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NATIONAL PLUS PLAN 401k Plan overview

Plan NameNATIONAL PLUS PLAN
Plan identification number 001

NATIONAL PLUS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE NATIONAL PLUS PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF THE NATIONAL PLUS PLAN
Employer identification number (EIN):133513611
NAIC Classification:313000
NAIC Description: Textile Mills

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL PLUS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01RICHARD RUST
0012016-01-01RICHARD RUST
0012015-01-01RICHARD RUST
0012014-01-01RICHARD RUST
0012014-01-01RICHARD RUST
0012013-01-01RICHARD N. RUST RICHARD N. RUST2014-09-30
0012012-01-01RICHARD N. RUST RICHARD N. RUST2013-10-04
0012011-01-01RICHARD N. RUST RICHARD N. RUST2012-10-12
0012010-01-01RICHARD N. RUST RICHARD N. RUST2011-10-14
0012009-01-01RICHARD N. RUST RICHARD N. RUST2010-10-07
0012007-01-01RICHARD RUST RICHARD RUST2010-03-25

Plan Statistics for NATIONAL PLUS PLAN

401k plan membership statisitcs for NATIONAL PLUS PLAN

Measure Date Value
2022: NATIONAL PLUS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0133,725
Total number of active participants reported on line 7a of the Form 55002022-01-0135,858
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-0135,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-0135,871
Number of participants with account balances2022-01-0121,607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-01200
2021: NATIONAL PLUS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0120,802
Total number of active participants reported on line 7a of the Form 55002021-01-0133,717
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0133,718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-0133,725
Number of participants with account balances2021-01-0120,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-01195
2020: NATIONAL PLUS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0119,967
Total number of active participants reported on line 7a of the Form 55002020-01-0120,676
Number of retired or separated participants receiving benefits2020-01-01125
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0120,801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0120,802
Number of participants with account balances2020-01-0120,801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-01195
2019: NATIONAL PLUS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0119,967
Total number of active participants reported on line 7a of the Form 55002019-01-015,342
Number of retired or separated participants receiving benefits2019-01-01119
Number of other retired or separated participants entitled to future benefits2019-01-0115,253
Total of all active and inactive participants2019-01-0120,714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-0120,723
Number of participants with account balances2019-01-0120,723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-01204
2018: NATIONAL PLUS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0119,435
Total number of active participants reported on line 7a of the Form 55002018-01-017,623
Number of retired or separated participants receiving benefits2018-01-01110
Number of other retired or separated participants entitled to future benefits2018-01-0112,228
Total of all active and inactive participants2018-01-0119,961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-0119,967
Number of participants with account balances2018-01-0119,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-01204
2017: NATIONAL PLUS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0118,850
Total number of active participants reported on line 7a of the Form 55002017-01-017,197
Number of retired or separated participants receiving benefits2017-01-0182
Number of other retired or separated participants entitled to future benefits2017-01-0112,152
Total of all active and inactive participants2017-01-0119,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-0119,435
Number of participants with account balances2017-01-0119,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-01203
2016: NATIONAL PLUS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0118,330
Total number of active participants reported on line 7a of the Form 55002016-01-017,034
Number of retired or separated participants receiving benefits2016-01-0166
Number of other retired or separated participants entitled to future benefits2016-01-0111,743
Total of all active and inactive participants2016-01-0118,843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-0118,850
Number of participants with account balances2016-01-0118,850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-01198
2015: NATIONAL PLUS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118,263
Total number of active participants reported on line 7a of the Form 55002015-01-017,562
Number of retired or separated participants receiving benefits2015-01-0160
Number of other retired or separated participants entitled to future benefits2015-01-0110,700
Total of all active and inactive participants2015-01-0118,322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-0118,330
Number of participants with account balances2015-01-0118,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-01204
2014: NATIONAL PLUS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0122,570
Total number of active participants reported on line 7a of the Form 55002014-01-017,563
Number of retired or separated participants receiving benefits2014-01-0153
Number of other retired or separated participants entitled to future benefits2014-01-0110,240
Total of all active and inactive participants2014-01-0117,856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-0117,859
Number of participants with account balances2014-01-0117,859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-01204
2013: NATIONAL PLUS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0117,796
Total number of active participants reported on line 7a of the Form 55002013-01-0118,672
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-013,888
Total of all active and inactive participants2013-01-0122,570
Total participants2013-01-0122,570
Number of participants with account balances2013-01-0116,243
Number of employers contributing to the scheme2013-01-01219
2012: NATIONAL PLUS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0116,266
Total number of active participants reported on line 7a of the Form 55002012-01-0117,796
Total of all active and inactive participants2012-01-0117,796
Total participants2012-01-0117,796
Number of participants with account balances2012-01-0115,505
Number of employers contributing to the scheme2012-01-01224
2011: NATIONAL PLUS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115,804
Total number of active participants reported on line 7a of the Form 55002011-01-0116,266
Total of all active and inactive participants2011-01-0116,266
Total participants2011-01-0116,266
Number of participants with account balances2011-01-0116,266
Number of employers contributing to the scheme2011-01-01224
2010: NATIONAL PLUS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0115,837
