PAINTING INDUSTRY INSURANCE FUND INDUSTRY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PAINTING INDUSTRY INSURANCE FUND
Measure | Date | Value |
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2022 : PAINTING INDUSTRY INSURANCE FUND 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $-144,540 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-6,584,311 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-6,728,851 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $35,840,122 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $34,993,643 |
Total income from all sources (including contributions) | 2022-12-31 | $103,437,472 |
Total loss/gain on sale of assets | 2022-12-31 | $-57,184 |
Total of all expenses incurred | 2022-12-31 | $113,860,007 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $106,345,882 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $111,181,313 |
Value of total assets at end of year | 2022-12-31 | $175,193,374 |
Value of total assets at beginning of year | 2022-12-31 | $184,769,430 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $7,514,125 |
Total income from rents | 2022-12-31 | $1,275,865 |
Total interest from all sources | 2022-12-31 | $1,256,219 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $200,143 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $164,320 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $15,400,000 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $15,400,000 |
Administrative expenses professional fees incurred | 2022-12-31 | $1,483,808 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $640,154 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $1,079,166 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $965,043 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $29,386 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $32,480 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $227,071 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $2,326,253 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $2,157,357 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $14,112,062 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $12,061,512 |
Other income not declared elsewhere | 2022-12-31 | $2,161,077 |
Administrative expenses (other) incurred | 2022-12-31 | $5,739,444 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $1,163,094 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $2,370,641 |
Total non interest bearing cash at end of year | 2022-12-31 | $4,300,557 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $4,168,018 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-10,422,535 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $139,353,252 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $149,775,787 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $21,380,087 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $18,925,058 |
Investment advisory and management fees | 2022-12-31 | $290,873 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,968,755 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $9,457,423 |
Interest earned on other investments | 2022-12-31 | $882,689 |
Income. Interest from US Government securities | 2022-12-31 | $123,034 |
Income. Interest from corporate debt instruments | 2022-12-31 | $166,381 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $48,684,815 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $63,129,191 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $40,051,484 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $33,541,598 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $33,541,598 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $84,115 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $3,936,539 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $3,797,854 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $7,849,799 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $9,202,241 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $10,585,262 |
Asset value of US Government securities at end of year | 2022-12-31 | $5,632,011 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $6,130,319 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-923,068 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-5,146,641 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $218,599 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $110,216,270 |
Employer contributions (assets) at end of year | 2022-12-31 | $8,058,617 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $7,516,451 |
Income. Dividends from preferred stock | 2022-12-31 | $35,823 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $95,533,549 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $8,730,170 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $10,013,398 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $42,506 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $21,483 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $20,564,966 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $20,561,490 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $162,241 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $197,393 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $8,743,489 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $8,800,673 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | NOVAK FRANCELLA, LLC |
Accountancy firm EIN | 2022-12-31 | 611436956 |
2021 : PAINTING INDUSTRY INSURANCE FUND 2021 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $287,681 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-421,581 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-133,900 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $34,993,643 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $33,034,694 |
Total income from all sources (including contributions) | 2021-12-31 | $126,866,258 |
Total loss/gain on sale of assets | 2021-12-31 | $2,694,281 |
Total of all expenses incurred | 2021-12-31 | $123,072,869 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $115,314,948 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $104,263,475 |
Value of total assets at end of year | 2021-12-31 | $184,769,430 |
Value of total assets at beginning of year | 2021-12-31 | $179,017,092 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $7,757,921 |
Total income from rents | 2021-12-31 | $1,925,865 |
Total interest from all sources | 2021-12-31 | $1,178,268 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $196,036 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $155,440 |
Assets. Real estate other than employer real property at end of year | 2021-12-31 | $15,400,000 |
Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $13,000,000 |
Administrative expenses professional fees incurred | 2021-12-31 | $1,417,693 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $1,079,166 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $580,630 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,071,938 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $32,480 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $27,225 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $225,554 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $2,157,357 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $4,102,853 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $12,061,512 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $13,405,442 |
Other income not declared elsewhere | 2021-12-31 | $2,077,342 |
Administrative expenses (other) incurred | 2021-12-31 | $6,038,788 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $2,370,641 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $1,768,691 |
Total non interest bearing cash at end of year | 2021-12-31 | $4,168,018 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $4,186,355 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,793,389 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $149,775,787 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $145,982,398 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $18,925,058 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $18,124,465 |
Investment advisory and management fees | 2021-12-31 | $301,440 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $9,457,423 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,120,730 |
Interest earned on other investments | 2021-12-31 | $872,759 |
Income. Interest from US Government securities | 2021-12-31 | $107,607 |
Income. Interest from corporate debt instruments | 2021-12-31 | $170,400 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $63,129,191 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $57,722,768 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $33,541,598 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $32,993,051 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $32,993,051 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $27,502 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $3,797,854 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $3,452,773 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $9,202,241 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $8,885,119 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $10,244,150 |
Asset value of US Government securities at end of year | 2021-12-31 | $6,130,319 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $9,103,311 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,336,693 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $12,946,690 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $381,508 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $103,191,537 |
Employer contributions (assets) at end of year | 2021-12-31 | $7,516,451 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $7,059,285 |
Income. Dividends from preferred stock | 2021-12-31 | $40,166 |
Income. Dividends from common stock | 2021-12-31 | $430 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $104,845,244 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $10,013,398 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $11,563,778 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $21,483 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $4,650 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $20,561,490 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $17,860,561 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $197,393 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $90,099 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $22,208,120 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $19,513,839 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | NOVAK FRANCELLA LLC |
Accountancy firm EIN | 2021-12-31 | 611436956 |
2020 : PAINTING INDUSTRY INSURANCE FUND 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-1,463,281 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-1,463,281 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $33,034,694 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $37,946,003 |
Total income from all sources (including contributions) | 2020-12-31 | $105,613,600 |
Total loss/gain on sale of assets | 2020-12-31 | $576,277 |
Total of all expenses incurred | 2020-12-31 | $106,536,879 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $100,798,315 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $90,861,231 |
Value of total assets at end of year | 2020-12-31 | $179,017,092 |
Value of total assets at beginning of year | 2020-12-31 | $184,851,680 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $5,738,564 |
Total income from rents | 2020-12-31 | $326,115 |
Total interest from all sources | 2020-12-31 | $1,649,557 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $149,549 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $124,446 |
Assets. Real estate other than employer real property at end of year | 2020-12-31 | $13,000,000 |
Assets. Real estate other than employer real property at beginning of year | 2020-12-31 | $13,000,000 |
Administrative expenses professional fees incurred | 2020-12-31 | $1,282,724 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $580,630 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $456,313 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $875,070 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $27,225 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $50,332 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $226,317 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $4,102,853 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $1,530,532 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $13,405,442 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $17,465,540 |
Other income not declared elsewhere | 2020-12-31 | $1,759,362 |
Administrative expenses (other) incurred | 2020-12-31 | $4,146,047 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $1,768,691 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $1,406,476 |
