 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $84 | Insurance broker organization code? | 3 |
|
MASS MUTUAL (National Association of Insurance Commissioners NAIC id number: 65693 ) |
Policy contract number | TRN44851775 |
Policy instance | 1 |
Insurance contract or identification number | TRN44851775 | Number of Individuals Covered | 2 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2021-01-01 | Total amount of commissions paid to insurance broker | USD $468 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $84 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 2107333 |
Policy instance | 2 |
Insurance contract or identification number | 2107333 | Number of Individuals Covered | 1 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2021-01-01 | Total amount of commissions paid to insurance broker | USD $900 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $400 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 2107333 |
Policy instance | 1 |
Insurance contract or identification number | 2107333 | Number of Individuals Covered | 1 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $900 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $500 | Insurance broker organization code? | 3 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | EVN46022620ETC |
Policy instance | 2 |
Insurance contract or identification number | EVN46022620ETC | Number of Individuals Covered | 2 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $471 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $387 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 0 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | EVN46022620 ETC |
Policy instance | 1 |
Insurance contract or identification number | EVN46022620 ETC | Number of Individuals Covered | 2 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $478 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $67 | Insurance broker organization code? | 3 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 2107333 |
Policy instance | 2 |
Insurance contract or identification number | 2107333 | Number of Individuals Covered | 1 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $1,100 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $600 | Insurance broker organization code? | 3 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | EVN46022620,ETC |
Policy instance | 1 |
Insurance contract or identification number | EVN46022620,ETC | Number of Individuals Covered | 2 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $570 | Total amount of fees paid to insurance company | USD $8 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $67 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 0 | Insurance broker name | MICHAEL BOOK |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 2107333 |
Policy instance | 2 |
Insurance contract or identification number | 2107333 | Number of Individuals Covered | 1 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $1,100 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $600 | Insurance broker organization code? | 3 | Insurance broker name | HOWARD |
|
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
Policy contract number | GIO52497 |
Policy instance | 3 |
Insurance contract or identification number | GIO52497 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 2107333 |
Policy instance | 1 |
Insurance contract or identification number | 2107333 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,100 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $600 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | HOWARD COWAN |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 10001405 |
Policy instance | 2 |
Insurance contract or identification number | 10001405 | Number of Individuals Covered | 2 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,495 | Total amount of fees paid to insurance company | USD $82 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $17 | Amount paid for insurance broker fees | 82 | Additional information about fees paid to insurance broker | SERVICE | Insurance broker organization code? | 3 | Insurance broker name | PETER GREENBERG |
|
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
Policy contract number | G1052497 |
Policy instance | 3 |
Insurance contract or identification number | G1052497 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | S4E10001405 |
Policy instance | 2 |
Insurance contract or identification number | S4E10001405 | Number of Individuals Covered | 2 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $84 | Total amount of fees paid to insurance company | USD $852 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $84 | Amount paid for insurance broker fees | 852 | Insurance broker organization code? | 3 | Insurance broker name | MICHAEL BOOK |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 2107333 |
Policy instance | 1 |
Insurance contract or identification number | 2107333 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $500 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $500 | Insurance broker name | HOWARD COWAN |
|
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
Policy contract number | G1052497 |
Policy instance | 3 |
Insurance contract or identification number | G1052497 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 21073333 |
Policy instance | 2 |
Insurance contract or identification number | 21073333 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $500 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $500 | Insurance broker organization code? | 3 | Insurance broker name | HOWARD COWAN |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | EVN46022620 |
Policy instance | 1 |
Insurance contract or identification number | EVN46022620 | Number of Individuals Covered | 2 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $84 | Total amount of fees paid to insurance company | USD $566 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $84 | Amount paid for insurance broker fees | 566 | Additional information about fees paid to insurance broker | COMMISSION | Insurance broker organization code? | 3 | Insurance broker name | MICHAEL A BLOCK |
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LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
Policy contract number | G1052497 |
Policy instance | 1 |
Insurance contract or identification number | G1052497 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 21073333 |
Policy instance | 3 |
Insurance contract or identification number | 21073333 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $2,500 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,500 | Insurance broker organization code? | 3 | Insurance broker name | HOWARD COWAN |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | TRN44851775 |
Policy instance | 2 |
Insurance contract or identification number | TRN44851775 | Number of Individuals Covered | 2 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,535 | Total amount of fees paid to insurance company | USD $1,824 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,535 | Amount paid for insurance broker fees | 1824 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 | Insurance broker name | MICHAEL BOOK |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 21073333 |
Policy instance | 3 |
Insurance contract or identification number | 21073333 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $500 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | TRN44851775 |
Policy instance | 2 |
Insurance contract or identification number | TRN44851775 | Number of Individuals Covered | 2 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2011-01-01 | Total amount of commissions paid to insurance broker | USD $2,249 | Total amount of fees paid to insurance company | USD $15,172 | Are there contracts with allocated funds for individual policies? | Yes |
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LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
Policy contract number | G1052497 |
Policy instance | 1 |
Insurance contract or identification number | G1052497 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 |
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LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
Policy contract number | G1052497 |
Policy instance | 2 |
Insurance contract or identification number | G1052497 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 21073333 |
Policy instance | 1 |
Insurance contract or identification number | 21073333 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $599 | Total amount of fees paid to insurance company | USD $0 | Insurance broker name | HOWARD B COWAN |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | TRN44851775 |
Policy instance | 3 |
Insurance contract or identification number | TRN44851775 | Number of Individuals Covered | 2 | Insurance policy start date | 2010-10-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $703 | Total amount of fees paid to insurance company | USD $313 | Are there contracts with allocated funds for individual policies? | Yes | Insurance broker name | HOWARD COWAN |
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