Total number of active participants reported on line 7a of the Form 55002010-01-0115,804
Total of all active and inactive participants2010-01-0115,804
Total participants2010-01-0115,804
Number of participants with account balances2010-01-0115,804
Number of employers contributing to the scheme2010-01-01223
2009: NATIONAL PLUS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0117,771
Total number of active participants reported on line 7a of the Form 55002009-01-0114,052
Number of retired or separated participants receiving benefits2009-01-011,785
Total of all active and inactive participants2009-01-0115,837
Total participants2009-01-0115,837
Number of participants with account balances2009-01-0115,837
Number of employers contributing to the scheme2009-01-01235
2007: NATIONAL PLUS PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0118,113
Total number of active participants reported on line 7a of the Form 55002007-01-0115,529
Number of retired or separated participants receiving benefits2007-01-014,281
Total of all active and inactive participants2007-01-0119,810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0119,810
Number of participants with account balances2007-01-0119,810
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
Number of employers contributing to the scheme2007-01-014,281

Financial Data on NATIONAL PLUS PLAN

Measure Date Value
2022 : NATIONAL PLUS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,278,641
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,218,177
Total income from all sources (including contributions)2022-12-31$-18,674,413
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$22,390,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,486,602
Value of total corrective distributions2022-12-31$5,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,148,547
Value of total assets at end of year2022-12-31$187,661,643
Value of total assets at beginning of year2022-12-31$228,666,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$898,746
Total interest from all sources2022-12-31$251
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$37,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$37,824
Administrative expenses professional fees incurred2022-12-31$340,641
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,700,062
Participant contributions at end of year2022-12-31$2,640
Participant contributions at beginning of year2022-12-31$12,444
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$194,283
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,207,449
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$279,086
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,179,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,179,313
Other income not declared elsewhere2022-12-31$333,875
Administrative expenses (other) incurred2022-12-31$468,105
Liabilities. Value of operating payables at end of year2022-12-31$99,328
Liabilities. Value of operating payables at beginning of year2022-12-31$22,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-41,065,055
Value of net assets at end of year (total assets less liabilities)2022-12-31$186,383,002
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$227,448,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$90,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$156,229,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$194,624,917
Value of interest in pooled separate accounts at end of year2022-12-31$22,327,820
Value of interest in pooled separate accounts at beginning of year2022-12-31$23,260,097
Interest on participant loans2022-12-31$251
Value of interest in common/collective trusts at end of year2022-12-31$7,088,350
Value of interest in common/collective trusts at beginning of year2022-12-31$9,894,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$805,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$594,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$594,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-27,933,635
Net investment gain/loss from pooled separate accounts2022-12-31$508,888
Net investment gain or loss from common/collective trusts2022-12-31$-1,770,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,254,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,486,602
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$16,350
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2022-12-31611436956
2021 : NATIONAL PLUS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,218,177
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,218,177
Total income from all sources (including contributions)2021-12-31$39,468,372
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$17,491,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,207,284
Value of total corrective distributions2021-12-31$19,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,520,187
Value of total assets at end of year2021-12-31$228,666,234
Value of total assets at beginning of year2021-12-31$206,689,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$264,230
Total interest from all sources2021-12-31$614
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,712,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,712,244
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,490,693
Participant contributions at end of year2021-12-31$12,444
Participant contributions at beginning of year2021-12-31$19,221
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$276,186
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,087,787
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$279,086
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$279,086
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,179,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,179,313
Liabilities. Value of operating payables at end of year2021-12-31$22,514
Liabilities. Value of operating payables at beginning of year2021-12-31$22,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$21,977,039
Value of net assets at end of year (total assets less liabilities)2021-12-31$227,448,057
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$205,471,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$60,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$194,624,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$174,180,117
Value of interest in pooled separate accounts at end of year2021-12-31$23,260,097
Value of interest in pooled separate accounts at beginning of year2021-12-31$22,676,165
Interest on participant loans2021-12-31$614
Value of interest in common/collective trusts at end of year2021-12-31$9,894,854
Value of interest in common/collective trusts at beginning of year2021-12-31$8,217,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$594,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$594,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$594,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$25,620,669
Net investment gain/loss from pooled separate accounts2021-12-31$371,936
Net investment gain or loss from common/collective trusts2021-12-31$2,242,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,941,707
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$446,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$17,207,284
