GREENWOOD SUPPLY CO INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GREENWOOD SUPPLY CO INC 401K PLAN
| Measure | Date | Value |
|---|
| 2022: GREENWOOD SUPPLY CO INC 401K PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 0 |
| Number of participants with account balances | 2022-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: GREENWOOD SUPPLY CO INC 401K PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 1 |
| Number of participants with account balances | 2021-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: GREENWOOD SUPPLY CO INC 401K PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 7 |
| Number of participants with account balances | 2020-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: GREENWOOD SUPPLY CO INC 401K PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 6 |
| Number of participants with account balances | 2019-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: GREENWOOD SUPPLY CO INC 401K PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 13 |
| Number of participants with account balances | 2018-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2011: GREENWOOD SUPPLY CO INC 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 23 |
| Number of participants with account balances | 2011-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: GREENWOOD SUPPLY CO INC 401K PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 22 |
| Number of participants with account balances | 2010-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: GREENWOOD SUPPLY CO INC 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 25 |
| Number of participants with account balances | 2009-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : GREENWOOD SUPPLY CO INC 401K PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-02-14 | $-1,352 |
| Expenses. Total of all expenses incurred | 2022-02-14 | $194,282 |
| Benefits paid (including direct rollovers) | 2022-02-14 | $193,940 |
| Total plan assets at end of year | 2022-02-14 | $0 |
| Total plan assets at beginning of year | 2022-02-14 | $195,634 |
| Value of fidelity bond covering the plan | 2022-02-14 | $235,000 |
| Other income received | 2022-02-14 | $-1,352 |
| Net income (gross income less expenses) | 2022-02-14 | $-195,634 |
| Net plan assets at end of year (total assets less liabilities) | 2022-02-14 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-02-14 | $195,634 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-02-14 | $342 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-02-14 | $0 |
| 2021 : GREENWOOD SUPPLY CO INC 401K PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $95,534 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $575,824 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $568,634 |
| Total plan assets at end of year | 2021-12-31 | $195,634 |
| Total plan assets at beginning of year | 2021-12-31 | $675,924 |
| Value of fidelity bond covering the plan | 2021-12-31 | $235,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $507 |
| Other income received | 2021-12-31 | $95,027 |
| Net income (gross income less expenses) | 2021-12-31 | $-480,290 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $195,634 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $675,924 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $7,190 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : GREENWOOD SUPPLY CO INC 401K PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $129,309 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $39,373 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $33,000 |
| Total plan assets at end of year | 2020-12-31 | $675,924 |
| Total plan assets at beginning of year | 2020-12-31 | $585,988 |
| Value of fidelity bond covering the plan | 2020-12-31 | $235,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $1,025 |
| Other income received | 2020-12-31 | $128,284 |
| Net income (gross income less expenses) | 2020-12-31 | $89,936 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $675,924 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $585,988 |
| Assets. Value of participant loans | 2020-12-31 | $3,235 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $6,373 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : GREENWOOD SUPPLY CO INC 401K PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $126,394 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $56,406 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $50,455 |
| Total plan assets at end of year | 2019-12-31 | $585,988 |
| Total plan assets at beginning of year | 2019-12-31 | $516,000 |
| Value of fidelity bond covering the plan | 2019-12-31 | $235,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $5,475 |
| Other income received | 2019-12-31 | $120,919 |
| Net income (gross income less expenses) | 2019-12-31 | $69,988 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $585,988 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $516,000 |
| Assets. Value of participant loans | 2019-12-31 | $5,483 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $5,951 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : GREENWOOD SUPPLY CO INC 401K PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-23,289 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $57,480 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $54,262 |
| Total plan assets at end of year | 2018-12-31 | $516,000 |
| Total plan assets at beginning of year | 2018-12-31 | $596,769 |
| Value of fidelity bond covering the plan | 2018-12-31 | $235,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $4,014 |
| Other income received | 2018-12-31 | $-27,303 |
| Net income (gross income less expenses) | 2018-12-31 | $-80,769 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $516,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $596,769 |
| Assets. Value of participant loans | 2018-12-31 | $7,625 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,218 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2011 : GREENWOOD SUPPLY CO INC 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $10,125 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $38,651 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $32,506 |
| Total plan assets at end of year | 2011-12-31 | $911,571 |
| Total plan assets at beginning of year | 2011-12-31 | $940,097 |
| Value of fidelity bond covering the plan | 2011-12-31 | $235,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $11,076 |
| Other income received | 2011-12-31 | $-951 |
| Net income (gross income less expenses) | 2011-12-31 | $-28,526 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $911,571 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $940,097 |
| Assets. Value of participant loans | 2011-12-31 | $43,900 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $6,145 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : GREENWOOD SUPPLY CO INC 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $119,754 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $287,006 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $280,870 |
| Total plan assets at end of year | 2010-12-31 | $940,097 |
| Total plan assets at beginning of year | 2010-12-31 | $1,107,349 |
| Value of fidelity bond covering the plan | 2010-12-31 | $235,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $11,837 |
| Other income received | 2010-12-31 | $107,917 |
| Net income (gross income less expenses) | 2010-12-31 | $-167,252 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $940,097 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,107,349 |
| Assets. Value of participant loans | 2010-12-31 | $35,630 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,136 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : GREENWOOD SUPPLY CO INC 401K PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2022: GREENWOOD SUPPLY CO INC 401K PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | Yes |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: GREENWOOD SUPPLY CO INC 401K PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: GREENWOOD SUPPLY CO INC 401K PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: GREENWOOD SUPPLY CO INC 401K PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: GREENWOOD SUPPLY CO INC 401K PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: GREENWOOD SUPPLY CO INC 401K PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: GREENWOOD SUPPLY CO INC 401K PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: GREENWOOD SUPPLY CO INC 401K PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
| Policy contract number | 65991200 |
| Policy instance | 1 |
| Insurance contract or identification number | 65991200 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-02-14 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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? | Yes |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
| Policy contract number | 65991200 |
| Policy instance | 1 |
| Insurance contract or identification number | 65991200 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Insurance broker organization code? | 2 |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
| Policy contract number | 65991200 |
| Policy instance | 1 |
| Insurance contract or identification number | 65991200 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Insurance broker organization code? | 2 |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
| Policy contract number | 65991200 |
| Policy instance | 1 |
| Insurance contract or identification number | 65991200 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Insurance broker organization code? | 2 |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
| Policy contract number | 65991200 |
| Policy instance | 1 |
| Insurance contract or identification number | 65991200 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Insurance broker organization code? | 2 |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
| Policy contract number | 65991200 |
| Policy instance | 1 |
| Insurance contract or identification number | 65991200 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $105 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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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| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 ) |
| Policy contract number | 65991200 |
| Policy instance | 1 |
| Insurance contract or identification number | 65991200 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $105 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $105 | | Insurance broker organization code? | 2 | | Insurance broker name | NEW YORK LIFE-STEVE GARRISON |
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