?>
Logo

NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameNEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT 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.
  • 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

NEW ENGLAND LAW BOSTON has sponsored the creation of one or more 401k plans.

Company Name:NEW ENGLAND LAW BOSTON
Employer identification number (EIN):042152671
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANNE MARIE MARTORANA
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01FREDERIC A. COVELLE
0012011-01-01GAIL DUFFY
0012009-01-01FRANK A. SCIOLI

Plan Statistics for NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01267
Total number of active participants reported on line 7a of the Form 55002022-01-0184
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01197
Total of all active and inactive participants2022-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01285
Number of participants with account balances2022-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01255
Total number of active participants reported on line 7a of the Form 55002021-01-0186
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01184
Total of all active and inactive participants2021-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01273
Number of participants with account balances2021-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01252
Total number of active participants reported on line 7a of the Form 55002020-01-0181
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01177
Total of all active and inactive participants2020-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01259
Number of participants with account balances2020-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01254
Total number of active participants reported on line 7a of the Form 55002019-01-0182
Number of other retired or separated participants entitled to future benefits2019-01-01170
Total of all active and inactive participants2019-01-01252
Total participants2019-01-01252
Number of participants with account balances2019-01-01251
2018: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01251
Total number of active participants reported on line 7a of the Form 55002018-01-0187
Number of other retired or separated participants entitled to future benefits2018-01-01168
Total of all active and inactive participants2018-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01256
Number of participants with account balances2018-01-01254
2017: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01246
Total number of active participants reported on line 7a of the Form 55002017-01-0187
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-01150
Total of all active and inactive participants2017-01-01248
Total participants2017-01-01248
Number of participants with account balances2017-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01253
Total number of active participants reported on line 7a of the Form 55002016-01-0194
Number of other retired or separated participants entitled to future benefits2016-01-01153
Total of all active and inactive participants2016-01-01247
Total participants2016-01-01247
Number of participants with account balances2016-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01249
Total number of active participants reported on line 7a of the Form 55002015-01-0198
Number of other retired or separated participants entitled to future benefits2015-01-01155
Total of all active and inactive participants2015-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01254
Number of participants with account balances2015-01-01253
2014: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01251
Total number of active participants reported on line 7a of the Form 55002014-01-0199
Number of other retired or separated participants entitled to future benefits2014-01-01156
Total of all active and inactive participants2014-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01256
Number of participants with account balances2014-01-01249
2013: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01260
Total number of active participants reported on line 7a of the Form 55002013-01-01215
Number of other retired or separated participants entitled to future benefits2013-01-0146
Total of all active and inactive participants2013-01-01261
Total participants2013-01-01261
Number of participants with account balances2013-01-01251
2012: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01260
Total number of active participants reported on line 7a of the Form 55002012-01-01219
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01260
Total participants2012-01-01260
Number of participants with account balances2012-01-01248
2011: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01252
Total number of active participants reported on line 7a of the Form 55002011-01-01225
Number of retired or separated participants receiving benefits2011-01-0135
Total of all active and inactive participants2011-01-01260
Total participants2011-01-01260
Number of participants with account balances2011-01-01248
2009: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01231
Total number of active participants reported on line 7a of the Form 55002009-01-01210
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01243
Number of participants with account balances2009-01-01234

Financial Data on NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-6,331,037
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,293,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,248,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,633,263
Value of total assets at end of year2022-12-31$71,358,930
Value of total assets at beginning of year2022-12-31$80,983,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$45,259
Total interest from all sources2022-12-31$1,127,441
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$111,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$111,724
Administrative expenses professional fees incurred2022-12-31$24,965
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$734,323
Other income not declared elsewhere2022-12-31$48,860
Administrative expenses (other) incurred2022-12-31$1,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,624,831
Value of net assets at end of year (total assets less liabilities)2022-12-31$71,358,930
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$80,983,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$18,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$40,791,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$50,558,823
Value of interest in pooled separate accounts at end of year2022-12-31$2,809,681
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,750,726