Total non interest bearing cash at end of year | 2020-12-31 | $4,186,355 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $3,585,300 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-923,279 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $145,982,398 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $146,905,677 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $18,124,465 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $16,023,986 |
Investment advisory and management fees | 2020-12-31 | $309,793 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,120,730 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,363,146 |
Interest earned on other investments | 2020-12-31 | $1,017,994 |
Income. Interest from US Government securities | 2020-12-31 | $208,450 |
Income. Interest from corporate debt instruments | 2020-12-31 | $377,357 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $57,722,768 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $53,771,239 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $32,993,051 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $39,163,639 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $39,163,639 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $45,756 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $3,452,773 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $8,885,119 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $21,706,822 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $11,626,460 |
Asset value of US Government securities at end of year | 2020-12-31 | $9,103,311 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $9,939,416 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $757,584 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $10,914,761 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $82,445 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $89,986,161 |
Employer contributions (assets) at end of year | 2020-12-31 | $7,059,285 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $7,640,192 |
Income. Dividends from preferred stock | 2020-12-31 | $25,103 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $88,945,538 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $11,563,778 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $10,523,868 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $4,650 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $21,661 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $17,860,561 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $19,073,987 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $90,099 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $75,234 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $36,152,203 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $35,575,926 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | NOVAK FRANCELLA LLC |
Accountancy firm EIN | 2020-12-31 | 611436956 |
2019 : PAINTING INDUSTRY INSURANCE FUND 2019 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $2,369,201 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $2,428,453 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $4,797,654 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $37,946,003 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $33,344,070 |
Total income from all sources (including contributions) | 2019-12-31 | $138,770,258 |
Total loss/gain on sale of assets | 2019-12-31 | $183,841 |
Total of all expenses incurred | 2019-12-31 | $115,138,356 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $109,485,675 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $116,279,108 |
Value of total assets at end of year | 2019-12-31 | $184,851,680 |
Value of total assets at beginning of year | 2019-12-31 | $156,617,845 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,652,681 |
Total income from rents | 2019-12-31 | $320,870 |
Total interest from all sources | 2019-12-31 | $1,908,296 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $186,877 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $163,440 |
Assets. Real estate other than employer real property at end of year | 2019-12-31 | $13,000,000 |
Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $10,660,000 |
Administrative expenses professional fees incurred | 2019-12-31 | $1,418,887 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $456,313 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $435,891 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,299,908 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $50,332 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $36,988 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $212,527 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,530,532 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,540,085 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $17,465,540 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $13,915,100 |
Other income not declared elsewhere | 2019-12-31 | $2,147,889 |
Administrative expenses (other) incurred | 2019-12-31 | $3,969,141 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $1,406,476 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $1,205,396 |
Total non interest bearing cash at end of year | 2019-12-31 | $3,585,300 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $3,191,023 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $23,631,902 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $146,905,677 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $123,273,775 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $16,023,986 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $14,798,108 |
Investment advisory and management fees | 2019-12-31 | $264,653 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,363,146 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,071,165 |
Interest earned on other investments | 2019-12-31 | $1,232,376 |
Income. Interest from US Government securities | 2019-12-31 | $270,072 |
Income. Interest from corporate debt instruments | 2019-12-31 | $294,259 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $53,771,239 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $42,555,611 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $39,163,639 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $31,347,407 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $31,347,407 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $111,589 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $21,706,822 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $20,183,723 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $10,659,989 |
Asset value of US Government securities at end of year | 2019-12-31 | $9,939,416 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $9,820,396 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $658,354 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $12,287,369 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $114,979,200 |
Employer contributions (assets) at end of year | 2019-12-31 | $7,640,192 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $7,310,360 |
Income. Dividends from preferred stock | 2019-12-31 | $23,290 |
Income. Dividends from common stock | 2019-12-31 | $147 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $98,613,159 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $10,523,868 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $8,641,095 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $21,661 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $1,480 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $19,073,987 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $18,223,574 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $75,234 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $24,513 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $13,262,086 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $13,078,245 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | NOVAK FRANCELLA LLC |
Accountancy firm EIN | 2019-12-31 | 611436956 |
2018 : PAINTING INDUSTRY INSURANCE FUND 2018 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $-106,557 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-174,928 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-281,485 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $33,344,070 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $33,218,371 |
Total income from all sources (including contributions) | 2018-12-31 | $106,678,318 |
Total loss/gain on sale of assets | 2018-12-31 | $-89,354 |
Total of all expenses incurred | 2018-12-31 | $101,675,199 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $95,310,410 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $104,967,350 |
Value of total assets at end of year | 2018-12-31 | $156,617,845 |
Value of total assets at beginning of year | 2018-12-31 | $151,489,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,364,789 |
Total income from rents | 2018-12-31 | $719,666 |
Total interest from all sources | 2018-12-31 | $1,750,520 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $153,469 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $126,240 |
Assets. Real estate other than employer real property at end of year | 2018-12-31 | $10,660,000 |
Assets. Real estate other than employer real property at beginning of year | 2018-12-31 | $10,660,000 |
Administrative expenses professional fees incurred | 2018-12-31 | $1,515,696 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $435,891 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $617,122 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,269,379 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $36,988 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $15,313 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $206,453 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,540,085 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $1,583,182 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $13,915,100 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $14,386,793 |
Other income not declared elsewhere | 2018-12-31 | $1,934,430 |
Administrative expenses (other) incurred | 2018-12-31 | $4,563,877 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $1,205,396 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $1,655,487 |
Total non interest bearing cash at end of year | 2018-12-31 | $3,191,023 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $2,754,355 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $5,003,119 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $123,273,775 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $118,270,656 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $14,798,108 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $13,556,470 |
Investment advisory and management fees | 2018-12-31 | $285,216 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,071,165 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $7,050,170 |
Interest earned on other investments | 2018-12-31 | $1,218,229 |
Income. Interest from US Government securities | 2018-12-31 | $246,639 |
Income. Interest from corporate debt instruments | 2018-12-31 | $197,667 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $42,555,611 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $44,074,484 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $31,347,407 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $25,326,783 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $25,326,783 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $87,985 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $20,183,723 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $20,129,394 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $9,806,539 |
Asset value of US Government securities at end of year | 2018-12-31 | $9,820,396 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $9,328,235 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-633,628 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-1,842,650 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $103,697,971 |
Employer contributions (assets) at end of year | 2018-12-31 | $7,310,360 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $7,664,045 |
Income. Dividends from preferred stock | 2018-12-31 | $26,491 |
Income. Dividends from common stock | 2018-12-31 | $738 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $85,297,418 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $8,641,095 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $8,671,014 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $1,480 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $40,900 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $18,223,574 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $17,176,091 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $24,513 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $17,560 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $12,571,612 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $12,660,966 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | NOVAK FRANCELLA LLC |
Accountancy firm EIN | 2018-12-31 | 611436956 |
