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BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 401k Plan overview

Plan NameBABCOX MEDIA, INC. PROFIT SHARING 401K PLAN
Plan identification number 001

BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BABCOX MEDIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:BABCOX MEDIA, INC.
Employer identification number (EIN):271128664
NAIC Classification:511120
NAIC Description:Periodical Publishers

Additional information about BABCOX MEDIA, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2009-09-29
Company Identification Number: 1886468
Legal Registered Office Address: 1300 EAST 9TH ST
-
CLEVELAND
United States of America (USA)
44114

More information about BABCOX MEDIA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BARBARA KIMBREW2023-04-05
0012021-01-01BARBARA KIMBREW2022-10-07
0012020-01-01BARBARA KIMBREW2021-09-08
0012019-01-01BARBARA KIMBREW2020-08-03
0012018-01-01BARBARA KIMBREW2019-09-24
0012017-01-01BARBARA KIMBREW2018-05-25
0012016-01-01BARBARA KIMBREW
0012015-01-01BARBARA KIMBREW
0012014-01-01BARBARA KIMBREW
0012013-01-01BARBARA KIMBREW
0012012-01-01GREGORY CIRA
0012011-01-01GREGORY CIRA GREGORY CIRA2012-07-30
0012009-01-01GREGORY CIRA

Plan Statistics for BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN

401k plan membership statisitcs for BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN

Measure Date Value
2016: BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01105
Total number of active participants reported on line 7a of the Form 55002016-01-0178
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0198
Number of participants with account balances2016-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01114
Total number of active participants reported on line 7a of the Form 55002015-01-0179
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01101
Number of participants with account balances2015-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01105
Total number of active participants reported on line 7a of the Form 55002014-01-0178
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01110
Number of participants with account balances2014-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0132
2013: BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0177
Total number of active participants reported on line 7a of the Form 55002013-01-0189
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01102
Number of participants with account balances2013-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0177
Total number of active participants reported on line 7a of the Form 55002012-01-0164
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0177
Number of participants with account balances2012-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0177
Total number of active participants reported on line 7a of the Form 55002011-01-0159
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0177
Number of participants with account balances2011-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0186
Total number of active participants reported on line 7a of the Form 55002009-01-0164
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0183
Number of participants with account balances2009-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN

Measure Date Value
2016 : BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,761,555
Expenses. Total of all expenses incurred2016-12-31$1,317,294
Benefits paid (including direct rollovers)2016-12-31$1,291,994
Total plan assets at end of year2016-12-31$14,052,520
Total plan assets at beginning of year2016-12-31$13,608,259
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$443,152
Contributions received from other sources (not participants or employers)2016-12-31$76,264
Other income received2016-12-31$992,139
Net income (gross income less expenses)2016-12-31$444,261
Net plan assets at end of year (total assets less liabilities)2016-12-31$14,052,520
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$13,608,259
Assets. Value of participant loans2016-12-31$116,710
Total contributions received or receivable from employer(s)2016-12-31$250,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$25,300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$642,585
Expenses. Total of all expenses incurred2015-12-31$1,007,925
Benefits paid (including direct rollovers)2015-12-31$980,653
Total plan assets at end of year2015-12-31$13,608,259
Total plan assets at beginning of year2015-12-31$13,973,599
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$374,030
Contributions received from other sources (not participants or employers)2015-12-31$66,760
Other income received2015-12-31$-93,223
Net income (gross income less expenses)2015-12-31$-365,340
Net plan assets at end of year (total assets less liabilities)2015-12-31$13,608,259
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$13,973,599
Assets. Value of participant loans2015-12-31$79,724
Total contributions received or receivable from employer(s)2015-12-31$295,018
Value of corrective distributions2015-12-31$556
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$26,716
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,512,414
Expenses. Total of all expenses incurred2014-12-31$574,797
Benefits paid (including direct rollovers)2014-12-31$531,234
Total plan assets at end of year2014-12-31$13,973,599
Total plan assets at beginning of year2014-12-31$13,035,982
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$436,988
Contributions received from other sources (not participants or employers)2014-12-31$158,072
Other income received2014-12-31$655,556
Net income (gross income less expenses)2014-12-31$937,617
Net plan assets at end of year (total assets less liabilities)2014-12-31$13,973,599
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$13,035,982
Assets. Value of participant loans2014-12-31$1,768
Total contributions received or receivable from employer(s)2014-12-31$261,798
Value of corrective distributions2014-12-31$20,131
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$23,432
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$2,746,488
Expenses. Total of all expenses incurred2013-12-31$5,510,997
Benefits paid (including direct rollovers)2013-12-31$5,493,239
Total plan assets at end of year2013-12-31$13,035,982
Total plan assets at beginning of year2013-12-31$15,800,491
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$313,775
Contributions received from other sources (not participants or employers)2013-12-31$43,325
Other income received2013-12-31$2,129,388
Net income (gross income less expenses)2013-12-31$-2,764,509
Net plan assets at end of year (total assets less liabilities)2013-12-31$13,035,982
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$15,800,491
Assets. Value of participant loans2013-12-31$58,575
Total contributions received or receivable from employer(s)2013-12-31$260,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$17,758
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$2,024,475
Expenses. Total of all expenses incurred2012-12-31$356,256
Benefits paid (including direct rollovers)2012-12-31$355,214
Total plan assets at end of year2012-12-31$15,800,491
Total plan assets at beginning of year2012-12-31$14,132,272
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$291,540
Other income received2012-12-31$1,432,935
Net income (gross income less expenses)2012-12-31$1,668,219
Net plan assets at end of year (total assets less liabilities)2012-12-31$15,800,491
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$14,132,272
Assets. Value of participant loans2012-12-31$95,073
Total contributions received or receivable from employer(s)2012-12-31$300,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,042
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$312,995
Expenses. Total of all expenses incurred2011-12-31$332,266
Benefits paid (including direct rollovers)2011-12-31$331,666
Total plan assets at end of year2011-12-31$14,132,272
Total plan assets at beginning of year2011-12-31$14,151,543
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$250,672
Contributions received from other sources (not participants or employers)2011-12-31$20,810
Other income received2011-12-31$-233,487
Net income (gross income less expenses)2011-12-31$-19,271
Net plan assets at end of year (total assets less liabilities)2011-12-31$14,132,272
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$14,151,543
Assets. Value of participant loans2011-12-31$88,001
Total contributions received or receivable from employer(s)2011-12-31$275,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,762,618
Expenses. Total of all expenses incurred2010-12-31$681,670
Benefits paid (including direct rollovers)2010-12-31$681,220
Total plan assets at end of year2010-12-31$14,151,543
Total plan assets at beginning of year2010-12-31$13,070,595
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$253,398
Other income received2010-12-31$1,294,220
Net income (gross income less expenses)2010-12-31$1,080,948
Net plan assets at end of year (total assets less liabilities)2010-12-31$14,151,543
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$13,070,595
Assets. Value of participant loans2010-12-31$112,545
Total contributions received or receivable from employer(s)2010-12-31$215,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN

2016: BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2013 form 5500 responses
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 planNo
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: BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2012 form 5500 responses
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 planNo
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: BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2011 form 5500 responses
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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28067
Policy instance 1
Insurance contract or identification numberGA28067
Number of Individuals Covered101
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28067
Policy instance 1
Insurance contract or identification numberGA28067
Number of Individuals Covered109
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Total amount of commissions paid to insurance brokerUSD $4,308
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $2,984
Insurance broker organization code?3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28067
Policy instance 1
Insurance contract or identification numberGA28067
Number of Individuals Covered76
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28067
Policy instance 1
Insurance contract or identification numberGA28067
Number of Individuals Covered72
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28067
Policy instance 1
Insurance contract or identification numberGA28067
Number of Individuals Covered75
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28067
Policy instance 1
Insurance contract or identification numberGA28067
Number of Individuals Covered73
Insurance policy start date2010-12-15
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31501
Policy instance 2
Insurance contract or identification number31501
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-15
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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