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THE BRONX DEFENDERS 403(B) PLAN 401k Plan overview

Plan NameTHE BRONX DEFENDERS 403(B) PLAN
Plan identification number 001

THE BRONX DEFENDERS 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE BRONX DEFENDERS has sponsored the creation of one or more 401k plans.

Company Name:THE BRONX DEFENDERS
Employer identification number (EIN):133931074
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE BRONX DEFENDERS

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1997-02-12
Company Identification Number: 2112686
Legal Registered Office Address: 28 LIBERTY ST.
Bronx
NEW YORK
United States of America (USA)
10005

More information about THE BRONX DEFENDERS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BRONX DEFENDERS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JESUS INFANTE2023-10-15 JESUS INFANTE2023-10-15
0012021-01-01JESUS INFANTE2022-10-16 JESUS INFANTE2022-10-16
0012021-01-01JESUS INFANTE2023-06-20 JESUS INFANTE2023-06-20
0012020-01-01CANDICE CARNAGE2021-10-06 CANDICE CARNAGE2021-10-06
0012019-01-01CANDICE CARNAGE2020-10-14 CANDICE CARNAGE2020-10-14
0012019-01-01CANDICE CARNAGE2020-10-14 CANDICE CARNAGE2020-10-14
0012018-01-01CANDICE CARNAGE2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01PETER COUGHLAN
0012014-01-01THOMAS PALATUCCI THOMAS PALATUCCI2015-10-15
0012013-01-01THOMAS PALATUCCI
0012012-01-01THOMAS PALATUCCI
0012011-01-01LEIGHTON WATSON
0012010-01-01LEIGHTON WATSON LEIGHTON WATSON2011-07-22
0012009-01-01FRANKLIN CRUZ FRANKLIN CRUZ2010-10-14

Plan Statistics for THE BRONX DEFENDERS 403(B) PLAN

401k plan membership statisitcs for THE BRONX DEFENDERS 403(B) PLAN

Measure Date Value
2022: THE BRONX DEFENDERS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01700
Total number of active participants reported on line 7a of the Form 55002022-01-01408
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01361
Total of all active and inactive participants2022-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01769
Number of participants with account balances2022-01-01769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: THE BRONX DEFENDERS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01665
Total number of active participants reported on line 7a of the Form 55002021-01-01380
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01318
Total of all active and inactive participants2021-01-01698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01698
Number of participants with account balances2021-01-01695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: THE BRONX DEFENDERS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01741
Total number of active participants reported on line 7a of the Form 55002020-01-01444
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01193
Total of all active and inactive participants2020-01-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01637
Number of participants with account balances2020-01-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: THE BRONX DEFENDERS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01572
Total number of active participants reported on line 7a of the Form 55002019-01-01359
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01382
Total of all active and inactive participants2019-01-01741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01741
Number of participants with account balances2019-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: THE BRONX DEFENDERS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01482
Total number of active participants reported on line 7a of the Form 55002018-01-01451
Number of other retired or separated participants entitled to future benefits2018-01-01121
Total of all active and inactive participants2018-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01572
Number of participants with account balances2018-01-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0135
2017: THE BRONX DEFENDERS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01407
Total number of active participants reported on line 7a of the Form 55002017-01-01323
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01159
Total of all active and inactive participants2017-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01482
Number of participants with account balances2017-01-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: THE BRONX DEFENDERS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01336
Total number of active participants reported on line 7a of the Form 55002016-01-01331
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-0170
Total of all active and inactive participants2016-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01407
Number of participants with account balances2016-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: THE BRONX DEFENDERS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01317
Total number of active participants reported on line 7a of the Form 55002015-01-01246
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0184
Total of all active and inactive participants2015-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01336
Number of participants with account balances2015-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: THE BRONX DEFENDERS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01257
Total number of active participants reported on line 7a of the Form 55002014-01-01265
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0146
Total of all active and inactive participants2014-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01317
Number of participants with account balances2014-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: THE BRONX DEFENDERS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01221
Total number of active participants reported on line 7a of the Form 55002013-01-01223
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01260
Number of participants with account balances2013-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: THE BRONX DEFENDERS 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01204
Total number of active participants reported on line 7a of the Form 55002012-01-01194
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01223
Number of participants with account balances2012-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: THE BRONX DEFENDERS 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01165
Total number of active participants reported on line 7a of the Form 55002011-01-01192
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01212
Number of participants with account balances2011-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: THE BRONX DEFENDERS 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01138
Total number of active participants reported on line 7a of the Form 55002010-01-01144
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01165
Number of participants with account balances2010-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: THE BRONX DEFENDERS 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01128
Total number of active participants reported on line 7a of the Form 55002009-01-01119
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01137
Total participants2009-01-01137
Number of participants with account balances2009-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on THE BRONX DEFENDERS 403(B) PLAN

