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ALIRIC, INC. PENSION PLAN 401k Plan overview

Plan NameALIRIC, INC. PENSION PLAN
Plan identification number 001

ALIRIC, INC. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:ALIRIC, INC.
Employer identification number (EIN):133631260
NAIC Classification:424300

Additional information about ALIRIC, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1991-10-07
Company Identification Number: 1580387
Legal Registered Office Address: PO BOX 416
Westchester
PURDYS
United States of America (USA)
10578

More information about ALIRIC, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALIRIC, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-08-01ALAN TAX2023-01-25
0012020-08-01ALAN TAX2021-11-30
0012019-08-01ALAN TAX2021-05-10
0012018-08-01ALAN TAX2019-09-17
0012017-08-01ALAN TAX2018-10-19
0012016-08-01ALAN TAX2017-09-22
0012015-08-01ALAN TAX2016-09-01
0012014-08-01ALAN TAX2015-09-10
0012013-08-01ALAN TAX2014-09-04
0012012-08-01ALAN TAX2013-11-04
0012011-08-01ALAN TAX
0012009-08-01ALAN TAX
0012008-08-01ALAN TAX

Plan Statistics for ALIRIC, INC. PENSION PLAN

401k plan membership statisitcs for ALIRIC, INC. PENSION PLAN

Measure Date Value
2022: ALIRIC, INC. PENSION PLAN 2022 401k membership
Market value of plan assets2022-07-314,191,954
Acturial value of plan assets2022-07-314,191,954
Funding target for retired participants and beneficiaries receiving payment2022-07-310
Number of terminated vested participants2022-07-310
Fundng target for terminated vested participants2022-07-310
Active participant vested funding target2022-07-313,797,364
Number of active participants2022-07-315
Total funding liabilities for active participants2022-07-313,797,364
Total participant count2022-07-315
Total funding target for all participants2022-07-313,797,364
Balance at beginning of prior year after applicable adjustments2022-07-31387,592
Prefunding balance at beginning of prior year after applicable adjustments2022-07-31403,208
Carryover balanced portion elected for use to offset prior years funding requirement2022-07-310
Prefunding balanced used to offset prior years funding requirement2022-07-310
Amount remaining of carryover balance2022-07-31387,592
Amount remaining of prefunding balance2022-07-31403,208
Present value of excess contributions2022-07-31124,345
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-07-31130,301
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-07-310
Reductions in caryover balances due to elections or deemed elections2022-07-310
Reductions in prefunding balances due to elections or deemed elections2022-07-310
Balance of carryovers at beginning of current year2022-07-31395,344
Balance of prefunding at beginning of current year2022-07-31411,272
Total employer contributions2022-07-310
Total employee contributions2022-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-07-310
Contributions made to avoid restrictions adjusted to valuation date2022-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-07-310
Unpaid minimum required contributions for all prior years2022-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-07-310
Remaining amount of unpaid minimum required contributions2022-07-310
Minimum required contributions for current year target normal cost2022-07-310
Net shortfall amortization installment of oustanding balance2022-07-310
Waiver amortization installment2022-07-310
Total funding amount beforereflecting carryover/prefunding balances2022-07-310
Carryover balance elected to use to offset funding requirement2022-07-310
Prefunding balance elected to use to offset funding requirement2022-07-310
Additional cash requirement2022-07-310
Contributions allocatedtoward minimum required contributions for current year2022-07-310
Unpaid minimum required contributions for current year2022-07-310
Unpaid minimum required contributions for all years2022-07-310
2021: ALIRIC, INC. PENSION PLAN 2021 401k membership
Market value of plan assets2021-07-314,112,683
Acturial value of plan assets2021-07-314,112,683
Funding target for retired participants and beneficiaries receiving payment2021-07-310
Number of terminated vested participants2021-07-310
Fundng target for terminated vested participants2021-07-310
Active participant vested funding target2021-07-313,717,139
Number of active participants2021-07-315
Total funding liabilities for active participants2021-07-313,717,139
Total participant count2021-07-315
Total funding target for all participants2021-07-313,717,139
Balance at beginning of prior year after applicable adjustments2021-07-31496,966
Prefunding balance at beginning of prior year after applicable adjustments2021-07-31400,405
Carryover balanced portion elected for use to offset prior years funding requirement2021-07-31112,068
Prefunding balanced used to offset prior years funding requirement2021-07-310
Amount remaining of carryover balance2021-07-31384,898
Amount remaining of prefunding balance2021-07-31400,405
Present value of excess contributions2021-07-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-07-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-07-310
Reductions in caryover balances due to elections or deemed elections2021-07-310
Reductions in prefunding balances due to elections or deemed elections2021-07-310
Balance of carryovers at beginning of current year2021-07-31387,592
Balance of prefunding at beginning of current year2021-07-31403,208
Total employer contributions2021-07-31125,000
Total employee contributions2021-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-07-310
Contributions made to avoid restrictions adjusted to valuation date2021-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-07-31124,345
Unpaid minimum required contributions for all prior years2021-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-07-310
Remaining amount of unpaid minimum required contributions2021-07-310
Minimum required contributions for current year target normal cost2021-07-310
Net shortfall amortization installment of oustanding balance2021-07-310
Waiver amortization installment2021-07-310
Total funding amount beforereflecting carryover/prefunding balances2021-07-310
Carryover balance elected to use to offset funding requirement2021-07-310
Prefunding balance elected to use to offset funding requirement2021-07-310
