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THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameTHE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN
Plan identification number 002

THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NYSARC INC. - NYC CHAPTER has sponsored the creation of one or more 401k plans.

Company Name:NYSARC INC. - NYC CHAPTER
Employer identification number (EIN):135596746
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01AMY WEST
0022016-01-01AMY WEST
0022015-01-01AMY WEST
0022014-01-01AMY WEST
0022013-01-01AMY WEST
0022012-01-01AMY WEST
0022011-01-01AMY WEST
0022010-01-01AMY WEST
0022009-01-01 SHARON FONG2011-02-07
0022009-01-01 SHARON FONG2011-02-07
0022009-01-01SHARON FONG
0022009-01-01SHARON FONG

Plan Statistics for THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2022: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01577
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01687
Total number of active participants reported on line 7a of the Form 55002021-01-01481
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0189
Total of all active and inactive participants2021-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01577
Number of participants with account balances2021-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01755
Total number of active participants reported on line 7a of the Form 55002020-01-01600
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0179
Total of all active and inactive participants2020-01-01687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01687
Number of participants with account balances2020-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01491
Total number of active participants reported on line 7a of the Form 55002019-01-01688
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01755
Number of participants with account balances2019-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01768
Total number of active participants reported on line 7a of the Form 55002018-01-01385
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-0190
Total of all active and inactive participants2018-01-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01490
Number of participants with account balances2018-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01456
Total number of active participants reported on line 7a of the Form 55002017-01-01673
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-0181
Total of all active and inactive participants2017-01-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01768
Number of participants with account balances2017-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01758
Total number of active participants reported on line 7a of the Form 55002016-01-01366
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01456
Number of participants with account balances2016-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01420
Total number of active participants reported on line 7a of the Form 55002015-01-01672
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-0172
Total of all active and inactive participants2015-01-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01758
Number of participants with account balances2015-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01431
Total number of active participants reported on line 7a of the Form 55002014-01-01329
Number of retired or separated participants receiving benefits2014-01-0129
Number of other retired or separated participants entitled to future benefits2014-01-0159
Total of all active and inactive participants2014-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01420
Number of participants with account balances2014-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01396
Total number of active participants reported on line 7a of the Form 55002013-01-01367
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01431
Number of participants with account balances2013-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01405
Total number of active participants reported on line 7a of the Form 55002012-01-01342
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01396
Number of participants with account balances2012-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01371
Total number of active participants reported on line 7a of the Form 55002011-01-01345
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0152
Total of all active and inactive participants2011-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01405
Number of participants with account balances2011-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01561
Total number of active participants reported on line 7a of the Form 55002010-01-01331
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0136
Total of all active and inactive participants2010-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01371
Number of participants with account balances2010-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01332
Total number of active participants reported on line 7a of the Form 55002009-01-01515
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0141
Total of all active and inactive participants2009-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01561
Number of participants with account balances2009-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2022 : THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-08$0
Total transfer of assets from this plan2022-12-08$14,090,058
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-08$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-08$0
Total income from all sources (including contributions)2022-12-08$-1,397,282
Total loss/gain on sale of assets2022-12-08$0
Total of all expenses incurred2022-12-08$1,852,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-08$1,766,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-08$1,073,830
Value of total assets at end of year2022-12-08$0
Value of total assets at beginning of year2022-12-08$17,339,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-08$85,673
Total interest from all sources2022-12-08$88,071
Total dividends received (eg from common stock, registered investment company shares)2022-12-08$158,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-08Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-08$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-08$158,203
Administrative expenses professional fees incurred2022-12-08$60,249
Was this plan covered by a fidelity bond2022-12-08Yes
Value of fidelity bond cover2022-12-08$5,000,000
If this is an individual account plan, was there a blackout period2022-12-08No
Were there any nonexempt tranactions with any party-in-interest2022-12-08No
Contributions received from participants2022-12-08$732,862
Participant contributions at end of year2022-12-08$0
Participant contributions at beginning of year2022-12-08$439,110
Income. Received or receivable in cash from other sources (including rollovers)2022-12-08$7,594
Other income not declared elsewhere2022-12-08$0
Administrative expenses (other) incurred2022-12-08$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-08No
Value of net income/loss2022-12-08$-3,249,700
Value of net assets at end of year (total assets less liabilities)2022-12-08$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-08$17,339,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-08No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-08No
Were any leases to which the plan was party in default or uncollectible2022-12-08No
Investment advisory and management fees2022-12-08$4,843
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-08$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-08$12,800,382
Interest on participant loans2022-12-08$18,833
