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EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 401k Plan overview

Plan NameEASTER SEALS MASSACHUSETTS 403(B)(7) PLAN
Plan identification number 002

EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EASTER SEALS MASSACHUSETTS has sponsored the creation of one or more 401k plans.

Company Name:EASTER SEALS MASSACHUSETTS
Employer identification number (EIN):042103867
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-09-01CHERYL LAZZARO2023-04-10
0022020-09-01CHERYL LAZZARO2022-05-26
0022019-09-01CHERYL LAZZARO2021-06-04
0022018-09-01CHERYL LAZZARO2020-05-20
0022017-09-01CHERYL LAZZARO2019-05-24
0022016-09-01
0022015-09-01
0022014-09-01
0022013-09-01CHERYL LAZZARO
0022012-09-01ADAM SHUSTER
0022011-09-01ADAM SHUSTER
0022010-09-01ADAM SHUSTER
0022009-09-01ADAM SHUSTER ADAM SHUSTER2011-01-13

Plan Statistics for EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN

401k plan membership statisitcs for EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN

Measure Date Value
2021: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01408
Total number of active participants reported on line 7a of the Form 55002021-09-01207
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-01231
Total of all active and inactive participants2021-09-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-010
Total participants2021-09-01438
Number of participants with account balances2021-09-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
2020: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01390
Total number of active participants reported on line 7a of the Form 55002020-09-01208
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-01200
Total of all active and inactive participants2020-09-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-010
Total participants2020-09-01408
Number of participants with account balances2020-09-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-010
2019: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01379
Total number of active participants reported on line 7a of the Form 55002019-09-01232
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-01158
Total of all active and inactive participants2019-09-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-010
Total participants2019-09-01390
Number of participants with account balances2019-09-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
2018: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01339
Total number of active participants reported on line 7a of the Form 55002018-09-01266
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-01113
Total of all active and inactive participants2018-09-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-01379
Number of participants with account balances2018-09-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
2017: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01383
Total number of active participants reported on line 7a of the Form 55002017-09-01265
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-0174
Total of all active and inactive participants2017-09-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01339
Number of participants with account balances2017-09-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01311
Total number of active participants reported on line 7a of the Form 55002016-09-01253
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-01130
Total of all active and inactive participants2016-09-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01383
Number of participants with account balances2016-09-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01280
Total number of active participants reported on line 7a of the Form 55002015-09-01208
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-01103
Total of all active and inactive participants2015-09-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01311
Number of participants with account balances2015-09-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01238
Total number of active participants reported on line 7a of the Form 55002014-09-01204
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-0176
Total of all active and inactive participants2014-09-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01280
Number of participants with account balances2014-09-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01240
Total number of active participants reported on line 7a of the Form 55002013-09-01171
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-0167
Total of all active and inactive participants2013-09-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01238
Number of participants with account balances2013-09-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01211
Total number of active participants reported on line 7a of the Form 55002012-09-01184
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-0156
Total of all active and inactive participants2012-09-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-01240
Number of participants with account balances2012-09-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01159
Total number of active participants reported on line 7a of the Form 55002011-09-01136
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-0175
Total of all active and inactive participants2011-09-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01211
Number of participants with account balances2011-09-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2010: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-01209
Total number of active participants reported on line 7a of the Form 55002010-09-0190
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-0169
Total of all active and inactive participants2010-09-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-01159
Number of participants with account balances2010-09-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
2009: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01305
Total number of active participants reported on line 7a of the Form 55002009-09-01148
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0161
Total of all active and inactive participants2009-09-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01209
Number of participants with account balances2009-09-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN

Measure Date Value
2022 : EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total income from all sources (including contributions)2022-08-31$-580,205
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$280,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$235,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$744,046
Value of total assets at end of year2022-08-31$6,696,415
Value of total assets at beginning of year2022-08-31$7,557,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$44,997
Total interest from all sources2022-08-31$6
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$299,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$299,981
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$500,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$581,589
Income. Received or receivable in cash from other sources (including rollovers)2022-08-31$122,721
Administrative expenses (other) incurred2022-08-31$43,772
Total non interest bearing cash at end of year2022-08-31$0
Total non interest bearing cash at beginning of year2022-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-860,749
Value of net assets at end of year (total assets less liabilities)2022-08-31$6,696,415
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$7,557,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$6,606,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$7,471,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-08-31$50,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-08-31$49,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-08-31$49,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-08-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$-1,624,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$39,736
Employer contributions (assets) at end of year2022-08-31$39,736
Employer contributions (assets) at beginning of year2022-08-31$36,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$235,547
Contract administrator fees2022-08-31$1,225
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31AAFCPAS, INC.
Accountancy firm EIN2022-08-31042571780
2021 : EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$2,096,051
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$280,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$278,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$561,589
Value of total assets at end of year2021-08-31$7,557,164
Value of total assets at beginning of year2021-08-31$5,741,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$1,270
Total interest from all sources2021-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$364,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$364,595
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$500,000
If this is an individual account plan, was there a blackout period2021-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$516,139
Income. Received or receivable in cash from other sources (including rollovers)2021-08-31$8,729
Administrative expenses (other) incurred2021-08-31$370
Total non interest bearing cash at end of year2021-08-31$0
Total non interest bearing cash at beginning of year2021-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$1,816,019
Value of net assets at end of year (total assets less liabilities)2021-08-31$7,557,164
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$5,741,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$7,471,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$5,409,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-08-31$49,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-08-31$331,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-08-31$331,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$1,169,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$36,721
Employer contributions (assets) at end of year2021-08-31$36,721
Employer contributions (assets) at beginning of year2021-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$278,762
Contract administrator fees2021-08-31$900
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Disclaimer
Accountancy firm name2021-08-31AAFCPAS, INC.
Accountancy firm EIN2021-08-31042571780
2020 : EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total income from all sources (including contributions)2020-08-31$1,310,339
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$263,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$256,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$566,241
Value of total assets at end of year2020-08-31$5,741,145
Value of total assets at beginning of year2020-08-31$4,694,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$6,546
Total interest from all sources2020-08-31$591
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$278,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$278,012
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$500,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$461,297
Income. Received or receivable in cash from other sources (including rollovers)2020-08-31$65,689
Administrative expenses (other) incurred2020-08-31$380
Total non interest bearing cash at end of year2020-08-31$0
Total non interest bearing cash at beginning of year2020-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$1,046,929
Value of net assets at end of year (total assets less liabilities)2020-08-31$5,741,145
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$4,694,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Investment advisory and management fees2020-08-31$5,066
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$5,409,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$4,649,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-08-31$331,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-08-31$44,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-08-31$44,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-08-31$591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$465,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$39,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$256,864
Contract administrator fees2020-08-31$1,100
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31AAFCPAS, INC.
Accountancy firm EIN2020-08-31042571780
2019 : EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total income from all sources (including contributions)2019-08-31$575,304
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$687,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$681,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$495,244
Value of total assets at end of year2019-08-31$4,694,216
Value of total assets at beginning of year2019-08-31$4,806,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$6,469
Total interest from all sources2019-08-31$311
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$338,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$338,618
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$500,000
If this is an individual account plan, was there a blackout period2019-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$455,270
Income. Received or receivable in cash from other sources (including rollovers)2019-08-31$4,210
Administrative expenses (other) incurred2019-08-31$405
Total non interest bearing cash at end of year2019-08-31$0
Total non interest bearing cash at beginning of year2019-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$-112,597
Value of net assets at end of year (total assets less liabilities)2019-08-31$4,694,216
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$4,806,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Investment advisory and management fees2019-08-31$5,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$4,649,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$4,747,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-08-31$44,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-08-31$59,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-08-31$59,627
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-08-31$311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$-258,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$35,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$681,432
Contract administrator fees2019-08-31$950
