?>
Logo

NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 401k Plan overview

Plan NameNORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN
Plan identification number 560

NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN Benefits

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

401k Sponsoring company profile

NORTHEASTERN EYE INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:NORTHEASTERN EYE INSTITUTE
Employer identification number (EIN):232287632
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5602020-06-01
5602019-06-01
5602018-06-01
5602017-06-01JAMES MCANDREW
5602016-06-01JAMES MCANDREW
5602016-06-01
5602015-06-01JAMES MCANDREW
5602014-06-01JAMES MCANDREW
5602013-06-01JAMES MCANDREW
5602011-06-01JAMES MCANDREW
5602010-06-01JAMES MCANDREW
5602009-06-01JAMES MCANDREW

Plan Statistics for NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN

401k plan membership statisitcs for NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN

Measure Date Value
2020: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-0157
Total number of active participants reported on line 7a of the Form 55002020-06-0157
Number of retired or separated participants receiving benefits2020-06-010
Number of other retired or separated participants entitled to future benefits2020-06-010
Total of all active and inactive participants2020-06-0157
Total participants2020-06-0157
Number of employers contributing to the scheme2020-06-010
2019: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-0157
Total number of active participants reported on line 7a of the Form 55002019-06-0157
Number of retired or separated participants receiving benefits2019-06-010
Total of all active and inactive participants2019-06-0157
Total participants2019-06-0157
Number of employers contributing to the scheme2019-06-010
2018: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-0156
Total number of active participants reported on line 7a of the Form 55002018-06-0156
Number of retired or separated participants receiving benefits2018-06-010
Number of other retired or separated participants entitled to future benefits2018-06-010
Total of all active and inactive participants2018-06-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-010
Total participants2018-06-0156
Number of participants with account balances2018-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-010
2017: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-0159
Total number of active participants reported on line 7a of the Form 55002017-06-0159
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
2016: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-0148
Total number of active participants reported on line 7a of the Form 55002016-06-0148
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-010
Total of all active and inactive participants2016-06-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-010
Total participants2016-06-0148
Number of participants with account balances2016-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
Number of employers contributing to the scheme2016-06-010
2015: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-0151
Total number of active participants reported on line 7a of the Form 55002015-06-0151
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-010
Total of all active and inactive participants2015-06-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-0151
Number of participants with account balances2015-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
2014: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-0138
Total number of active participants reported on line 7a of the Form 55002014-06-0138
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-010
Total of all active and inactive participants2014-06-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-010
Total participants2014-06-0138
Number of participants with account balances2014-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-0138
Total number of active participants reported on line 7a of the Form 55002013-06-0138
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-010
Total of all active and inactive participants2013-06-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-0138
Number of participants with account balances2013-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2011: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-0137
Total number of active participants reported on line 7a of the Form 55002011-06-0137
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-010
Total of all active and inactive participants2011-06-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-0137
Number of participants with account balances2011-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2010: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-0138
Total number of active participants reported on line 7a of the Form 55002010-06-0138
Number of retired or separated participants receiving benefits2010-06-010
Number of other retired or separated participants entitled to future benefits2010-06-010
Total of all active and inactive participants2010-06-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-010
Total participants2010-06-0138
2009: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-0137
Total number of active participants reported on line 7a of the Form 55002009-06-0137
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-010
Total of all active and inactive participants2009-06-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-0137
Number of participants with account balances2009-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN

Measure Date Value
2021 : NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-05-31$0
Total unrealized appreciation/depreciation of assets2021-05-31$0
Total transfer of assets to this plan2021-05-31$0
Total transfer of assets from this plan2021-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$24,505
Expenses. Interest paid2021-05-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-05-31$0
Total income from all sources (including contributions)2021-05-31$24,505
Total loss/gain on sale of assets2021-05-31$0
Total of all expenses incurred2021-05-31$24,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$24,505
Expenses. Certain deemed distributions of participant loans2021-05-31$0
Value of total corrective distributions2021-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$24,505
Value of total assets at end of year2021-05-31$0
Value of total assets at beginning of year2021-05-31$24,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$0
Total interest from all sources2021-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$0
Assets. Real estate other than employer real property at end of year2021-05-31$0
Assets. Real estate other than employer real property at beginning of year2021-05-31$0
Administrative expenses professional fees incurred2021-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-05-31$0
Was this plan covered by a fidelity bond2021-05-31No
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$24,505
Participant contributions at end of year2021-05-31$0
Participant contributions at beginning of year2021-05-31$0
Participant contributions at end of year2021-05-31$0
Participant contributions at beginning of year2021-05-31$24,505
Assets. Other investments not covered elsewhere at end of year2021-05-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-05-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$0
Assets. Loans (other than to participants) at end of year2021-05-31$0
Assets. Loans (other than to participants) at beginning of year2021-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-05-31$0
Other income not declared elsewhere2021-05-31$0
Administrative expenses (other) incurred2021-05-31$0
Liabilities. Value of operating payables at end of year2021-05-31$0
Liabilities. Value of operating payables at beginning of year2021-05-31$0
Total non interest bearing cash at end of year2021-05-31$0
Total non interest bearing cash at beginning of year2021-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Income. Non cash contributions2021-05-31$0
Value of net income/loss2021-05-31$0
Value of net assets at end of year (total assets less liabilities)2021-05-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Assets. partnership/joint venture interests at end of year2021-05-31$0
Assets. partnership/joint venture interests at beginning of year2021-05-31$0
Investment advisory and management fees2021-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$0
Value of interest in pooled separate accounts at end of year2021-05-31$0
Value of interest in pooled separate accounts at beginning of year2021-05-31$0
Interest on participant loans2021-05-31$0
Income. Interest from loans (other than to participants)2021-05-31$0
Interest earned on other investments2021-05-31$0
Income. Interest from US Government securities2021-05-31$0
Income. Interest from corporate debt instruments2021-05-31$0
Value of interest in master investment trust accounts at end of year2021-05-31$0
Value of interest in master investment trust accounts at beginning of year2021-05-31$0
Value of interest in common/collective trusts at end of year2021-05-31$0
Value of interest in common/collective trusts at beginning of year2021-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-05-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-05-31$24,505
Asset value of US Government securities at end of year2021-05-31$0
Asset value of US Government securities at beginning of year2021-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$0
Net investment gain/loss from pooled separate accounts2021-05-31$0
Net investment gain or loss from common/collective trusts2021-05-31$0
Net gain/loss from 103.12 investment entities2021-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Assets. Invements in employer securities at end of year2021-05-31$0
Assets. Invements in employer securities at beginning of year2021-05-31$0
Assets. Value of employer real property at end of year2021-05-31$0
Assets. Value of employer real property at beginning of year2021-05-31$0
Contributions received in cash from employer2021-05-31$0
Employer contributions (assets) at end of year2021-05-31$0
Employer contributions (assets) at beginning of year2021-05-31$0
Income. Dividends from preferred stock2021-05-31$0
Income. Dividends from common stock2021-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$0
Asset. Corporate debt instrument preferred debt at end of year2021-05-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-05-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-05-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-05-31$0
Contract administrator fees2021-05-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-05-31$0
Liabilities. Value of benefit claims payable at end of year2021-05-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-05-31$24,505
Assets. Value of buildings and other operty used in plan operation at end of year2021-05-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-05-31$0
Did the plan have assets held for investment2021-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Aggregate proceeds on sale of assets2021-05-31$0
Aggregate carrying amount (costs) on sale of assets2021-05-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-05-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-05-31$0
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
2020 : NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-05-31$0
Total unrealized appreciation/depreciation of assets2020-05-31$0
Total transfer of assets to this plan2020-05-31$0
Total transfer of assets from this plan2020-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$38,106