2017 : PAINTING INDUSTRY INSURANCE FUND 2017 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $1,401,178 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $916,922 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $2,318,100 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $33,218,371 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $32,326,041 |
Total income from all sources (including contributions) | 2017-12-31 | $108,555,664 |
Total loss/gain on sale of assets | 2017-12-31 | $-462 |
Total of all expenses incurred | 2017-12-31 | $97,194,097 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $91,566,125 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $94,950,365 |
Value of total assets at end of year | 2017-12-31 | $151,489,027 |
Value of total assets at beginning of year | 2017-12-31 | $139,235,130 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,627,972 |
Total income from rents | 2017-12-31 | $319,416 |
Total interest from all sources | 2017-12-31 | $1,829,257 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $92,432 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $51,068 |
Assets. Real estate other than employer real property at end of year | 2017-12-31 | $10,660,000 |
Assets. Real estate other than employer real property at beginning of year | 2017-12-31 | $9,300,000 |
Administrative expenses professional fees incurred | 2017-12-31 | $1,461,126 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $617,122 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $588,464 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,244,641 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $15,313 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $3,299 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $202,668 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $1,583,182 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $2,183,748 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $14,386,793 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $14,376,886 |
Other income not declared elsewhere | 2017-12-31 | $1,771,175 |
Administrative expenses (other) incurred | 2017-12-31 | $3,895,162 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $1,655,487 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $1,815,941 |
Total non interest bearing cash at end of year | 2017-12-31 | $2,754,355 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $1,936,746 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $11,361,567 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $118,270,656 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $106,909,089 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $13,556,470 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $12,600,462 |
Investment advisory and management fees | 2017-12-31 | $271,684 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $7,050,170 |
Interest earned on other investments | 2017-12-31 | $1,304,561 |
Income. Interest from US Government securities | 2017-12-31 | $214,826 |
Income. Interest from corporate debt instruments | 2017-12-31 | $249,975 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $44,074,484 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $40,714,693 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $25,326,783 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $25,159,438 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $25,159,438 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $59,895 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $20,129,394 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $22,459,734 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $10,133,542 |
Asset value of US Government securities at end of year | 2017-12-31 | $9,328,235 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $9,693,278 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $347,377 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $6,928,004 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $93,705,724 |
Employer contributions (assets) at end of year | 2017-12-31 | $7,664,045 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $6,929,608 |
Income. Dividends from preferred stock | 2017-12-31 | $40,967 |
Income. Dividends from common stock | 2017-12-31 | $397 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $81,229,915 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $8,671,014 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $7,630,967 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $40,900 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $25,543 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $17,176,091 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $16,133,214 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $17,560 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $9,150 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $24,996,838 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $24,997,300 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | NOVAK FRANCELLA LLC |
Accountancy firm EIN | 2017-12-31 | 611436956 |
2016 : PAINTING INDUSTRY INSURANCE FUND 2016 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $49,176 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $1,105,198 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $1,154,374 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $32,326,041 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $31,969,658 |
Total income from all sources (including contributions) | 2016-12-31 | $103,671,487 |
Total loss/gain on sale of assets | 2016-12-31 | $30,943 |
Total of all expenses incurred | 2016-12-31 | $96,693,511 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $91,202,623 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $94,999,081 |
Value of total assets at end of year | 2016-12-31 | $139,235,130 |
Value of total assets at beginning of year | 2016-12-31 | $131,900,771 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $5,490,888 |
Total income from rents | 2016-12-31 | $312,748 |
Total interest from all sources | 2016-12-31 | $1,674,078 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $32,740 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2016-12-31 | $9,300,000 |
Assets. Real estate other than employer real property at beginning of year | 2016-12-31 | $9,300,000 |
Administrative expenses professional fees incurred | 2016-12-31 | $1,582,228 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $588,464 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $435,107 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,060,446 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $3,299 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $232,908 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $202,515 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $2,183,748 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $1,896,279 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $14,376,886 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $14,916,628 |
Other income not declared elsewhere | 2016-12-31 | $1,634,386 |
Administrative expenses (other) incurred | 2016-12-31 | $3,625,824 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $1,815,941 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $1,801,169 |
Total non interest bearing cash at end of year | 2016-12-31 | $1,936,746 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $1,448,620 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $6,977,976 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $106,909,089 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $99,931,113 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $12,600,462 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $11,363,675 |
Investment advisory and management fees | 2016-12-31 | $282,836 |
Interest earned on other investments | 2016-12-31 | $1,195,183 |
Income. Interest from US Government securities | 2016-12-31 | $225,484 |
Income. Interest from corporate debt instruments | 2016-12-31 | $220,156 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $40,714,693 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $36,694,889 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $25,159,438 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $24,802,509 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $24,802,509 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $33,255 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $22,459,734 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $21,898,453 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $9,405,494 |
Asset value of US Government securities at end of year | 2016-12-31 | $9,693,278 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $10,097,219 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $3,833,137 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $93,938,635 |
Employer contributions (assets) at end of year | 2016-12-31 | $6,929,608 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $7,010,177 |
Income. Dividends from preferred stock | 2016-12-31 | $32,367 |
Income. Dividends from common stock | 2016-12-31 | $373 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $81,594,614 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $7,630,967 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $6,664,776 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $25,543 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $24,228 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $16,133,214 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $15,251,861 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $9,150 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $31,931 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $17,906,996 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $17,876,053 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | NOVAK FRANCELLA LLC |
Accountancy firm EIN | 2016-12-31 | 611436956 |
2015 : PAINTING INDUSTRY INSURANCE FUND 2015 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $456,464 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $665,057 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $1,121,521 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $31,969,658 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $31,359,184 |
Total income from all sources (including contributions) | 2015-12-31 | $91,344,011 |
Total loss/gain on sale of assets | 2015-12-31 | $-129,058 |
Total of all expenses incurred | 2015-12-31 | $83,850,054 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $78,341,760 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $86,949,811 |
Value of total assets at end of year | 2015-12-31 | $131,900,771 |
Value of total assets at beginning of year | 2015-12-31 | $123,796,340 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,508,294 |
Total income from rents | 2015-12-31 | $568,415 |
Total interest from all sources | 2015-12-31 | $1,762,441 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $8,374 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2015-12-31 | $9,300,000 |
Assets. Real estate other than employer real property at beginning of year | 2015-12-31 | $8,350,000 |
Administrative expenses professional fees incurred | 2015-12-31 | $1,363,553 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $435,107 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,512,434 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $232,908 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $6,763 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $213,607 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $1,896,279 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $2,437,818 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $14,916,628 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $14,697,726 |
Other income not declared elsewhere | 2015-12-31 | $1,492,298 |
Administrative expenses (other) incurred | 2015-12-31 | $3,860,817 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $1,801,169 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $1,637,040 |
Total non interest bearing cash at end of year | 2015-12-31 | $1,448,620 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,313,065 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $7,493,957 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $99,931,113 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $92,437,156 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $11,363,675 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $8,672,200 |
Investment advisory and management fees | 2015-12-31 | $283,924 |
Interest earned on other investments | 2015-12-31 | $1,160,745 |
Income. Interest from US Government securities | 2015-12-31 | $283,450 |
Income. Interest from corporate debt instruments | 2015-12-31 | $296,983 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $36,694,889 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $33,040,641 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $24,802,509 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $20,461,851 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $20,461,851 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $21,263 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $21,898,453 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $21,672,177 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $8,678,489 |
