?>
Logo

DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 401k Plan overview

Plan NameDISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604
Plan identification number 501

DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES C/O AMALGAMATED EMP BENEFITS ADMIN. has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES C/O AMALGAMATED EMP BENEFITS ADMIN.
Employer identification number (EIN):133449870
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-09-01LARRY MAGARIK2022-11-08
5012020-09-01LARRY MAGARIK2022-04-04
5012019-09-01LARRY MAGARIK2021-04-20
5012018-09-01LARRY MAGARIK2020-04-26
5012017-09-01
5012016-09-01
5012015-09-01
5012014-09-01
5012013-09-01
5012012-09-01LARRY MAGARIK
5012011-09-01LARRY MAGARIK
5012010-09-01LARRY MAGARIK
5012009-09-01LARRY MAGARIK

Plan Statistics for DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604

401k plan membership statisitcs for DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604

Measure Date Value
2021: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2021 401k membership
Total participants, beginning-of-year2021-09-0123
Total number of active participants reported on line 7a of the Form 55002021-09-0120
Total of all active and inactive participants2021-09-0120
Number of employers contributing to the scheme2021-09-012
2020: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2020 401k membership
Total participants, beginning-of-year2020-09-0122
Total number of active participants reported on line 7a of the Form 55002020-09-0123
Total of all active and inactive participants2020-09-0123
Number of employers contributing to the scheme2020-09-012
2019: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2019 401k membership
Total participants, beginning-of-year2019-09-0124
Total number of active participants reported on line 7a of the Form 55002019-09-0122
Total of all active and inactive participants2019-09-0122
Number of employers contributing to the scheme2019-09-012
2018: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2018 401k membership
Total participants, beginning-of-year2018-09-0124
Total number of active participants reported on line 7a of the Form 55002018-09-0124
Total of all active and inactive participants2018-09-0124
Number of employers contributing to the scheme2018-09-012
2017: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2017 401k membership
Total participants, beginning-of-year2017-09-0136
Total number of active participants reported on line 7a of the Form 55002017-09-0124
Total of all active and inactive participants2017-09-0124
Number of employers contributing to the scheme2017-09-013
2016: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2016 401k membership
Total participants, beginning-of-year2016-09-0130
Total number of active participants reported on line 7a of the Form 55002016-09-0136
Total of all active and inactive participants2016-09-0136
Number of employers contributing to the scheme2016-09-013
2015: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2015 401k membership
Total participants, beginning-of-year2015-09-0132
Total number of active participants reported on line 7a of the Form 55002015-09-0130
Total of all active and inactive participants2015-09-0130
Number of employers contributing to the scheme2015-09-014
2014: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2014 401k membership
Total participants, beginning-of-year2014-09-0188
Total number of active participants reported on line 7a of the Form 55002014-09-0132
Total of all active and inactive participants2014-09-0132
Number of employers contributing to the scheme2014-09-014
2013: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2013 401k membership
Total participants, beginning-of-year2013-09-0176
Total number of active participants reported on line 7a of the Form 55002013-09-0188
Total of all active and inactive participants2013-09-0188
Number of employers contributing to the scheme2013-09-016
2012: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2012 401k membership
Total participants, beginning-of-year2012-09-01100
Total number of active participants reported on line 7a of the Form 55002012-09-0176
Total of all active and inactive participants2012-09-0176
Number of employers contributing to the scheme2012-09-016
2011: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2011 401k membership
Total participants, beginning-of-year2011-09-0182
Total number of active participants reported on line 7a of the Form 55002011-09-01100
Total of all active and inactive participants2011-09-01100
Number of employers contributing to the scheme2011-09-017
2010: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2010 401k membership
Total participants, beginning-of-year2010-09-0187
Total number of active participants reported on line 7a of the Form 55002010-09-0182
Total of all active and inactive participants2010-09-0182
Number of employers contributing to the scheme2010-09-018
2009: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2009 401k membership
Total participants, beginning-of-year2009-09-01126
Total number of active participants reported on line 7a of the Form 55002009-09-0187
Total of all active and inactive participants2009-09-0187
Number of employers contributing to the scheme2009-09-0110

Financial Data on DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604

Measure Date Value
2022 : DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2022 401k financial data
Total plan liabilities at end of year2022-08-31$19,122
Total plan liabilities at beginning of year2022-08-31$21,364
Total income from all sources2022-08-31$-144,859
Expenses. Total of all expenses incurred2022-08-31$449,803
Benefits paid (including direct rollovers)2022-08-31$355,075
Total plan assets at end of year2022-08-31$3,638,134
Total plan assets at beginning of year2022-08-31$4,235,038
Value of fidelity bond covering the plan2022-08-31$500,000
Expenses. Other expenses not covered elsewhere2022-08-31$5,195
Other income received2022-08-31$-338,206
