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NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 401k Plan overview

Plan NameNEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN
Plan identification number 001

NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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 INSTITUTE OF TECHNOLOGY has sponsored the creation of one or more 401k plans.

Company Name:NEW ENGLAND INSTITUTE OF TECHNOLOGY
Employer identification number (EIN):050312747
NAIC Classification:611000

Additional information about NEW ENGLAND INSTITUTE OF TECHNOLOGY

Jurisdiction of Incorporation: Secretary of State Rhode Island
Incorporation Date:
Company Identification Number: 000027088

More information about NEW ENGLAND INSTITUTE OF TECHNOLOGY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH 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
0012017-01-01CHERYL CONNORS
0012016-01-01CHERYL CONNORS
0012015-01-01CHERYL CONNORS
0012014-01-01CHERYL CONNORS
0012013-01-01CHERYL CONNORS
0012012-01-01CHERYL C. CONNORS
0012011-01-01CHERYL C. CONNORS
0012010-01-01CHERYL C. CONNORS CHERYL C. CONNORS2011-10-14
0012009-01-01CHERYL C. CONNORS
0012009-01-01CHERYL C. CONNORS

Plan Statistics for NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN

401k plan membership statisitcs for NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN

Measure Date Value
2022: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01424
Total number of active participants reported on line 7a of the Form 55002022-01-01263
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01145
Total of all active and inactive participants2022-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01408
Number of participants with account balances2022-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01397
Total number of active participants reported on line 7a of the Form 55002021-01-01272
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01137
Total of all active and inactive participants2021-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01409
Number of participants with account balances2021-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01405
Total number of active participants reported on line 7a of the Form 55002020-01-01276
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01120
Total of all active and inactive participants2020-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01396
Number of participants with account balances2020-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01416
Total number of active participants reported on line 7a of the Form 55002019-01-01292
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01112
Total of all active and inactive participants2019-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01404
Number of participants with account balances2019-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01426
Total number of active participants reported on line 7a of the Form 55002018-01-01307
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01108
Total of all active and inactive participants2018-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01415
Number of participants with account balances2018-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01416
Total number of active participants reported on line 7a of the Form 55002017-01-01322
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01101
Total of all active and inactive participants2017-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01423
Number of participants with account balances2017-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01404
Total number of active participants reported on line 7a of the Form 55002016-01-01326
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0190
Total of all active and inactive participants2016-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01416
Number of participants with account balances2016-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01391
Total number of active participants reported on line 7a of the Form 55002015-01-01318
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0184
Total of all active and inactive participants2015-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01402
Number of participants with account balances2015-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01371
Total number of active participants reported on line 7a of the Form 55002014-01-01319
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0172
Total of all active and inactive participants2014-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01391
Number of participants with account balances2014-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01366
Total number of active participants reported on line 7a of the Form 55002013-01-01305
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0166
Total of all active and inactive participants2013-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01371
Number of participants with account balances2013-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01343
Total number of active participants reported on line 7a of the Form 55002012-01-01294
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0172
Total of all active and inactive participants2012-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01366
Number of participants with account balances2012-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01340
Total number of active participants reported on line 7a of the Form 55002011-01-01271
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0172
Total of all active and inactive participants2011-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01343
Number of participants with account balances2011-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01345
Total number of active participants reported on line 7a of the Form 55002010-01-01270
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0169
Total of all active and inactive participants2010-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01339
Number of participants with account balances2010-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01339
Total number of active participants reported on line 7a of the Form 55002009-01-01282
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0163
Total of all active and inactive participants2009-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01345
Number of participants with account balances2009-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN

Measure Date Value
2022 : NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH 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$0
Total income from all sources (including contributions)2022-12-31$-9,635,548
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,374,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,308,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,975,869
Value of total assets at end of year2022-12-31$70,605,272
Value of total assets at beginning of year2022-12-31$83,614,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$65,755
Total interest from all sources2022-12-31$317,772
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,234,969
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$3,234,969
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$1,701,567
Participant contributions at end of year2022-12-31$38,643
Participant contributions at beginning of year2022-12-31$51,094
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$410,555
Other income not declared elsewhere2022-12-31$94,011
Administrative expenses (other) incurred2022-12-31$65,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,009,668
Value of net assets at end of year (total assets less liabilities)2022-12-31$70,605,272
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$83,614,940
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$54,054,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$66,540,600
Value of interest in pooled separate accounts at end of year2022-12-31$689,293
Value of interest in pooled separate accounts at beginning of year2022-12-31$637,719
Interest on participant loans2022-12-31$2,094
Interest earned on other investments2022-12-31$176,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$10,747,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$11,086,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$11,086,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$139,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,075,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,299,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,310,712
Net investment gain/loss from pooled separate accounts2022-12-31$52,543
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$863,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,308,365
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31DISANTO, PRIEST & CO.
Accountancy firm EIN2022-12-31571139864
2021 : NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH 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$11,932,240
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,354,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,295,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,895,648
Value of total assets at end of year2021-12-31$83,614,940
Value of total assets at beginning of year2021-12-31$74,037,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,105
Total interest from all sources2021-12-31$170,395
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,749,459
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$4,749,459
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$1,757,705
Participant contributions at end of year2021-12-31$51,094
Participant contributions at beginning of year2021-12-31$27,611
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$217,895
Other income not declared elsewhere2021-12-31$60,000
Administrative expenses (other) incurred2021-12-31$58,980
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$9,577,797
Value of net assets at end of year (total assets less liabilities)2021-12-31$83,614,940
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$74,037,143
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$66,540,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$61,113,655
Value of interest in pooled separate accounts at end of year2021-12-31$637,719
Value of interest in pooled separate accounts at beginning of year2021-12-31$597,551
Interest on participant loans2021-12-31$2,799
Interest earned on other investments2021-12-31$166,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$11,086,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,738,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,738,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,299,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,560,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,955,837
Net investment gain/loss from pooled separate accounts2021-12-31$100,901
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$920,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,295,338
Contract administrator fees2021-12-31$125
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31DISANTO, PRIEST & CO.
Accountancy firm EIN2021-12-31571139864
2020 : NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH 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$13,815,009
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,204,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,150,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,032,817
Value of total assets at end of year2020-12-31$74,037,143
Value of total assets at beginning of year2020-12-31$65,426,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,909
Total interest from all sources2020-12-31$194,507
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,935,111
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$2,935,111
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$1,833,130
Participant contributions at end of year2020-12-31$27,611
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$300,454
Other income not declared elsewhere2020-12-31$53,750
Administrative expenses (other) incurred2020-12-31$53,909
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$8,610,291
Value of net assets at end of year (total assets less liabilities)2020-12-31$74,037,143
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$65,426,852
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$61,113,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$52,778,671
Value of interest in pooled separate accounts at end of year2020-12-31$597,551
Value of interest in pooled separate accounts at beginning of year2020-12-31$729,974
Interest on participant loans2020-12-31$338
Interest earned on other investments2020-12-31$177,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,738,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,796,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,796,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$16,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,560,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,121,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,604,908
Net investment gain/loss from pooled separate accounts2020-12-31$-6,084
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$899,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,150,809
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 name2020-12-31DISANTO, PRIEST & CO.
Accountancy firm EIN2020-12-31571139864
2019 : NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$13,929,986
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,043,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,001,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,826,448
Value of total assets at end of year2019-12-31$65,426,852
Value of total assets at beginning of year2019-12-31$57,540,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,956
Total interest from all sources2019-12-31$284,148
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,043,758
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$2,043,758
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$1,828,983
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$96,026
Other income not declared elsewhere2019-12-31$35,000
Administrative expenses (other) incurred2019-12-31$41,956
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$7,886,302
Value of net assets at end of year (total assets less liabilities)2019-12-31$65,426,852
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$57,540,550
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 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$52,778,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$45,500,994
Value of interest in pooled separate accounts at end of year2019-12-31$729,974
Value of interest in pooled separate accounts at beginning of year2019-12-31$657,204
Interest earned on other investments2019-12-31$164,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,796,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,513,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,513,587
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$119,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,121,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,868,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,704,420
Net investment gain/loss from pooled separate accounts2019-12-31$36,212
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$901,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,001,728
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Accountancy firm name2019-12-31DISANTO, PRIEST & CO.
Accountancy firm EIN2019-12-31571139864
2018 : NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$10,304,565
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,126,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,095,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,333,936