Expenses. Interest paid2020-05-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-05-31$0
Total income from all sources (including contributions)2020-05-31$38,106
Total loss/gain on sale of assets2020-05-31$0
Total of all expenses incurred2020-05-31$38,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$38,106
Expenses. Certain deemed distributions of participant loans2020-05-31$0
Value of total corrective distributions2020-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$38,106
Value of total assets at end of year2020-05-31$0
Value of total assets at beginning of year2020-05-31$38,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$0
Total interest from all sources2020-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$0
Assets. Real estate other than employer real property at end of year2020-05-31$0
Assets. Real estate other than employer real property at beginning of year2020-05-31$0
Administrative expenses professional fees incurred2020-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-05-31$0
Was this plan covered by a fidelity bond2020-05-31No
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$38,106
Participant contributions at end of year2020-05-31$0
Participant contributions at beginning of year2020-05-31$0
Participant contributions at end of year2020-05-31$0
Participant contributions at beginning of year2020-05-31$38,106
Assets. Other investments not covered elsewhere at end of year2020-05-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-05-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$0
Assets. Loans (other than to participants) at end of year2020-05-31$0
Assets. Loans (other than to participants) at beginning of year2020-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-05-31$0
Other income not declared elsewhere2020-05-31$0
Administrative expenses (other) incurred2020-05-31$0
Liabilities. Value of operating payables at end of year2020-05-31$0
Liabilities. Value of operating payables at beginning of year2020-05-31$0
Total non interest bearing cash at end of year2020-05-31$0
Total non interest bearing cash at beginning of year2020-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Income. Non cash contributions2020-05-31$0
Value of net income/loss2020-05-31$0
Value of net assets at end of year (total assets less liabilities)2020-05-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Assets. partnership/joint venture interests at end of year2020-05-31$0
Assets. partnership/joint venture interests at beginning of year2020-05-31$0
Investment advisory and management fees2020-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$0
Value of interest in pooled separate accounts at end of year2020-05-31$0
Value of interest in pooled separate accounts at beginning of year2020-05-31$0
Interest on participant loans2020-05-31$0
Income. Interest from loans (other than to participants)2020-05-31$0
Interest earned on other investments2020-05-31$0
Income. Interest from US Government securities2020-05-31$0
Income. Interest from corporate debt instruments2020-05-31$0
Value of interest in master investment trust accounts at end of year2020-05-31$0
Value of interest in master investment trust accounts at beginning of year2020-05-31$0
Value of interest in common/collective trusts at end of year2020-05-31$0
Value of interest in common/collective trusts at beginning of year2020-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-05-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-05-31$38,106
Asset value of US Government securities at end of year2020-05-31$0
Asset value of US Government securities at beginning of year2020-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$0
Net investment gain/loss from pooled separate accounts2020-05-31$0
Net investment gain or loss from common/collective trusts2020-05-31$0
Net gain/loss from 103.12 investment entities2020-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Assets. Invements in employer securities at end of year2020-05-31$0
Assets. Invements in employer securities at beginning of year2020-05-31$0
Assets. Value of employer real property at end of year2020-05-31$0
Assets. Value of employer real property at beginning of year2020-05-31$0
Contributions received in cash from employer2020-05-31$0
Employer contributions (assets) at end of year2020-05-31$0
Employer contributions (assets) at beginning of year2020-05-31$0
Income. Dividends from preferred stock2020-05-31$0
Income. Dividends from common stock2020-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$0
Asset. Corporate debt instrument preferred debt at end of year2020-05-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-05-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-05-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-05-31$0
Contract administrator fees2020-05-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-05-31$0
Liabilities. Value of benefit claims payable at end of year2020-05-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-05-31$38,106
Assets. Value of buildings and other operty used in plan operation at end of year2020-05-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-05-31$0
Did the plan have assets held for investment2020-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Aggregate proceeds on sale of assets2020-05-31$0
Aggregate carrying amount (costs) on sale of assets2020-05-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-05-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-05-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
2019 : NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-05-31$0
Total unrealized appreciation/depreciation of assets2019-05-31$0
Total transfer of assets to this plan2019-05-31$0
Total transfer of assets from this plan2019-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$23,197
Expenses. Interest paid2019-05-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-05-31$0
Total income from all sources (including contributions)2019-05-31$23,197
Total loss/gain on sale of assets2019-05-31$0
Total of all expenses incurred2019-05-31$23,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$23,197
Expenses. Certain deemed distributions of participant loans2019-05-31$0