Net income (gross income less expenses)2022-08-31$-594,662
Net plan assets at end of year (total assets less liabilities)2022-08-31$3,619,012
Net plan assets at beginning of year (total assets less liabilities)2022-08-31$4,213,674
Total contributions received or receivable from employer(s)2022-08-31$193,347
Expenses. Administrative service providers (salaries,fees and commissions)2022-08-31$89,533
2021 : DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2021 401k financial data
Total plan liabilities at end of year2021-08-31$21,364
Total plan liabilities at beginning of year2021-08-31$42,601
Total income from all sources2021-08-31$520,648
Expenses. Total of all expenses incurred2021-08-31$457,470
Benefits paid (including direct rollovers)2021-08-31$377,334
Total plan assets at end of year2021-08-31$4,235,038
Total plan assets at beginning of year2021-08-31$4,193,097
Value of fidelity bond covering the plan2021-08-31$500,000
Expenses. Other expenses not covered elsewhere2021-08-31$4,529
Other income received2021-08-31$314,948
Net income (gross income less expenses)2021-08-31$63,178
Net plan assets at end of year (total assets less liabilities)2021-08-31$4,213,674
Net plan assets at beginning of year (total assets less liabilities)2021-08-31$4,150,496
Total contributions received or receivable from employer(s)2021-08-31$205,700
Expenses. Administrative service providers (salaries,fees and commissions)2021-08-31$75,607
2020 : DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2020 401k financial data
Total plan liabilities at end of year2020-08-31$42,601
Total plan liabilities at beginning of year2020-08-31$28,466
Total income from all sources2020-08-31$594,893
Expenses. Total of all expenses incurred2020-08-31$455,494
Benefits paid (including direct rollovers)2020-08-31$362,238
Total plan assets at end of year2020-08-31$4,193,097
Total plan assets at beginning of year2020-08-31$4,039,563
Value of fidelity bond covering the plan2020-08-31$500,000
Total contributions received or receivable from participants2020-08-31$6,376
Expenses. Other expenses not covered elsewhere2020-08-31$4,725
Other income received2020-08-31$366,720
Net income (gross income less expenses)2020-08-31$139,399
Net plan assets at end of year (total assets less liabilities)2020-08-31$4,150,496
Net plan assets at beginning of year (total assets less liabilities)2020-08-31$4,011,097
Total contributions received or receivable from employer(s)2020-08-31$221,797
Expenses. Administrative service providers (salaries,fees and commissions)2020-08-31$88,531
2019 : DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2019 401k financial data
Total plan liabilities at end of year2019-08-31$28,466
Total plan liabilities at beginning of year2019-08-31$15,958
Total income from all sources2019-08-31$417,632
Expenses. Total of all expenses incurred2019-08-31$496,569
Benefits paid (including direct rollovers)2019-08-31$388,756
Total plan assets at end of year2019-08-31$4,039,563
Total plan assets at beginning of year2019-08-31$4,105,992
Value of fidelity bond covering the plan2019-08-31$500,000
Expenses. Other expenses not covered elsewhere2019-08-31$2,010
Other income received2019-08-31$197,475
Net income (gross income less expenses)2019-08-31$-78,937
Net plan assets at end of year (total assets less liabilities)2019-08-31$4,011,097
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$4,090,034
Total contributions received or receivable from employer(s)2019-08-31$220,157
Expenses. Administrative service providers (salaries,fees and commissions)2019-08-31$105,803
2018 : DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2018 401k financial data
Total plan liabilities at end of year2018-08-31$15,958
Total plan liabilities at beginning of year2018-08-31$16,153
Total income from all sources2018-08-31$504,911
Expenses. Total of all expenses incurred2018-08-31$513,062
Benefits paid (including direct rollovers)2018-08-31$435,595
Total plan assets at end of year2018-08-31$4,105,992
Total plan assets at beginning of year2018-08-31$4,114,338
Value of fidelity bond covering the plan2018-08-31$300,000
Expenses. Other expenses not covered elsewhere2018-08-31$3,369
Other income received2018-08-31$202,086
Net income (gross income less expenses)2018-08-31$-8,151
Net plan assets at end of year (total assets less liabilities)2018-08-31$4,090,034
Net plan assets at beginning of year (total assets less liabilities)2018-08-31$4,098,185
Total contributions received or receivable from employer(s)2018-08-31$302,825
Expenses. Administrative service providers (salaries,fees and commissions)2018-08-31$74,098
2017 : DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2017 401k financial data
Total plan liabilities at end of year2017-08-31$16,153
Total plan liabilities at beginning of year2017-08-31$20,211
Total income from all sources2017-08-31$429,561
Expenses. Total of all expenses incurred2017-08-31$475,739
Benefits paid (including direct rollovers)2017-08-31$395,636
Total plan assets at end of year2017-08-31$4,114,338
Total plan assets at beginning of year2017-08-31$4,164,574
Value of fidelity bond covering the plan2017-08-31$300,000
Expenses. Other expenses not covered elsewhere2017-08-31$4,503
Other income received2017-08-31$188,311
Net income (gross income less expenses)2017-08-31$-46,178
Net plan assets at end of year (total assets less liabilities)2017-08-31$4,098,185
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$4,144,363
Total contributions received or receivable from employer(s)2017-08-31$241,250
Expenses. Administrative service providers (salaries,fees and commissions)2017-08-31$75,600
2016 : DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2016 401k financial data
Total plan liabilities at end of year2016-08-31$20,211
Total plan liabilities at beginning of year2016-08-31$26,372
Total income from all sources2016-08-31$418,939
Expenses. Total of all expenses incurred2016-08-31$433,717
Benefits paid (including direct rollovers)2016-08-31$335,024