Contract administrator fees2021-12-31$203,460
Liabilities. Value of benefit claims payable at end of year2021-12-31$16,350
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$16,350
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2021-12-31611436956
2020 : NATIONAL PLUS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,218,177
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,295,550
Total income from all sources (including contributions)2020-12-31$31,784,406
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$21,917,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,089,684
Value of total corrective distributions2020-12-31$63,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,632,550
Value of total assets at end of year2020-12-31$206,689,195
Value of total assets at beginning of year2020-12-31$196,899,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$765,053
Total interest from all sources2020-12-31$276
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$77,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$77,164
Administrative expenses professional fees incurred2020-12-31$382,656
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,997,424
Participant contributions at end of year2020-12-31$19,221
Participant contributions at beginning of year2020-12-31$24,708
Participant contributions at end of year2020-12-31$276,186
Participant contributions at beginning of year2020-12-31$493,196
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$118,563
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$279,086
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$88,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,179,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,179,313
Other income not declared elsewhere2020-12-31$323,009
Administrative expenses (other) incurred2020-12-31$86,614
Liabilities. Value of operating payables at end of year2020-12-31$22,514
Liabilities. Value of operating payables at beginning of year2020-12-31$53,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,866,625
Value of net assets at end of year (total assets less liabilities)2020-12-31$205,471,018
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$195,604,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$90,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$174,180,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$164,996,034
Value of interest in pooled separate accounts at end of year2020-12-31$22,676,165
Value of interest in pooled separate accounts at beginning of year2020-12-31$21,298,299
Income. Interest from loans (other than to participants)2020-12-31$276
Value of interest in common/collective trusts at end of year2020-12-31$8,217,532
Value of interest in common/collective trusts at beginning of year2020-12-31$8,435,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$594,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,031,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,031,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$20,996,572
Net investment gain/loss from pooled separate accounts2020-12-31$503,897
Net investment gain or loss from common/collective trusts2020-12-31$1,250,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,516,563
Employer contributions (assets) at end of year2020-12-31$446,052
Employer contributions (assets) at beginning of year2020-12-31$532,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$21,089,684
Contract administrator fees2020-12-31$205,783
Liabilities. Value of benefit claims payable at end of year2020-12-31$16,350
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$63,044
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2020-12-31611436956
2019 : NATIONAL PLUS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,369,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,369,533
Total income from all sources (including contributions)2019-12-31$44,822,392
Total income from all sources (including contributions)2019-12-31$44,822,392
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,421,203
Total of all expenses incurred2019-12-31$14,421,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,162,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,162,490
Value of total corrective distributions2019-12-31$138,077
Value of total corrective distributions2019-12-31$138,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,168,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,168,774
Value of total assets at end of year2019-12-31$195,446,412
Value of total assets at end of year2019-12-31$195,446,412
Value of total assets at beginning of year2019-12-31$166,414,756
Value of total assets at beginning of year2019-12-31$166,414,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$120,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$120,636
Total interest from all sources2019-12-31$817
Total interest from all sources2019-12-31$817
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,423,797
Contributions received from participants2019-12-31$5,423,797
Participant contributions at end of year2019-12-31$24,708
Participant contributions at end of year2019-12-31$24,708
Participant contributions at beginning of year2019-12-31$39,812
Participant contributions at beginning of year2019-12-31$39,812
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$673,653
Participant contributions at beginning of year2019-12-31$673,653
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$77,709
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$77,709
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$63,648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$63,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,179,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,179,313
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$73,416
Liabilities. Value of operating payables at beginning of year2019-12-31$73,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$30,401,189
Value of net income/loss2019-12-31$30,401,189
Value of net assets at end of year (total assets less liabilities)2019-12-31$195,446,412
Value of net assets at end of year (total assets less liabilities)2019-12-31$195,446,412
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$165,045,223
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$165,045,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$164,981,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$164,981,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$136,694,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$136,694,287
Value of interest in pooled separate accounts at end of year2019-12-31$21,298,299
Value of interest in pooled separate accounts at end of year2019-12-31$21,298,299
Value of interest in pooled separate accounts at beginning of year2019-12-31$20,643,074
Value of interest in pooled separate accounts at beginning of year2019-12-31$20,643,074
Interest on participant loans2019-12-31$817
Interest on participant loans2019-12-31$817
Interest earned on other investments2019-12-31$49,325
Value of interest in common/collective trusts at end of year2019-12-31$8,435,952
Value of interest in common/collective trusts at end of year2019-12-31$8,435,952