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31AAFCPAS, INC.
Accountancy firm EIN2019-08-31042571780
2018 : EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total income from all sources (including contributions)2018-08-31$1,026,587
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$1,230,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$1,220,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$544,472
Value of total assets at end of year2018-08-31$4,806,813
Value of total assets at beginning of year2018-08-31$5,010,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$9,650
Total interest from all sources2018-08-31$295
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$195,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$195,939
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$500,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$449,632
Income. Received or receivable in cash from other sources (including rollovers)2018-08-31$61,575
Administrative expenses (other) incurred2018-08-31$420
Total non interest bearing cash at end of year2018-08-31$0
Total non interest bearing cash at beginning of year2018-08-31$17,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$-203,897
Value of net assets at end of year (total assets less liabilities)2018-08-31$4,806,813
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$5,010,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Investment advisory and management fees2018-08-31$5,107
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$4,747,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$4,916,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-08-31$59,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-08-31$76,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-08-31$76,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-08-31$295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$285,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31Yes
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$33,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$1,220,834
Contract administrator fees2018-08-31$4,123
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31ALEXANDER, ARONSON, FINNING, & CO.,
Accountancy firm EIN2018-08-31042571780
2017 : EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$1,128,417
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$454,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$448,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$499,857
Value of total assets at end of year2017-08-31$5,010,710
Value of total assets at beginning of year2017-08-31$4,337,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$5,995
Total interest from all sources2017-08-31$107
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$17,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$17,812
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$500,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$391,523
Income. Received or receivable in cash from other sources (including rollovers)2017-08-31$107,657
Administrative expenses (other) incurred2017-08-31$450
Total non interest bearing cash at end of year2017-08-31$17,753
Total non interest bearing cash at beginning of year2017-08-31$2,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$673,429
Value of net assets at end of year (total assets less liabilities)2017-08-31$5,010,710
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$4,337,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Investment advisory and management fees2017-08-31$4,865
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$4,916,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$4,257,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-08-31$76,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-08-31$77,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-08-31$77,524
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-08-31$107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$610,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31Yes
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$448,993
Contract administrator fees2017-08-31$680
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31ALEXANDER, ARONSON, FINNING, & CO.,
Accountancy firm EIN2017-08-31042571780
2016 : EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$733,059
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$380,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$375,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$463,204
Value of total assets at end of year2016-08-31$4,337,281
Value of total assets at beginning of year2016-08-31$3,985,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$5,677
Total interest from all sources2016-08-31$11
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$25,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$25,616
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$500,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$412,761
Income. Received or receivable in cash from other sources (including rollovers)2016-08-31$31,492
Other income not declared elsewhere2016-08-31$3,589
Administrative expenses (other) incurred2016-08-31$525
Total non interest bearing cash at end of year2016-08-31$2,481
Total non interest bearing cash at beginning of year2016-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$352,275
Value of net assets at end of year (total assets less liabilities)2016-08-31$4,337,281
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$3,985,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Investment advisory and management fees2016-08-31$4,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$4,257,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$3,907,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-08-31$77,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-08-31$77,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-08-31$77,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-08-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$240,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$18,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$375,107
Contract administrator fees2016-08-31$1,040
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31ALEXANDER, ARONSON, FINNING, & CO.,
Accountancy firm EIN2016-08-31042571780
2015 : EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$348,178
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$494,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$489,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$426,224
Value of total assets at end of year2015-08-31$3,985,006
Value of total assets at beginning of year2015-08-31$4,131,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$5,421
Total interest from all sources2015-08-31$4
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$165,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$165,188
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$399,915
Income. Received or receivable in cash from other sources (including rollovers)2015-08-31$7,854
Administrative expenses (other) incurred2015-08-31$650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-146,382
Value of net assets at end of year (total assets less liabilities)2015-08-31$3,985,006
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$4,131,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Investment advisory and management fees2015-08-31$4,051
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$3,907,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$4,083,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-08-31$77,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-08-31$48,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-08-31$48,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-08-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-243,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$18,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$489,139
Contract administrator fees2015-08-31$720
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31MOODY, FAMIGLIETTI & ANDRONICO, LLP
Accountancy firm EIN2015-08-31043077056
2014 : EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$1,093,380