Total plan assets at end of year2016-08-31$4,164,574
Total plan assets at beginning of year2016-08-31$4,185,513
Value of fidelity bond covering the plan2016-08-31$300,000
Expenses. Other expenses not covered elsewhere2016-08-31$4,983
Other income received2016-08-31$244,549
Net income (gross income less expenses)2016-08-31$-14,778
Net plan assets at end of year (total assets less liabilities)2016-08-31$4,144,363
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$4,159,141
Total contributions received or receivable from employer(s)2016-08-31$174,390
Expenses. Administrative service providers (salaries,fees and commissions)2016-08-31$93,710
2015 : DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2015 401k financial data
Total plan liabilities at end of year2015-08-31$26,372
Total plan liabilities at beginning of year2015-08-31$12,304
Total income from all sources2015-08-31$469,714
Expenses. Total of all expenses incurred2015-08-31$379,671
Benefits paid (including direct rollovers)2015-08-31$238,957
Total plan assets at end of year2015-08-31$4,185,513
Total plan assets at beginning of year2015-08-31$4,081,402
Value of fidelity bond covering the plan2015-08-31$300,000
Expenses. Other expenses not covered elsewhere2015-08-31$24,885
Other income received2015-08-31$38,207
Net income (gross income less expenses)2015-08-31$90,043
Net plan assets at end of year (total assets less liabilities)2015-08-31$4,159,141
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$4,069,098
Total contributions received or receivable from employer(s)2015-08-31$431,507
Expenses. Administrative service providers (salaries,fees and commissions)2015-08-31$115,829
2014 : DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-08-31$-10,103
Total unrealized appreciation/depreciation of assets2014-08-31$-10,103
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$12,304
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$12,481
Total income from all sources (including contributions)2014-08-31$864,439
Total loss/gain on sale of assets2014-08-31$8,241
Total of all expenses incurred2014-08-31$556,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$385,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$506,216
Value of total assets at end of year2014-08-31$4,081,402
Value of total assets at beginning of year2014-08-31$3,773,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$171,348
Total interest from all sources2014-08-31$71,291
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$21,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$21,706
Administrative expenses professional fees incurred2014-08-31$61,973
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$300,000
If this is an individual account plan, was there a blackout period2014-08-31No
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-08-31$14,599
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-08-31$14,117
Other income not declared elsewhere2014-08-31$30,225
Administrative expenses (other) incurred2014-08-31$53,699
Liabilities. Value of operating payables at end of year2014-08-31$12,304
Liabilities. Value of operating payables at beginning of year2014-08-31$12,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$307,642
Value of net assets at end of year (total assets less liabilities)2014-08-31$4,069,098
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$3,761,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Investment advisory and management fees2014-08-31$24,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$1,298,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$1,077,497
Income. Interest from US Government securities2014-08-31$65,565
Income. Interest from corporate debt instruments2014-08-31$5,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$113,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-08-31$232,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-08-31$232,025
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$41
Expenses. Payments to insurance carriers foe the provision of benefits2014-08-31$385,449
Asset value of US Government securities at end of year2014-08-31$2,457,699
Asset value of US Government securities at beginning of year2014-08-31$2,183,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$236,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$506,216
Employer contributions (assets) at end of year2014-08-31$99,437
Employer contributions (assets) at beginning of year2014-08-31$150,588
Asset. Corporate debt instrument debt (other) at end of year2014-08-31$96,966
Asset. Corporate debt instrument debt (other) at beginning of year2014-08-31$116,421
Contract administrator fees2014-08-31$31,308
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-08-31No
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Aggregate proceeds on sale of assets2014-08-31$1,229,049
Aggregate carrying amount (costs) on sale of assets2014-08-31$1,220,808
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31No
Opinion of an independent qualified public accountant for this plan2014-08-31Unqualified
Accountancy firm name2014-08-31ARMAO LLP
Accountancy firm EIN2014-08-31462754053
2013 : DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-08-31$-78,631
Total unrealized appreciation/depreciation of assets2013-08-31$-78,631
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$12,481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$13,903
Total income from all sources (including contributions)2013-08-31$621,506
Total loss/gain on sale of assets2013-08-31$-19,588
Total of all expenses incurred2013-08-31$542,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$381,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$428,187
Value of total assets at end of year2013-08-31$3,773,937
Value of total assets at beginning of year2013-08-31$3,696,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$161,094
Total interest from all sources2013-08-31$51,708
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$20,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$20,906