Interest earned on other investments2022-12-08$69,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-08$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-08$4,100,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-08$-2,717,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-08No
Was there a failure to transmit to the plan any participant contributions2022-12-08Yes
Has the plan failed to provide any benefit when due under the plan2022-12-08No
Contributions received in cash from employer2022-12-08$333,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-08$1,766,745
Contract administrator fees2022-12-08$20,181
Did the plan have assets held for investment2022-12-08No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-08Yes
Opinion of an independent qualified public accountant for this plan2022-12-08Unqualified
Accountancy firm name2022-12-08PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-12-08271728945
2021 : THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$2,980,038
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,032,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$963,885
Expenses. Certain deemed distributions of participant loans2021-12-31$2,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,081,175
Value of total assets at end of year2021-12-31$17,339,758
Value of total assets at beginning of year2021-12-31$15,392,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$66,293
Total interest from all sources2021-12-31$134,915
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$84,585
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$84,585
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$718,894
Participant contributions at end of year2021-12-31$439,110
Participant contributions at beginning of year2021-12-31$423,433
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$90,344
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$66,293
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$1,947,423
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,339,758
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,392,335
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$12,800,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,530,622
Interest on participant loans2021-12-31$25,001
Interest earned on other investments2021-12-31$109,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,100,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,438,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,679,363
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$271,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$963,885
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-12-31271728945
2020 : THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY 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$2,563,815
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,193,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,107,562
Expenses. Certain deemed distributions of participant loans2020-12-31$29,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$907,191
Value of total assets at end of year2020-12-31$15,392,335
Value of total assets at beginning of year2020-12-31$14,022,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$56,694
Total interest from all sources2020-12-31$146,949
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$115,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$115,610
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$615,194
Participant contributions at end of year2020-12-31$423,433
Participant contributions at beginning of year2020-12-31$538,616
Administrative expenses (other) incurred2020-12-31$56,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,370,042
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,392,335
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,022,293
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,530,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,349,675
Interest on participant loans2020-12-31$26,950
Interest earned on other investments2020-12-31$119,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,438,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,134,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,394,065
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$291,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,107,562
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 name2020-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-12-31271728945
2019 : THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2019 401k financial data
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 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$3,176,678
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,347,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,284,350
Expenses. Certain deemed distributions of participant loans2019-12-31$21,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,265,091
Value of total assets at end of year2019-12-31$14,022,293
Value of total assets at beginning of year2019-12-31$12,192,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,146
Total interest from all sources2019-12-31$129,143
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$143,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$143,506
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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
Contributions received from participants2019-12-31$828,638
Participant contributions at end of year2019-12-31$538,616
Participant contributions at beginning of year2019-12-31$596,148
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$84,020
Administrative expenses (other) incurred2019-12-31$41,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,829,442
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,022,293
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,192,851
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,349,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,307,534
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,119,307
Interest on participant loans2019-12-31$31,263
Interest earned on other investments2019-12-31$97,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,134,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$169,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,624,819
Net investment gain/loss from pooled separate accounts2019-12-31$14,119
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$352,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,284,350
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-12-31271728945
2018 : THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$624,069
Total of all expenses incurred2018-12-31$977,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$959,712
Expenses. Certain deemed distributions of participant loans2018-12-31$6,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$949,522
Value of total assets at end of year2018-12-31$12,192,851
Value of total assets at beginning of year2018-12-31$12,546,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,057
Total interest from all sources2018-12-31$34,013
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$157,362
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$157,362
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$672,206
Participant contributions at end of year2018-12-31$596,148
Participant contributions at beginning of year2018-12-31$533,087
Administrative expenses (other) incurred2018-12-31$11,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-353,524
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,192,851
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,546,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,307,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,498,776
Value of interest in pooled separate accounts at end of year2018-12-31$4,119,307
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,343,195
Interest on participant loans2018-12-31$28,942