Interest earned on other investments2022-12-31$1,127,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$27,758,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$27,674,212
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$544,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,472,380
Net investment gain/loss from pooled separate accounts2022-12-31$220,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$898,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,704,517
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2022-12-31431947695
2021 : NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$10,253,725
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,116,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,090,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,637,783
Value of total assets at end of year2021-12-31$80,983,761
Value of total assets at beginning of year2021-12-31$76,846,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,203
Total interest from all sources2021-12-31$976,686
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$109,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$109,831
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$705,543
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$25,765
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,167
Other income not declared elsewhere2021-12-31$55,597
Administrative expenses (other) incurred2021-12-31$1,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,137,174
Value of net assets at end of year (total assets less liabilities)2021-12-31$80,983,761
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$76,846,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$50,558,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$46,149,179
Value of interest in pooled separate accounts at end of year2021-12-31$2,750,726
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,467,464
Interest earned on other investments2021-12-31$976,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$27,674,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$28,168,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,055,909
Net investment gain/loss from pooled separate accounts2021-12-31$417,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$930,073
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$35,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,090,348
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2021-12-31431947695
2020 : NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,755,723
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,283,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,247,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,540,297
Value of total assets at end of year2020-12-31$76,846,587
Value of total assets at beginning of year2020-12-31$69,374,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,622
Total interest from all sources2020-12-31$1,119,096
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$37,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$37,457
Administrative expenses professional fees incurred2020-12-31$9,995
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$664,653
Participant contributions at end of year2020-12-31$25,765
Participant contributions at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$46,021
Administrative expenses (other) incurred2020-12-31$627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,472,364
Value of net assets at end of year (total assets less liabilities)2020-12-31$76,846,587
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$69,374,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$46,149,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$38,633,204
Value of interest in pooled separate accounts at end of year2020-12-31$2,467,464
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,472,014
Interest earned on other investments2020-12-31$1,119,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$28,168,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$28,269,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,031,979
Net investment gain/loss from pooled separate accounts2020-12-31$-19,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$875,644
Employer contributions (assets) at end of year2020-12-31$35,185
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,247,737
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31O'BRIEN RILEY AND RYAN PC
Accountancy firm EIN2020-12-31043176941
2019 : NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$577,725
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$577,725
Total unrealized appreciation/depreciation of assets2019-12-31$577,725
Total unrealized appreciation/depreciation of assets2019-12-31$577,725
Total income from all sources (including contributions)2019-12-31$10,558,297
Total income from all sources (including contributions)2019-12-31$10,558,297
Total loss/gain on sale of assets2019-12-31$240,328
Total loss/gain on sale of assets2019-12-31$240,328
Total of all expenses incurred2019-12-31$2,569,912
Total of all expenses incurred2019-12-31$2,569,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,525,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,525,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,611,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,611,469
Value of total assets at end of year2019-12-31$69,374,223
Value of total assets at end of year2019-12-31$69,374,223
Value of total assets at beginning of year2019-12-31$61,385,838
Value of total assets at beginning of year2019-12-31$61,385,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,868
Total interest from all sources2019-12-31$275,559
Total interest from all sources2019-12-31$275,559
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$24,677
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$24,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$24,677
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$24,677
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$701,124
Contributions received from participants2019-12-31$701,124
Other income not declared elsewhere2019-12-31$38,459
Other income not declared elsewhere2019-12-31$38,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,988,385
Value of net income/loss2019-12-31$7,988,385
Value of net assets at end of year (total assets less liabilities)2019-12-31$69,374,223
Value of net assets at end of year (total assets less liabilities)2019-12-31$69,374,223
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$61,385,838
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$61,385,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$38,633,204
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$38,633,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,044,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,044,035