Additional cash requirement2021-07-310
Contributions allocatedtoward minimum required contributions for current year2021-07-31124,345
Unpaid minimum required contributions for current year2021-07-310
Unpaid minimum required contributions for all years2021-07-310
2020: ALIRIC, INC. PENSION PLAN 2020 401k membership
Market value of plan assets2020-07-314,097,649
Acturial value of plan assets2020-07-314,097,649
Funding target for retired participants and beneficiaries receiving payment2020-07-310
Number of terminated vested participants2020-07-310
Fundng target for terminated vested participants2020-07-310
Active participant vested funding target2020-07-313,489,271
Number of active participants2020-07-315
Total funding liabilities for active participants2020-07-313,489,271
Total participant count2020-07-315
Total funding target for all participants2020-07-313,489,271
Balance at beginning of prior year after applicable adjustments2020-07-31506,591
Prefunding balance at beginning of prior year after applicable adjustments2020-07-31408,160
Carryover balanced portion elected for use to offset prior years funding requirement2020-07-310
Prefunding balanced used to offset prior years funding requirement2020-07-310
Amount remaining of carryover balance2020-07-31506,591
Amount remaining of prefunding balance2020-07-31408,160
Present value of excess contributions2020-07-31286,561
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-07-31302,150
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-07-310
Reductions in caryover balances due to elections or deemed elections2020-07-310
Reductions in prefunding balances due to elections or deemed elections2020-07-310
Balance of carryovers at beginning of current year2020-07-31496,966
Balance of prefunding at beginning of current year2020-07-31400,405
Total employer contributions2020-07-310
Total employee contributions2020-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-07-310
Contributions made to avoid restrictions adjusted to valuation date2020-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-07-310
Unpaid minimum required contributions for all prior years2020-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-07-310
Remaining amount of unpaid minimum required contributions2020-07-310
Minimum required contributions for current year target normal cost2020-07-31112,068
Net shortfall amortization installment of oustanding balance2020-07-310
Waiver amortization installment2020-07-310
Total funding amount beforereflecting carryover/prefunding balances2020-07-31112,068
Carryover balance elected to use to offset funding requirement2020-07-31112,068
Prefunding balance elected to use to offset funding requirement2020-07-310
Additional cash requirement2020-07-310
Contributions allocatedtoward minimum required contributions for current year2020-07-310
Unpaid minimum required contributions for current year2020-07-310
Unpaid minimum required contributions for all years2020-07-310
2019: ALIRIC, INC. PENSION PLAN 2019 401k membership
Market value of plan assets2019-07-313,914,235
Acturial value of plan assets2019-07-313,914,235
Funding target for retired participants and beneficiaries receiving payment2019-07-310
Number of terminated vested participants2019-07-310
Fundng target for terminated vested participants2019-07-310
Active participant vested funding target2019-07-313,199,175
Number of active participants2019-07-315
Total funding liabilities for active participants2019-07-313,199,175
Total participant count2019-07-315
Total funding target for all participants2019-07-313,199,175
Balance at beginning of prior year after applicable adjustments2019-07-31505,580
Prefunding balance at beginning of prior year after applicable adjustments2019-07-31407,345
Carryover balanced portion elected for use to offset prior years funding requirement2019-07-310
Prefunding balanced used to offset prior years funding requirement2019-07-310
Amount remaining of carryover balance2019-07-31505,580
Amount remaining of prefunding balance2019-07-31407,345
Present value of excess contributions2019-07-31241,950
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-07-31255,644
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-07-310
Reductions in caryover balances due to elections or deemed elections2019-07-310
Reductions in prefunding balances due to elections or deemed elections2019-07-310
Balance of carryovers at beginning of current year2019-07-31506,591
Balance of prefunding at beginning of current year2019-07-31408,160
Total employer contributions2019-07-31300,000
Total employee contributions2019-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-07-310
Contributions made to avoid restrictions adjusted to valuation date2019-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-07-31286,561
Unpaid minimum required contributions for all prior years2019-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-07-310
Remaining amount of unpaid minimum required contributions2019-07-310
Minimum required contributions for current year target normal cost2019-07-310
Net shortfall amortization installment of oustanding balance2019-07-310
Waiver amortization installment2019-07-310
Total funding amount beforereflecting carryover/prefunding balances2019-07-310
Carryover balance elected to use to offset funding requirement2019-07-310
Prefunding balance elected to use to offset funding requirement2019-07-310
Additional cash requirement2019-07-310
Contributions allocatedtoward minimum required contributions for current year2019-07-31286,561
Unpaid minimum required contributions for current year2019-07-310
Unpaid minimum required contributions for all years2019-07-310
2018: ALIRIC, INC. PENSION PLAN 2018 401k membership
Market value of plan assets2018-07-314,576,155
Acturial value of plan assets2018-07-314,576,155
Funding target for retired participants and beneficiaries receiving payment2018-07-310
Number of terminated vested participants2018-07-310
Fundng target for terminated vested participants2018-07-310
Active participant vested funding target2018-07-313,581,111
Number of active participants2018-07-315
Total funding liabilities for active participants2018-07-313,581,111
Total participant count2018-07-315
