Civic Intelligence
Filing

GREENTREE ASSOCIATES, INC. HEALTH & WELFARE BENEFIT PLAN

Greentree Sales Inc. • EIN 11-2683083 • Plan year 2006

Company ProfileSource Archive
Filing Insights

Participants

Up

244 → 436

192 • 78.69%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201010$0$0-
GREENTREE ASSOCIATES, INC. 401(K) PLAN-0$0$0-
2009113$727,537$7,494$576iApproximate average salary by contribution assumption: employee only about $14,412 at 4% or $9,608 at 6%; with 50% employer match about $9,608 at 4% or $6,405 at 6%; with 100% employer match about $7,206 at 4% or $4,804 at 6%.
GREENTREE ASSOCIATES, INC. 401(K) PLAN-13$727,537$7,494$576iApproximate average salary by contribution assumption: employee only about $14,412 at 4% or $9,608 at 6%; with 50% employer match about $9,608 at 4% or $6,405 at 6%; with 100% employer match about $7,206 at 4% or $4,804 at 6%.
2008214$1,093,428$236,730$16,909iApproximate average salary by contribution assumption: employee only about $422,732 at 4% or $281,821 at 6%; with 50% employer match about $281,821 at 4% or $187,881 at 6%; with 100% employer match about $211,366 at 4% or $140,911 at 6%.
GREENTREE ASSOCIATES, INC. 401K PLAN-14$1,093,428$236,730$16,909iApproximate average salary by contribution assumption: employee only about $422,732 at 4% or $281,821 at 6%; with 50% employer match about $281,821 at 4% or $187,881 at 6%; with 100% employer match about $211,366 at 4% or $140,911 at 6%.
GREENTREE ASSOCIATES, INC. HEALTH & WELFARE BENEFIT PLAN-11---
20073319$1,921,066$673,087$2,110iApproximate average salary by contribution assumption: employee only about $52,750 at 4% or $35,167 at 6%; with 50% employer match about $35,167 at 4% or $23,444 at 6%; with 100% employer match about $26,375 at 4% or $17,583 at 6%.
GREENTREE ASSOCIATES, INC. 401K PLAN-286$1,921,066$673,087$2,353iApproximate average salary by contribution assumption: employee only about $58,836 at 4% or $39,224 at 6%; with 50% employer match about $39,224 at 4% or $26,149 at 6%; with 100% employer match about $29,418 at 4% or $19,612 at 6%.
Greentree Sales Inc. Pension Plan-0---
GREENTREE ASSOCIATES, INC. HEALTH & WELFARE BENEFIT PLAN-319---
20063436$1,430,984$878,420$2,015iApproximate average salary by contribution assumption: employee only about $50,368 at 4% or $33,579 at 6%; with 50% employer match about $33,579 at 4% or $22,386 at 6%; with 100% employer match about $25,184 at 4% or $16,789 at 6%.
GREENTREE ASSOCIATES, INC. 401K PLAN-345$1,423,144$712,072$2,064iApproximate average salary by contribution assumption: employee only about $51,599 at 4% or $34,400 at 6%; with 50% employer match about $34,400 at 4% or $22,933 at 6%; with 100% employer match about $25,800 at 4% or $17,200 at 6%.
Greentree Sales Inc. Pension Plan-1$7,840$166,348$166,348iApproximate average salary by contribution assumption: employee only about $4,158,700 at 4% or $2,772,467 at 6%; with 50% employer match about $2,772,467 at 4% or $1,848,311 at 6%; with 100% employer match about $2,079,350 at 4% or $1,386,233 at 6%.
GREENTREE ASSOCIATES, INC. HEALTH & WELFARE BENEFIT PLANCurrent436---
20052352$2,076,500$490,814$1,394iApproximate average salary by contribution assumption: employee only about $34,859 at 4% or $23,239 at 6%; with 50% employer match about $23,239 at 4% or $15,493 at 6%; with 100% employer match about $17,429 at 4% or $11,620 at 6%.
Greentree Sales Inc. Pension Plan-7$1,438,545$164,652$23,522iApproximate average salary by contribution assumption: employee only about $588,043 at 4% or $392,029 at 6%; with 50% employer match about $392,029 at 4% or $261,352 at 6%; with 100% employer match about $294,021 at 4% or $196,014 at 6%.
GREENTREE SALES, INC. 401K PLAN-352$637,955$326,162$927iApproximate average salary by contribution assumption: employee only about $23,165 at 4% or $15,443 at 6%; with 50% employer match about $15,443 at 4% or $10,296 at 6%; with 100% employer match about $11,582 at 4% or $7,722 at 6%.
2004275$1,515,980$98,828$1,318iApproximate average salary by contribution assumption: employee only about $32,943 at 4% or $21,962 at 6%; with 50% employer match about $21,962 at 4% or $14,641 at 6%; with 100% employer match about $16,471 at 4% or $10,981 at 6%.
Greentree Sales Inc. Pension Plan-7$1,232,154--
GREENTREE SALES, INC. 401K PLAN-75$283,826$98,828$1,318iApproximate average salary by contribution assumption: employee only about $32,943 at 4% or $21,962 at 6%; with 50% employer match about $21,962 at 4% or $14,641 at 6%; with 100% employer match about $16,471 at 4% or $10,981 at 6%.
2003236$1,321,793$124,932$3,470iApproximate average salary by contribution assumption: employee only about $86,758 at 4% or $57,839 at 6%; with 50% employer match about $57,839 at 4% or $38,559 at 6%; with 100% employer match about $43,379 at 4% or $28,919 at 6%.