Asset value of US Government securities at end of year | 2015-12-31 | $10,097,219 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $12,613,818 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-429,791 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $85,437,377 |
Employer contributions (assets) at end of year | 2015-12-31 | $7,010,177 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $5,731,194 |
Income. Dividends from preferred stock | 2015-12-31 | $8,374 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $69,449,664 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $6,664,776 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $9,424,126 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $24,228 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $15,251,861 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $15,024,418 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $31,931 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $72,687 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $39,564,921 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $39,693,979 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | NOVAK FRANCELLA LLC |
Accountancy firm EIN | 2015-12-31 | 611436956 |
2014 : PAINTING INDUSTRY INSURANCE FUND 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $871,410 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $871,410 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $31,359,184 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $32,121,579 |
Total income from all sources (including contributions) | 2014-12-31 | $89,092,609 |
Total loss/gain on sale of assets | 2014-12-31 | $112,740 |
Total of all expenses incurred | 2014-12-31 | $85,522,385 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $79,835,539 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $80,594,946 |
Value of total assets at end of year | 2014-12-31 | $123,796,340 |
Value of total assets at beginning of year | 2014-12-31 | $120,988,511 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,686,846 |
Total income from rents | 2014-12-31 | $604,770 |
Total interest from all sources | 2014-12-31 | $1,750,365 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2014-12-31 | $8,350,000 |
Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $8,350,000 |
Administrative expenses professional fees incurred | 2014-12-31 | $1,323,359 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,125,870 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $6,763 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $11,270 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $199,663 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $2,437,818 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $2,390,346 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $14,697,726 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $16,128,375 |
Other income not declared elsewhere | 2014-12-31 | $1,791,653 |
Administrative expenses (other) incurred | 2014-12-31 | $4,104,395 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $1,637,040 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $1,810,295 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,313,065 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $1,216,429 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,570,224 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $92,437,156 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $88,866,932 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $8,672,200 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $5,291,863 |
Investment advisory and management fees | 2014-12-31 | $259,092 |
Interest earned on other investments | 2014-12-31 | $1,015,628 |
Income. Interest from US Government securities | 2014-12-31 | $316,221 |
Income. Interest from corporate debt instruments | 2014-12-31 | $375,260 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $33,040,641 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $22,707,364 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $20,461,851 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $24,169,745 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $24,169,745 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $43,256 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $21,672,177 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $20,755,535 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $8,489,816 |
Asset value of US Government securities at end of year | 2014-12-31 | $12,613,818 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $21,315,023 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $3,366,725 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $79,469,076 |
Employer contributions (assets) at end of year | 2014-12-31 | $5,731,194 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $6,031,212 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $71,146,060 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $9,424,126 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $8,627,448 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $15,024,418 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $14,182,909 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $72,687 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $122,276 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $46,585,829 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $46,473,089 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | NOVAK FRANCELLA LLC |
Accountancy firm EIN | 2014-12-31 | 611436956 |
2013 : PAINTING INDUSTRY INSURANCE FUND 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-714,002 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-714,002 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $32,121,579 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $31,423,474 |
Total income from all sources (including contributions) | 2013-12-31 | $87,056,605 |
Total loss/gain on sale of assets | 2013-12-31 | $-42,762 |
Total of all expenses incurred | 2013-12-31 | $79,673,840 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $74,614,257 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $78,594,682 |
Value of total assets at end of year | 2013-12-31 | $120,988,511 |
Value of total assets at beginning of year | 2013-12-31 | $112,907,641 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,059,583 |
Total income from rents | 2013-12-31 | $489,520 |
Total interest from all sources | 2013-12-31 | $1,688,565 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2013-12-31 | $8,350,000 |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $7,000,000 |
Administrative expenses professional fees incurred | 2013-12-31 | $1,338,037 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,166,833 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $11,270 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $191,363 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $2,390,346 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $2,354,523 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $16,128,375 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $16,198,834 |
Other income not declared elsewhere | 2013-12-31 | $1,785,416 |
Administrative expenses (other) incurred | 2013-12-31 | $3,528,977 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $1,810,295 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $1,528,756 |
Total non interest bearing cash at end of year | 2013-12-31 | $1,216,429 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $759,271 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $7,382,765 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $88,866,932 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $81,484,167 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $5,291,863 |
Investment advisory and management fees | 2013-12-31 | $192,569 |
Interest earned on other investments | 2013-12-31 | $843,653 |
Income. Interest from US Government securities | 2013-12-31 | $428,900 |
Income. Interest from corporate debt instruments | 2013-12-31 | $372,900 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $22,707,364 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $22,677,355 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $24,169,745 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $21,272,123 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $21,272,123 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $43,112 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $20,755,535 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $20,594,900 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $8,010,013 |
Asset value of US Government securities at end of year | 2013-12-31 | $21,315,023 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $22,534,429 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $5,255,186 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $77,427,849 |
Employer contributions (assets) at end of year | 2013-12-31 | $6,031,212 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $6,998,510 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $66,412,881 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $8,627,448 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $8,550,467 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $14,182,909 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $13,695,884 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $122,276 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $166,063 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $42,471,123 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $42,513,885 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | NOVAK FRANCELLA LLC |
Accountancy firm EIN | 2013-12-31 | 611436956 |
2012 : PAINTING INDUSTRY INSURANCE FUND 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $1,589,567 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $1,589,567 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $31,423,474 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $33,822,043 |
Total income from all sources (including contributions) | 2012-12-31 | $76,004,018 |
Total loss/gain on sale of assets | 2012-12-31 | $304,850 |
Total of all expenses incurred | 2012-12-31 | $75,158,081 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $70,210,196 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $67,856,664 |
Value of total assets at end of year | 2012-12-31 | $112,778,169 |
Value of total assets at beginning of year | 2012-12-31 | $114,330,801 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,947,885 |
Total income from rents | 2012-12-31 | $339,520 |
Total interest from all sources | 2012-12-31 | $1,713,124 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2012-12-31 | $7,000,000 |
Assets. Real estate other than employer real property at beginning of year | 2012-12-31 | $7,000,000 |
Administrative expenses professional fees incurred | 2012-12-31 | $1,350,824 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,178,791 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $318,491 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $183,316 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $2,225,051 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $2,208,524 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $16,198,834 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $15,658,437 |
Other income not declared elsewhere | 2012-12-31 | $1,725,689 |
Administrative expenses (other) incurred | 2012-12-31 | $3,404,230 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $1,528,756 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $3,347,591 |
Total non interest bearing cash at end of year | 2012-12-31 | $759,271 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $552,196 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $845,937 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $81,354,695 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $80,508,758 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $192,831 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,204,096 |
Interest earned on other investments | 2012-12-31 | $860,784 |
Income. Interest from US Government securities | 2012-12-31 | $574,169 |
Income. Interest from corporate debt instruments | 2012-12-31 | $273,375 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $22,677,355 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $18,786,194 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $21,272,123 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $28,844,221 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $28,844,221 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $4,796 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $20,594,900 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $18,160,220 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $13,550,923 |