Value of total corrective distributions2019-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$23,197
Value of total assets at end of year2019-05-31$0
Value of total assets at beginning of year2019-05-31$23,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$0
Total interest from all sources2019-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$0
Assets. Real estate other than employer real property at end of year2019-05-31$0
Assets. Real estate other than employer real property at beginning of year2019-05-31$0
Administrative expenses professional fees incurred2019-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-05-31$0
Was this plan covered by a fidelity bond2019-05-31No
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$23,197
Participant contributions at end of year2019-05-31$0
Participant contributions at beginning of year2019-05-31$0
Participant contributions at end of year2019-05-31$0
Participant contributions at beginning of year2019-05-31$23,197
Assets. Other investments not covered elsewhere at end of year2019-05-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-05-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-05-31$0
Assets. Loans (other than to participants) at end of year2019-05-31$0
Assets. Loans (other than to participants) at beginning of year2019-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-05-31$0
Other income not declared elsewhere2019-05-31$0
Administrative expenses (other) incurred2019-05-31$0
Liabilities. Value of operating payables at end of year2019-05-31$0
Liabilities. Value of operating payables at beginning of year2019-05-31$0
Total non interest bearing cash at end of year2019-05-31$0
Total non interest bearing cash at beginning of year2019-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Income. Non cash contributions2019-05-31$0
Value of net income/loss2019-05-31$0
Value of net assets at end of year (total assets less liabilities)2019-05-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Assets. partnership/joint venture interests at end of year2019-05-31$0
Assets. partnership/joint venture interests at beginning of year2019-05-31$0
Investment advisory and management fees2019-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$0
Value of interest in pooled separate accounts at end of year2019-05-31$0
Value of interest in pooled separate accounts at beginning of year2019-05-31$0
Interest on participant loans2019-05-31$0
Income. Interest from loans (other than to participants)2019-05-31$0
Interest earned on other investments2019-05-31$0
Income. Interest from US Government securities2019-05-31$0
Income. Interest from corporate debt instruments2019-05-31$0
Value of interest in master investment trust accounts at end of year2019-05-31$0
Value of interest in master investment trust accounts at beginning of year2019-05-31$0
Value of interest in common/collective trusts at end of year2019-05-31$0
Value of interest in common/collective trusts at beginning of year2019-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-05-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-05-31$23,197
Asset value of US Government securities at end of year2019-05-31$0
Asset value of US Government securities at beginning of year2019-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$0
Net investment gain/loss from pooled separate accounts2019-05-31$0
Net investment gain or loss from common/collective trusts2019-05-31$0
Net gain/loss from 103.12 investment entities2019-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Assets. Invements in employer securities at end of year2019-05-31$0
Assets. Invements in employer securities at beginning of year2019-05-31$0
Assets. Value of employer real property at end of year2019-05-31$0
Assets. Value of employer real property at beginning of year2019-05-31$0
Contributions received in cash from employer2019-05-31$0
Employer contributions (assets) at end of year2019-05-31$0
Employer contributions (assets) at beginning of year2019-05-31$0
Income. Dividends from preferred stock2019-05-31$0
Income. Dividends from common stock2019-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-05-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-05-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-05-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-05-31$0
Contract administrator fees2019-05-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-05-31$0
Liabilities. Value of benefit claims payable at end of year2019-05-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-05-31$23,197
Assets. Value of buildings and other operty used in plan operation at end of year2019-05-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-05-31$0
Did the plan have assets held for investment2019-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Aggregate proceeds on sale of assets2019-05-31$0
Aggregate carrying amount (costs) on sale of assets2019-05-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-05-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-05-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
2018 : NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2018 401k financial data
Transfers to/from the plan2018-05-31$0
Total plan liabilities at end of year2018-05-31$0
Total plan liabilities at beginning of year2018-05-31$0
Total income from all sources2018-05-31$42,947
Expenses. Total of all expenses incurred2018-05-31$42,947
Benefits paid (including direct rollovers)2018-05-31$37,790
Total plan assets at end of year2018-05-31$0
Total plan assets at beginning of year2018-05-31$0
Total contributions received or receivable from participants2018-05-31$42,947
Expenses. Other expenses not covered elsewhere2018-05-31$612
Contributions received from other sources (not participants or employers)2018-05-31$0
Other income received2018-05-31$0
Noncash contributions received2018-05-31$0
Net income (gross income less expenses)2018-05-31$0
Net plan assets at end of year (total assets less liabilities)2018-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-05-31$0
Total contributions received or receivable from employer(s)2018-05-31$0
Value of certain deemed distributions of participant loans2018-05-31$0