Administrative expenses professional fees incurred2013-08-31$100,496
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$300,000
If this is an individual account plan, was there a blackout period2013-08-31No
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-08-31$333
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$14,117
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$14,684
Other income not declared elsewhere2013-08-31$68,031
Administrative expenses (other) incurred2013-08-31$8,032
Liabilities. Value of operating payables at end of year2013-08-31$12,481
Liabilities. Value of operating payables at beginning of year2013-08-31$13,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$79,300
Value of net assets at end of year (total assets less liabilities)2013-08-31$3,761,456
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$3,682,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Investment advisory and management fees2013-08-31$22,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$1,077,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$946,643
Income. Interest from US Government securities2013-08-31$46,006
Income. Interest from corporate debt instruments2013-08-31$5,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-31$232,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$215,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$215,637
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-31$137
Expenses. Payments to insurance carriers foe the provision of benefits2013-08-31$380,779
Asset value of US Government securities at end of year2013-08-31$2,183,289
Asset value of US Government securities at beginning of year2013-08-31$2,185,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$150,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$428,187
Employer contributions (assets) at end of year2013-08-31$150,588
Employer contributions (assets) at beginning of year2013-08-31$211,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-08-31$116,421
Asset. Corporate debt instrument debt (other) at beginning of year2013-08-31$121,640
Contract administrator fees2013-08-31$29,974
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-08-31No
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Aggregate proceeds on sale of assets2013-08-31$1,039,538
Aggregate carrying amount (costs) on sale of assets2013-08-31$1,059,126
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31No
Opinion of an independent qualified public accountant for this plan2013-08-31Unqualified
Accountancy firm name2013-08-31ARMAO LLP
Accountancy firm EIN2013-08-31462754053
2012 : DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-08-31$-13,998
Total unrealized appreciation/depreciation of assets2012-08-31$-13,998
Total transfer of assets to this plan2012-08-31$207,788
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$13,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$16,676
Total income from all sources (including contributions)2012-08-31$748,238
Total loss/gain on sale of assets2012-08-31$29,429
Total of all expenses incurred2012-08-31$570,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$410,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$462,677
Value of total assets at end of year2012-08-31$3,696,059
Value of total assets at beginning of year2012-08-31$3,313,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$160,769
Total interest from all sources2012-08-31$47,947
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$15,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$15,152
Administrative expenses professional fees incurred2012-08-31$83,478
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$300,000
If this is an individual account plan, was there a blackout period2012-08-31No
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-08-31$14,684
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-08-31$29,108
Other income not declared elsewhere2012-08-31$104,734
Administrative expenses (other) incurred2012-08-31$8,609
Liabilities. Value of operating payables at end of year2012-08-31$13,903
Liabilities. Value of operating payables at beginning of year2012-08-31$16,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$177,359
Value of net assets at end of year (total assets less liabilities)2012-08-31$3,682,156
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$3,297,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Investment advisory and management fees2012-08-31$20,917
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$946,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$585,064
Income. Interest from US Government securities2012-08-31$42,359
Income. Interest from corporate debt instruments2012-08-31$5,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$215,637
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$43,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$43,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-08-31$21
Expenses. Payments to insurance carriers foe the provision of benefits2012-08-31$409,690
Asset value of US Government securities at end of year2012-08-31$2,185,981
Asset value of US Government securities at beginning of year2012-08-31$2,302,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$102,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31Yes
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$462,677
Employer contributions (assets) at end of year2012-08-31$211,474
Employer contributions (assets) at beginning of year2012-08-31$234,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$420
Asset. Corporate debt instrument debt (other) at end of year2012-08-31$121,640
Asset. Corporate debt instrument debt (other) at beginning of year2012-08-31$119,141
Contract administrator fees2012-08-31$47,765
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-08-31No
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Aggregate proceeds on sale of assets2012-08-31$1,127,650