Asset value of US Government securities at end of year | 2012-12-31 | $22,534,429 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $21,701,675 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $2,474,604 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $66,677,873 |
Employer contributions (assets) at end of year | 2012-12-31 | $6,998,510 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $7,662,373 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $56,475,957 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $8,550,467 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $7,672,549 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $13,695,884 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $14,816,015 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2012-12-31 | $166,063 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $220,262 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $42,001,940 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $41,697,090 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | NOVAK FRANCELL LLC |
Accountancy firm EIN | 2012-12-31 | 611436956 |
2011 : PAINTING INDUSTRY INSURANCE FUND 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $1,455,042 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $1,455,042 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $33,822,043 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $30,405,626 |
Total income from all sources (including contributions) | 2011-12-31 | $73,921,644 |
Total loss/gain on sale of assets | 2011-12-31 | $124,106 |
Total of all expenses incurred | 2011-12-31 | $77,482,894 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $72,429,642 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $67,939,920 |
Value of total assets at end of year | 2011-12-31 | $114,330,801 |
Value of total assets at beginning of year | 2011-12-31 | $114,475,634 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $5,053,252 |
Total income from rents | 2011-12-31 | $339,520 |
Total interest from all sources | 2011-12-31 | $1,827,797 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $21,985 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $21,985 |
Assets. Real estate other than employer real property at end of year | 2011-12-31 | $7,000,000 |
Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $6,000,000 |
Administrative expenses professional fees incurred | 2011-12-31 | $1,202,781 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,592,972 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $318,491 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $180,350 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $2,208,524 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $1,978,665 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $15,658,437 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $13,580,191 |
Other income not declared elsewhere | 2011-12-31 | $1,923,230 |
Administrative expenses (other) incurred | 2011-12-31 | $3,669,725 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $3,347,591 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $2,529,243 |
Total non interest bearing cash at end of year | 2011-12-31 | $552,196 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $531,924 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-3,561,250 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $80,508,758 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $84,070,008 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $180,746 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,204,096 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,434,459 |
Interest earned on other investments | 2011-12-31 | $840,877 |
Income. Interest from US Government securities | 2011-12-31 | $606,433 |
Income. Interest from corporate debt instruments | 2011-12-31 | $352,681 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $18,786,194 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $19,345,955 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $28,844,221 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $32,998,446 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $32,998,446 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $27,806 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $18,160,220 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $17,369,061 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $13,953,072 |
Asset value of US Government securities at end of year | 2011-12-31 | $21,701,675 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $20,222,801 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-171,058 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $461,102 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $66,346,948 |
Employer contributions (assets) at end of year | 2011-12-31 | $7,662,373 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $6,864,848 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $58,296,220 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $7,672,549 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $7,651,676 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $14,816,015 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $14,296,192 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $220,262 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $77,799 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $59,138,028 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $59,013,922 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | NOVAK FRANCELLA LLC |
Accountancy firm EIN | 2011-12-31 | 611436956 |
2010 : PAINTING INDUSTRY INSURANCE FUND 2010 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $18,419 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $247,813 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $266,232 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $30,405,626 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $30,177,903 |
Total income from all sources (including contributions) | 2010-12-31 | $72,190,675 |
Total loss/gain on sale of assets | 2010-12-31 | $111,278 |
Total of all expenses incurred | 2010-12-31 | $71,959,463 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $66,329,576 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $65,915,518 |
Value of total assets at end of year | 2010-12-31 | $114,475,634 |
Value of total assets at beginning of year | 2010-12-31 | $114,016,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $5,629,887 |
Total income from rents | 2010-12-31 | $339,645 |
Total interest from all sources | 2010-12-31 | $2,001,169 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $24,823 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $24,823 |
Assets. Real estate other than employer real property at end of year | 2010-12-31 | $6,000,000 |
Administrative expenses professional fees incurred | 2010-12-31 | $1,323,686 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,439,099 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $6,000,000 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $190,031 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $1,978,665 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $2,390,438 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $13,580,191 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $12,793,306 |
Other income not declared elsewhere | 2010-12-31 | $1,700,967 |
Administrative expenses (other) incurred | 2010-12-31 | $4,132,580 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $2,529,243 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $2,862,147 |
Total non interest bearing cash at end of year | 2010-12-31 | $531,924 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $629,212 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $231,212 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $84,070,008 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $83,838,796 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $173,621 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,434,459 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,142,217 |
Interest earned on other investments | 2010-12-31 | $817,197 |
Income. Interest from US Government securities | 2010-12-31 | $831,237 |
Income. Interest from corporate debt instruments | 2010-12-31 | $230,002 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $19,345,955 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $17,645,526 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $32,998,446 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $36,381,937 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $36,381,937 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $122,733 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $17,369,061 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $16,589,692 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $11,739,038 |
Asset value of US Government securities at end of year | 2010-12-31 | $20,222,801 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $22,643,007 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $110,340 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,720,703 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $64,476,419 |
Employer contributions (assets) at end of year | 2010-12-31 | $6,864,848 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $6,463,166 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $54,400,507 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $7,651,676 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $4,038,146 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $14,296,192 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $14,522,450 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $77,799 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $93,358 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $40,792,299 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $40,681,021 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | NOVAK FRANCELLA LLC |
Accountancy firm EIN | 2010-12-31 | 611436956 |
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 017106 |
Policy instance | 1 |
Insurance contract or identification number | 017106 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $5,049 | Total amount of fees paid to insurance company | USD $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 Broker | USD $5,049 | Insurance broker organization code? | 3 |
|
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 211639-0001 |
Policy instance | 2 |
Insurance contract or identification number | 211639-0001 | Number of Individuals Covered | 11 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $5,101 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $125,074 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,101 | Insurance broker organization code? | 3 |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | G2187/C3302 |
Policy instance | 3 |
Insurance contract or identification number | G2187/C3302 | Number of Individuals Covered | 121 | Insurance policy start date | 2021-11-01 | Insurance policy end date | 2022-10-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $32,279 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 214051-0001 |
Policy instance | 4 |
Insurance contract or identification number | 214051-0001 | Number of Individuals Covered | 258 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $2,063,232 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
Policy contract number | 1124054 1000 |
Policy instance | 5 |
Insurance contract or identification number | 1124054 1000 | Number of Individuals Covered | 709 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $7,046,315 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 24-000070-00 |
Policy instance | 6 |
Insurance contract or identification number | 24-000070-00 | Insurance policy start date | 2021-08-01 | Insurance policy end date | 2022-07-31 | Total amount of commissions paid to insurance broker | USD $7,296 | Total amount of fees paid to insurance company | USD $1,569 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $36,481 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,296 | Amount paid for insurance broker fees | 1569 | Insurance broker organization code? | 3 |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 01-018184-00 |
Policy instance | 7 |
Insurance contract or identification number | 01-018184-00 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $83,783 | Total amount of fees paid to insurance company | USD $15,172 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $418,916 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $83,783 | Amount paid for insurance broker fees | 15172 | Insurance broker organization code? | 3 |
|
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 11447646 |
Policy instance | 8 |
Insurance contract or identification number | 11447646 | Number of Individuals Covered | 119 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $34,127 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $34,127 | Insurance broker organization code? | 3 |