Value of total assets at end of year2018-12-31$57,540,550
Value of total assets at beginning of year2018-12-31$49,362,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,199
Total interest from all sources2018-12-31$218,621
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,288,253
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$2,288,253
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,846,180
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,584,272
Other income not declared elsewhere2018-12-31$30,000
Administrative expenses (other) incurred2018-12-31$31,199
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$8,177,847
Value of net assets at end of year (total assets less liabilities)2018-12-31$57,540,550
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,362,703
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$45,500,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$41,999,076
Value of interest in pooled separate accounts at end of year2018-12-31$657,204
Value of interest in pooled separate accounts at beginning of year2018-12-31$653,125
Interest earned on other investments2018-12-31$159,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$6,513,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,149,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,149,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$59,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,868,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,561,206
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$399,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,597,925
Net investment gain/loss from pooled separate accounts2018-12-31$31,680
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$903,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,695,739
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
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 name2018-12-31DISANTO, PRIEST & CO.
Accountancy firm EIN2018-12-31571139864
2017 : NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$10,278,007
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,745,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,713,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,219,304
Value of total assets at end of year2017-12-31$49,362,703
Value of total assets at beginning of year2017-12-31$40,829,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,666
Total interest from all sources2017-12-31$164,880
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,365,730
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$1,365,730
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$1,798,607
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$552,955
Other income not declared elsewhere2017-12-31$25,000
Administrative expenses (other) incurred2017-12-31$31,666
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$8,532,949
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,362,703
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$40,829,754
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$41,999,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$33,673,923
Value of interest in pooled separate accounts at end of year2017-12-31$653,125
Value of interest in pooled separate accounts at beginning of year2017-12-31$667,702
Interest earned on other investments2017-12-31$154,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,149,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,308,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,308,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$10,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,561,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,179,514
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$135,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,473,972
Net investment gain/loss from pooled separate accounts2017-12-31$29,121
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$867,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,577,959
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
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 name2017-12-31DISANTO, PRIEST & CO.
Accountancy firm EIN2017-12-31571139864
2016 : NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,112,853
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,495,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,477,263
Value of total corrective distributions2016-12-31$3,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,651,313
Value of total assets at end of year2016-12-31$40,829,754
Value of total assets at beginning of year2016-12-31$37,211,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,330
Total interest from all sources2016-12-31$140,871
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$970,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$970,627
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,732,899
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$109,855
Other income not declared elsewhere2016-12-31$25,000
Administrative expenses (other) incurred2016-12-31$14,330
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$3,617,829
Value of net assets at end of year (total assets less liabilities)2016-12-31$40,829,754
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,211,925
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$33,673,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$30,512,224
Value of interest in pooled separate accounts at end of year2016-12-31$667,702
Value of interest in pooled separate accounts at beginning of year2016-12-31$612,987
Interest earned on other investments2016-12-31$139,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,308,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,303,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,303,758
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,179,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,782,956
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$135,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,292,516
Net investment gain/loss from pooled separate accounts2016-12-31$32,526
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$808,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,341,830
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
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 name2016-12-31DISANTO, PRIEST & CO.
Accountancy firm EIN2016-12-31571139864
2015 : NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,283,811
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,974,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,973,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,803,896
Value of total assets at end of year2015-12-31$37,211,925
Value of total assets at beginning of year2015-12-31$35,903,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,132
Total interest from all sources2015-12-31$121,313
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,054,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,054,496
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$1,705,432
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$293,433
Other income not declared elsewhere2015-12-31$6,250
Administrative expenses (other) incurred2015-12-31$126
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$1,308,878
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,211,925
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,903,047
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$30,512,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,851,479
Value of interest in pooled separate accounts at end of year2015-12-31$612,987
Value of interest in pooled separate accounts at beginning of year2015-12-31$584,170
Interest earned on other investments2015-12-31$121,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,303,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,908,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,908,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,782,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,558,616
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$92,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-749,058
Net investment gain/loss from pooled separate accounts2015-12-31$46,914
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$805,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,881,023
Contract administrator fees2015-12-31$1,006
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
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 name2015-12-31DISANTO, PRIEST & CO.
Accountancy firm EIN2015-12-31571139864
2014 : NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,359,503
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,488,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,483,994
Value of total corrective distributions2014-12-31$3,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,053,693
Value of total assets at end of year2014-12-31$35,903,047
Value of total assets at beginning of year2014-12-31$35,031,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,101
Total interest from all sources2014-12-31$111,898
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,151,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,151,424
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$1,611,412
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$652,049
Administrative expenses (other) incurred2014-12-31$1,101
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$871,307