Measure Date Value
2022 : THE BRONX DEFENDERS 403(B) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-4,415,053
Total unrealized appreciation/depreciation of assets2022-12-31$-4,415,053
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-611,591
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$914,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$897,394
Expenses. Certain deemed distributions of participant loans2022-12-31$5,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,656,577
Value of total assets at end of year2022-12-31$16,843,675
Value of total assets at beginning of year2022-12-31$18,370,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,735
Total interest from all sources2022-12-31$7,725
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,139,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,610,236
Participant contributions at end of year2022-12-31$178,262
Participant contributions at beginning of year2022-12-31$161,527
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$36,751
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,526,526
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,843,675
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,370,201
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,554,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,118,821
Interest on participant loans2022-12-31$7,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$68,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$89,853
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$1,009,590
Employer contributions (assets) at end of year2022-12-31$41,892
Income. Dividends from common stock2022-12-31$1,139,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$897,394
Contract administrator fees2022-12-31$11,735
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : THE BRONX DEFENDERS 403(B) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$612,102
Total unrealized appreciation/depreciation of assets2021-12-31$612,102
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,054,974
Total loss/gain on sale of assets2021-12-31$190,961
Total of all expenses incurred2021-12-31$1,250,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,237,259
Expenses. Certain deemed distributions of participant loans2021-12-31$3,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,516,186
Value of total assets at end of year2021-12-31$18,366,628
Value of total assets at beginning of year2021-12-31$14,562,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,779
Total interest from all sources2021-12-31$6,225
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,729,500
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$1,729,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$1,549,643
Participant contributions at end of year2021-12-31$157,954
Participant contributions at beginning of year2021-12-31$132,368
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$24,392
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$3,804,363
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,366,628
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,562,265
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,118,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,298,570
Interest on participant loans2021-12-31$6,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$89,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$131,327
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$942,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,237,259
Contract administrator fees2021-12-31$9,779
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
Aggregate proceeds on sale of assets2021-12-31$190,961
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : THE BRONX DEFENDERS 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,186,121
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$580,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$574,520
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,327,316
Value of total assets at end of year2020-12-31$14,562,265
Value of total assets at beginning of year2020-12-31$10,957,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,370
Total interest from all sources2020-12-31$711,656
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$1,385,191
Participant contributions at end of year2020-12-31$132,368
Participant contributions at beginning of year2020-12-31$136,950
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,031
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$3,605,231
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,562,265
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,957,034
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$6,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,298,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,733,222
Interest on participant loans2020-12-31$7,293
Interest earned on other investments2020-12-31$704,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$131,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$86,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,147,149
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$930,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$574,520
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 name2020-12-31WITHUM SMITH AND BROWN P.C.
Accountancy firm EIN2020-12-31222027092
2019 : THE BRONX DEFENDERS 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,138,623
Total income from all sources (including contributions)2019-12-31$4,138,623
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$1,241,314
Total of all expenses incurred2019-12-31$1,241,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,236,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,236,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,068,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,068,136
Value of total assets at end of year2019-12-31$10,957,034
Value of total assets at end of year2019-12-31$10,957,034
Value of total assets at beginning of year2019-12-31$8,059,725
Value of total assets at beginning of year2019-12-31$8,059,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,512
Total interest from all sources2019-12-31$765,793
Total interest from all sources2019-12-31$765,793
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
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$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
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$1,174,691
Contributions received from participants2019-12-31$1,174,691
Participant contributions at end of year2019-12-31$136,950
Participant contributions at end of year2019-12-31$136,950
Participant contributions at beginning of year2019-12-31$100,592
Participant contributions at beginning of year2019-12-31$100,592
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,495
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,495
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
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$2,897,309
Value of net income/loss2019-12-31$2,897,309
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,957,034
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,957,034
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,059,725
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,059,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$4,512
Investment advisory and management fees2019-12-31$4,512
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,733,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,733,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,884,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,884,916
Interest on participant loans2019-12-31$7,384
Interest on participant loans2019-12-31$7,384
Interest earned on other investments2019-12-31$758,409
Interest earned on other investments2019-12-31$758,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$86,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$86,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$74,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$74,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,304,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,304,694
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$879,950
Contributions received in cash from employer2019-12-31$879,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,236,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,236,802
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WITHUM SMITH AND BROWN P.C.
Accountancy firm name2019-12-31WITHUM SMITH AND BROWN P.C.
Accountancy firm EIN2019-12-31222027092
Accountancy firm EIN2019-12-31222027092
2018 : THE BRONX DEFENDERS 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$892,741
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$496,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$476,571
Expenses. Certain deemed distributions of participant loans2018-12-31$15,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,619,735
Value of total assets at end of year2018-12-31$8,059,725
Value of total assets at beginning of year2018-12-31$7,663,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,178
Total interest from all sources2018-12-31$6,095
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$870,175
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$870,175
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$842,755
Participant contributions at end of year2018-12-31$100,592
Participant contributions at beginning of year2018-12-31$126,200
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$28,734
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$396,650
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,059,725
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,663,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$4,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,884,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,475,555
Interest on participant loans2018-12-31$6,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$74,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$61,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,603,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$748,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$476,571
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 name2018-12-31WITHUM SMITH AND BROWN P.C.
Accountancy firm EIN2018-12-31222027092
2017 : THE BRONX DEFENDERS 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,385,407
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$388,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$373,096
Expenses. Certain deemed distributions of participant loans2017-12-31$13,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,284,567
Value of total assets at end of year2017-12-31$7,663,075
Value of total assets at beginning of year2017-12-31$5,666,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,200
Total interest from all sources2017-12-31$4,009
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$492,964
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$492,964
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$648,359
Participant contributions at end of year2017-12-31$126,200
Participant contributions at beginning of year2017-12-31$62,507
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,125
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$1,997,005
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,663,075
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,666,070
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$7,475,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,558,190
