401k Plan data: WOODS OVIATT GILMAN LLP CAFETERIA PLAN plan

WOODS OVIATT GILMAN LLP CAFETERIA PLAN 401k Plan overview

Plan Name	WOODS OVIATT GILMAN LLP CAFETERIA PLAN
Plan identification number	501

WOODS OVIATT GILMAN LLP CAFETERIA PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover

401k Sponsoring company profile

WOODS OVIATT GILMAN, LLP has sponsored the creation of one or more 401k plans.

Company Name: WOODS OVIATT GILMAN, LLP

Employer identification number (EIN): 160902614

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about WOODS OVIATT GILMAN, LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1994-12-30

Company Identification Number: 1880223

Legal Registered Office Address: ATTN: MANAGING PARTNER
1900 BAUSCH & LOMB PLACE
ROCHESTER
United States of America (USA)
14604

More information about WOODS OVIATT GILMAN, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOODS OVIATT GILMAN LLP CAFETERIA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-01-01 MITCHELL NUSBAUM 2023-07-06
501 2021-01-01 MITCHELL NUSBAUM 2022-06-03
501 2020-01-01 MITCHELL NUSBAUM 2021-06-22
501 2019-01-01 MITCHELL NUSBAUM 2020-07-08
501 2018-01-01
501 2017-01-01
501 2016-01-01
501 2015-01-01
501 2014-01-01
501 2013-01-01
501 2012-01-01 JAMES P. MCELHENY
501 2011-01-01 JAMES P. MCELHENY
501 2010-01-01 JAMES P. MCELHENY
501 2009-01-01 JAMES P. MCELHENY

Plan Statistics for WOODS OVIATT GILMAN LLP CAFETERIA PLAN

401k plan membership statisitcs for WOODS OVIATT GILMAN LLP CAFETERIA PLAN

Measure Date Value
2022: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 215
Total of all active and inactive participants 2022-01-01 215
2021: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 205
Total of all active and inactive participants 2021-01-01 205
2020: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 291
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 217
Total of all active and inactive participants 2020-01-01 217
2019: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 291
Total of all active and inactive participants 2019-01-01 291
2018: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 263
Total of all active and inactive participants 2018-01-01 263
2017: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 253
Total of all active and inactive participants 2017-01-01 253
2016: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 253
Total of all active and inactive participants 2016-01-01 253
2015: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 218
Total of all active and inactive participants 2015-01-01 218
2014: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 192
Total of all active and inactive participants 2014-01-01 192
2013: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 162
Total of all active and inactive participants 2013-01-01 162
2012: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 137
Total of all active and inactive participants 2012-01-01 137
2011: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 138
Total of all active and inactive participants 2011-01-01 138
2010: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 135
Total of all active and inactive participants 2010-01-01 135
2009: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 148
Total of all active and inactive participants 2009-01-01 148

Measure	Date	Value
2022: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	215
Total of all active and inactive participants	2022-01-01	215
2021: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	205
Total of all active and inactive participants	2021-01-01	205
2020: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	291
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	217
Total of all active and inactive participants	2020-01-01	217
2019: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	291
Total of all active and inactive participants	2019-01-01	291
2018: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	263
Total of all active and inactive participants	2018-01-01	263
2017: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	253
Total of all active and inactive participants	2017-01-01	253
2016: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	253
Total of all active and inactive participants	2016-01-01	253
2015: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	218
Total of all active and inactive participants	2015-01-01	218
2014: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	192
Total of all active and inactive participants	2014-01-01	192
2013: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	162
Total of all active and inactive participants	2013-01-01	162
2012: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	137
Total of all active and inactive participants	2012-01-01	137
2011: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	138
Total of all active and inactive participants	2011-01-01	138
2010: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	135
Total of all active and inactive participants	2010-01-01	135
2009: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	148
Total of all active and inactive participants	2009-01-01	148

Form 5500 Responses for WOODS OVIATT GILMAN LLP CAFETERIA PLAN

2022: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: WOODS OVIATT GILMAN LLP CAFETERIA PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

62229

Policy instance

Insurance contract or identification number	62229
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $17,989
Total amount of fees paid to insurance company	USD $43
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $151,701
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,989
Insurance broker organization code?	3
Amount paid for insurance broker fees	43

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

00101355

Policy instance

Insurance contract or identification number	00101355
Number of Individuals Covered	123
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $6,811
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	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 $6,811
Insurance broker organization code?	3

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

00101049

Policy instance

Insurance contract or identification number	00101049
Number of Individuals Covered	147
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $73,321
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	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 $73,321
Insurance broker organization code?	3