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$403,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$398,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$491,322
Value of total assets at end of year2014-08-31$4,131,388
Value of total assets at beginning of year2014-08-31$3,441,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$5,484
Total interest from all sources2014-08-31$5
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$124,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$124,728
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$500,000
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$365,122
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$108,683
Administrative expenses (other) incurred2014-08-31$720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$689,706
Value of net assets at end of year (total assets less liabilities)2014-08-31$4,131,388
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$3,441,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Investment advisory and management fees2014-08-31$4,164
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$4,083,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$3,394,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$48,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-08-31$47,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-08-31$47,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$477,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$17,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$398,190
Contract administrator fees2014-08-31$600
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31MOODY, FAMIGLIETTI & ANDRONICO, LLP
Accountancy firm EIN2014-08-31043077056
2013 : EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$633,725
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$775,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$772,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$234,348
Value of total assets at end of year2013-08-31$3,441,682
Value of total assets at beginning of year2013-08-31$3,583,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$2,427
Total interest from all sources2013-08-31$21
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$100,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$100,314
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
If this is an individual account plan, was there a blackout period2013-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$223,717
Participant contributions at end of year2013-08-31$0
Participant contributions at beginning of year2013-08-31$9,525
Income. Received or receivable in cash from other sources (including rollovers)2013-08-31$10,631
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-08-31$68,861
Administrative expenses (other) incurred2013-08-31$2,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$-141,385
Value of net assets at end of year (total assets less liabilities)2013-08-31$3,441,682
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$3,583,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$3,394,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$3,336,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-31$47,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$237,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$237,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$299,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$703,822
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31MOODY, FAMIGLIETTI & ANDRONICO, LLP
Accountancy firm EIN2013-08-31043077056
2012 : EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$596,712
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$90,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$88,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$316,334
Value of total assets at end of year2012-08-31$3,583,067
Value of total assets at beginning of year2012-08-31$3,076,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$2,327
Total interest from all sources2012-08-31$30
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$72,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$72,107
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$500,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$301,602
Participant contributions at end of year2012-08-31$9,525
Income. Received or receivable in cash from other sources (including rollovers)2012-08-31$14,732
Administrative expenses (other) incurred2012-08-31$2,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$506,261
Value of net assets at end of year (total assets less liabilities)2012-08-31$3,583,067
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$3,076,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$3,336,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$2,790,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$237,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$286,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$286,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-08-31$30
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$208,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$88,124
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31GRANT THORNTON LLP
Accountancy firm EIN2012-08-31366055558
2011 : EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total transfer of assets to this plan2011-08-31$0
Total transfer of assets from this plan2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$654,222
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$293,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$290,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$296,339
Value of total assets at end of year2011-08-31$3,076,806
Value of total assets at beginning of year2011-08-31$2,715,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$2,302
Total interest from all sources2011-08-31$34
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$55,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$55,307
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$500,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$260,490
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$35,849
Administrative expenses (other) incurred2011-08-31$2,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$361,050
Value of net assets at end of year (total assets less liabilities)2011-08-31$3,076,806
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$2,715,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$2,790,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$2,431,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$286,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$284,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$284,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-08-31$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$302,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$290,870
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31CCR LLP
Accountancy firm EIN2011-08-31043069946
2010 : EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN

2021: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2010: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: EASTER SEALS MASSACHUSETTS 403(B)(7) PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61145-1
Policy instance 1
Insurance contract or identification numberMR 61145-1
Number of Individuals Covered235
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61145-1
Policy instance 1
Insurance contract or identification numberMR 61145-1
Number of Individuals Covered346
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61145-1
Policy instance 1
Insurance contract or identification numberMR 61145-1
Number of Individuals Covered319
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61145-1
Policy instance 1
Insurance contract or identification numberMR 61145-1
Number of Individuals Covered296
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61145-1
Policy instance 1
Insurance contract or identification numberMR 61145-1
Number of Individuals Covered212
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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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