Interest on participant loans2017-12-31$4,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$61,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$45,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$603,867
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$626,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$373,096
Contract administrator fees2017-12-31$2,200
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 name2017-12-31WITHUM SMITH AND BROWN P.C.
Accountancy firm EIN2017-12-31222027092
2016 : THE BRONX DEFENDERS 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,653,203
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$400,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$387,770
Expenses. Certain deemed distributions of participant loans2016-12-31$11,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,169,039
Value of total assets at end of year2016-12-31$5,666,070
Value of total assets at beginning of year2016-12-31$4,413,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$976
Total interest from all sources2016-12-31$2,997
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$253,637
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$253,637
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$611,926
Participant contributions at end of year2016-12-31$62,507
Participant contributions at beginning of year2016-12-31$72,274
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,549
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$1,252,783
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,666,070
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,413,287
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$5,558,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,311,060
Interest on participant loans2016-12-31$2,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$45,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$29,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$227,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$554,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$387,770
Contract administrator fees2016-12-31$976
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 name2016-12-31WITHUM SMITH AND BROWN P.C.
Accountancy firm EIN2016-12-31222027092
2015 : THE BRONX DEFENDERS 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,033,078
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$364,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$363,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,112,066
Value of total assets at end of year2015-12-31$4,413,287
Value of total assets at beginning of year2015-12-31$3,744,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$898
Total interest from all sources2015-12-31$2,538
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$342,848
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$342,848
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$541,939
Participant contributions at end of year2015-12-31$72,274
Participant contributions at beginning of year2015-12-31$61,403
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$80,231
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$668,668
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,413,287
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,744,619
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$4,311,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,683,216
Interest on participant loans2015-12-31$2,352
Interest earned on other investments2015-12-31$186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$29,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-424,374
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$489,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$363,512
Contract administrator fees2015-12-31$898
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 name2015-12-31LOEB & TROPER, LLP
Accountancy firm EIN2015-12-31131517563
2014 : THE BRONX DEFENDERS 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$967,839
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$233,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$217,663
Expenses. Certain deemed distributions of participant loans2014-12-31$13,325
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$775,559
Value of total assets at end of year2014-12-31$3,744,619
Value of total assets at beginning of year2014-12-31$3,010,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,965
Total interest from all sources2014-12-31$2,215
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$510,648
Participant contributions at end of year2014-12-31$61,403
Participant contributions at beginning of year2014-12-31$37,041
Participant contributions at beginning of year2014-12-31$18,600
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,768
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$777
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$733,886
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,744,619
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,010,733
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$3,683,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,948,156
Interest on participant loans2014-12-31$2,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$190,065
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$247,143
Employer contributions (assets) at beginning of year2014-12-31$6,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$217,663
Contract administrator fees2014-12-31$2,965
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 name2014-12-31LOEB & TROPER, LLP
Accountancy firm EIN2014-12-31131517563
2013 : THE BRONX DEFENDERS 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,031,176
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$124,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$124,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$542,898
Value of total assets at end of year2013-12-31$3,010,733
Value of total assets at beginning of year2013-12-31$2,104,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1,898
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$379,825
Participant contributions at end of year2013-12-31$37,041
Participant contributions at beginning of year2013-12-31$38,983
Participant contributions at end of year2013-12-31$18,600
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$31,585
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$777
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$906,674
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,010,733
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,104,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,948,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,064,200
Interest on participant loans2013-12-31$1,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$486,380
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$131,488
Employer contributions (assets) at end of year2013-12-31$6,159
Employer contributions (assets) at beginning of year2013-12-31$876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$124,502
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 name2013-12-31LOEB & TROPER
Accountancy firm EIN2013-12-31131517563
2012 : THE BRONX DEFENDERS 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$670,875
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$16,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$461,993
Value of total assets at end of year2012-12-31$2,104,059
Value of total assets at beginning of year2012-12-31$1,449,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,078
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$331,400
Participant contributions at end of year2012-12-31$38,983
Participant contributions at beginning of year2012-12-31$24,938
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$15,865
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$654,340
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,104,059
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,449,719
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,064,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,424,781
Interest on participant loans2012-12-31$1,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$207,804
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$114,728
Employer contributions (assets) at end of year2012-12-31$876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,535
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 name2012-12-31LOEB & TROPER
Accountancy firm EIN2012-12-31131517563
2011 : THE BRONX DEFENDERS 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$309,093
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$144,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$144,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$373,858
Value of total assets at end of year2011-12-31$1,449,719
Value of total assets at beginning of year2011-12-31$1,285,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$561
Total interest from all sources2011-12-31$972
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$276,810
Participant contributions at end of year2011-12-31$24,938
Participant contributions at beginning of year2011-12-31$36,478
Participant contributions at beginning of year2011-12-31$8,771
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,257
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$164,532
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,449,719
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,285,187
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,424,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,235,862
Interest on participant loans2011-12-31$972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-65,737
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$91,791
Employer contributions (assets) at beginning of year2011-12-31$4,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$144,000
Contract administrator fees2011-12-31$561
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 name2011-12-31LOEB & TROPER LLP
Accountancy firm EIN2011-12-31131517563
2010 : THE BRONX DEFENDERS 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$536,500
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$80,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$80,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$382,137
Value of total assets at end of year2010-12-31$1,285,187
Value of total assets at beginning of year2010-12-31$829,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,167
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$256,296
Participant contributions at end of year2010-12-31$36,478
Participant contributions at beginning of year2010-12-31$4,261
Participant contributions at end of year2010-12-31$8,771
Participant contributions at beginning of year2010-12-31$8,050
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$59,909
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$456,181
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,285,187
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$829,006
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,235,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$816,695
Income. Interest from loans (other than to participants)2010-12-31$1,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$153,196
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$65,932
Employer contributions (assets) at end of year2010-12-31$4,076
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$80,319
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 name2010-12-31LOEB & TROPER LLP
Accountancy firm EIN2010-12-31131517563
2009 : THE BRONX DEFENDERS 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE BRONX DEFENDERS 403(B) PLAN