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

00101049

Policy instance

Insurance contract or identification number	00101049
Number of Individuals Covered	141
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $65,492
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	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 $65,492
Insurance broker organization code?	3

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

00101355

Policy instance

Insurance contract or identification number	00101355
Number of Individuals Covered	109
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $6,072
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	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 $6,072
Insurance broker organization code?	3

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

62229

Policy instance

Insurance contract or identification number	62229
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $16,323
Total amount of fees paid to insurance company	USD $39
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $137,294
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,323
Insurance broker organization code?	3
Amount paid for insurance broker fees	39

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

00101355

Policy instance

Insurance contract or identification number	00101355
Number of Individuals Covered	111
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $6,586
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	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 $6,586
Insurance broker organization code?	3

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

00101049

Policy instance

Insurance contract or identification number	00101049
Number of Individuals Covered	141
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $70,814
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	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 $70,814
Insurance broker organization code?	3

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

62229

Policy instance

Insurance contract or identification number	62229
Number of Individuals Covered	217
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $20,720
Total amount of fees paid to insurance company	USD $52
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $151,459
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20,720
Insurance broker organization code?	3
Amount paid for insurance broker fees	44

SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )

Policy contract number

820161

Policy instance

Insurance contract or identification number	820161
Number of Individuals Covered	291
Insurance policy start date	2018-04-01
Insurance policy end date	2019-03-31
Total amount of commissions paid to insurance broker	USD $14,623
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $188,135
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,623
Insurance broker organization code?	3

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

00101049

Policy instance

Insurance contract or identification number	00101049
Number of Individuals Covered	171
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $72,237
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	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 $55,129
Insurance broker organization code?	3

FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 )

Policy contract number

10149051001

Policy instance

Insurance contract or identification number	10149051001
Number of Individuals Covered	175
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,142
Total amount of fees paid to insurance company	USD $0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $11,719
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $866
Insurance broker organization code?	3

SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )

Policy contract number

820161

Policy instance

Insurance contract or identification number	820161
Number of Individuals Covered	263
Insurance policy start date	2017-04-01
Insurance policy end date	2018-03-31
Total amount of commissions paid to insurance broker	USD $14,171
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $173,345
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,171
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

00101049

Policy instance

Insurance contract or identification number	00101049
Number of Individuals Covered	187
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $68,605
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,846,755
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $68,605
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )

Policy contract number

820161

Policy instance

Insurance contract or identification number	820161
Number of Individuals Covered	253
Insurance policy start date	2016-04-01
Insurance policy end date	2017-03-31
Total amount of commissions paid to insurance broker	USD $13,466
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $165,926
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,466
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	LAWRENCE AXELROD

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

00101049

Policy instance

Insurance contract or identification number	00101049
Number of Individuals Covered	175
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $67,980
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,812,749
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $67,980
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	BROWN & BROWN OF NEW YORK INC.

SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80926 )

Policy contract number

811549

Policy instance

Insurance contract or identification number	811549
Number of Individuals Covered	0
Insurance policy start date	2014-04-01
Insurance policy end date	2014-04-30
Total amount of commissions paid to insurance broker	USD $2,149
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $11,440
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,149
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	LAWRENCE AXELROD

SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )

Policy contract number

820161

Policy instance

Insurance contract or identification number	820161
Number of Individuals Covered	218
Insurance policy start date	2014-05-01
Insurance policy end date	2015-03-31
Total amount of commissions paid to insurance broker	USD $11,924
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $131,822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,924
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	LAWRENCE AXELROD

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

00101049

Policy instance

Insurance contract or identification number	00101049
Number of Individuals Covered	178
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $66,158
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,747,150
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $66,158
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	BROWN & BROWN OF NEW YORK INC.

MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )

Policy contract number

406425

Policy instance

Insurance contract or identification number	406425
Number of Individuals Covered	350
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $54,278
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 $1,417,738
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $54,278
Insurance broker organization code?	3
Insurance broker name	BROWN & BROWN OF NEW YORK INC.

SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80926 )

Policy contract number

811549

Policy instance

Insurance contract or identification number	811549
Number of Individuals Covered	192
Insurance policy start date	2013-04-01
Insurance policy end date	2014-03-31
Total amount of commissions paid to insurance broker	USD $11,581
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
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $130,381
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,581
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	LAWRENCE AXELROD

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

10127302

Policy instance

Insurance contract or identification number	10127302
Number of Individuals Covered	162
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Total amount of commissions paid to insurance broker	USD $3,295
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	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $75,617
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,977
Insurance broker organization code?	3
Insurance broker name	LAWRENCE AXELROD

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

10078360

Policy instance

Insurance contract or identification number	10078360
Number of Individuals Covered	162
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Total amount of commissions paid to insurance broker	USD $4,525
Total amount of fees paid to insurance company	USD $2,627
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $52,531
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,810
Amount paid for insurance broker fees	1051
Additional information about fees paid to insurance broker	ENROLLMENT FEES
Insurance broker organization code?	3
Insurance broker name	MASS MUTUAL FINANCIAL GROUP

MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )

Policy contract number

406425

Policy instance

Insurance contract or identification number	406425
Number of Individuals Covered	335
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $57,116
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 $1,178,034
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $57,116
Insurance broker organization code?	3
Insurance broker name	BROWN & BROWN OF NEW YORK INC.