Greentree Sales Inc. Pension Plan-8$1,146,431$52,038$6,505iApproximate average salary by contribution assumption: employee only about $162,619 at 4% or $108,413 at 6%; with 50% employer match about $108,413 at 4% or $72,275 at 6%; with 100% employer match about $81,309 at 4% or $54,206 at 6%.
GREENTREE SALES, INC. 401K PLAN-36$175,362$72,894$2,025iApproximate average salary by contribution assumption: employee only about $50,621 at 4% or $33,747 at 6%; with 50% employer match about $33,747 at 4% or $22,498 at 6%; with 100% employer match about $25,310 at 4% or $16,874 at 6%.
2002236$932,227$165,715$4,603iApproximate average salary by contribution assumption: employee only about $115,080 at 4% or $76,720 at 6%; with 50% employer match about $76,720 at 4% or $51,147 at 6%; with 100% employer match about $57,540 at 4% or $38,360 at 6%.
Greentree Sales Inc. Pension Plan-10$932,227$165,715$16,572iApproximate average salary by contribution assumption: employee only about $414,288 at 4% or $276,192 at 6%; with 50% employer match about $276,192 at 4% or $184,128 at 6%; with 100% employer match about $207,144 at 4% or $138,096 at 6%.
GREENTREE SALES, INC. 401K PLAN-36---
2001231$0$0-
GREENTREE SALES, INC. 401K PLAN-31---
Greentree Sales Inc. Pension Plan-10---
2000329$629,578$114,414$3,945iApproximate average salary by contribution assumption: employee only about $98,633 at 4% or $65,755 at 6%; with 50% employer match about $65,755 at 4% or $43,837 at 6%; with 100% employer match about $49,316 at 4% or $32,878 at 6%.
Greentree Sales Inc. Pension Plan-7$629,578$114,414$16,345iApproximate average salary by contribution assumption: employee only about $408,621 at 4% or $272,414 at 6%; with 50% employer match about $272,414 at 4% or $181,610 at 6%; with 100% employer match about $204,311 at 4% or $136,207 at 6%.
GREENTREE SALES FLEX PLAN-29---
Greentree Sales Inc. Profit Sharing Plan-0---
199927$697,307$87,279$12,468iApproximate average salary by contribution assumption: employee only about $311,711 at 4% or $207,807 at 6%; with 50% employer match about $207,807 at 4% or $138,538 at 6%; with 100% employer match about $155,855 at 4% or $103,904 at 6%.
Greentree Sales Inc. Pension Plan-6$667,465$72,686$12,114iApproximate average salary by contribution assumption: employee only about $302,858 at 4% or $201,906 at 6%; with 50% employer match about $201,906 at 4% or $134,604 at 6%; with 100% employer match about $151,429 at 4% or $100,953 at 6%.
Greentree Sales Inc. Profit Sharing Plan-7$29,842$14,593$2,085iApproximate average salary by contribution assumption: employee only about $52,118 at 4% or $34,745 at 6%; with 50% employer match about $34,745 at 4% or $23,163 at 6%; with 100% employer match about $26,059 at 4% or $17,373 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037267347317
Form Id
81807230
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6020377267347060003
Ins Broker 01 Name
BWD AGENCY INC.
Ins Broker 01 Street Addr
113 S SERVICE ROAD
Ins Broker 01 City
JERICHO
Ins Broker 01 State
NY
Ins Broker 01 ZIP Code
11753
Ins Broker Comm Pd 01 Amount
$50,093
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
84037267347317
Form Id
81807229
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6020377267347060002
Ins Broker 01 Name
BWD AGENCY INC.
Ins Broker 01 Street Addr
PO BOX 9050
Ins Broker 01 City
JERICHO
Ins Broker 01 State
NY
Ins Broker 01 ZIP Code
11753
Ins Broker Comm Pd 01 Amount
$4,515
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 3
Ins Carrier Name: UNITEDHEALTHCARE OF NEW YORK
Filing Id
84037267347317
Form Id
81807230
Schedule A EIN
11-2683083
Schedule A Plan Num
502
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
UNITEDHEALTHCARE OF NEW YORK
Ins Carrier EIN
06-1172891
Ins Carrier Naic Code
95085
Ins Contract Num
183876
Ins Prsn Covered End of year Count
378
Ins Policy From Date
2005-11-01
Ins Policy To Date
2006-10-31
Ins Broker Comm Total Amount
$50,093
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Type Bnft Indicator
AH
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$1,490,258
Wlfr Acquis Cost Amount
$0
Row 4
Ins Carrier Name: THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK
Filing Id
84037267347317
Form Id
81807229
Schedule A EIN
11-2683083
Schedule A Plan Num
502
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK
Ins Carrier EIN
13-5459480
Ins Carrier Naic Code
70106
Ins Contract Num
G253112
Ins Prsn Covered End of year Count
300
Ins Policy From Date
2005-11-01
Ins Policy To Date
2006-10-31
Ins Broker Comm Total Amount
$4,515
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Type Bnft Indicator
B
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$62,875
Wlfr Acquis Cost Amount
$0