LAMANUZZI & PANTALEO has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2015: LAMANUZZI & PANTALEO 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 48 |
| 2014: LAMANUZZI & PANTALEO 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 80 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 80 |
| 2013: LAMANUZZI & PANTALEO 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 62 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 62 |
| 2012: LAMANUZZI & PANTALEO 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 65 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 65 |
| 2011: LAMANUZZI & PANTALEO 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 65 |
| 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 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 65 |
| 2009: LAMANUZZI & PANTALEO 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 57 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 57 |
| Measure | Date | Value |
|---|
| 2015 : LAMANUZZI & PANTALEO 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $7,780 |
| Total plan liabilities at beginning of year | 2015-12-31 | $20,366 |
| Total income from all sources | 2015-12-31 | $95,412 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $95,412 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $9,679 |
| Total plan assets at end of year | 2015-12-31 | $8,737 |
| Total plan assets at beginning of year | 2015-12-31 | $21,323 |
| Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $64 |
| Net income (gross income less expenses) | 2015-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $957 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $957 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $95,348 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $85,733 |
| 2014 : LAMANUZZI & PANTALEO 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $20,366 |
| Total plan liabilities at beginning of year | 2014-12-31 | $8,957 |
| Total income from all sources | 2014-12-31 | $128,434 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $135,759 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $33,879 |
| Total plan assets at end of year | 2014-12-31 | $21,323 |
| Total plan assets at beginning of year | 2014-12-31 | $17,239 |
| Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
| Net income (gross income less expenses) | 2014-12-31 | $-7,325 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $957 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,282 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $128,434 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $101,880 |
| 2013 : LAMANUZZI & PANTALEO 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $8,957 |
| Total plan liabilities at beginning of year | 2013-12-31 | $37,247 |
| Total income from all sources | 2013-12-31 | $112,473 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $126,512 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $56,659 |
| Total plan assets at end of year | 2013-12-31 | $17,239 |
| Total plan assets at beginning of year | 2013-12-31 | $59,568 |
| Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $7,325 |
| Net income (gross income less expenses) | 2013-12-31 | $-14,039 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $8,282 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $22,321 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $105,148 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $69,853 |
| 2012 : LAMANUZZI & PANTALEO 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $37,247 |
| Total plan liabilities at beginning of year | 2012-12-31 | $9,265 |
| Total income from all sources | 2012-12-31 | $158,220 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $140,933 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $80,464 |
| Total plan assets at end of year | 2012-12-31 | $59,568 |
| Total plan assets at beginning of year | 2012-12-31 | $14,299 |
| Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $18,602 |
| Net income (gross income less expenses) | 2012-12-31 | $17,287 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $22,321 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,034 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $139,618 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $60,469 |
| 2011 : LAMANUZZI & PANTALEO 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $9,265 |
| Total plan liabilities at beginning of year | 2011-12-31 | $24,032 |
| Total income from all sources | 2011-12-31 | $84,849 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $94,838 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $49,114 |
| Total plan assets at end of year | 2011-12-31 | $14,299 |
| Total plan assets at beginning of year | 2011-12-31 | $39,055 |
| Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $557 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $5,979 |
| Net income (gross income less expenses) | 2011-12-31 | $-9,989 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,034 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $15,023 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $78,870 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $45,167 |
| 2010 : LAMANUZZI & PANTALEO 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $24,032 |
| Total plan liabilities at beginning of year | 2010-12-31 | $4,936 |
| Total income from all sources | 2010-12-31 | $116,794 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $103,559 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $66,902 |
| Total plan assets at end of year | 2010-12-31 | $39,055 |
| Total plan assets at beginning of year | 2010-12-31 | $6,724 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $26,707 |
| Net income (gross income less expenses) | 2010-12-31 | $13,235 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $15,023 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,788 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $90,087 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $36,657 |
| 2015: LAMANUZZI & PANTALEO 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: LAMANUZZI & PANTALEO 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: LAMANUZZI & PANTALEO 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: LAMANUZZI & PANTALEO 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: LAMANUZZI & PANTALEO 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 |
| 2009: LAMANUZZI & PANTALEO 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 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | UP-75T3 |
| Policy instance | 1 |
| Insurance contract or identification number | UP-75T3 | | Number of Individuals Covered | 48 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,788 | | 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 | Yes | | 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 | | Commission paid to Insurance Broker | USD $1,341 | | Insurance broker organization code? | 0 | | Insurance broker name | BUCKMAN MITCHELL INC |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | UP-75T3 |
| Policy instance | 1 |
| Insurance contract or identification number | UP-75T3 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,594 | | 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 | Yes | | 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 | | Commission paid to Insurance Broker | USD $1,196 | | Insurance broker organization code? | 0 | | Insurance broker name | BUCKMAN MITCHELL INC |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | UP-75T3 |
| Policy instance | 1 |
| Insurance contract or identification number | UP-75T3 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,828 | | 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 | Yes | | 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 | | Commission paid to Insurance Broker | USD $1,371 | | Insurance broker organization code? | 0 | | Insurance broker name | BUCKMAN MITCHELL INC |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | UP-75T3 |
| Policy instance | 1 |
| Insurance contract or identification number | UP-75T3 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,826 | | 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 | Yes | | 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 | | Commission paid to Insurance Broker | USD $1,369 | | Insurance broker organization code? | 0 | | Insurance broker name | BUCKMAN MITCHELL INC |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | UP-75T3 |
| Policy instance | 1 |
| Insurance contract or identification number | UP-75T3 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,720 | | 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 | Yes | | 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 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | UP-75T3 |
| Policy instance | 1 |
| Insurance contract or identification number | UP-75T3 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,590 | | 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 | Yes | | 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 | | Commission paid to Insurance Broker | USD $1,192 | | Additional information about fees paid to insurance broker | PREMIUM | | Insurance broker organization code? | 0 | | Insurance broker name | BUCKMAN MITCHELL INC |
|