Aggregate carrying amount (costs) on sale of assets2012-08-31$1,098,221
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31No
Opinion of an independent qualified public accountant for this plan2012-08-31Unqualified
Accountancy firm name2012-08-31ARMAO, COSTA & RICCIARDI, CPAS, PC
Accountancy firm EIN2012-08-31113264776
2011 : DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-08-31$36,900
Total unrealized appreciation/depreciation of assets2011-08-31$36,900
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$16,676
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$60,058
Total income from all sources (including contributions)2011-08-31$685,767
Total loss/gain on sale of assets2011-08-31$2,071
Total of all expenses incurred2011-08-31$493,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$272,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$412,808
Value of total assets at end of year2011-08-31$3,313,685
Value of total assets at beginning of year2011-08-31$3,164,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$220,720
Total interest from all sources2011-08-31$55,958
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$12,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$12,440
Administrative expenses professional fees incurred2011-08-31$67,671
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$1,000,000
If this is an individual account plan, was there a blackout period2011-08-31No
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$29,108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-08-31$15,545
Other income not declared elsewhere2011-08-31$74,756
Administrative expenses (other) incurred2011-08-31$101,107
Liabilities. Value of operating payables at end of year2011-08-31$16,676
Liabilities. Value of operating payables at beginning of year2011-08-31$40,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$192,142
Value of net assets at end of year (total assets less liabilities)2011-08-31$3,297,009
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$3,104,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Investment advisory and management fees2011-08-31$24,974
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$585,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$538,853
Income. Interest from US Government securities2011-08-31$50,146
Income. Interest from corporate debt instruments2011-08-31$5,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$43,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$53,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$53,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-08-31$247
Expenses. Payments to insurance carriers foe the provision of benefits2011-08-31$269,872
Asset value of US Government securities at end of year2011-08-31$2,302,876
Asset value of US Government securities at beginning of year2011-08-31$1,921,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$90,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31Yes
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$412,808
Employer contributions (assets) at end of year2011-08-31$234,300
Employer contributions (assets) at beginning of year2011-08-31$515,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$3,033
Asset. Corporate debt instrument debt (other) at end of year2011-08-31$119,141
Asset. Corporate debt instrument debt (other) at beginning of year2011-08-31$120,201
Contract administrator fees2011-08-31$26,968
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-08-31No
Liabilities. Value of benefit claims payable at beginning of year2011-08-31$19,660
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Aggregate proceeds on sale of assets2011-08-31$827,718
Aggregate carrying amount (costs) on sale of assets2011-08-31$825,647
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31No
Opinion of an independent qualified public accountant for this plan2011-08-31Unqualified
Accountancy firm name2011-08-31ARMAO, COSTA & RICCIARDI, CPAS, PC
Accountancy firm EIN2011-08-31113264776

Form 5500 Responses for DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604

2021: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2021 form 5500 responses
2021-09-01Type of plan entityMulti-employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planYes
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2020 form 5500 responses
2020-09-01Type of plan entityMulti-employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planYes
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2019 form 5500 responses
2019-09-01Type of plan entityMulti-employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planYes
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2018 form 5500 responses
2018-09-01Type of plan entityMulti-employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planYes
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2017 form 5500 responses
2017-09-01Type of plan entityMulti-employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planYes
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2016 form 5500 responses
2016-09-01Type of plan entityMulti-employer plan
2016-09-01Plan is a collectively bargained planYes
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2015 form 5500 responses
2015-09-01Type of plan entityMulti-employer plan
2015-09-01Plan is a collectively bargained planYes
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2014 form 5500 responses
2014-09-01Type of plan entityMulti-employer plan
2014-09-01Plan is a collectively bargained planYes
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2013 form 5500 responses
2013-09-01Type of plan entityMulti-employer plan
2013-09-01Plan is a collectively bargained planYes
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2012 form 5500 responses
2012-09-01Type of plan entityMulti-employer plan
2012-09-01Plan is a collectively bargained planYes
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2011 form 5500 responses
2011-09-01Type of plan entityMulti-employer plan