Value of interest in common/collective trusts at beginning of year2019-12-31$7,164,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$705,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$705,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$705,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$705,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$705,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$705,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$31,025,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$31,025,436
Net investment gain/loss from pooled separate accounts2019-12-31$479,559
Net investment gain/loss from pooled separate accounts2019-12-31$479,559
Net investment gain or loss from common/collective trusts2019-12-31$2,147,806
Net investment gain or loss from common/collective trusts2019-12-31$2,147,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,667,268
Contributions received in cash from employer2019-12-31$5,667,268
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$430,037
Employer contributions (assets) at beginning of year2019-12-31$430,037
Income. Dividends from common stock2019-12-31$6,294,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,162,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,162,490
Contract administrator fees2019-12-31$120,636
Contract administrator fees2019-12-31$120,636
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$116,804
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$116,804
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2019-12-31222428965
2018 : NATIONAL PLUS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$500,770
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,369,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,329,328
Total income from all sources (including contributions)2018-12-31$5,177,850
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,772,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,203,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,837,121
Value of total assets at end of year2018-12-31$166,414,756
Value of total assets at beginning of year2018-12-31$172,468,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$569,152
Total interest from all sources2018-12-31$130,708
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,651,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,651,845
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,446,189
Participant contributions at end of year2018-12-31$39,812
Participant contributions at beginning of year2018-12-31$2,049
Participant contributions at end of year2018-12-31$673,653
Participant contributions at beginning of year2018-12-31$593,501
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$196,262
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$63,648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$95,123
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,179,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,179,313
Liabilities. Value of operating payables at end of year2018-12-31$73,416
Liabilities. Value of operating payables at beginning of year2018-12-31$45,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,595,000
Value of net assets at end of year (total assets less liabilities)2018-12-31$165,045,223
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$171,139,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$136,694,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$143,239,206
Value of interest in pooled separate accounts at end of year2018-12-31$20,643,074
Value of interest in pooled separate accounts at beginning of year2018-12-31$20,242,181
Interest on participant loans2018-12-31$887
Interest earned on other investments2018-12-31$129,821
Value of interest in common/collective trusts at end of year2018-12-31$7,164,397
Value of interest in common/collective trusts at beginning of year2018-12-31$7,471,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$705,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$369,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$369,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,486,250
Net investment gain/loss from pooled separate accounts2018-12-31$394,982
Net investment gain or loss from common/collective trusts2018-12-31$-350,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,194,670
Employer contributions (assets) at end of year2018-12-31$430,037
Employer contributions (assets) at beginning of year2018-12-31$456,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,203,698
Contract administrator fees2018-12-31$569,152
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$116,804
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$104,571
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2018-12-31222428965
2017 : NATIONAL PLUS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,329,328
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,297,927
Total income from all sources (including contributions)2017-12-31$33,726,745
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,074,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,538,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,259,950
Value of total assets at end of year2017-12-31$172,468,781
Value of total assets at beginning of year2017-12-31$150,784,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$535,877
Total interest from all sources2017-12-31$168,675
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,009,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,009,899
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,028,452
Participant contributions at end of year2017-12-31$2,049
Participant contributions at beginning of year2017-12-31$3,747
Participant contributions at end of year2017-12-31$593,501
Participant contributions at beginning of year2017-12-31$428,303
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$189,532
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$95,123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$89,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,179,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,179,313
Liabilities. Value of operating payables at end of year2017-12-31$45,444
Liabilities. Value of operating payables at beginning of year2017-12-31$53,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$21,652,474
Value of net assets at end of year (total assets less liabilities)2017-12-31$171,139,453
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$149,486,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$143,239,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$122,404,114
Value of interest in pooled separate accounts at end of year2017-12-31$20,242,181
Value of interest in pooled separate accounts at beginning of year2017-12-31$20,882,672
Interest on participant loans2017-12-31$135
Interest earned on other investments2017-12-31$168,540
Value of interest in common/collective trusts at end of year2017-12-31$7,471,450
Value of interest in common/collective trusts at beginning of year2017-12-31$6,045,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$369,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$424,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$424,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$16,646,962