Interest earned on other investments2018-12-31$5,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$169,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$171,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-551,877
Net investment gain/loss from pooled separate accounts2018-12-31$35,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$277,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$959,712
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31PKF OCONNOR DAVIES, LLP
Accountancy firm EIN2018-12-31271728945
2017 : THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,366,319
Total of all expenses incurred2017-12-31$1,302,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,270,070
Expenses. Certain deemed distributions of participant loans2017-12-31$22,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,040,900
Value of total assets at end of year2017-12-31$12,546,375
Value of total assets at beginning of year2017-12-31$11,482,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,575
Total interest from all sources2017-12-31$27,704
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$116,773
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$116,773
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$687,307
Participant contributions at end of year2017-12-31$533,087
Participant contributions at beginning of year2017-12-31$509,539
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$72,726
Administrative expenses (other) incurred2017-12-31$9,575
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$1,064,144
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,546,375
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,482,231
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$7,498,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,491,480
Value of interest in pooled separate accounts at end of year2017-12-31$4,343,195
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,314,872
Interest on participant loans2017-12-31$22,727
Interest earned on other investments2017-12-31$4,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$171,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$166,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,042,171
Net investment gain/loss from pooled separate accounts2017-12-31$138,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$280,867
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,270,070
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31PKF OCONNOR DAVIES LLP
Accountancy firm EIN2017-12-31271728945
2016 : THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,481,451
Total of all expenses incurred2016-12-31$952,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$942,649
Expenses. Certain deemed distributions of participant loans2016-12-31$541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$911,530
Value of total assets at end of year2016-12-31$11,482,231
Value of total assets at beginning of year2016-12-31$10,953,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,055
Total interest from all sources2016-12-31$25,755
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$89,521
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$89,521
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$630,317
Participant contributions at end of year2016-12-31$509,539
Participant contributions at beginning of year2016-12-31$481,705
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,400
Administrative expenses (other) incurred2016-12-31$9,055
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$529,206
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,482,231
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,953,025
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$6,491,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,993,592
Value of interest in pooled separate accounts at end of year2016-12-31$4,314,872
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,282,908
Interest on participant loans2016-12-31$20,576
Interest earned on other investments2016-12-31$5,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$166,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$194,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$353,044
Net investment gain/loss from pooled separate accounts2016-12-31$101,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$278,813
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$942,649
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31PKF O'CONNOR DAVIES LLP
Accountancy firm EIN2016-12-31271728945
2015 : THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,015,407
Total of all expenses incurred2015-12-31$990,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$977,493
Expenses. Certain deemed distributions of participant loans2015-12-31$4,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$977,805
Value of total assets at end of year2015-12-31$10,953,025
Value of total assets at beginning of year2015-12-31$10,927,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,598
Total interest from all sources2015-12-31$26,195
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$81,536
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$81,536
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$687,219
Participant contributions at end of year2015-12-31$481,705
Participant contributions at beginning of year2015-12-31$495,149
Participant contributions at end of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$992
Administrative expenses (other) incurred2015-12-31$7,598
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$25,336
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,953,025
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,927,689
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$5,993,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,882,174
Value of interest in pooled separate accounts at end of year2015-12-31$4,282,908
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,356,358
Interest on participant loans2015-12-31$20,511
Interest earned on other investments2015-12-31$5,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$194,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$194,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-126,015
Net investment gain/loss from pooled separate accounts2015-12-31$55,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$289,594
Employer contributions (assets) at end of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$977,493
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31PKF O'CONNOR DAVIES LLP
Accountancy firm EIN2015-12-31271728945
2014 : THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,398,242
Total of all expenses incurred2014-12-31$1,319,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,279,464
Expenses. Certain deemed distributions of participant loans2014-12-31$34,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$953,611
Value of total assets at end of year2014-12-31$10,927,689
Value of total assets at beginning of year2014-12-31$10,849,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,954
Total interest from all sources2014-12-31$24,212
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$77,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$77,242
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$636,128
Participant contributions at end of year2014-12-31$495,149
Participant contributions at beginning of year2014-12-31$421,877
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$29,132
Administrative expenses (other) incurred2014-12-31$5,954
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$78,493
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,927,689
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,849,196
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$5,882,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,400,467