|
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 211639-0001 |
Policy instance | 2 |
Insurance contract or identification number | 211639-0001 | Number of Individuals Covered | 12 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $4,293 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $118,245 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,293 | Insurance broker organization code? | 3 |
|
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 214051-0001 |
Policy instance | 4 |
Insurance contract or identification number | 214051-0001 | Number of Individuals Covered | 272 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $1,992,577 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | G2187/C3302 |
Policy instance | 3 |
Insurance contract or identification number | G2187/C3302 | Number of Individuals Covered | 97 | Insurance policy start date | 2020-11-01 | Insurance policy end date | 2021-10-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $36,807 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1124054 000 |
Policy instance | 5 |
Insurance contract or identification number | 1124054 000 | Number of Individuals Covered | 774 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $6,857,279 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 24-000070-00 |
Policy instance | 6 |
Insurance contract or identification number | 24-000070-00 | Number of Individuals Covered | 564 | Insurance policy start date | 2020-08-01 | Insurance policy end date | 2021-07-31 | Total amount of commissions paid to insurance broker | USD $7,631 | Total amount of fees paid to insurance company | USD $592 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $38,154 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,631 | Insurance broker organization code? | 3 |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 01-018184-00 |
Policy instance | 7 |
Insurance contract or identification number | 01-018184-00 | Number of Individuals Covered | 1026 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $82,167 | Total amount of fees paid to insurance company | USD $9,371 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $410,835 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $82,167 | Insurance broker organization code? | 3 |
|
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 11447646 |
Policy instance | 8 |
Insurance contract or identification number | 11447646 | Number of Individuals Covered | 132 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $37,546 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $37,546 | Insurance broker organization code? | 3 |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 017106 |
Policy instance | 1 |
Insurance contract or identification number | 017106 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $8,601 | Total amount of fees paid to insurance company | USD $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 Broker | USD $8,601 | Insurance broker organization code? | 3 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 677784G |
Policy instance | 3 |
Insurance contract or identification number | 677784G | Number of Individuals Covered | 979 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $1,239 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,239 | Insurance broker organization code? | 3 |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 017106 |
Policy instance | 1 |
Insurance contract or identification number | 017106 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $13,608 | Total amount of fees paid to insurance company | USD $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 Broker | USD $13,608 | Insurance broker organization code? | 3 |
|
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 214051-0001 |
Policy instance | 5 |
Insurance contract or identification number | 214051-0001 | Number of Individuals Covered | 327 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $2,187,048 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 1 |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 1124054 000 |
Policy instance | 6 |
Insurance contract or identification number | 1124054 000 | Number of Individuals Covered | 910 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $7,096,496 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 211639-0001 |
Policy instance | 2 |
Insurance contract or identification number | 211639-0001 | Number of Individuals Covered | 12 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $4,719 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $119,668 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,719 | Insurance broker organization code? | 3 |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | G2187/C3302 |
Policy instance | 4 |
Insurance contract or identification number | G2187/C3302 | Number of Individuals Covered | 138 | Insurance policy start date | 2019-11-01 | Insurance policy end date | 2020-10-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $39,198 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 11447646 |
Policy instance | 9 |
Insurance contract or identification number | 11447646 | Number of Individuals Covered | 147 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $42,455 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $35,506 | Insurance broker organization code? | 3 |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 24-000070-00 |
Policy instance | 7 |
Insurance contract or identification number | 24-000070-00 | Number of Individuals Covered | 607 | Insurance policy start date | 2019-08-01 | Insurance policy end date | 2020-07-31 | Total amount of commissions paid to insurance broker | USD $8,066 | Total amount of fees paid to insurance company | USD $1,193 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $40,329 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,066 | Amount paid for insurance broker fees | 1193 | Additional information about fees paid to insurance broker | NY GROUP VOLUME BONUS | Insurance broker organization code? | 3 |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 01-018184-00 |
Policy instance | 8 |
Insurance contract or identification number | 01-018184-00 | Number of Individuals Covered | 1025 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $82,506 | Total amount of fees paid to insurance company | USD $9,260 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $412,531 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $82,506 | Amount paid for insurance broker fees | 9260 | Additional information about fees paid to insurance broker | NY GROUP VOLUME BONUS | Insurance broker organization code? | 3 |
|
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 211639-0001 |
Policy instance | 3 |
Insurance contract or identification number | 211639-0001 | Number of Individuals Covered | 10 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $3,818 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $90,867 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,818 | Insurance broker organization code? | 3 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 677784G |
Policy instance | 4 |
Insurance contract or identification number | 677784G | Number of Individuals Covered | 979 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $41,291 | Total amount of fees paid to insurance company | USD $21,845 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $412,911 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $41,291 | Amount paid for insurance broker fees | 21845 | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICES AND CONTINGENT COMPENSATION | Insurance broker organization code? | 3 |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 017106 |
Policy instance | 2 |
Insurance contract or identification number | 017106 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $20,534 | Total amount of fees paid to insurance company | USD $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 Broker | USD $20,534 | Insurance broker organization code? | 3 |
|
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 214051-0001 |
Policy instance | 6 |
Insurance contract or identification number | 214051-0001 | Number of Individuals Covered | 305 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $2,088,686 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 1 |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | G2187/C3302 |
Policy instance | 5 |
Insurance contract or identification number | G2187/C3302 | Number of Individuals Covered | 135 | Insurance policy start date | 2018-11-01 | Insurance policy end date | 2019-10-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $36,956 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
Policy contract number | 370C1GL00 |
Policy instance | 7 |
Insurance contract or identification number | 370C1GL00 | Number of Individuals Covered | 366 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,724,894 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 24-000070-00 |
Policy instance | 8 |
Insurance contract or identification number | 24-000070-00 | Number of Individuals Covered | 623 | Insurance policy start date | 2018-08-01 | Insurance policy end date | 2019-07-31 | Total amount of commissions paid to insurance broker | USD $6,776 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $33,879 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,776 | Insurance broker organization code? | 3 |
|
CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 ) |
Policy contract number | 10011769 |
Policy instance | 1 |
Insurance contract or identification number | 10011769 | Number of Individuals Covered | 147 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $30,212 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $860,295 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $30,212 | Insurance broker organization code? | 3 |
|
CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 ) |
Policy contract number | 10011769 |
Policy instance | 1 |
Insurance contract or identification number | 10011769 | Number of Individuals Covered | 165 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $42,820 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,164,645 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $42,820 | Insurance broker organization code? | 3 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 677784G |
Policy instance | 4 |
Insurance contract or identification number | 677784G | Number of Individuals Covered | 864 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $39,979 | Total amount of fees paid to insurance company | USD $19,989 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $399,786 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $39,979 | Amount paid for insurance broker fees | 19989 | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICES | Insurance broker organization code? | 3 |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 24-000070-00 |
Policy instance | 8 |
Insurance contract or identification number | 24-000070-00 | Number of Individuals Covered | 652 | Insurance policy start date | 2017-08-01 | Insurance policy end date | 2018-07-31 | Total amount of commissions paid to insurance broker | USD $6,786 | Total amount of fees paid to insurance company | USD $846 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $33,987 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,786 | Amount paid for insurance broker fees | 846 | Additional information about fees paid to insurance broker | NY GROUP VOLUME BONUS | Insurance broker organization code? | 3 |
|
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 214051-0001 |
Policy instance | 6 |
Insurance contract or identification number | 214051-0001 | Number of Individuals Covered | 294 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $1,993,420 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 211639-0001 |
Policy instance | 3 |
Insurance contract or identification number | 211639-0001 | Number of Individuals Covered | 10 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $4,415 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $102,148 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,415 | Insurance broker organization code? | 3 |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | G2187/C3302 |
Policy instance | 5 |
Insurance contract or identification number | G2187/C3302 | Number of Individuals Covered | 153 | Insurance policy start date | 2017-11-01 | Insurance policy end date | 2018-10-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $37,104 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 1 |
|
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
Policy contract number | 370C1GL00 |
Policy instance | 7 |
Insurance contract or identification number | 370C1GL00 | Number of Individuals Covered | 362 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,076,549 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 017106 |
Policy instance | 2 |
Insurance contract or identification number | 017106 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $19,937 | Total amount of fees paid to insurance company | USD $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 Broker | USD $19,937 | Insurance broker organization code? | 3 |
