| Plan Name | BROCKPORT AUXILIARY SERVICE CORPORATION 403(B) TAX SHELTER ANNUITY |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | BROCKPORT AUXILIARY SERVICE CORPORATION |
| Employer identification number (EIN): | 160774048 |
| NAIC Classification: | 611000 |
Additional information about BROCKPORT AUXILIARY SERVICE CORPORATION
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1950-07-03 |
| Company Identification Number: | 74989 |
| Legal Registered Office Address: |
STATE UNIVERSITY OF NY COLLEGE AT BROCKPORT BROCKPORT United States of America (USA) 14420 |
More information about BROCKPORT AUXILIARY SERVICE CORPORATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | DANA WEISS | 2024-07-18 | ||
| 003 | 2022-01-01 | DANA WEISS | 2023-07-25 | ||
| 003 | 2021-01-01 | DANA WEISS | 2022-10-04 | ||
| 003 | 2020-01-01 | DANA WEISS | 2021-10-04 | DANA WEISS | 2021-10-04 |
| 003 | 2019-01-01 | DANA WEISS | 2020-07-24 | DANA WEISS | 2020-07-24 |
| 003 | 2018-01-01 | DANA WEISS | 2019-10-09 | DANA WEISS | 2019-10-09 |
| 003 | 2017-01-01 | DANA WEISS | 2018-10-12 | DANA WEISS | 2018-10-12 |
| 003 | 2016-01-01 | DANA WEISS | 2017-10-09 | DANA WEISS | 2017-10-09 |
| 003 | 2015-01-01 | DANA WEISS | DANA WEISS | 2016-08-09 | |
| 003 | 2014-01-01 | DANA WEISS | 2015-07-30 | ||
| 003 | 2013-01-01 | RALPH EISENMANN | 2014-07-03 | ||
| 003 | 2012-01-01 | RALPH EISENMANN | 2013-06-28 | ||
| 003 | 2011-01-01 | RALPH EISENMANN | 2012-07-19 | ||
| 003 | 2010-01-01 | RALPH EISENMANN | 2011-07-25 |
| Measure | Date | Value |
|---|---|---|
| 2025 : BROCKPORT AUXILIARY SERVICE CORPORATION 403(B) TAX SHELTER ANNUITY 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-25 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-25 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-25 | 541460 |
| Net assets as of the end of the plan year | 2025-07-25 | 5604698 |
| Total assets as of the beginning of the plan year | 2025-07-25 | 5011527 |
| Value of plan covered by a fidelity bond | 2025-07-25 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-25 | 152763 |
| Value of participant loans at end of plan year | 2025-07-25 | 49802 |
| Other expenses paid from plan in this plan year | 2025-07-25 | 0 |
| Other contributions to plan in this plan year | 2025-07-25 | 138430 |
| Other income to plan in this plan year | 2025-07-25 | 647094 |
| Plan net income in this plan year | 2025-07-25 | 593171 |
| Net assets as of the end of the plan year | 2025-07-25 | 5604698 |
| Net assets as of the beginning of the plan year | 2025-07-25 | 5011527 |
| Employer contributions to plan in this plan year | 2025-07-25 | 196344 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-25 | 36417 |
| 2024 : BROCKPORT AUXILIARY SERVICE CORPORATION 403(B) TAX SHELTER ANNUITY 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-18 | 470390 |
| Net assets as of the end of the plan year | 2024-07-18 | 5011527 |
| Total assets as of the beginning of the plan year | 2024-07-18 | 4467598 |
| Value of plan covered by a fidelity bond | 2024-07-18 | 1000000 |
| Participant contributions to plan in this plan year | 2024-07-18 | 130757 |
| Value of participant loans at end of plan year | 2024-07-18 | 40982 |
| Other income to plan in this plan year | 2024-07-18 | 685686 |
| Plan net income in this plan year | 2024-07-18 | 543929 |
| Net assets as of the end of the plan year | 2024-07-18 | 5011527 |
| Net assets as of the beginning of the plan year | 2024-07-18 | 4467598 |
| Employer contributions to plan in this plan year | 2024-07-18 | 197876 |
| Fees paid to broker by Benefit Provider | 2024-07-18 | 7 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-18 | 31484 |
| 2022 : BROCKPORT AUXILIARY SERVICE CORPORATION 403(B) TAX SHELTER ANNUITY 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-10-04 | 347846 |
| Net assets as of the end of the plan year | 2022-10-04 | 5520407 |
| Total assets as of the beginning of the plan year | 2022-10-04 | 4850796 |
| Value of plan covered by a fidelity bond | 2022-10-04 | 1000000 |
| Participant contributions to plan in this plan year | 2022-10-04 | 136349 |
| Value of participant loans at end of plan year | 2022-10-04 | 37245 |
| Other income to plan in this plan year | 2022-10-04 | 695024 |
| Plan net income in this plan year | 2022-10-04 | 669611 |
| Net assets as of the end of the plan year | 2022-10-04 | 5520407 |
| Net assets as of the beginning of the plan year | 2022-10-04 | 4850796 |
| Employer contributions to plan in this plan year | 2022-10-04 | 186084 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-04 | 34652 |
| 2015 : BROCKPORT AUXILIARY SERVICE CORPORATION 403(B) TAX SHELTER ANNUITY 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $366,174 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,417,513 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,409,709 |
| Total plan assets at end of year | 2015-12-31 | $2,780,388 |
| Total plan assets at beginning of year | 2015-12-31 | $3,831,727 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $101,619 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $6,846 |
| Other income received | 2015-12-31 | $59,230 |
| Net income (gross income less expenses) | 2015-12-31 | $-1,051,339 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,780,388 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,831,727 |
| Assets. Value of participant loans | 2015-12-31 | $33,846 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $198,479 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $7,804 |
| 2015: BROCKPORT AUXILIARY SERVICE CORPORATION 403(B) TAX SHELTER ANNUITY 2015 form 5500 responses | ||
|---|---|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | VFZ482 |
| Policy instance | 1 |