Value of interest in pooled separate accounts at end of year2014-12-31$4,356,358
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,839,813
Interest on participant loans2014-12-31$18,623
Interest earned on other investments2014-12-31$5,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$194,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$187,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$270,217
Net investment gain/loss from pooled separate accounts2014-12-31$72,960
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$288,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,279,464
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31O'CONNOR DAVIES LLP
Accountancy firm EIN2014-12-31271728945
2013 : THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,990,952
Total of all expenses incurred2013-12-31$799,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$793,541
Expenses. Certain deemed distributions of participant loans2013-12-31$985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$932,792
Value of total assets at end of year2013-12-31$10,849,196
Value of total assets at beginning of year2013-12-31$9,657,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,577
Total interest from all sources2013-12-31$20,288
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$63,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$63,528
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$583,248
Participant contributions at end of year2013-12-31$421,877
Participant contributions at beginning of year2013-12-31$358,239
Administrative expenses (other) incurred2013-12-31$4,577
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$1,191,849
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,849,196
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,657,347
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$5,400,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,376,805
Value of interest in pooled separate accounts at end of year2013-12-31$4,839,813
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,726,810
Interest on participant loans2013-12-31$14,763
Interest earned on other investments2013-12-31$5,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$187,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$195,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$890,574
Net investment gain/loss from pooled separate accounts2013-12-31$83,770
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$349,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$793,541
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31O'CONNOR DAVIES LLP
Accountancy firm EIN2013-12-31271728945
2012 : THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,572,839
Total of all expenses incurred2012-12-31$682,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$675,288
Expenses. Certain deemed distributions of participant loans2012-12-31$3,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$974,567
Value of total assets at end of year2012-12-31$9,657,347
Value of total assets at beginning of year2012-12-31$8,767,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,981
Total interest from all sources2012-12-31$12,550
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$65,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$65,431
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$576,240
Participant contributions at end of year2012-12-31$358,239
Participant contributions at beginning of year2012-12-31$293,260
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$543
Administrative expenses (other) incurred2012-12-31$3,981
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$890,325
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,657,347
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,767,022
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$4,376,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,680,543
Value of interest in pooled separate accounts at end of year2012-12-31$4,726,810
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,598,721
Interest on participant loans2012-12-31$12,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$195,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$193,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$393,229
Net investment gain/loss from pooled separate accounts2012-12-31$127,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$398,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$675,288
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31O'CONNOR DAVIES LLP
Accountancy firm EIN2012-12-31271728945
2011 : THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,025,904
Total of all expenses incurred2011-12-31$438,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$435,078
Expenses. Certain deemed distributions of participant loans2011-12-31$127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,006,072
Value of total assets at end of year2011-12-31$8,767,022
Value of total assets at beginning of year2011-12-31$8,179,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,972
Total interest from all sources2011-12-31$18,393
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$53,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$53,716
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$608,906
Participant contributions at end of year2011-12-31$293,260
Participant contributions at beginning of year2011-12-31$251,305
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,179
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$543
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,127
Administrative expenses (other) incurred2011-12-31$2,972
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$587,727
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,767,022
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,179,295
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$3,680,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,549,642
Value of interest in pooled separate accounts at end of year2011-12-31$4,598,721
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,169,861
Interest on participant loans2011-12-31$12,103
Interest earned on other investments2011-12-31$6,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$193,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$207,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-127,509
Net investment gain/loss from pooled separate accounts2011-12-31$75,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$392,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$435,078
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WEISER MAZARS LLP
Accountancy firm EIN2011-12-31131459550
2010 : THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,415,987
Total of all expenses incurred2010-12-31$587,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$569,898
Expenses. Certain deemed distributions of participant loans2010-12-31$17,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$861,143
Value of total assets at end of year2010-12-31$8,179,295
Value of total assets at beginning of year2010-12-31$7,350,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$110
Total interest from all sources2010-12-31$20,143
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$53,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$53,488
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$560,401
Participant contributions at end of year2010-12-31$251,305
Participant contributions at beginning of year2010-12-31$231,645
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,127
Administrative expenses (other) incurred2010-12-31$110
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$828,490
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,179,295
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,350,805
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$3,549,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,815,321