Value of corrective distributions2018-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-05-31$4,545
2017 : NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2017 401k financial data
Transfers to/from the plan2017-05-31$0
Total plan liabilities at end of year2017-05-31$0
Total plan liabilities at beginning of year2017-05-31$0
Total income from all sources2017-05-31$24,198
Expenses. Total of all expenses incurred2017-05-31$24,198
Benefits paid (including direct rollovers)2017-05-31$21,999
Total plan assets at end of year2017-05-31$0
Total plan assets at beginning of year2017-05-31$0
Total contributions received or receivable from participants2017-05-31$24,198
Expenses. Other expenses not covered elsewhere2017-05-31$0
Contributions received from other sources (not participants or employers)2017-05-31$0
Other income received2017-05-31$0
Noncash contributions received2017-05-31$0
Net income (gross income less expenses)2017-05-31$0
Net plan assets at end of year (total assets less liabilities)2017-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$0
Total contributions received or receivable from employer(s)2017-05-31$0
Value of certain deemed distributions of participant loans2017-05-31$0
Value of corrective distributions2017-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-05-31$2,199
2016 : NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2016 401k financial data
Transfers to/from the plan2016-05-31$0
Total plan liabilities at end of year2016-05-31$0
Total plan liabilities at beginning of year2016-05-31$0
Total income from all sources2016-05-31$23,309
Expenses. Total of all expenses incurred2016-05-31$23,309
Benefits paid (including direct rollovers)2016-05-31$20,978
Total plan assets at end of year2016-05-31$0
Total plan assets at beginning of year2016-05-31$0
Total contributions received or receivable from participants2016-05-31$23,309
Expenses. Other expenses not covered elsewhere2016-05-31$0
Contributions received from other sources (not participants or employers)2016-05-31$0
Other income received2016-05-31$0
Noncash contributions received2016-05-31$0
Net income (gross income less expenses)2016-05-31$0
Net plan assets at end of year (total assets less liabilities)2016-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-05-31$0
Total contributions received or receivable from employer(s)2016-05-31$0
Value of certain deemed distributions of participant loans2016-05-31$0
Value of corrective distributions2016-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-05-31$2,331
2015 : NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2015 401k financial data
Transfers to/from the plan2015-05-31$0
Total plan liabilities at end of year2015-05-31$0
Total plan liabilities at beginning of year2015-05-31$0
Total income from all sources2015-05-31$15,759
Expenses. Total of all expenses incurred2015-05-31$15,759
Benefits paid (including direct rollovers)2015-05-31$0
Total plan assets at end of year2015-05-31$0
Total plan assets at beginning of year2015-05-31$0
Total contributions received or receivable from participants2015-05-31$15,759
Expenses. Other expenses not covered elsewhere2015-05-31$15,759
Contributions received from other sources (not participants or employers)2015-05-31$0
Other income received2015-05-31$0
Noncash contributions received2015-05-31$0
Net income (gross income less expenses)2015-05-31$0
Net plan assets at end of year (total assets less liabilities)2015-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-05-31$0
Total contributions received or receivable from employer(s)2015-05-31$0
Value of certain deemed distributions of participant loans2015-05-31$0
Value of corrective distributions2015-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-05-31$0
2014 : NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2014 401k financial data
Transfers to/from the plan2014-05-31$0
Total plan liabilities at end of year2014-05-31$0
Total plan liabilities at beginning of year2014-05-31$0
Total income from all sources2014-05-31$15,759
Expenses. Total of all expenses incurred2014-05-31$15,759
Benefits paid (including direct rollovers)2014-05-31$0
Total plan assets at end of year2014-05-31$0
Total plan assets at beginning of year2014-05-31$0
Total contributions received or receivable from participants2014-05-31$15,759
Expenses. Other expenses not covered elsewhere2014-05-31$15,759
Contributions received from other sources (not participants or employers)2014-05-31$0
Other income received2014-05-31$0
Noncash contributions received2014-05-31$0
Net income (gross income less expenses)2014-05-31$0
Net plan assets at end of year (total assets less liabilities)2014-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-05-31$0
Total contributions received or receivable from employer(s)2014-05-31$0
Value of certain deemed distributions of participant loans2014-05-31$0
Value of corrective distributions2014-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-05-31$0
2012 : NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2012 401k financial data
Transfers to/from the plan2012-05-31$0
Total plan liabilities at end of year2012-05-31$0
Total plan liabilities at beginning of year2012-05-31$0
Total income from all sources2012-05-31$15,649
Expenses. Total of all expenses incurred2012-05-31$0
Benefits paid (including direct rollovers)2012-05-31$0
Total plan assets at end of year2012-05-31$0
Total plan assets at beginning of year2012-05-31$0
Total contributions received or receivable from participants2012-05-31$15,649
Expenses. Other expenses not covered elsewhere2012-05-31$0
Contributions received from other sources (not participants or employers)2012-05-31$0
Other income received2012-05-31$0
Noncash contributions received2012-05-31$0
Net income (gross income less expenses)2012-05-31$15,649
Net plan assets at end of year (total assets less liabilities)2012-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$0
Total contributions received or receivable from employer(s)2012-05-31$0
Value of certain deemed distributions of participant loans2012-05-31$0
Value of corrective distributions2012-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-05-31$0