Net investment gain/loss from pooled separate accounts2017-12-31$333,574
Net investment gain or loss from common/collective trusts2017-12-31$1,307,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,041,966
Employer contributions (assets) at end of year2017-12-31$456,180
Employer contributions (assets) at beginning of year2017-12-31$507,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,538,394
Contract administrator fees2017-12-31$535,877
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$104,571
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$65,105
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2017-12-31222428965
2016 : NATIONAL PLUS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,297,927
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,274,402
Total income from all sources (including contributions)2016-12-31$22,156,079
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$13,212,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,836,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,340,403
Value of total assets at end of year2016-12-31$150,784,906
Value of total assets at beginning of year2016-12-31$141,817,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$375,343
Total interest from all sources2016-12-31$67,520
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,095,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,095,664
Administrative expenses professional fees incurred2016-12-31$375,343
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,373,448
Participant contributions at end of year2016-12-31$3,747
Participant contributions at beginning of year2016-12-31$8,320
Participant contributions at end of year2016-12-31$428,303
Participant contributions at beginning of year2016-12-31$425,906
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$26,047
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$89,171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$142,385
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,179,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,179,313
Liabilities. Value of operating payables at end of year2016-12-31$53,509
Liabilities. Value of operating payables at beginning of year2016-12-31$18,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,943,976
Value of net assets at end of year (total assets less liabilities)2016-12-31$149,486,979
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$140,543,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$122,404,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$113,316,943
Value of interest in pooled separate accounts at end of year2016-12-31$20,882,672
Value of interest in pooled separate accounts at beginning of year2016-12-31$21,287,240
Interest on participant loans2016-12-31$314
Interest earned on other investments2016-12-31$67,206
Value of interest in common/collective trusts at end of year2016-12-31$6,045,002
Value of interest in common/collective trusts at beginning of year2016-12-31$5,823,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$424,784
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$384,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$384,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,713,472
Net investment gain/loss from pooled separate accounts2016-12-31$305,922
Net investment gain or loss from common/collective trusts2016-12-31$633,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,940,908
Employer contributions (assets) at end of year2016-12-31$507,113
Employer contributions (assets) at beginning of year2016-12-31$429,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,836,760
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$65,105
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$76,645
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2016-12-31222428965
2015 : NATIONAL PLUS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,274,402
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,331,875
Total income from all sources (including contributions)2015-12-31$9,801,297
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$12,441,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,199,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,112,382
Value of total assets at end of year2015-12-31$141,817,405
Value of total assets at beginning of year2015-12-31$144,514,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$242,382
Total interest from all sources2015-12-31$7,657
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,250,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,250,562
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,161,459
Participant contributions at end of year2015-12-31$8,320
Participant contributions at beginning of year2015-12-31$13,119
Participant contributions at end of year2015-12-31$425,906
Participant contributions at beginning of year2015-12-31$273,676
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$65,582
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$142,385
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$54,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,179,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,179,313
Liabilities. Value of operating payables at end of year2015-12-31$18,444
Liabilities. Value of operating payables at beginning of year2015-12-31$72,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,640,094
Value of net assets at end of year (total assets less liabilities)2015-12-31$140,543,003
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$143,183,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$113,316,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$113,335,417
Value of interest in pooled separate accounts at end of year2015-12-31$21,287,240
Value of interest in pooled separate accounts at beginning of year2015-12-31$21,708,004
Interest on participant loans2015-12-31$310
Interest earned on other investments2015-12-31$7,347
Value of interest in common/collective trusts at end of year2015-12-31$5,823,437
Value of interest in common/collective trusts at beginning of year2015-12-31$5,365,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$384,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,121,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,121,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,891,356
Net investment gain/loss from pooled separate accounts2015-12-31$284,997
Net investment gain or loss from common/collective trusts2015-12-31$37,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,885,341
Employer contributions (assets) at end of year2015-12-31$429,001
Employer contributions (assets) at beginning of year2015-12-31$643,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,199,009
Contract administrator fees2015-12-31$242,382
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$76,645
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$80,435
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LGC&D LLP
Accountancy firm EIN2015-12-31453994797
