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Form 5500 · Retirement plan · NORWICH, NY

CHENANGO EYE ASSOCIATES

CHENANGO EYE ASSOCIATES of NORWICH, NY files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 16-1186736 · plan 001 · plan year 2023, filed Jul 12, 2024

Participants at the start of the year
18
Contracts on file
1
Contract value
$5,013
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $5,013 at the end of the plan year, as reported on Schedule A.

$4,568 in agent commissions is disclosed across the contracts; JW COLE INSURANCE SERVICES, INC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC8December$5,013$4,568

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
CHENANGO EYE ASSOCIATES
EIN 16-1186736

The plan administrator is from line 3a of the main form. We publish company names only.

What the plan holds

Plan assets at year end
$1,766,557
Paid out in benefits
$378,465
Participants at the start of the year
18
Participants with account balances
7

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule I

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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