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

10078360

Policy instance

Insurance contract or identification number	10078360
Number of Individuals Covered	137
Insurance policy start date	2011-04-01
Insurance policy end date	2012-03-31
Total amount of commissions paid to insurance broker	USD $4,420
Total amount of fees paid to insurance company	USD $2,420
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $48,415
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,768
Amount paid for insurance broker fees	968
Additional information about fees paid to insurance broker	ENROLLMENT FEES
Insurance broker organization code?	3
Insurance broker name	MASS MUTUAL FINANCIAL GROUP

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

10127302

Policy instance

Insurance contract or identification number	10127302
Number of Individuals Covered	137
Insurance policy start date	2011-04-01
Insurance policy end date	2012-03-31
Total amount of commissions paid to insurance broker	USD $3,225
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	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $70,961
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,935
Insurance broker organization code?	3
Insurance broker name	LAWRENCE AXELROD

MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )

Policy contract number

406425

Policy instance

Insurance contract or identification number	406425
Number of Individuals Covered	297
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $50,303
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 $1,011,703
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $50,303
Insurance broker name	BROWN & BROWN OF NEW YORK INC.

MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )

Policy contract number

406425

Policy instance

Insurance contract or identification number	406425
Number of Individuals Covered	282
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $40,067
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 $797,619
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

10078360

Policy instance

Insurance contract or identification number	10078360
Number of Individuals Covered	138
Insurance policy start date	2010-04-01
Insurance policy end date	2011-03-31
Total amount of commissions paid to insurance broker	USD $4,370
Total amount of fees paid to insurance company	USD $2,370
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $47,405
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

10127302

Policy instance

Insurance contract or identification number	10127302
Number of Individuals Covered	138
Insurance policy start date	2010-04-01
Insurance policy end date	2011-03-31
Total amount of commissions paid to insurance broker	USD $3,172
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	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $67,445
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

406425

Policy instance

Insurance contract or identification number	406425
Number of Individuals Covered	279
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $41,053
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 $772,187
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $41,053
Insurance broker name	BROWN & BROWN OF NEW YORK INC.

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

TM 05-577548

Policy instance

Insurance contract or identification number	TM 05-577548
Number of Individuals Covered	383
Insurance policy start date	2009-04-01
Insurance policy end date	2010-03-31
Total amount of commissions paid to insurance broker	USD $7,559
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	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $128,990
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,717
Insurance broker organization code?	3
Insurance broker name	FINGER LAKES FINANCIAL SERVICES INC

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

10078360

Policy instance

Insurance contract or identification number	10078360
Number of Individuals Covered	135
Insurance policy start date	2009-04-01
Insurance policy end date	2010-03-31
Total amount of commissions paid to insurance broker	USD $4,382
Total amount of fees paid to insurance company	USD $2,382
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $47,630
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,753
Amount paid for insurance broker fees	953
Additional information about fees paid to insurance broker	ENROLLMENT FEES
Insurance broker organization code?	3
Insurance broker name	MASS MUTUAL FINANCIAL GROUP

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Company Name:	WOODS OVIATT GILMAN, LLP
Employer identification number (EIN):	160902614
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1994-12-30
Company Identification Number:	1880223
Legal Registered Office Address:	ATTN: MANAGING PARTNER 1900 BAUSCH & LOMB PLACE ROCHESTER United States of America (USA) 14604

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
501	2022-01-01	MITCHELL NUSBAUM	2023-07-06
501	2021-01-01	MITCHELL NUSBAUM	2022-06-03
501	2020-01-01	MITCHELL NUSBAUM	2021-06-22
501	2019-01-01	MITCHELL NUSBAUM	2020-07-08
501	2018-01-01
501	2017-01-01
501	2016-01-01
501	2015-01-01
501	2014-01-01
501	2013-01-01
501	2012-01-01	JAMES P. MCELHENY
501	2011-01-01	JAMES P. MCELHENY
501	2010-01-01	JAMES P. MCELHENY
501	2009-01-01	JAMES P. MCELHENY