2022: THE BRONX DEFENDERS 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: THE BRONX DEFENDERS 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: THE BRONX DEFENDERS 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: THE BRONX DEFENDERS 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: THE BRONX DEFENDERS 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: THE BRONX DEFENDERS 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: THE BRONX DEFENDERS 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: THE BRONX DEFENDERS 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: THE BRONX DEFENDERS 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE BRONX DEFENDERS 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE BRONX DEFENDERS 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE BRONX DEFENDERS 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE BRONX DEFENDERS 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE BRONX DEFENDERS 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number386753-01
Policy instance 1
Insurance contract or identification number386753-01
Number of Individuals Covered14
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $172
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGOUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $171
Insurance broker organization code?3
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number386753-01
Policy instance 1
Insurance contract or identification number386753-01
Number of Individuals Covered13
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $406
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGOUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $405
Insurance broker organization code?3
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number386753-01
Policy instance 1
Insurance contract or identification number386753-01
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $254
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGOUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $254
Insurance broker organization code?3
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number386753-01
Policy instance 1
Insurance contract or identification number386753-01
Number of Individuals Covered10
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $381
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGOUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $381
Insurance broker organization code?3
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number386753-01
Policy instance 1
Insurance contract or identification number386753-01
Number of Individuals Covered13
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $188
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGOUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $188
Insurance broker organization code?3
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number386753-01
Policy instance 1
Insurance contract or identification number386753-01
Number of Individuals Covered8
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $131
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGOUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $131
Insurance broker organization code?3
Insurance broker nameNADINE RAAB
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number386753-01
Policy instance 1
Insurance contract or identification number386753-01
Number of Individuals Covered336
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $160
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGOUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $160
Insurance broker organization code?3
Insurance broker nameNADINE RAAB

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