2014 : NATIONAL PLUS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$417,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,331,875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,297,405
Total income from all sources (including contributions)2014-12-31$21,377,709
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,253,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,031,089
Value of total corrective distributions2014-12-31$84,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,123,861
Value of total assets at end of year2014-12-31$144,514,972
Value of total assets at beginning of year2014-12-31$130,938,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$222,238
Total interest from all sources2014-12-31$159
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$564,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$564,223
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,200,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,134,945
Participant contributions at end of year2014-12-31$13,119
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$273,676
Participant contributions at beginning of year2014-12-31$459,142
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$78,934
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$54,114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$163,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,179,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,263,550
Liabilities. Value of operating payables at end of year2014-12-31$72,127
Liabilities. Value of operating payables at beginning of year2014-12-31$33,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$13,124,382
Value of net assets at end of year (total assets less liabilities)2014-12-31$143,183,097
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$129,641,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$113,335,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$126,991,442
Value of interest in pooled separate accounts at end of year2014-12-31$21,708,004
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$159
Value of interest in common/collective trusts at end of year2014-12-31$5,365,582
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,121,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,060,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,060,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$10,382,921
Net investment gain/loss from pooled separate accounts2014-12-31$75,120
Net investment gain or loss from common/collective trusts2014-12-31$231,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,909,982
Employer contributions (assets) at end of year2014-12-31$643,505
Employer contributions (assets) at beginning of year2014-12-31$264,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,031,089
Contract administrator fees2014-12-31$222,238
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Liabilities. Value of benefit claims payable at end of year2014-12-31$80,435
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LGC&D LLP
Accountancy firm EIN2014-12-31453994797
2013 : NATIONAL PLUS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,297,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,310,775
Total income from all sources (including contributions)2013-12-31$26,502,283
Total of all expenses incurred2013-12-31$6,811,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,723,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,421,667
Value of total assets at end of year2013-12-31$130,938,978
Value of total assets at beginning of year2013-12-31$111,261,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$88,082
Total interest from all sources2013-12-31$26,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$78,082
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,831,775
Participant contributions at end of year2013-12-31$459,142
Participant contributions at beginning of year2013-12-31$436,940
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$18,421
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$163,978
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$78,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,263,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,282,903
Liabilities. Value of operating payables at end of year2013-12-31$33,855
Liabilities. Value of operating payables at beginning of year2013-12-31$27,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$19,690,862
Value of net assets at end of year (total assets less liabilities)2013-12-31$129,641,573
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$109,950,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$126,991,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$107,585,987
Interest earned on other investments2013-12-31$20,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,060,227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,858,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,858,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$5,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$18,054,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,571,471
Employer contributions (assets) at end of year2013-12-31$264,189
Employer contributions (assets) at beginning of year2013-12-31$300,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,723,339
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LGC&D LLP
Accountancy firm EIN2013-12-31453994797
2012 : NATIONAL PLUS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,310,775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,328,050
Total income from all sources (including contributions)2012-12-31$18,381,403
Total of all expenses incurred2012-12-31$7,822,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,772,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,842,369
Value of total assets at end of year2012-12-31$111,261,486
Value of total assets at beginning of year2012-12-31$100,720,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$50,268
Total interest from all sources2012-12-31$37,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$40,268
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,949,894
Participant contributions at end of year2012-12-31$436,940
Participant contributions at beginning of year2012-12-31$392,526
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$16,550
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$78,944
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$71,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,282,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,278,274
Liabilities. Value of operating payables at end of year2012-12-31$27,872
Liabilities. Value of operating payables at beginning of year2012-12-31$49,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,558,492
Value of net assets at end of year (total assets less liabilities)2012-12-31$109,950,711
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$99,392,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$107,585,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$97,787,090
Interest earned on other investments2012-12-31$30,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,858,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,893,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,893,877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,501,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,875,925