Form 5500 Responses for NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN

2020: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan benefit arrangement – InsuranceYes
2019: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan benefit arrangement – InsuranceYes
2018: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01First time form 5500 has been submittedYes
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan benefit arrangement – InsuranceYes
2017: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01First time form 5500 has been submittedYes
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan benefit arrangement – InsuranceYes
2016: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedYes
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan benefit arrangement – InsuranceYes
2015: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01First time form 5500 has been submittedYes
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan benefit arrangement – InsuranceYes
2014: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01First time form 5500 has been submittedYes
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan benefit arrangement – InsuranceYes
2013: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01First time form 5500 has been submittedYes
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan benefit arrangement – InsuranceYes
2011: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01First time form 5500 has been submittedYes
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan benefit arrangement – InsuranceYes
2010: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingYes
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planNo
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan benefit arrangement – InsuranceYes
2009: NORTHEASTERN EYE INSTITUTE VOLUNTARY TERM LIFE INSURANCE PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01First time form 5500 has been submittedYes
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX968886
Policy instance 1
Insurance contract or identification numberFLX968886
Number of Individuals Covered57
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $3,955
Total amount of fees paid to insurance companyUSD $490
Are there contracts with allocated funds for individual policies?0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOLUNTARY (SUPPLEMENTAL) TERM INSURANCE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,955
Amount paid for insurance broker fees490
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX9688886
Policy instance 1
Insurance contract or identification numberFLX9688886
Number of Individuals Covered56
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $5,716
Total amount of fees paid to insurance companyUSD $2,277
Are there contracts with allocated funds for individual policies?0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOLUNTARY (SUPPLEMENTAL) TERM INSURANCE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,716
Amount paid for insurance broker fees2277
Additional information about fees paid to insurance brokerSALE SERVICE OVERRIDE
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number420071
Policy instance 1
Insurance contract or identification number420071
Number of Individuals Covered56
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $3,487
Total amount of fees paid to insurance companyUSD $573
Are there contracts with allocated funds for individual policies?0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOLUNTARY PLAN
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $23,197
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,494
Amount paid for insurance broker fees75
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number420071
Policy instance 1
Insurance contract or identification number420071
Number of Individuals Covered59
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $4,545
Total amount of fees paid to insurance companyUSD $612
Are there contracts with allocated funds for individual policies?0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSUPPLEMENTAL TERM LIFE INSURANCE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $37,790
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,545
Amount paid for insurance broker fees612
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN BENEFIT ADVISORS
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00488105
Policy instance 1
Insurance contract or identification number00488105
Number of Individuals Covered51
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $2,331
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedOPTIONAL TERM LIFE INSURANCE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $23,309
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,331
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJOSEPH J. JOYCE ASSOCIATES, INC.
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVTL004923
Policy instance 1
Insurance contract or identification numberVTL004923
Number of Individuals Covered38
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $1,698
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,698
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameVIRGINIA RAYMOND
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVTL004923
Policy instance 1
Insurance contract or identification numberVTL004923
Number of Individuals Covered38
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $1,698
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedOPTIONAL TERM INSURANCE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $15,759
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,168
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameVIRGINIA RAYMOND INSURANCE
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVTL004923
Policy instance 1
Insurance contract or identification numberVTL004923
Number of Individuals Covered37
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $1,681
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY TERM LIFE INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $15,649
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVTL004923
Policy instance 1
Insurance contract or identification numberVTL004923
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $1,695
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,695
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALE OF INSURANCE
Insurance broker organization code?3
Insurance broker nameVIRGINIA RAYMOND INSURANCE CO.

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