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Form 5500 · Employee benefit plan · MONTVALE, NY

PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST

Public Form 5500 records show how PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST (MONTVALE, NY) structures its employee benefits. Coverage is written through JOHN HANCOCK LIFE INS. CO OF NEW YORK. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Insurance carrier
JOHN HANCOCK LIFE INS. CO. OF NEW YORK
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3919056 · plan 004 · as of Jul 2026

Participants
9
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
JOHN HANCOCK LIFE INS. CO OF NEW YORK——December$0

Questions

What insurance carrier does PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST use?

PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST's benefit plan is written through JOHN HANCOCK LIFE INS. CO OF NEW YORK.

When does PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST's group plan renew?

The most recent Schedule A policy period for PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from PETER KATZ ASSOCIATES, INC. INCENTIVE SAVINGS TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.