?>
Logo

BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BERNARD GELBARD, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:BERNARD GELBARD, M.D., P.C.
Employer identification number (EIN):161159327
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about BERNARD GELBARD, M.D., P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1981-01-22
Company Identification Number: 674862
Legal Registered Office Address: 133 PARK STREET
75 PLEASANT STREET 10-7
MALONE
United States of America (USA)
12953

More information about BERNARD GELBARD, M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01BERNARD GELBARD, M.D.
0012017-01-01BERNARD GELBARD, M.D.
0012016-01-01BERNARD GELBARD, M.D.
0012015-01-01BERNARD GELBARD, M.D.
0012014-01-01BERNARD GELBARD, M.D.
0012013-01-01BERNARD GELBARD, M.D.
0012012-01-01BERNARD GELBARD, M.D.
0012011-01-01BERNARD GELBARD, M.D.
0012010-01-01BERNARD GELBARD, M.D.
0012009-01-01BERNARD GELBARD, M.D.

Plan Statistics for BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-014
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-015
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Number of participants with account balances2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019 : BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-05-31$0
Total plan liabilities at beginning of year2019-05-31$0
Total income from all sources2019-05-31$143,569
Expenses. Total of all expenses incurred2019-05-31$1,792,798
Benefits paid (including direct rollovers)2019-05-31$1,776,643
Total plan assets at end of year2019-05-31$0
Total plan assets at beginning of year2019-05-31$1,649,229
Total contributions received or receivable from participants2019-05-31$0
Contributions received from other sources (not participants or employers)2019-05-31$0
Other income received2019-05-31$143,569
Noncash contributions received2019-05-31$0
Net income (gross income less expenses)2019-05-31$-1,649,229
Net plan assets at end of year (total assets less liabilities)2019-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-05-31$1,649,229
Assets. Value of assets in partnership/joint-venture interests2019-05-31$0
Total contributions received or receivable from employer(s)2019-05-31$0
Value of certain deemed distributions of participant loans2019-05-31$0
Value of corrective distributions2019-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-05-31$16,155
2018 : BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-119,415
Expenses. Total of all expenses incurred2018-12-31$143,140
Benefits paid (including direct rollovers)2018-12-31$128,690
Total plan assets at end of year2018-12-31$1,649,229
Total plan assets at beginning of year2018-12-31$1,911,784
Total contributions received or receivable from participants2018-12-31$50,462
Other income received2018-12-31$-195,951
Net income (gross income less expenses)2018-12-31$-262,555
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,649,229
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,911,784
Assets. Value of assets in partnership/joint-venture interests2018-12-31$325,769
Total contributions received or receivable from employer(s)2018-12-31$26,074
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$14,450
2017 : BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$200,784
Expenses. Total of all expenses incurred2017-12-31$22,370
Benefits paid (including direct rollovers)2017-12-31$15,558
Total plan assets at end of year2017-12-31$1,911,784
Total plan assets at beginning of year2017-12-31$1,733,370
Total contributions received or receivable from participants2017-12-31$48,500
Other income received2017-12-31$104,790
Net income (gross income less expenses)2017-12-31$178,414
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,911,784
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,733,370
Assets. Value of assets in partnership/joint-venture interests2017-12-31$325,498
Total contributions received or receivable from employer(s)2017-12-31$47,494
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,812
2016 : BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$231,375
Expenses. Total of all expenses incurred2016-12-31$995,211
Benefits paid (including direct rollovers)2016-12-31$977,087
Total plan assets at end of year2016-12-31$1,733,370
Total plan assets at beginning of year2016-12-31$2,497,206
Total contributions received or receivable from participants2016-12-31$48,000
Other income received2016-12-31$145,445
Net income (gross income less expenses)2016-12-31$-763,836
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,733,370
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,497,206
Assets. Value of assets in partnership/joint-venture interests2016-12-31$324,970
Total contributions received or receivable from employer(s)2016-12-31$37,930
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$18,124
2015 : BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$109,734
Expenses. Total of all expenses incurred2015-12-31$28,877
Benefits paid (including direct rollovers)2015-12-31$16,632
Total plan assets at end of year2015-12-31$2,497,206
Total plan assets at beginning of year2015-12-31$2,416,349
Total contributions received or receivable from participants2015-12-31$96,000
Other income received2015-12-31$-79,219
Net income (gross income less expenses)2015-12-31$80,857
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,497,206
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,416,349
Assets. Value of assets in partnership/joint-venture interests2015-12-31$324,423
Total contributions received or receivable from employer(s)2015-12-31$92,953
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$12,245
2014 : BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$340,894
Expenses. Total of all expenses incurred2014-12-31$5,042
Total plan assets at end of year2014-12-31$2,416,349
Total plan assets at beginning of year2014-12-31$2,080,497
Total contributions received or receivable from participants2014-12-31$92,000
Other income received2014-12-31$149,694
Net income (gross income less expenses)2014-12-31$335,852
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,416,349
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,080,497
Assets. Value of assets in partnership/joint-venture interests2014-12-31$326,664
Total contributions received or receivable from employer(s)2014-12-31$99,200
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,042
2013 : BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$435,156
Expenses. Total of all expenses incurred2013-12-31$14,817
Total plan assets at end of year2013-12-31$2,080,497
Total plan assets at beginning of year2013-12-31$1,660,158
Total contributions received or receivable from participants2013-12-31$92,000
Other income received2013-12-31$257,456
Net income (gross income less expenses)2013-12-31$420,339
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,080,497
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,660,158
Assets. Value of assets in partnership/joint-venture interests2013-12-31$326,157
Total contributions received or receivable from employer(s)2013-12-31$85,700
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$14,817
2012 : BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$221,094
Expenses. Total of all expenses incurred2012-12-31$5,948
Total plan assets at end of year2012-12-31$1,660,158
Total plan assets at beginning of year2012-12-31$1,445,012
Total contributions received or receivable from participants2012-12-31$90,000
Other income received2012-12-31$66,836
Net income (gross income less expenses)2012-12-31$215,146
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,660,158
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,445,012
Assets. Value of assets in partnership/joint-venture interests2012-12-31$325,631
Total contributions received or receivable from employer(s)2012-12-31$64,258
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$5,948
2011 : BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$126,503
Expenses. Total of all expenses incurred2011-12-31$1,025,033
Benefits paid (including direct rollovers)2011-12-31$1,010,781
Total plan assets at end of year2011-12-31$1,445,012
Total plan assets at beginning of year2011-12-31$2,343,542
Total contributions received or receivable from participants2011-12-31$81,857
Other income received2011-12-31$-31,829
Net income (gross income less expenses)2011-12-31$-898,530
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,445,012
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,343,542
Assets. Value of assets in partnership/joint-venture interests2011-12-31$366,012
Total contributions received or receivable from employer(s)2011-12-31$76,475
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$14,252
2010 : BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$363,119
Expenses. Total of all expenses incurred2010-12-31$15,198
Total plan assets at end of year2010-12-31$2,343,542
Total plan assets at beginning of year2010-12-31$1,995,621
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$81,857
Other income received2010-12-31$204,655
Net income (gross income less expenses)2010-12-31$347,921
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,343,542
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,995,621
Assets. Value of assets in partnership/joint-venture interests2010-12-31$366,672
Total contributions received or receivable from employer(s)2010-12-31$76,607
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$15,198