2011-09-01Plan is a collectively bargained planYes
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2010: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2010 form 5500 responses
2010-09-01Type of plan entityMulti-employer plan
2010-09-01Plan is a collectively bargained planYes
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement – InsuranceYes
2010-09-01Plan benefit arrangement - TrustYes
2009: DISTRICT 6 HEALTH PLAN 333 WESTCHESTER AVENUE WHITE PLAINS, NY 10604 2009 form 5500 responses
2009-09-01Type of plan entityMulti-employer plan
2009-09-01This submission is the final filingNo
2009-09-01Plan is a collectively bargained planYes
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0292106
Policy instance 2
Insurance contract or identification number0292106
Number of Individuals Covered28
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $14,278
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $346,239
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,278
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTS05969693
Policy instance 1
Insurance contract or identification numberTS05969693
Number of Individuals Covered23
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $1,655
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $11,997
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,655
Insurance broker organization code?3
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberDI13280
Policy instance 2
Insurance contract or identification numberDI13280
Number of Individuals Covered24
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $13,159
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $381,020
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,159
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTS05969693
Policy instance 1
Insurance contract or identification numberTS05969693
Number of Individuals Covered23
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $1,788
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $11,773
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,788
Insurance broker organization code?3
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberDI13280
Policy instance 1
Insurance contract or identification numberDI13280
Number of Individuals Covered29
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $13,584
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $327,841
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,584
Insurance broker organization code?3
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberDI13280
Policy instance 1
Insurance contract or identification numberDI13280
Number of Individuals Covered29
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $13,584
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $327,841
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,584
Insurance broker organization code?3
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberDI13280
Policy instance 1
Insurance contract or identification numberDI13280
Number of Individuals Covered39
Insurance policy start date2016-12-01
Insurance policy end date2017-11-30
Total amount of commissions paid to insurance brokerUSD $13,624
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $419,194
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberDI13280
Policy instance 1
Insurance contract or identification numberDI13280
Number of Individuals Covered31
Insurance policy start date2015-12-01
Insurance policy end date2016-11-30
Total amount of commissions paid to insurance brokerUSD $10,383
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $346,104
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,383
Additional information about fees paid to insurance brokerBONUS, ADMINISTRATIVE SERVICES, NON-MONETARY PAYMENT
Insurance broker organization code?3
Insurance broker nameEDWARD CHICOSKI III
ATLANTIS HEALTH PLAN DBA EASY CHOICE HEATLH PLAN OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 52624 )
Policy contract numberG01623
Policy instance 1
Insurance contract or identification numberG01623
Insurance policy start date2014-09-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ATLANTIS HEALTH PLAN DBA EASY CHOICE HEATLH PLAN OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 52624 )
Policy contract numberG01623
Policy instance 1
Insurance contract or identification numberG01623
Number of Individuals Covered60
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $5,628
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $381,648
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,628
Insurance broker organization code?3
Insurance broker nameFOREST HILLS GROUP SERVICES INC
ATLANTIS HEALTH PLAN DBA EASY CHOICE HEATLH PLAN OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 52624 )
Policy contract numberG01623
Policy instance 1
Insurance contract or identification numberG01623
Number of Individuals Covered66
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $20,167
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $392,493
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,167
Insurance broker organization code?3
Insurance broker nameFOREST HILLS GROUP SERVICES INC
ATLANTIS HEALTH PLAN DBA EASY CHOICE HEATLH PLAN OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 52624 )
Policy contract numberG01623
Policy instance 1
Insurance contract or identification numberG01623
Number of Individuals Covered89
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $14,067
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $367,355
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ATLANTIS HEALTH PLAN DBA EASY CHOICE HEATLH PLAN OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 52624 )
Policy contract numberG01623
Policy instance 1
Insurance contract or identification numberG01623
Number of Individuals Covered63
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $10,358
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $289,532
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3