Value of interest in pooled separate accounts at end of year2010-12-31$4,169,861
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,116,620
Interest on participant loans2010-12-31$13,836
Interest earned on other investments2010-12-31$6,307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$207,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$187,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$321,212
Net investment gain/loss from pooled separate accounts2010-12-31$160,001
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$300,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$569,898
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WEISER MAZARS LLP
Accountancy firm EIN2010-12-31131459550
2009 : THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY 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 COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN

2022: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE COLLECTIVE BARGAINING EMPLOYEES OF THE NEW YOR CITY CHAPTER OF NYSARC TAX-DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075380
Policy instance 2
Insurance contract or identification number075380
Number of Individuals Covered361
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095140
Policy instance 1
Insurance contract or identification number1095140
Insurance policy start date2022-01-01
Insurance policy end date2022-03-18
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075380
Policy instance 2
Insurance contract or identification number075380
Number of Individuals Covered577
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095140
Policy instance 1
Insurance contract or identification number1095140
Insurance policy start date2021-01-01
Insurance policy end date2021-03-18
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075380
Policy instance 2
Insurance contract or identification number075380
Number of Individuals Covered687
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095140
Policy instance 1
Insurance contract or identification number1095140
Insurance policy start date2020-01-01
Insurance policy end date2020-03-18
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095140
Policy instance 1
Insurance contract or identification number1095140
Number of Individuals Covered14
Insurance policy start date2019-01-01
Insurance policy end date2019-03-18
Total amount of commissions paid to insurance brokerUSD $404
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $404
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075380
Policy instance 2
Insurance contract or identification number075380
Number of Individuals Covered755
Insurance policy start date2019-03-15
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare 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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069140
Policy instance 3
Insurance contract or identification numberTA069140
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-03-18
Total amount of commissions paid to insurance brokerUSD $945
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare 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
Commission paid to Insurance BrokerUSD $945
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069140
Policy instance 1
Insurance contract or identification numberTA069140
Number of Individuals Covered474
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,014
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,014
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095140
Policy instance 2
Insurance contract or identification number1095140
Number of Individuals Covered16
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095140
Policy instance 2
Insurance contract or identification number1095140
Number of Individuals Covered16
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $375
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $375
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069140
Policy instance 1
Insurance contract or identification numberTA069140
Number of Individuals Covered464
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,554
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,554
Insurance broker organization code?3
Insurance broker nameCAMMACK LARHETTE BROKERAGE, INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095140
Policy instance 2
Insurance contract or identification number1095140
Number of Individuals Covered18
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $362
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $362
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069140
Policy instance 1
Insurance contract or identification numberTA069140
Number of Individuals Covered429
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,020
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,020
Insurance broker organization code?3
Insurance broker nameCAMMACK LARHETTE BROKERAGE, INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095140
Policy instance 2
Insurance contract or identification number1095140
Number of Individuals Covered108
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,832
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,832
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069140
Policy instance 1
Insurance contract or identification numberTA069140
Number of Individuals Covered414
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $61,086
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,086
Insurance broker organization code?3
Insurance broker nameCAMMACK LARHETTE BROKERAGE, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069140
Policy instance 1
Insurance contract or identification numberTA069140
Number of Individuals Covered411
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,276
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,276
Insurance broker organization code?3
Insurance broker nameCAMMACK LARHETTE BROKERAGE, INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095140
Policy instance 2
Insurance contract or identification number1095140
Number of Individuals Covered20
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $342
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $342
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095140
Policy instance 2
Insurance contract or identification number1095140
Number of Individuals Covered22
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $315
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $315
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069140
Policy instance 1
Insurance contract or identification numberTA069140
Number of Individuals Covered396
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,218
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,218
Insurance broker organization code?3
Insurance broker nameCAMMACK LARHETTE BROKERAGE, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069140
Policy instance 1
Insurance contract or identification numberTA069140
Number of Individuals Covered392
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,966
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095140
Policy instance 2
Insurance contract or identification number1095140
Number of Individuals Covered23
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $359
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069140
Policy instance 1
Insurance contract or identification numberTA069140
Number of Individuals Covered371
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,590
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095140
Policy instance 2
Insurance contract or identification number1095140
Number of Individuals Covered24
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $612
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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