|
CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 ) |
Policy contract number | 10011769 |
Policy instance | 1 |
Insurance contract or identification number | 10011769 | Number of Individuals Covered | 187 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $44,158 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,209,619 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $44,158 | Insurance broker organization code? | 3 | Insurance broker name | GILROY KERNAN & GILROY INC |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 017106 |
Policy instance | 2 |
Insurance contract or identification number | 017106 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $21,572 | Total amount of fees paid to insurance company | USD $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 Broker | USD $21,572 | Insurance broker organization code? | 3 | Insurance broker name | JOHN SCHMITT |
|
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 211639-0001 |
Policy instance | 3 |
Insurance contract or identification number | 211639-0001 | Number of Individuals Covered | 16 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $4,920 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $123,033 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,920 | Insurance broker organization code? | 3 | Insurance broker name | GILROY KERNAN & GILROY INC |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 677784G |
Policy instance | 4 |
Insurance contract or identification number | 677784G | Number of Individuals Covered | 888 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $46,126 | Total amount of fees paid to insurance company | USD $23,063 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $461,260 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $39,146 | Amount paid for insurance broker fees | 19573 | Additional information about fees paid to insurance broker | ADMINISTRATION | Insurance broker organization code? | 3 | Insurance broker name | PROFESSIONAL GROUP PLANS INC |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 619360 |
Policy instance | 5 |
Insurance contract or identification number | 619360 | Number of Individuals Covered | 1632 | Insurance policy start date | 2016-04-01 | Insurance policy end date | 2017-03-31 | Total amount of commissions paid to insurance broker | USD $1,632 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $13,759 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,632 | Insurance broker organization code? | 3 | Insurance broker name | ANTHONY PECONE |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | G2187/C3302 |
Policy instance | 6 |
Insurance contract or identification number | G2187/C3302 | Number of Individuals Covered | 116 | Insurance policy start date | 2016-11-01 | Insurance policy end date | 2017-10-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $32,085 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 1 | Insurance broker name | |
|
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 214051-0001 |
Policy instance | 7 |
Insurance contract or identification number | 214051-0001 | Number of Individuals Covered | 265 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $87,670 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $1,666,992 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $87,670 | Insurance broker organization code? | 3 | Insurance broker name | GALLAGHER BENEFIT SERVICES INC |
|
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
Policy contract number | 370C1GL00 |
Policy instance | 8 |
Insurance contract or identification number | 370C1GL00 | Number of Individuals Covered | 373 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $182,870 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,095,689 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $182,870 | Insurance broker organization code? | 3 | Insurance broker name | GALLAGHER BENEFIT SERVICES INC |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 619360 |
Policy instance | 5 |
Insurance contract or identification number | 619360 | Number of Individuals Covered | 1680 | Insurance policy start date | 2014-04-01 | Insurance policy end date | 2015-03-31 | Total amount of commissions paid to insurance broker | USD $4,639 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $49,261 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,639 | Insurance broker organization code? | 3 | Insurance broker name | ANTHONY PECONE |
|
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
Policy contract number | 370C1GL00 |
Policy instance | 8 |
Insurance contract or identification number | 370C1GL00 | Number of Individuals Covered | 391 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $140,119 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,592,516 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $70,630 | Insurance broker organization code? | 3 | Insurance broker name | GALLAGHER BENEFIT SERVICES INC |
|
CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 ) |
Policy contract number | 10011769 |
Policy instance | 1 |
Insurance contract or identification number | 10011769 | Number of Individuals Covered | 164 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $37,104 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $815,009 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $27,004 | Insurance broker organization code? | 3 | Insurance broker name | GILROY KERNAN & GILROY INC |
|
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 214051-0001 |
Policy instance | 7 |
Insurance contract or identification number | 214051-0001 | Number of Individuals Covered | 252 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $58,515 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $1,619,391 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $58,515 | Insurance broker organization code? | 3 | Insurance broker name | SOLID BENEFIT GUIDANCE |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | G2187/C3302 |
Policy instance | 6 |
Insurance contract or identification number | G2187/C3302 | Number of Individuals Covered | 113 | Insurance policy start date | 2014-11-01 | Insurance policy end date | 2015-10-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $32,266 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 677784G |
Policy instance | 4 |
Insurance contract or identification number | 677784G | Number of Individuals Covered | 883 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $37,841 | Total amount of fees paid to insurance company | USD $18,920 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $412,050 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $37,841 | Amount paid for insurance broker fees | 18920 | Additional information about fees paid to insurance broker | OTHER FEES | Insurance broker organization code? | 3 | Insurance broker name | PROFESSIONAL GROUP PLANS INC |
|
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 211639-0001 |
Policy instance | 3 |
Insurance contract or identification number | 211639-0001 | Number of Individuals Covered | 22 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $9,968 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $223,701 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,929 | Insurance broker organization code? | 3 | Insurance broker name | GILROY KERNAN & GILROY INC |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 017106 |
Policy instance | 2 |
Insurance contract or identification number | 017106 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $20,822 | Total amount of fees paid to insurance company | USD $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 Broker | USD $20,822 | Insurance broker name | JOHN SCHMITT |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 619360 |
Policy instance | 6 |
Insurance contract or identification number | 619360 | Number of Individuals Covered | 1630 | Insurance policy start date | 2013-04-01 | Insurance policy end date | 2014-03-31 | Total amount of commissions paid to insurance broker | USD $4,607 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $48,923 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,607 | Insurance broker organization code? | 3 | Insurance broker name | ANTHONY PECONE |
|
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 211639-0001 |
Policy instance | 4 |
Insurance contract or identification number | 211639-0001 | Number of Individuals Covered | 43 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $11,335 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $297,766 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,335 | Insurance broker organization code? | 3 | Insurance broker name | JAEGER & FLYNN ASSOCIATES, INC. |
|
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
Policy contract number | 370C1GL00 |
Policy instance | 9 |
Insurance contract or identification number | 370C1GL00 | Number of Individuals Covered | 390 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $160,510 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,350,355 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $160,510 | Insurance broker organization code? | 3 | Insurance broker name | SOLID BENEFIT GUIDANCE |
|
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 214051-0001 |
Policy instance | 8 |
Insurance contract or identification number | 214051-0001 | Number of Individuals Covered | 270 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $11,335 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $1,620,831 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,335 | Insurance broker organization code? | 3 | Insurance broker name | JAEGER & FLYNN ASSOCIATES, INC. |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | G2187/C3302 |
Policy instance | 7 |
Insurance contract or identification number | G2187/C3302 | Number of Individuals Covered | 126 | Insurance policy start date | 2013-11-01 | Insurance policy end date | 2014-10-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $34,403 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 ) |
Policy contract number | 10011769 |
Policy instance | 1 |
Insurance contract or identification number | 10011769 | Number of Individuals Covered | 110 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $27,003 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $675,087 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $27,003 | Insurance broker organization code? | 3 | Insurance broker name | JAEGER & FLYNN ASSOCIATES, INC. |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 10029Y1-000 |
Policy instance | 2 |
Insurance contract or identification number | 10029Y1-000 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $9,164 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 677784G |
Policy instance | 5 |
Insurance contract or identification number | 677784G | Number of Individuals Covered | 882 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $43,875 | Total amount of fees paid to insurance company | USD $32,573 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $405,105 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $43,875 | Amount paid for insurance broker fees | 21938 | Additional information about fees paid to insurance broker | OTHER FEES | Insurance broker organization code? | 3 | Insurance broker name | PROFESSIONAL GROUP PLANS INC |
|
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 017106 |
Policy instance | 3 |
Insurance contract or identification number | 017106 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $20,073 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 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 Broker | USD $20,073 | Insurance broker name | JOHN SCHMITT |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 10029Y1-000 |
Policy instance | 2 |
Insurance contract or identification number | 10029Y1-000 | Number of Individuals Covered | 8 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $63,430 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 ) |
Policy contract number | 10011769 |
Policy instance | 1 |
Insurance contract or identification number | 10011769 | Number of Individuals Covered | 101 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $21,520 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $537,994 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $21,520 | Insurance broker organization code? | 3 | Insurance broker name | JAEGER & FLYNN ASSOCIATES, INC. |
|
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 211639-0001 |
Policy instance | 4 |
Insurance contract or identification number | 211639-0001 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $10,940 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $300,532 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,940 | Insurance broker organization code? | 3 | Insurance broker name | JAEGER & FLYNN ASSOCIATES, INC. |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 10029Y1-001 |
Policy instance | 6 |