Form 5500 Responses for BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN

2019: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BERNARD GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

WILLIAM PENN (National Association of Insurance Commissioners NAIC id number: 66230 )
Policy contract number559298
Policy instance 1
Insurance contract or identification number559298
WILLIAM PENN (National Association of Insurance Commissioners NAIC id number: 66230 )
Policy contract number559298
Policy instance 1
Insurance contract or identification number559298
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
WILLIAM PENN (National Association of Insurance Commissioners NAIC id number: 66230 )
Policy contract number559298
Policy instance 1
Insurance contract or identification number559298
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
WILLIAM PENN (National Association of Insurance Commissioners NAIC id number: 66230 )
Policy contract number559298
Policy instance 1
Insurance contract or identification number559298
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
WILLIAM PENN (National Association of Insurance Commissioners NAIC id number: 66230 )
Policy contract number
Policy instance 1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
WILLIAM PENN (National Association of Insurance Commissioners NAIC id number: 66230 )
Policy contract number
Policy instance 1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
WILLIAM PENN (National Association of Insurance Commissioners NAIC id number: 66230 )
Policy contract number
Policy instance 1
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLIAM PENN (National Association of Insurance Commissioners NAIC id number: 66230 )
Policy contract number
Policy instance 1
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILTON REASSURANCE LIFE CO NY (National Association of Insurance Commissioners NAIC id number: 91286 )
Policy contract numberLN00202130
Policy instance 1
Insurance contract or identification numberLN00202130
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3