Total funding target for all participants2018-07-313,581,111
Balance at beginning of prior year after applicable adjustments2018-07-31501,070
Prefunding balance at beginning of prior year after applicable adjustments2018-07-31403,712
Carryover balanced portion elected for use to offset prior years funding requirement2018-07-310
Prefunding balanced used to offset prior years funding requirement2018-07-310
Amount remaining of carryover balance2018-07-31501,070
Amount remaining of prefunding balance2018-07-31403,712
Present value of excess contributions2018-07-31328,808
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-07-31348,043
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-07-310
Reductions in caryover balances due to elections or deemed elections2018-07-310
Reductions in prefunding balances due to elections or deemed elections2018-07-310
Balance of carryovers at beginning of current year2018-07-31505,580
Balance of prefunding at beginning of current year2018-07-31407,345
Total employer contributions2018-07-31250,000
Total employee contributions2018-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-07-310
Contributions made to avoid restrictions adjusted to valuation date2018-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-07-31241,950
Unpaid minimum required contributions for all prior years2018-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-07-310
Remaining amount of unpaid minimum required contributions2018-07-310
Minimum required contributions for current year target normal cost2018-07-310
Net shortfall amortization installment of oustanding balance2018-07-310
Waiver amortization installment2018-07-310
Total funding amount beforereflecting carryover/prefunding balances2018-07-310
Carryover balance elected to use to offset funding requirement2018-07-310
Prefunding balance elected to use to offset funding requirement2018-07-310
Additional cash requirement2018-07-310
Contributions allocatedtoward minimum required contributions for current year2018-07-31241,950
Unpaid minimum required contributions for current year2018-07-310
Unpaid minimum required contributions for all years2018-07-310
2017: ALIRIC, INC. PENSION PLAN 2017 401k membership
Market value of plan assets2017-07-314,284,463
Acturial value of plan assets2017-07-314,284,463
Funding target for retired participants and beneficiaries receiving payment2017-07-310
Number of terminated vested participants2017-07-310
Fundng target for terminated vested participants2017-07-310
Active participant vested funding target2017-07-313,339,861
Number of active participants2017-07-315
Total funding liabilities for active participants2017-07-313,339,861
Total participant count2017-07-315
Total funding target for all participants2017-07-313,339,861
Balance at beginning of prior year after applicable adjustments2017-07-31460,712
Prefunding balance at beginning of prior year after applicable adjustments2017-07-31371,196
Carryover balanced portion elected for use to offset prior years funding requirement2017-07-310
Prefunding balanced used to offset prior years funding requirement2017-07-310
Amount remaining of carryover balance2017-07-31460,712
Amount remaining of prefunding balance2017-07-31371,196
Present value of excess contributions2017-07-31385,458
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-07-31408,855
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-07-310
Reductions in caryover balances due to elections or deemed elections2017-07-310
Reductions in prefunding balances due to elections or deemed elections2017-07-310
Balance of carryovers at beginning of current year2017-07-31501,070
Balance of prefunding at beginning of current year2017-07-31403,712
Total employer contributions2017-07-31350,000
Total employee contributions2017-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-07-310
Contributions made to avoid restrictions adjusted to valuation date2017-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-07-31328,808
Unpaid minimum required contributions for all prior years2017-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-07-310
Remaining amount of unpaid minimum required contributions2017-07-310
Minimum required contributions for current year target normal cost2017-07-310
Net shortfall amortization installment of oustanding balance2017-07-310
Waiver amortization installment2017-07-310
Waived amount of outstanding balance2017-07-310
Total funding amount beforereflecting carryover/prefunding balances2017-07-310
Carryover balance elected to use to offset funding requirement2017-07-310
Prefunding balance elected to use to offset funding requirement2017-07-310
Additional cash requirement2017-07-310
Contributions allocatedtoward minimum required contributions for current year2017-07-31328,808
Unpaid minimum required contributions for current year2017-07-310
Unpaid minimum required contributions for all years2017-07-310
2011: ALIRIC, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-015
Total number of active participants reported on line 7a of the Form 55002011-08-015
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-010
Total of all active and inactive participants2011-08-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-010
Total participants2011-08-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-010
2009: ALIRIC, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-015
Total number of active participants reported on line 7a of the Form 55002009-08-015
Number of retired or separated participants receiving benefits2009-08-010
Number of other retired or separated participants entitled to future benefits2009-08-010
Total of all active and inactive participants2009-08-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-010
Total participants2009-08-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-010
2008: ALIRIC, INC. PENSION PLAN 2008 401k membership
Total participants, beginning-of-year2008-08-015
Total number of active participants reported on line 7a of the Form 55002008-08-015
Number of retired or separated participants receiving benefits2008-08-010
Number of other retired or separated participants entitled to future benefits2008-08-010
Total of all active and inactive participants2008-08-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-08-010
Total participants2008-08-015