Value of interest in pooled separate accounts at end of year2019-12-31$2,472,014
Value of interest in pooled separate accounts at end of year2019-12-31$2,472,014
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,181,323
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,181,323
Interest earned on other investments2019-12-31$275,559
Interest earned on other investments2019-12-31$275,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,269,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,269,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$27,160,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$27,160,480
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$456,504
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$456,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,668,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,668,553
Net investment gain/loss from pooled separate accounts2019-12-31$121,527
Net investment gain/loss from pooled separate accounts2019-12-31$121,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$910,345
Contributions received in cash from employer2019-12-31$910,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,068,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,068,540
Contract administrator fees2019-12-31$44,868
Contract administrator fees2019-12-31$44,868
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,443,548
Aggregate proceeds on sale of assets2019-12-31$1,443,548
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,203,220
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,203,220
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31O'BRIEN RILEY AND RYAN PC
Accountancy firm name2019-12-31O'BRIEN RILEY AND RYAN PC
Accountancy firm EIN2019-12-31043176941
Accountancy firm EIN2019-12-31043176941
2018 : NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$376,638
Total unrealized appreciation/depreciation of assets2018-12-31$376,638
Total income from all sources (including contributions)2018-12-31$1,976,697
Total loss/gain on sale of assets2018-12-31$404,437
Total of all expenses incurred2018-12-31$2,055,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,036,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,266,301
Value of total assets at end of year2018-12-31$61,385,838
Value of total assets at beginning of year2018-12-31$61,464,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,811
Total interest from all sources2018-12-31$316,061
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,745
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$680,792
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,684,723
Other income not declared elsewhere2018-12-31$46,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-78,746
Value of net assets at end of year (total assets less liabilities)2018-12-31$61,385,838
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$61,464,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$32,044,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$33,018,918
Value of interest in pooled separate accounts at end of year2018-12-31$2,181,323
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,933,388
Interest earned on other investments2018-12-31$316,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$27,160,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$26,512,278
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$55,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,536,605
Net investment gain/loss from pooled separate accounts2018-12-31$97,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$900,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,980,880
Contract administrator fees2018-12-31$18,811
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$3,096,367
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,691,930
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31O'BRIEN RILEY AND RYAN PC
Accountancy firm EIN2018-12-31043176941
2017 : NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$568,691
Total unrealized appreciation/depreciation of assets2017-12-31$568,691
Total transfer of assets to this plan2017-12-31$6,781,726
Total income from all sources (including contributions)2017-12-31$7,777,467
Total loss/gain on sale of assets2017-12-31$108,419
Total of all expenses incurred2017-12-31$1,704,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,704,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,561,305
Value of total assets at end of year2017-12-31$61,464,584
Value of total assets at beginning of year2017-12-31$48,609,429
Total interest from all sources2017-12-31$237,799
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$138
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$628,890
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$23,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,073,429
Value of net assets at end of year (total assets less liabilities)2017-12-31$61,464,584
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$48,609,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$33,018,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,475,681
Value of interest in pooled separate accounts at end of year2017-12-31$1,933,388
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,603,693
Interest earned on other investments2017-12-31$237,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$26,512,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$21,530,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,229,638
Net investment gain/loss from pooled separate accounts2017-12-31$71,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$908,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,704,038
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$743,800
Aggregate carrying amount (costs) on sale of assets2017-12-31$635,381
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31O'BRIEN RILEY AND RYAN PC
Accountancy firm EIN2017-12-31043176941
2016 : NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$506,240
Total unrealized appreciation/depreciation of assets2016-12-31$506,240
Total income from all sources (including contributions)2016-12-31$4,228,729
Total loss/gain on sale of assets2016-12-31$122,691
Total of all expenses incurred2016-12-31$1,278,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,278,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,532,538
Value of total assets at end of year2016-12-31$48,609,429
Value of total assets at beginning of year2016-12-31$45,659,279
Total interest from all sources2016-12-31$296,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$605,806
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$92
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,950,150
