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VERIZON GROUP LIFE INSURANCE PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATES 401k Plan overview

Plan NameVERIZON GROUP LIFE INSURANCE PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATES
Plan identification number 501

VERIZON GROUP LIFE INSURANCE PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATES Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

VERIZON COMMUNICATIONS INC. has sponsored the creation of one or more 401k plans.

Company Name:VERIZON COMMUNICATIONS INC.
Employer identification number (EIN):232259884
NAIC Classification:517000

Additional information about VERIZON COMMUNICATIONS INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1988-04-26
Company Identification Number: F057483
Legal Registered Office Address: 4701 Cox Rd Ste 285

Glen Allen
United States of America (USA)
23060-6808

More information about VERIZON COMMUNICATIONS INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VERIZON GROUP LIFE INSURANCE PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012014-01-01KEVIN CAMMARATA KEVIN CAMMARATA2015-07-15
5012013-01-01KEVIN CAMMARATA KEVIN CAMMARATA2014-10-04
5012012-01-01DONNA CHIFFRILLER DONNA CHIFFRILLER2013-10-14
5012011-01-01DONNA CHIFFRILLER DONNA CHIFFRILLER2012-10-16
5012010-01-01DONNA CHIFFRILLER DONNA CHIFFRILLER2011-10-31
5012009-01-01DONNA CHIFFRILLER

Plan Statistics for VERIZON GROUP LIFE INSURANCE PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATES

401k plan membership statisitcs for VERIZON GROUP LIFE INSURANCE PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATES

Measure Date Value
2014
Total participants, beginning-of-year2014-01-0164,459
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Total of all active and inactive participants2014-01-010
2013
Total participants, beginning-of-year2013-01-0166,012
Total number of active participants reported on line 7a of the Form 55002013-01-0121,695
Number of retired or separated participants receiving benefits2013-01-0142,866
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0164,561
2012
Total participants, beginning-of-year2012-01-0167,440
Total number of active participants reported on line 7a of the Form 55002012-01-0122,317
Number of retired or separated participants receiving benefits2012-01-0143,604
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0165,921
2011
Total participants, beginning-of-year2011-01-0170,154
Total number of active participants reported on line 7a of the Form 55002011-01-0123,427
Number of retired or separated participants receiving benefits2011-01-0144,068
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0167,495
2010
Total participants, beginning-of-year2010-01-0172,375
Total number of active participants reported on line 7a of the Form 55002010-01-0124,938
Number of retired or separated participants receiving benefits2010-01-0145,216
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0170,154
2009
Total participants, beginning-of-year2009-01-0173,995
Total number of active participants reported on line 7a of the Form 55002009-01-0129,567
Number of retired or separated participants receiving benefits2009-01-0142,871
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0172,438

Financial Data on VERIZON GROUP LIFE INSURANCE PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATES

Measure Date Value
2014
Total unrealized appreciation/depreciation of assets2014-10-01$0
Total transfer of assets from this plan2014-10-01$113,415,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-01$2,734,666
Total income from all sources (including contributions)2014-10-01$23,611,200
Total loss/gain on sale of assets2014-10-01$0
Total of all expenses incurred2014-10-01$30,995,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-01$30,979,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-01$19,322,358
Value of total assets at end of year2014-10-01$0
Value of total assets at beginning of year2014-10-01$123,535,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-01$15,980
Total interest from all sources2014-10-01$43,660
Total dividends received (eg from common stock, registered investment company shares)2014-10-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-01No
Administrative expenses professional fees incurred2014-10-01$15,980
Was this plan covered by a fidelity bond2014-10-01Yes
Value of fidelity bond cover2014-10-01$100,000,000
If this is an individual account plan, was there a blackout period2014-10-01No
Were there any nonexempt tranactions with any party-in-interest2014-10-01No
Contributions received from participants2014-10-01$8,965,809
Assets. Other investments not covered elsewhere at end of year2014-10-01$0
Assets. Other investments not covered elsewhere at beginning of year2014-10-01$1,481,360
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-10-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-10-01$2,734,666
Other income not declared elsewhere2014-10-01$4,245,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-01No
Value of net income/loss2014-10-01$-7,384,650
Value of net assets at end of year (total assets less liabilities)2014-10-01$0
Value of net assets at beginning of year (total assets less liabilities)2014-10-01$120,800,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-01No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-01No
Were any leases to which the plan was party in default or uncollectible2014-10-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-10-01$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-10-01$9,754,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-10-01$9,754,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-10-01$43,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-10-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-10-01$14,553,081
Expenses. Payments to insurance carriers foe the provision of benefits2014-10-01$30,979,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-01Yes
Was there a failure to transmit to the plan any participant contributions2014-10-01No
Has the plan failed to provide any benefit when due under the plan2014-10-01No
Contributions received in cash from employer2014-10-01$10,356,549
Asset. Corporate debt instrument debt (other) at end of year2014-10-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-10-01$25,394,990
Assets. Corporate common stocks other than exployer securities at end of year2014-10-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-10-01$72,351,573
Did the plan have assets held for investment2014-10-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-01Yes
Opinion of an independent qualified public accountant for this plan2014-10-01Disclaimer
Accountancy firm name2014-10-01MITCHELL & TITUS LLP
Accountancy firm EIN2014-10-01132761641
2013
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,734,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$42,950,259
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$47,539,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$47,513,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$22,619,306
Value of total assets at end of year2013-12-31$123,535,258
Value of total assets at beginning of year2013-12-31$125,390,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,881
Total interest from all sources2013-12-31$61,349
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$25,881
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$11,947,896
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,481,360
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,271,141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,734,666
Other income not declared elsewhere2013-12-31$20,269,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-4,589,559
Value of net assets at end of year (total assets less liabilities)2013-12-31$120,800,592
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$125,390,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,754,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$12,322,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$12,322,054
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$61,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$14,553,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$14,495,100
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$47,513,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$10,671,410
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$25,394,990
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$27,862,844
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$72,351,573
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$69,439,012
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MITCHELL AND TITUS,LLP
Accountancy firm EIN2013-12-31132761641
2012
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,249,292
Total income from all sources (including contributions)2012-12-31$35,256,953
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$31,772,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$31,763,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$20,706,688
Value of total assets at end of year2012-12-31$125,390,151
Value of total assets at beginning of year2012-12-31$133,155,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,805
Total interest from all sources2012-12-31$248,963
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$9,805
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$12,761,878
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,271,141
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$732,129
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$-11,249,292
Other income not declared elsewhere2012-12-31$14,301,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,483,967
Value of net assets at end of year (total assets less liabilities)2012-12-31$125,390,151
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$121,906,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$12,322,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$15,136,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$15,136,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$248,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$14,495,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$14,456,549
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$43,012,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,944,810
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$27,862,844
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$29,858,482
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$69,439,012
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$72,972,084
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$11,249,292
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MITCHELL AND TITUS, LLP
Accountancy firm EIN2012-12-31132761641
2011
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,249,292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,249,292
Total income from all sources (including contributions)2011-12-31$21,689,615
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$50,683,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$50,080,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$20,925,630
Value of total assets at end of year2011-12-31$133,155,476
Value of total assets at beginning of year2011-12-31$162,149,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$602,892
Total interest from all sources2011-12-31$389,420
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$602,892
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$12,898,341
Assets. Other investments not covered elsewhere at end of year2011-12-31$732,129
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$341,981
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$6,356,151
Other income not declared elsewhere2011-12-31$374,565
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-28,993,627
Value of net assets at end of year (total assets less liabilities)2011-12-31$121,906,184
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$150,899,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$15,136,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$10,423,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$10,423,784
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$389,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$14,456,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$20,812,700
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$43,724,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$8,027,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$29,858,482
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$35,858,789
Contract administrator fees2011-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$72,972,084
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$94,711,849
Liabilities. Value of benefit claims payable at end of year2011-12-31$11,249,292
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$11,249,292
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MITCHELL AND TITUS
Accountancy firm EIN2011-12-31132761641
2010
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$21,763,778
Total transfer of assets from this plan2010-12-31$21,600,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,249,292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,801,315
Total income from all sources (including contributions)2010-12-31$57,860,634
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$62,361,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$58,980,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$40,375,932
Value of total assets at end of year2010-12-31$162,149,103
Value of total assets at beginning of year2010-12-31$167,038,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,381,079
Total interest from all sources2010-12-31$296,058
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$2,477,947
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$10,542,207
Assets. Other investments not covered elsewhere at end of year2010-12-31$341,981
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,637,451
Other income not declared elsewhere2010-12-31$17,188,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-4,500,930
Value of net assets at end of year (total assets less liabilities)2010-12-31$150,899,811
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$155,236,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest earned on other investments2010-12-31$13,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$10,423,784
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$10,992,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$10,992,105
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$282,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$20,812,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$20,636,398
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$21,893,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$29,833,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$37,087,059
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$35,858,789
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$33,435,566
Contract administrator fees2010-12-31$903,132
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$94,711,849
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$100,336,758
Liabilities. Value of benefit claims payable at end of year2010-12-31$11,249,292
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$11,801,315
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MITCHELL AND TITUS
Accountancy firm EIN2010-12-31132761641

Form 5500 Responses

2014
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planYes
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
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
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
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
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
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
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
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 planYes
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
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 planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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