Financial Data on ALIRIC, INC. PENSION PLAN

Measure Date Value
2012 : ALIRIC, INC. PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-07-31$0
Total plan liabilities at beginning of year2012-07-31$0
Total income from all sources2012-07-31$123,009
Expenses. Total of all expenses incurred2012-07-31$175,818
Benefits paid (including direct rollovers)2012-07-31$175,365
Total plan assets at end of year2012-07-31$2,197,811
Total plan assets at beginning of year2012-07-31$2,250,620
Value of fidelity bond covering the plan2012-07-31$500,000
Total contributions received or receivable from participants2012-07-31$0
Expenses. Other expenses not covered elsewhere2012-07-31$453
Contributions received from other sources (not participants or employers)2012-07-31$0
Other income received2012-07-31$123,009
Noncash contributions received2012-07-31$0
Net income (gross income less expenses)2012-07-31$-52,809
Net plan assets at end of year (total assets less liabilities)2012-07-31$2,197,811
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$2,250,620
Total contributions received or receivable from employer(s)2012-07-31$0
Value of certain deemed distributions of participant loans2012-07-31$0
Value of corrective distributions2012-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-07-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-07-31$0
2011 : ALIRIC, INC. PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-07-31$0
Total plan liabilities at end of year2011-07-31$0
Total plan liabilities at beginning of year2011-07-31$0
Total income from all sources2011-07-31$149,904
Expenses. Total of all expenses incurred2011-07-31$204,943
Benefits paid (including direct rollovers)2011-07-31$175,947
Total plan assets at end of year2011-07-31$2,250,620
Total plan assets at beginning of year2011-07-31$2,305,659
Value of fidelity bond covering the plan2011-07-31$500,000
Total contributions received or receivable from participants2011-07-31$0
Expenses. Other expenses not covered elsewhere2011-07-31$28,996
Contributions received from other sources (not participants or employers)2011-07-31$0
Other income received2011-07-31$149,904
Noncash contributions received2011-07-31$0
Net income (gross income less expenses)2011-07-31$-55,039
Net plan assets at end of year (total assets less liabilities)2011-07-31$2,250,620
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$2,305,659
Total contributions received or receivable from employer(s)2011-07-31$0
Value of certain deemed distributions of participant loans2011-07-31$0
Value of corrective distributions2011-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-07-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-07-31$0
2010 : ALIRIC, INC. PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0
2009 : ALIRIC, INC. PENSION PLAN 2009 401k financial data
Transfers to/from the plan2009-07-31$0
Total plan liabilities at end of year2009-07-31$0
Total plan liabilities at beginning of year2009-07-31$0
Total income from all sources2009-07-31$489,882
Expenses. Total of all expenses incurred2009-07-31$286,447
Benefits paid (including direct rollovers)2009-07-31$177,277
Total plan assets at end of year2009-07-31$2,644,937
Total plan assets at beginning of year2009-07-31$2,441,502
Value of fidelity bond covering the plan2009-07-31$50,000
Total contributions received or receivable from participants2009-07-31$0
Expenses. Other expenses not covered elsewhere2009-07-31$109,170
Contributions received from other sources (not participants or employers)2009-07-31$0
Other income received2009-07-31$489,882
Noncash contributions received2009-07-31$0
Net income (gross income less expenses)2009-07-31$203,435
Net plan assets at end of year (total assets less liabilities)2009-07-31$2,644,937
Net plan assets at beginning of year (total assets less liabilities)2009-07-31$2,441,502
Total contributions received or receivable from employer(s)2009-07-31$0
Value of certain deemed distributions of participant loans2009-07-31$0
Value of corrective distributions2009-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2009-07-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-07-31$0

