401k Plan data: INTERNATIONAL INSTITUTE OF BOSTON 403B TDA PLAN plan

INTERNATIONAL INSTITUTE OF BOSTON 403B TDA PLAN 401k Plan overview

Plan Name	INTERNATIONAL INSTITUTE OF BOSTON 403B TDA PLAN
Plan identification number	002

INTERNATIONAL INSTITUTE OF BOSTON 403B TDA PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

INTERNATIONAL INSTITUTE OF BOSTON, INC. has sponsored the creation of one or more 401k plans.

Company Name: INTERNATIONAL INSTITUTE OF BOSTON, INC.

Employer identification number (EIN): 042104325

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL INSTITUTE OF BOSTON 403B TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 CELINE MUKASINE 2023-07-26
002 2021-01-01 CELINE MUKASINE 2022-09-07
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 RITA MCDONOUGH 2017-07-21 RITA MCDONOUGH 2017-07-21
002 2015-01-01 RITA MCDONOUGH 2016-10-17 RITA MCDONOUGH 2016-10-17
002 2014-01-01 RITA MCDONOUGH 2015-05-28 RITA MCDONOUGH 2015-05-28
002 2013-01-01 RITA MCDONOUGH 2014-10-27 RITA MCDONOUGH 2014-10-27
002 2012-01-01 RITA MCDONOUGH 2013-10-15 RITA MCDONOUGH 2013-10-15
002 2011-01-01 RITA MCDONOUGH 2013-11-20 RITA MCDONOUGH 2013-11-20
002 2010-01-01 CAROLYN BENEDICT-DREW 2011-05-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	CELINE MUKASINE	2023-07-26
002	2021-01-01	CELINE MUKASINE	2022-09-07
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	RITA MCDONOUGH	2017-07-21	RITA MCDONOUGH	2017-07-21
002	2015-01-01	RITA MCDONOUGH	2016-10-17	RITA MCDONOUGH	2016-10-17
002	2014-01-01	RITA MCDONOUGH	2015-05-28	RITA MCDONOUGH	2015-05-28
002	2013-01-01	RITA MCDONOUGH	2014-10-27	RITA MCDONOUGH	2014-10-27
002	2012-01-01	RITA MCDONOUGH	2013-10-15	RITA MCDONOUGH	2013-10-15
002	2011-01-01	RITA MCDONOUGH	2013-11-20	RITA MCDONOUGH	2013-11-20
002	2010-01-01	CAROLYN BENEDICT-DREW	2011-05-13

Plan Statistics for INTERNATIONAL INSTITUTE OF BOSTON 403B TDA PLAN

401k plan membership statisitcs for INTERNATIONAL INSTITUTE OF BOSTON 403B TDA PLAN

Measure Date Value
2022: INTERNATIONAL INSTITUTE OF BOSTON 403B TDA PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 123
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 96
Total of all active and inactive participants 2022-01-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 219
Number of participants with account balances 2022-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: INTERNATIONAL INSTITUTE OF BOSTON 403B TDA PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 73
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 37
Total of all active and inactive participants 2021-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 110
Number of participants with account balances 2021-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0

Measure	Date	Value
2022: INTERNATIONAL INSTITUTE OF BOSTON 403B TDA PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	123
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	96
Total of all active and inactive participants	2022-01-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	219
Number of participants with account balances	2022-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: INTERNATIONAL INSTITUTE OF BOSTON 403B TDA PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	73
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	37
Total of all active and inactive participants	2021-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	110
Number of participants with account balances	2021-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0

Financial Data on INTERNATIONAL INSTITUTE OF BOSTON 403B TDA PLAN

Measure	Date	Value
2022 : INTERNATIONAL INSTITUTE OF BOSTON 403B TDA PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-468,543
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$120,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$119,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$332,446
Value of total assets at end of year	2022-12-31	$3,823,702
Value of total assets at beginning of year	2022-12-31	$4,412,439
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$980
Total interest from all sources	2022-12-31	$13,077
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$45,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$45,954
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$203,888
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$26,946
Assets. Loans (other than to participants) at end of year	2022-12-31	$5,814
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$12,525
Administrative expenses (other) incurred	2022-12-31	$980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-588,737
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,823,702
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,412,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,395,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,986,897
Value of interest in pooled separate accounts at end of year	2022-12-31	$86,896
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$78,419
Interest on participant loans	2022-12-31	$403
Interest earned on other investments	2022-12-31	$12,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$335,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$334,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-866,434
Net investment gain/loss from pooled separate accounts	2022-12-31	$6,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$101,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$119,214
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	AAFCPAS, INC.
Accountancy firm EIN	2022-12-31	042571780
2021 : INTERNATIONAL INSTITUTE OF BOSTON 403B TDA PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$2,511,372
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$790,594
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$340,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$340,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$208,388
Value of total assets at end of year	2021-12-31	$4,412,439
Value of total assets at beginning of year	2021-12-31	$1,451,277
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$650
Total interest from all sources	2021-12-31	$11,582
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$36,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$36,096
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$250,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$145,927
Assets. Loans (other than to participants) at end of year	2021-12-31	$12,525
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$449,790
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,412,439
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,451,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,986,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,307,228
Value of interest in pooled separate accounts at end of year	2021-12-31	$78,419
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$46,148
Interest on participant loans	2021-12-31	$681
Interest earned on other investments	2021-12-31	$10,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$334,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$97,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$522,840
Net investment gain/loss from pooled separate accounts	2021-12-31	$11,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$62,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$340,154
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	AAFCPAS, INC.
Accountancy firm EIN	2021-12-31	042571780

Form 5500 Responses for INTERNATIONAL INSTITUTE OF BOSTON 403B TDA PLAN

2022: INTERNATIONAL INSTITUTE OF BOSTON 403B TDA PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INTERNATIONAL INSTITUTE OF BOSTON 403B TDA PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386032

Policy instance

Insurance contract or identification number	386032
Number of Individuals Covered	83
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386032

Policy instance

Insurance contract or identification number	386032
Number of Individuals Covered	29
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	INTERNATIONAL INSTITUTE OF BOSTON, INC.
Employer identification number (EIN):	042104325
NAIC Classification:	624100
NAIC Description:	Individual and Family Services