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,903,047
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,031,740
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$29,851,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,325,786
Value of interest in pooled separate accounts at end of year2014-12-31$584,170
Value of interest in pooled separate accounts at beginning of year2014-12-31$469,389
Interest earned on other investments2014-12-31$111,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,908,782
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,292,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,292,434
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,558,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,944,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$981,899
Net investment gain/loss from pooled separate accounts2014-12-31$60,589
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$790,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,483,994
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
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 name2014-12-31DISANTO, PRIEST & CO.
Accountancy firm EIN2014-12-31571139864
2013 : NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,982,633
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,090,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,083,454
Value of total corrective distributions2013-12-31$1,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,581,277
Value of total assets at end of year2013-12-31$35,031,740
Value of total assets at beginning of year2013-12-31$28,139,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,420
Total interest from all sources2013-12-31$97,919
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,049,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,049,624
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$1,509,149
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$321,442
Administrative expenses (other) incurred2013-12-31$5,420
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$6,892,053
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,031,740
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,139,687
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$29,325,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,482,327
Value of interest in pooled separate accounts at end of year2013-12-31$469,389
Value of interest in pooled separate accounts at beginning of year2013-12-31$351,266
Interest earned on other investments2013-12-31$97,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,292,434
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,761,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,761,025
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,944,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,545,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,216,004
Net investment gain/loss from pooled separate accounts2013-12-31$37,809
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$750,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,083,454
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
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 name2013-12-31DISANTO, PRIEST & CO.
Accountancy firm EIN2013-12-31571139864
2012 : NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,102,858
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,289,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,281,421
Value of total corrective distributions2012-12-31$3,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,234,620
Value of total assets at end of year2012-12-31$28,139,687
Value of total assets at beginning of year2012-12-31$24,326,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,079
Total interest from all sources2012-12-31$93,308
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$413,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$413,271
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$1,510,685
Administrative expenses (other) incurred2012-12-31$4,079
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$3,813,413
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,139,687
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,326,274
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$23,482,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,231,394
Value of interest in pooled separate accounts at end of year2012-12-31$351,266
Value of interest in pooled separate accounts at beginning of year2012-12-31$298,853
Interest on participant loans2012-12-31$5
Interest earned on other investments2012-12-31$92,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,761,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,070,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,070,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,545,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,725,404
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,330,633
Net investment gain/loss from pooled separate accounts2012-12-31$31,026
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$723,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,281,421
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
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 name2012-12-31DISANTO PRIEST & CO.
Accountancy firm EIN2012-12-31571139864
2011 : NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,726,831
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,157,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,146,635
Value of total corrective distributions2011-12-31$5,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,102,772
Value of total assets at end of year2011-12-31$24,326,274
Value of total assets at beginning of year2011-12-31$29,757,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,971
Total interest from all sources2011-12-31$92,430
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$355,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$355,829
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,327,067
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$50,000
Administrative expenses (other) incurred2011-12-31$4,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,430,756
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,326,274
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$29,757,030
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$19,231,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,585,565
Value of interest in pooled separate accounts at end of year2011-12-31$298,853
Value of interest in pooled separate accounts at beginning of year2011-12-31$237,022
Interest earned on other investments2011-12-31$91,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,070,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,580,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,580,371
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,725,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,354,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-856,743
Net investment gain/loss from pooled separate accounts2011-12-31$32,543
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$725,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,146,635
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 name2011-12-31DISANTO, PRIEST & CO.
Accountancy firm EIN2011-12-31571139864
2010 : NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,915,850
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$765,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$751,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,162,775
Value of total assets at end of year2010-12-31$29,757,030
Value of total assets at beginning of year2010-12-31$25,606,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,476
Total interest from all sources2010-12-31$78,138
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$315,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$315,575
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,360,143
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$123,994
Administrative expenses (other) incurred2010-12-31$13,476
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$4,150,787
Value of net assets at end of year (total assets less liabilities)2010-12-31$29,757,030
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$25,606,243
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$24,585,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,928,741
Value of interest in pooled separate accounts at end of year2010-12-31$237,022
Value of interest in pooled separate accounts at beginning of year2010-12-31$180,943
Interest earned on other investments2010-12-31$74,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,580,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,431,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,431,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,354,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,065,122
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$12,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,332,210
Net investment gain/loss from pooled separate accounts2010-12-31$27,152
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$678,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$739,102
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 name2010-12-31DISANTO, PRIEST & CO.
Accountancy firm EIN2010-12-31571139864
2009 : NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN

2022: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH 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 INST. OF TECH. TAX SHELT. ANN. MATCH 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 INST. OF TECH. TAX SHELT. ANN. MATCH 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NEW ENGLAND INST. OF TECH. TAX SHELT. ANN. MATCH PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334874
Policy instance 1
Insurance contract or identification number334874
Number of Individuals Covered113
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number334874
Policy instance 1
Insurance contract or identification number334874
Number of Individuals Covered108
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number334874
Policy instance 1
Insurance contract or identification number334874
Number of Individuals Covered107
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number334874
Policy instance 1
Insurance contract or identification number334874
Number of Individuals Covered110
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number334874
Policy instance 1
Insurance contract or identification number334874
Number of Individuals Covered110
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number334874
Policy instance 1
Insurance contract or identification number334874
Number of Individuals Covered115
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number334874
Policy instance 1
Insurance contract or identification number334874
Number of Individuals Covered317
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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 number334874
Policy instance 1
Insurance contract or identification number334874
Number of Individuals Covered102
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
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 number334875
Policy instance 2
Insurance contract or identification number334875
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
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 number334875
Policy instance 2
Insurance contract or identification number334875
Number of Individuals Covered5
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
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 number334874
Policy instance 1
Insurance contract or identification number334874
Number of Individuals Covered98
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
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 number334874
Policy instance 1
Insurance contract or identification number334874
Number of Individuals Covered101
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
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 number334875
Policy instance 2
Insurance contract or identification number334875
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
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 number334875
Policy instance 2
Insurance contract or identification number334875
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
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 number334874
Policy instance 1
Insurance contract or identification number334874
Number of Individuals Covered102
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
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 number334874
Policy instance 1
Insurance contract or identification number334874
Number of Individuals Covered99
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
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 number334875
Policy instance 2
Insurance contract or identification number334875
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
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

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