Insurance contract or identification number | 10029Y1-001 | Number of Individuals Covered | 17 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $51,996 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 10029Y1-003 |
Policy instance | 7 |
Insurance contract or identification number | 10029Y1-003 | Number of Individuals Covered | 2 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $3,611 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 619360 |
Policy instance | 8 |
Insurance contract or identification number | 619360 | Number of Individuals Covered | 1477 | Insurance policy start date | 2012-04-01 | Insurance policy end date | 2013-03-31 | Total amount of commissions paid to insurance broker | USD $4,310 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $45,226 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,310 | Insurance broker organization code? | 3 | Insurance broker name | ANTHONY PECONE |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 677784G |
Policy instance | 5 |
Insurance contract or identification number | 677784G | Number of Individuals Covered | 862 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $36,146 | Total amount of fees paid to insurance company | USD $18,073 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $361,461 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $36,146 | Amount paid for insurance broker fees | 18073 | Additional information about fees paid to insurance broker | ADDITIONAL FEES | Insurance broker organization code? | 3 | Insurance broker name | PROFESSIONAL GROUP PLANS INC |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | G2187/C3302 |
Policy instance | 9 |
Insurance contract or identification number | G2187/C3302 | Number of Individuals Covered | 119 | Insurance policy start date | 2012-11-01 | Insurance policy end date | 2013-10-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $33,500 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 214051-0001 |
Policy instance | 10 |
Insurance contract or identification number | 214051-0001 | Number of Individuals Covered | 271 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $56,538 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $1,473,353 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $56,538 | Insurance broker organization code? | 3 | Insurance broker name | SOLID BENEFIT GUIDANCE |
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EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
Policy contract number | 370C1GL00 |
Policy instance | 11 |
Insurance contract or identification number | 370C1GL00 | Number of Individuals Covered | 414 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $154,766 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,158,869 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $154,766 | Insurance broker organization code? | 3 | Insurance broker name | SOLID BENEFIT GUIDANCE |
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PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 017106 |
Policy instance | 3 |
Insurance contract or identification number | 017106 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 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 |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 10029Y1-000 |
Policy instance | 2 |
Insurance contract or identification number | 10029Y1-000 | Number of Individuals Covered | 17 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $107,654 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 10029XY 000 |
Policy instance | 9 |
Insurance contract or identification number | 10029XY 000 | Number of Individuals Covered | 0 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $16,655 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 619360 |
Policy instance | 8 |
Insurance contract or identification number | 619360 | Number of Individuals Covered | 1022 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | Total amount of commissions paid to insurance broker | USD $4,271 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $44,052 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,271 | Insurance broker organization code? | 3 | Insurance broker name | ANTHONY PECONE |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 10029Y1-003 |
Policy instance | 7 |
Insurance contract or identification number | 10029Y1-003 | Number of Individuals Covered | 2 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $12,389 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 10029Y1-001 |
Policy instance | 6 |
Insurance contract or identification number | 10029Y1-001 | Number of Individuals Covered | 14 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $139,021 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 677784G |
Policy instance | 5 |
Insurance contract or identification number | 677784G | Number of Individuals Covered | 1242 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $34,787 | Total amount of fees paid to insurance company | USD $27,438 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $347,866 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $34,787 | Amount paid for insurance broker fees | 17393 | Additional information about fees paid to insurance broker | ADDITIONAL FEES | Insurance broker organization code? | 3 | Insurance broker name | PROFESSIONAL GROUP PLANS INC |
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PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 017106 |
Policy instance | 3 |
Insurance contract or identification number | 017106 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 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 |
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MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 211639-0001 |
Policy instance | 4 |
Insurance contract or identification number | 211639-0001 | Number of Individuals Covered | 50 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $13,518 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $337,954 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,518 | Insurance broker organization code? | 3 | Insurance broker name | JAEGER & FLYNN ASSOCIATES, INC. |
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CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 ) |
Policy contract number | 10011769 |
Policy instance | 1 |
Insurance contract or identification number | 10011769 | Number of Individuals Covered | 90 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $19,342 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $358,181 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $19,342 | Insurance broker organization code? | 3 | Insurance broker name | JAEGER & FLYNN ASSOCIATES, INC. |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 10029XY-000 |
Policy instance | 1 |
Insurance contract or identification number | 10029XY-000 | Number of Individuals Covered | 1069 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $4,845,240 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 ) |
Policy contract number | 10011769 |
Policy instance | 3 |
Insurance contract or identification number | 10011769 | Number of Individuals Covered | 86 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $14,327 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $358,181 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 10029Y1-000 |
Policy instance | 4 |
Insurance contract or identification number | 10029Y1-000 | Number of Individuals Covered | 14 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $112,886 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 211639-0001 |
Policy instance | 7 |
Insurance contract or identification number | 211639-0001 | Number of Individuals Covered | 60 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $16,503 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $378,313 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 10029XY-900 |
Policy instance | 5 |
Insurance contract or identification number | 10029XY-900 | Number of Individuals Covered | 6 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $51,348 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 017106 |
Policy instance | 6 |
Insurance contract or identification number | 017106 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 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 |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 677784G |
Policy instance | 8 |
Insurance contract or identification number | 677784G | Number of Individuals Covered | 1223 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $340,067 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 10029Y1-001 |
Policy instance | 9 |
Insurance contract or identification number | 10029Y1-001 | Number of Individuals Covered | 14 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $141,996 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 10029Y1-003 |
Policy instance | 10 |
Insurance contract or identification number | 10029Y1-003 | Number of Individuals Covered | 2 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $6,319 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 00993393 |
Policy instance | 2 |
Insurance contract or identification number | 00993393 | Number of Individuals Covered | 6 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $1,149 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $38,319 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 10029XY-000 |
Policy instance | 1 |
Insurance contract or identification number | 10029XY-000 | Number of Individuals Covered | 1114 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $5,061,335 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | G-2187,C-3302 |
Policy instance | 10 |
Insurance contract or identification number | G-2187,C-3302 | Number of Individuals Covered | 266 | Insurance policy start date | 2009-11-01 | Insurance policy end date | 2010-10-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $41,726 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 10029Y1-001 |
Policy instance | 9 |
Insurance contract or identification number | 10029Y1-001 | Number of Individuals Covered | 14 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $110,338 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 677784G |
Policy instance | 8 |
Insurance contract or identification number | 677784G | Number of Individuals Covered | 1296 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $56,090 | Total amount of fees paid to insurance company | USD $2,599 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $373,936 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $56,090 | Amount paid for insurance broker fees | 2599 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 | Insurance broker name | PROFESSIONAL GROUP PLANS INC |
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MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
Policy contract number | 211639-0001 |
Policy instance | 7 |
Insurance contract or identification number | 211639-0001 | Number of Individuals Covered | 317 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $1,489,640 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
Policy contract number | 017106 |
Policy instance | 6 |
Insurance contract or identification number | 017106 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $16,909 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 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 Broker | USD $16,909 | Insurance broker organization code? | 3 | Insurance broker name | JOHN SCHMITT |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 10029XY-900 |
Policy instance | 5 |
Insurance contract or identification number | 10029XY-900 | Number of Individuals Covered | 18 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $87,997 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95491 ) |
Policy contract number | 017256 |
Policy instance | 3 |
Insurance contract or identification number | 017256 | Number of Individuals Covered | 40 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $11,092 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $277,305 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,092 | Insurance broker organization code? | 3 | Insurance broker name | JAEGER & FLYNN ASSOCIATES, INC. |
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HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 00993393 |
Policy instance | 2 |
Insurance contract or identification number | 00993393 | Number of Individuals Covered | 9 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $2,343 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $78,093 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,343 | Insurance broker organization code? | 3 | Insurance broker name | JAEGER & FLYNN ASSOCIATES, INC. |
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HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
Policy contract number | 10029Y1-000 |
Policy instance | 4 |
Insurance contract or identification number | 10029Y1-000 | Number of Individuals Covered | 24 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $162,259 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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