Value of net assets at end of year (total assets less liabilities)2016-12-31$48,609,429
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$45,659,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$25,475,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,026,947
Value of interest in pooled separate accounts at end of year2016-12-31$1,603,693
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,395,481
Interest earned on other investments2016-12-31$296,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$21,530,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$20,236,851
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$198,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,693,562
Net investment gain/loss from pooled separate accounts2016-12-31$77,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$926,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,080,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,610,807
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,488,116
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31O'BRIEN RILEY AND RYAN PC
Accountancy firm EIN2016-12-31043176941
2015 : NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$308,268
Total unrealized appreciation/depreciation of assets2015-12-31$308,268
Total income from all sources (including contributions)2015-12-31$2,451,136
Total loss/gain on sale of assets2015-12-31$290,241
Total of all expenses incurred2015-12-31$2,406,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,406,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,518,132
Value of total assets at end of year2015-12-31$45,659,279
Value of total assets at beginning of year2015-12-31$45,614,793
Total interest from all sources2015-12-31$228,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$596,551
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$44,486
Value of net assets at end of year (total assets less liabilities)2015-12-31$45,659,279
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$45,614,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,026,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,781,523
Value of interest in pooled separate accounts at end of year2015-12-31$1,395,481
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,406,441
Interest earned on other investments2015-12-31$228,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$20,236,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$19,426,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,123
Net investment gain/loss from pooled separate accounts2015-12-31$110,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$919,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,406,650
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$2,486,777
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,196,536
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31O'BRIEN RILEY AND RYAN PC
Accountancy firm EIN2015-12-31043176941
2014 : NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$269,598
Total unrealized appreciation/depreciation of assets2014-12-31$269,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,023
Total income from all sources (including contributions)2014-12-31$4,291,353
Total loss/gain on sale of assets2014-12-31$316,343
Total of all expenses incurred2014-12-31$2,235,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,235,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,768,565
Value of total assets at end of year2014-12-31$45,614,793
Value of total assets at beginning of year2014-12-31$43,561,146
Total interest from all sources2014-12-31$233,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$725,811
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,055,670
Value of net assets at end of year (total assets less liabilities)2014-12-31$45,614,793
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$43,559,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,781,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,117,751
Value of interest in pooled separate accounts at end of year2014-12-31$1,406,441
Value of interest in pooled separate accounts at beginning of year2014-12-31$871,493
Interest earned on other investments2014-12-31$233,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$19,426,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$18,571,902
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$227,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,569,418
Net investment gain/loss from pooled separate accounts2014-12-31$133,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,042,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,008,499
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,335,825
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,019,482
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31O'BRIEN, RILEY & RYAN, P.C.
Accountancy firm EIN2014-12-31043176941
2013 : NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$328,253
Total unrealized appreciation/depreciation of assets2013-12-31$328,253
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,023
Total income from all sources (including contributions)2013-12-31$6,774,441
Total loss/gain on sale of assets2013-12-31$226,314
Total of all expenses incurred2013-12-31$1,409,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,409,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,864,122
Value of total assets at end of year2013-12-31$43,561,146
Value of total assets at beginning of year2013-12-31$38,194,403
Total interest from all sources2013-12-31$199,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$721,085
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,364,720
Value of net assets at end of year (total assets less liabilities)2013-12-31$43,559,123
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$38,194,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$24,117,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,045,580
Value of interest in pooled separate accounts at end of year2013-12-31$871,493
Value of interest in pooled separate accounts at beginning of year2013-12-31$708,393
Interest earned on other investments2013-12-31$199,852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$18,571,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$17,440,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,082,993
Net investment gain/loss from pooled separate accounts2013-12-31$72,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,129,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,409,721
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,602,118
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,375,804
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31O'BRIEN, RILEY & RYAN, P.C.
