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NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 401k Plan overview

Plan NameNATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN
Plan identification number 001

NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

NATIONAL MULTIPLE SCLEROSIS SOCIETY L.I. CHAPTER has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL MULTIPLE SCLEROSIS SOCIETY L.I. CHAPTER
Employer identification number (EIN):111948311
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01
0012015-01-01DEBORAH CARIOTO2016-07-19
0012014-01-01
0012013-01-01
0012012-01-01RICHARD PALESE
0012011-01-01RICHARD PALESE
0012010-01-01RICHARD PALESE
0012009-01-01RICHARD PALESE
0012009-01-01RICHARD PALESE

Plan Statistics for NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN

401k plan membership statisitcs for NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN

Measure Date Value
2015: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-010
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
2014: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-015
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-013
2013: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-017
Total of all active and inactive participants2013-01-017
Total participants2013-01-017
Number of participants with account balances2013-01-014
2012: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
Total of all active and inactive participants2012-01-018
Total participants2012-01-018
Number of participants with account balances2012-01-015
2011: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-018
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-018
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN

Measure Date Value
2015 : NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$-134,217
Total income from all sources2015-12-31$-1,020
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$134,217
Total plan assets at beginning of year2015-12-31$135,237
Other income received2015-12-31$-1,020
Net income (gross income less expenses)2015-12-31$-1,020
Net plan assets at end of year (total assets less liabilities)2015-12-31$134,217
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$135,237
2014 : NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2014 401k financial data
Total income from all sources2014-12-31$9,057
Expenses. Total of all expenses incurred2014-12-31$6,473
Benefits paid (including direct rollovers)2014-12-31$6,473
Total plan assets at end of year2014-12-31$135,237
Total plan assets at beginning of year2014-12-31$132,653
Other income received2014-12-31$9,057
Net income (gross income less expenses)2014-12-31$2,584
Net plan assets at end of year (total assets less liabilities)2014-12-31$135,237
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$132,653
2013 : NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2013 401k financial data
Total income from all sources2013-12-31$22,074
Expenses. Total of all expenses incurred2013-12-31$4,513
Benefits paid (including direct rollovers)2013-12-31$4,513
Total plan assets at end of year2013-12-31$132,653
Total plan assets at beginning of year2013-12-31$115,092
Other income received2013-12-31$22,074
Net income (gross income less expenses)2013-12-31$17,561
Net plan assets at end of year (total assets less liabilities)2013-12-31$132,653
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$115,092
2012 : NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$292,358
Expenses. Total of all expenses incurred2012-12-31$389,180
Benefits paid (including direct rollovers)2012-12-31$389,180
Total plan assets at end of year2012-12-31$115,092
Total plan assets at beginning of year2012-12-31$211,914
Total contributions received or receivable from participants2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$268,214
Other income received2012-12-31$24,144
Net income (gross income less expenses)2012-12-31$-96,822
Net plan assets at end of year (total assets less liabilities)2012-12-31$115,092
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$211,914
2011 : NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2011 401k financial data
Total income from all sources2011-12-31$9,935
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$211,914
Total plan assets at beginning of year2011-12-31$201,979
Total contributions received or receivable from participants2011-12-31$6,743
Other income received2011-12-31$3,192
Net income (gross income less expenses)2011-12-31$9,935
Net plan assets at end of year (total assets less liabilities)2011-12-31$211,914
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$201,979
2010 : NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2010 401k financial data
Total income from all sources2010-12-31$63,201
Expenses. Total of all expenses incurred2010-12-31$2,610
Benefits paid (including direct rollovers)2010-12-31$2,610
Total plan assets at end of year2010-12-31$201,979
Total plan assets at beginning of year2010-12-31$141,388
Total contributions received or receivable from participants2010-12-31$44,938
Other income received2010-12-31$18,263
Net income (gross income less expenses)2010-12-31$60,591
Net plan assets at end of year (total assets less liabilities)2010-12-31$201,979
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$141,388

Form 5500 Responses for NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN

2015: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) TDA PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316236
Policy instance 1
Insurance contract or identification number316236
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316236
Policy instance 1
Insurance contract or identification number316236
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316236
Policy instance 1
Insurance contract or identification number316236
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316236
Policy instance 1
Insurance contract or identification number316236
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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