Form 5500 Responses for ALIRIC, INC. PENSION PLAN

2011: ALIRIC, INC. PENSION PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement – InsuranceYes
2011-08-01Plan benefit arrangement - TrustYes
2009: ALIRIC, INC. PENSION PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement – InsuranceYes
2009-08-01Plan benefit arrangement - TrustYes
2008: ALIRIC, INC. PENSION PLAN 2008 form 5500 responses
2008-08-01Type of plan entitySingle employer plan
2008-08-01Submission has been amendedNo
2008-08-01This submission is the final filingNo
2008-08-01This return/report is a short plan year return/report (less than 12 months)No
2008-08-01Plan is a collectively bargained planNo
2008-08-01Plan funding arrangement – InsuranceYes
2008-08-01Plan funding arrangement – TrustYes
2008-08-01Plan benefit arrangement – InsuranceYes
2008-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberINDIVIDUAL
Policy instance 4
Insurance contract or identification numberINDIVIDUAL
Number of Individuals Covered3
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Are there contracts with allocated funds for individual policies?Yes
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
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberM52439
Policy instance 3
Insurance contract or identification numberM52439
Number of Individuals Covered3
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Are there contracts with allocated funds for individual policies?Yes
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberINDIVIDUAL
Policy instance 2
Insurance contract or identification numberINDIVIDUAL
Number of Individuals Covered2
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Are there contracts with allocated funds for individual policies?Yes
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 numberINDIVIDUAL
Policy instance 1
Insurance contract or identification numberINDIVIDUAL
Number of Individuals Covered2
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Are there contracts with allocated funds for individual policies?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberINDIVIDUAL
Policy instance 4
Insurance contract or identification numberINDIVIDUAL
Number of Individuals Covered3
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Are there contracts with allocated funds for individual policies?Yes
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
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberM52439
Policy instance 3
Insurance contract or identification numberM52439
Number of Individuals Covered3
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Are there contracts with allocated funds for individual policies?Yes
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberINDIVIDUAL
Policy instance 2
Insurance contract or identification numberINDIVIDUAL
Number of Individuals Covered2
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Are there contracts with allocated funds for individual policies?Yes
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 numberINDIVIDUAL
Policy instance 1
Insurance contract or identification numberINDIVIDUAL
Number of Individuals Covered2
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Are there contracts with allocated funds for individual policies?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberINDIVIDUAL
Policy instance 4
Insurance contract or identification numberINDIVIDUAL
Number of Individuals Covered3
Insurance policy start date2008-08-01
Insurance policy end date2009-07-31
Are there contracts with allocated funds for individual policies?Yes
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
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract numberM52439
Policy instance 3
Insurance contract or identification numberM52439
Number of Individuals Covered3
Insurance policy start date2008-08-01
Insurance policy end date2009-07-31
Are there contracts with allocated funds for individual policies?Yes
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberINDIVIDUAL
Policy instance 2
Insurance contract or identification numberINDIVIDUAL
Number of Individuals Covered2
Insurance policy start date2008-08-01
Insurance policy end date2009-07-31
Are there contracts with allocated funds for individual policies?Yes
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 numberINDIVIDUAL
Policy instance 1
Insurance contract or identification numberINDIVIDUAL
Number of Individuals Covered2
Insurance policy start date2008-08-01
Insurance policy end date2009-07-31
Are there contracts with allocated funds for individual policies?Yes
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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