Employer contributions (assets) at end of year2012-12-31$300,953
Employer contributions (assets) at beginning of year2012-12-31$575,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,772,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LGC&D LLP
Accountancy firm EIN2012-12-31453994797
2011 : NATIONAL PLUS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,328,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,265,316
Total income from all sources (including contributions)2011-12-31$8,267,060
Total of all expenses incurred2011-12-31$7,326,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,063,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,052,499
Value of total assets at end of year2011-12-31$100,720,269
Value of total assets at beginning of year2011-12-31$99,716,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$263,150
Total interest from all sources2011-12-31$31,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$135,951
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,827,108
Participant contributions at end of year2011-12-31$392,526
Participant contributions at beginning of year2011-12-31$396,863
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$23,315
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$71,345
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$138,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,278,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,239,522
Administrative expenses (other) incurred2011-12-31$122,199
Liabilities. Value of operating payables at end of year2011-12-31$49,776
Liabilities. Value of operating payables at beginning of year2011-12-31$25,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$940,753
Value of net assets at end of year (total assets less liabilities)2011-12-31$99,392,219
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$98,451,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$97,787,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$97,310,909
Interest earned on other investments2011-12-31$26,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,893,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,635,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,635,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$5,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$182,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,202,076
Employer contributions (assets) at end of year2011-12-31$575,431
Employer contributions (assets) at beginning of year2011-12-31$235,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,063,157
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LGC&D LLP
Accountancy firm EIN2011-12-31453994797
2010 : NATIONAL PLUS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,265,316
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$88,577
Total income from all sources (including contributions)2010-12-31$16,803,915
Total of all expenses incurred2010-12-31$8,785,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,586,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,141,124
Value of total assets at end of year2010-12-31$99,716,782
Value of total assets at beginning of year2010-12-31$90,521,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$198,908
Total interest from all sources2010-12-31$36,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$92,529
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,907,970
Participant contributions at end of year2010-12-31$396,863
Participant contributions at beginning of year2010-12-31$405,219
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$17,570
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$138,600
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,070,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,239,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$39,113
Administrative expenses (other) incurred2010-12-31$101,379
Liabilities. Value of operating payables at end of year2010-12-31$25,794
Liabilities. Value of operating payables at beginning of year2010-12-31$49,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,018,452
Value of net assets at end of year (total assets less liabilities)2010-12-31$98,451,466
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$90,433,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$97,310,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$88,154,706
Interest earned on other investments2010-12-31$29,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,635,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$651,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$651,574
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,626,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,215,584
Employer contributions (assets) at end of year2010-12-31$235,371
Employer contributions (assets) at beginning of year2010-12-31$239,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,586,555
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LEFKOWITZ,GARFINKEL,CHAMPI&DERIENZO
Accountancy firm EIN2010-12-31050456296

Form 5500 Responses for NATIONAL PLUS PLAN

2022: NATIONAL PLUS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATIONAL PLUS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NATIONAL PLUS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NATIONAL PLUS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NATIONAL PLUS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NATIONAL PLUS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATIONAL PLUS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NATIONAL PLUS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIONAL PLUS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATIONAL PLUS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIONAL PLUS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATIONAL PLUS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NATIONAL PLUS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL PLUS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2007: NATIONAL PLUS PLAN 2007 form 5500 responses
2007-01-01Type of plan entityMulti-employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01Plan is a collectively bargained planYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered21607
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered20686
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered20682
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered20731
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered19967
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered19265
Insurance policy start date2017-03-03
Insurance policy end date2017-12-31
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 2
Insurance contract or identification number30500
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-03-03
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered18265
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered17859
Insurance policy start date2014-10-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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