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THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN 401k Plan overview

Plan NameTHE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN
Plan identification number 002

THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC 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.
  • 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

THE JEWISH FEDERATIONS OF NORTH AMERICA has sponsored the creation of one or more 401k plans.

Company Name:THE JEWISH FEDERATIONS OF NORTH AMERICA
Employer identification number (EIN):131624240
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01GLORIA NILSEN
0022017-01-01GLORIA NILSEN
0022016-01-01GLORIA NILSEN
0022015-01-01GLORIA NILSEN
0022014-01-01GLORIA NILSEN
0022013-01-01GLORIA NILSEN

Plan Statistics for THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN

401k plan membership statisitcs for THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN

Measure Date Value
2022: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01216
Total number of active participants reported on line 7a of the Form 55002022-01-01158
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0185
Total of all active and inactive participants2022-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01243
Number of participants with account balances2022-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01198
Total number of active participants reported on line 7a of the Form 55002021-01-01140
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0176
Total of all active and inactive participants2021-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01216
Number of participants with account balances2021-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01202
Total number of active participants reported on line 7a of the Form 55002020-01-01135
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0163
Total of all active and inactive participants2020-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01198
Number of participants with account balances2020-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01200
Total number of active participants reported on line 7a of the Form 55002019-01-01147
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0155
Total of all active and inactive participants2019-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01202
Number of participants with account balances2019-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01192
Total number of active participants reported on line 7a of the Form 55002018-01-01156
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01200
Number of participants with account balances2018-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01177
Total number of active participants reported on line 7a of the Form 55002017-01-01170
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01192
Number of participants with account balances2017-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01146
Total number of active participants reported on line 7a of the Form 55002016-01-01160
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01177
Number of participants with account balances2016-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01140
Total number of active participants reported on line 7a of the Form 55002015-01-01132
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01146
Number of participants with account balances2015-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01124
Total number of active participants reported on line 7a of the Form 55002014-01-01136
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01140
Number of participants with account balances2014-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-01123
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01124
Number of participants with account balances2013-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN

Measure Date Value
2022 : THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC 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$0
Total income from all sources (including contributions)2022-12-31$-950,937
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$978,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$967,155
Expenses. Certain deemed distributions of participant loans2022-12-31$3,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,331,291
Value of total assets at end of year2022-12-31$19,172,163
Value of total assets at beginning of year2022-12-31$21,101,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,406
Total interest from all sources2022-12-31$46,836
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$465,944
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$465,944
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$1,385,724
Participant contributions at end of year2022-12-31$96,436
Participant contributions at beginning of year2022-12-31$129,284
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$259,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,929,683
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,172,163
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,101,846
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$17,402,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,520,645
Value of interest in pooled separate accounts at end of year2022-12-31$270,046
Value of interest in pooled separate accounts at beginning of year2022-12-31$256,855
Interest on participant loans2022-12-31$5,375
Interest earned on other investments2022-12-31$41,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,095,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$940,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,817,410
Net investment gain/loss from pooled separate accounts2022-12-31$22,402
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$686,321
Employer contributions (assets) at end of year2022-12-31$308,237
Employer contributions (assets) at beginning of year2022-12-31$254,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$967,155
Contract administrator fees2022-12-31$8,406
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 name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC 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$4,318,570
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$912,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$906,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,030,810
Value of total assets at end of year2021-12-31$21,101,846
Value of total assets at beginning of year2021-12-31$17,696,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,039
Total interest from all sources2021-12-31$37,735
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$728,317
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$728,317
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,184,128
Participant contributions at end of year2021-12-31$129,284
Participant contributions at beginning of year2021-12-31$90,114
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$266,750
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$3,405,723
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,101,846
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,696,123
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$19,520,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,129,357
Value of interest in pooled separate accounts at end of year2021-12-31$256,855
Value of interest in pooled separate accounts at beginning of year2021-12-31$362,735
Interest on participant loans2021-12-31$5,789
Interest earned on other investments2021-12-31$31,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$940,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$881,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,482,096
Net investment gain/loss from pooled separate accounts2021-12-31$39,612
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$579,932
Employer contributions (assets) at end of year2021-12-31$254,615
Employer contributions (assets) at beginning of year2021-12-31$232,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$906,808
Contract administrator fees2021-12-31$6,039
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 name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC 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$3,819,460
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,306,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,301,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,798,908
Value of total assets at end of year2020-12-31$17,696,123
Value of total assets at beginning of year2020-12-31$15,182,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,036
Total interest from all sources2020-12-31$34,616
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$325,225
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$325,225
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,263,963
Participant contributions at end of year2020-12-31$90,114
Participant contributions at beginning of year2020-12-31$90,132
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,622
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$2,513,335
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,696,123
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,182,788
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$16,129,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,884,623
Value of interest in pooled separate accounts at end of year2020-12-31$362,735
Value of interest in pooled separate accounts at beginning of year2020-12-31$247,520
Interest on participant loans2020-12-31$4,845
Interest earned on other investments2020-12-31$29,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$881,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$670,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,662,775
Net investment gain/loss from pooled separate accounts2020-12-31$-2,064
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$515,323
Employer contributions (assets) at end of year2020-12-31$232,225
Employer contributions (assets) at beginning of year2020-12-31$290,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,301,089
Contract administrator fees2020-12-31$5,036
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC 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$4,762,005
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$702,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$698,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,351,196
Value of total assets at end of year2019-12-31$15,182,788
Value of total assets at beginning of year2019-12-31$11,123,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,089
Total interest from all sources2019-12-31$18,843
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$322,009
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$322,009
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,421,104
Participant contributions at end of year2019-12-31$90,132
Participant contributions at beginning of year2019-12-31$44,205
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$334,038
Other income not declared elsewhere2019-12-31$16,442
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$4,059,536
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,182,788
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,123,252
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$13,884,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,233,810
Value of interest in pooled separate accounts at end of year2019-12-31$247,520
Value of interest in pooled separate accounts at beginning of year2019-12-31$209,469
Interest on participant loans2019-12-31$3,450
Interest earned on other investments2019-12-31$15,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$670,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$344,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,041,873
Net investment gain/loss from pooled separate accounts2019-12-31$11,642
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$596,054
Employer contributions (assets) at end of year2019-12-31$290,297
Employer contributions (assets) at beginning of year2019-12-31$291,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$698,380
Contract administrator fees2019-12-31$4,089
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 name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC 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$1,785,662
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$283,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$259,535
Expenses. Certain deemed distributions of participant loans2018-12-31$19,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,461,782
Value of total assets at end of year2018-12-31$11,123,252
Value of total assets at beginning of year2018-12-31$9,621,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,988
Total interest from all sources2018-12-31$14,950
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$351,632
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$351,632
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,331,203
Participant contributions at end of year2018-12-31$44,205
Participant contributions at beginning of year2018-12-31$28,609
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$489,139
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$1,502,146
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,123,252
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,621,106
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$10,233,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,900,143
Value of interest in pooled separate accounts at end of year2018-12-31$209,469
Value of interest in pooled separate accounts at beginning of year2018-12-31$131,378
Interest on participant loans2018-12-31$2,289
Interest earned on other investments2018-12-31$12,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$344,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$289,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,049,553
Net investment gain/loss from pooled separate accounts2018-12-31$6,851
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$641,440
Employer contributions (assets) at end of year2018-12-31$291,449
Employer contributions (assets) at beginning of year2018-12-31$271,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$259,535
Contract administrator fees2018-12-31$3,988
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$488
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$3,087,374
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$450,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$447,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,896,604
Value of total assets at end of year2017-12-31$9,621,106
Value of total assets at beginning of year2017-12-31$6,983,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,745
Total interest from all sources2017-12-31$10,201
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$221,484
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$221,484
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,277,456
Participant contributions at end of year2017-12-31$28,609
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,452
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$2,637,231
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,621,106
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,983,387
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$8,900,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,329,531
Value of interest in pooled separate accounts at end of year2017-12-31$131,378
Value of interest in pooled separate accounts at beginning of year2017-12-31$162,182
Interest earned on other investments2017-12-31$10,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$289,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$231,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$952,138
Net investment gain/loss from pooled separate accounts2017-12-31$6,947
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$603,696
Employer contributions (assets) at end of year2017-12-31$271,634
Employer contributions (assets) at beginning of year2017-12-31$260,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$447,398
Contract administrator fees2017-12-31$2,745
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$19,649
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$2,328,166
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$134,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$132,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,846,258
Value of total assets at end of year2016-12-31$6,983,387
Value of total assets at beginning of year2016-12-31$4,770,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,786
Total interest from all sources2016-12-31$4,742
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$159,585
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$159,585
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,249,358
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$28,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,193,725
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,983,387
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,770,013
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$6,329,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,358,109
Value of interest in pooled separate accounts at end of year2016-12-31$162,182
Value of interest in pooled separate accounts at beginning of year2016-12-31$82,828
Interest earned on other investments2016-12-31$4,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$231,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$80,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$311,024
Net investment gain/loss from pooled separate accounts2016-12-31$6,557
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$567,952
Employer contributions (assets) at end of year2016-12-31$260,489
Employer contributions (assets) at beginning of year2016-12-31$248,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$132,655
Contract administrator fees2016-12-31$1,786
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$176,136
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$260
Total income from all sources (including contributions)2015-12-31$1,600,759
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$136,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$135,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,660,281
Value of total assets at end of year2015-12-31$4,770,013
Value of total assets at beginning of year2015-12-31$3,129,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,204
Total interest from all sources2015-12-31$2,462
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$121,500
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$121,500
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,127,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$260
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$1,464,412
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,770,013
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,129,465
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$4,358,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,788,113
Value of interest in pooled separate accounts at end of year2015-12-31$82,828
Value of interest in pooled separate accounts at beginning of year2015-12-31$32,092
Interest earned on other investments2015-12-31$2,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$80,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$43,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-187,500
Net investment gain/loss from pooled separate accounts2015-12-31$4,016
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$533,091
Employer contributions (assets) at end of year2015-12-31$248,576
Employer contributions (assets) at beginning of year2015-12-31$265,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$135,143
Contract administrator fees2015-12-31$1,204
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC 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$260
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$1,830,964
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$17,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,699,102
Value of total assets at end of year2014-12-31$3,129,725
Value of total assets at beginning of year2014-12-31$1,315,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$689
Total interest from all sources2014-12-31$1,107
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$100,075
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$100,075
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,109,293
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$260
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$1,813,835
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,129,465
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,315,630
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$2,788,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,175,371
Value of interest in pooled separate accounts at end of year2014-12-31$32,092
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,923
Interest earned on other investments2014-12-31$1,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$43,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$28,279
Net investment gain/loss from pooled separate accounts2014-12-31$2,401
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$582,181
Employer contributions (assets) at end of year2014-12-31$265,756
Employer contributions (assets) at beginning of year2014-12-31$125,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,440
Contract administrator fees2014-12-31$689
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 name2014-12-31LOEB & TROPER, LLP
Accountancy firm EIN2014-12-31131517563
2013 : THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$496,232
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$819,530
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$762,583
Value of total assets at end of year2013-12-31$1,315,630
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$132
Total interest from all sources2013-12-31$85
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$36,991
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$36,991
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$472,146
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,948
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$819,398
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,315,630
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
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$1,175,371
Value of interest in pooled separate accounts at end of year2013-12-31$2,923
Interest earned on other investments2013-12-31$85
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$19,827
Net investment gain/loss from pooled separate accounts2013-12-31$44
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$277,489
Employer contributions (assets) at end of year2013-12-31$125,476
Contract administrator fees2013-12-31$132
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 name2013-12-31LOEB & TROPER, LLP
Accountancy firm EIN2013-12-31131517563