Accountancy firm EIN2013-12-31043176941
2012 : NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$400,720
Total unrealized appreciation/depreciation of assets2012-12-31$400,720
Total income from all sources (including contributions)2012-12-31$5,025,066
Total loss/gain on sale of assets2012-12-31$121,001
Total of all expenses incurred2012-12-31$3,043,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,043,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,891,244
Value of total assets at end of year2012-12-31$38,194,403
Value of total assets at beginning of year2012-12-31$36,213,275
Total interest from all sources2012-12-31$169,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$690,423
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$416
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$95,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,981,128
Value of net assets at end of year (total assets less liabilities)2012-12-31$38,194,403
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$36,213,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,045,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,549,623
Value of interest in pooled separate accounts at end of year2012-12-31$708,393
Value of interest in pooled separate accounts at beginning of year2012-12-31$607,650
Interest earned on other investments2012-12-31$169,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$17,440,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$17,055,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,381,387
Net investment gain/loss from pooled separate accounts2012-12-31$61,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,105,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,043,938
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,546,923
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,425,922
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31O'BRIEN, RILEY & RYAN, P.C.
Accountancy firm EIN2012-12-31043176941
2011 : NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$509,614
Total unrealized appreciation/depreciation of assets2011-12-31$509,614
Total income from all sources (including contributions)2011-12-31$2,230,791
Total of all expenses incurred2011-12-31$1,161,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,161,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,829,028
Value of total assets at end of year2011-12-31$36,213,275
Value of total assets at beginning of year2011-12-31$35,143,849
Total interest from all sources2011-12-31$166,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$698,301
Participant contributions at end of year2011-12-31$416
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$20,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,069,426
Value of net assets at end of year (total assets less liabilities)2011-12-31$36,213,275
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$35,143,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,549,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,506,085
Value of interest in pooled separate accounts at end of year2011-12-31$607,650
Value of interest in pooled separate accounts at beginning of year2011-12-31$459,558
Interest earned on other investments2011-12-31$166,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$17,055,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$16,178,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-335,974
Net investment gain/loss from pooled separate accounts2011-12-31$61,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,110,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,161,365
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31O'BRIEN, RILEY & RYAN, P.C.
Accountancy firm EIN2011-12-31043176941
2010 : NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$4,360,200
Total of all expenses incurred2010-12-31$361,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$361,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,751,078
Value of total assets at end of year2010-12-31$35,143,849
Value of total assets at beginning of year2010-12-31$31,208,718
Total interest from all sources2010-12-31$606,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$666,587
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$22,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,998,323
Value of net assets at end of year (total assets less liabilities)2010-12-31$35,143,849
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,208,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,506,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,400,980
Value of interest in pooled separate accounts at end of year2010-12-31$459,558
Value of interest in pooled separate accounts at beginning of year2010-12-31$390,385
Interest earned on other investments2010-12-31$606,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$16,178,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$15,354,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,949,199
Net investment gain/loss from pooled separate accounts2010-12-31$53,487
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,084,491
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$40,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$361,877
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MORGAN & MORGAN, P.C.
Accountancy firm EIN2010-12-31042680237

Form 5500 Responses for NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN

2022: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151248
Policy instance 1
Insurance contract or identification number151248
Number of Individuals Covered255
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151248
Policy instance 1
Insurance contract or identification number151248
Number of Individuals Covered251
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151248
Policy instance 1
Insurance contract or identification number151248
Number of Individuals Covered247
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151248
Policy instance 1
Insurance contract or identification number151248
Number of Individuals Covered247
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number151248
Policy instance 1
Insurance contract or identification number151248
Number of Individuals Covered250
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number151248
Policy instance 1
Insurance contract or identification number151248
Number of Individuals Covered311
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number151248
Policy instance 1
Insurance contract or identification number151248
Number of Individuals Covered253
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number151248
Policy instance 1
Insurance contract or identification number151248
Number of Individuals Covered249
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number151248
Policy instance 1
Insurance contract or identification number151248
Number of Individuals Covered251
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker name
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151248
Policy instance 1
Insurance contract or identification number151248
Number of Individuals Covered248
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker name
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151248
Policy instance 1
Insurance contract or identification number151248
Number of Individuals Covered248
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number151248
Policy instance 1
Insurance contract or identification number151248
Number of Individuals Covered239
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3