Form 5500 Responses for THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN

2022: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2021: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC 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 benefit arrangement – InsuranceYes
2020: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC 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 benefit arrangement – InsuranceYes
2018: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC 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 benefit arrangement – InsuranceYes
2017: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC 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 benefit arrangement – InsuranceYes
2016: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC 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 benefit arrangement – InsuranceYes
2015: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC 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 benefit arrangement – InsuranceYes
2014: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC 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 benefit arrangement – InsuranceYes
2013: THE JEWISH FEDERATIONS OF NORTH AMERICA 403(B) DC PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406310
Policy instance 1
Insurance contract or identification number406310
Number of Individuals Covered30
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406310
Policy instance 1
Insurance contract or identification number406310
Number of Individuals Covered24
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406310
Policy instance 1
Insurance contract or identification number406310
Number of Individuals Covered23
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406310
Policy instance 1
Insurance contract or identification number406310
Number of Individuals Covered25
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406310
Policy instance 1
Insurance contract or identification number406310
Number of Individuals Covered24
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406310
Policy instance 1
Insurance contract or identification number406310
Number of Individuals Covered22
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406310
Policy instance 1
Insurance contract or identification number406310
Number of Individuals Covered14
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406310
Policy instance 1
Insurance contract or identification number406310
Number of Individuals Covered9
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406310
Policy instance 1
Insurance contract or identification number406310
Number of Individuals Covered5
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
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

Potentially related plans

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