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RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 401k Plan overview

Plan NameRETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION
Plan identification number 001

RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

MARCH OF DIMES INC. has sponsored the creation of one or more 401k plans.

Company Name:MARCH OF DIMES INC.
Employer identification number (EIN):131846366
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about MARCH OF DIMES INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1938-01-03
Company Identification Number: 39402
Legal Registered Office Address: 80 STATE STREET
Westchester
ALBANY
United States of America (USA)
122072543

More information about MARCH OF DIMES INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DEIRDRE MALONEY2023-10-16 CANDICE CHRISTOPHER2023-10-16
0012021-01-01DEIRDRE MALONEY2022-10-14 DAVID C. DAMOND2022-10-14
0012020-01-01DEIRDRE MALONEY2021-10-14 DAVID C. DAMOND2021-10-14
0012019-01-01DEIRDRE MALONEY2020-10-15 DAVID C. DAMOND2020-10-15
0012019-01-01DEIRDRE MALONEY2020-10-21 DAVID C. DAMOND2020-10-21
0012018-01-01DEIRDRE MALONEY2019-10-11 DAVID C. DAMOND2019-10-11
0012017-01-01
0012016-01-01DEIRDRE MALONEY DAVID HORNE2017-10-16
0012015-01-01VINCENT SAMPUGNARO DAVID HORNE2016-10-17
0012014-01-01VINCENT SAMPUGNARO DAVID HORNE2015-10-15
0012013-01-01VINCENT SAMPUGNARO DAVID HORNE2014-10-16
0012012-01-01VINCENT SAMPUGNARO DAVID HORNE2013-12-27
0012011-01-01VINCENT SAMPUGNARO DAVID HORNE2012-10-15
0012009-01-01RICHARD MULLIGAN VINCENT SAMPUGNARO2010-10-15

Plan Statistics for RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION

401k plan membership statisitcs for RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION

Measure Date Value
2022: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2022 401k membership
Market value of plan assets2022-12-31131,127,865
Acturial value of plan assets2022-12-31123,823,864
Funding target for retired participants and beneficiaries receiving payment2022-12-31121,313,476
Number of terminated vested participants2022-12-31271
Fundng target for terminated vested participants2022-12-3115,566,224
Active participant vested funding target2022-12-3110,491,538
Number of active participants2022-12-3167
Total funding liabilities for active participants2022-12-3111,078,548
Total participant count2022-12-31892
Total funding target for all participants2022-12-31147,958,248
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Total employer contributions2022-12-31649,470
Total employee contributions2022-12-310
Total participants, beginning-of-year2022-01-01932
Total number of active participants reported on line 7a of the Form 55002022-01-0163
Number of retired or separated participants receiving benefits2022-01-01518
Number of other retired or separated participants entitled to future benefits2022-01-01253
Total of all active and inactive participants2022-01-01834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0142
Total participants2022-01-01876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2021 401k membership
Market value of plan assets2021-12-31127,660,403
Acturial value of plan assets2021-12-31117,443,039
Funding target for retired participants and beneficiaries receiving payment2021-12-31118,477,267
Number of terminated vested participants2021-12-31285
Fundng target for terminated vested participants2021-12-3115,527,206
Active participant vested funding target2021-12-3112,647,036
Number of active participants2021-12-3183
Total funding liabilities for active participants2021-12-3113,296,897
Total participant count2021-12-31904
Total funding target for all participants2021-12-31147,301,370
Total employer contributions2021-12-31180,998
Total employee contributions2021-12-310
Total participants, beginning-of-year2021-01-01904
Total number of active participants reported on line 7a of the Form 55002021-01-0167
Number of retired or separated participants receiving benefits2021-01-01554
Number of other retired or separated participants entitled to future benefits2021-01-01271
Total of all active and inactive participants2021-01-01892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0140
Total participants2021-01-01932
2020: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2020 401k membership
Market value of plan assets2020-12-31124,608,164
Acturial value of plan assets2020-12-31119,850,755
Funding target for retired participants and beneficiaries receiving payment2020-12-31120,950,330
Number of terminated vested participants2020-12-31289
Fundng target for terminated vested participants2020-12-3114,798,163
Active participant vested funding target2020-12-3117,020,371
Number of active participants2020-12-31100
Total funding liabilities for active participants2020-12-3117,862,223
Total participant count2020-12-31913
Total funding target for all participants2020-12-31153,610,716
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Total participants, beginning-of-year2020-01-01910
Total number of active participants reported on line 7a of the Form 55002020-01-0183
Number of retired or separated participants receiving benefits2020-01-01494
Number of other retired or separated participants entitled to future benefits2020-01-01278
Total of all active and inactive participants2020-01-01855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0146
Total participants2020-01-01901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2019 401k membership
Market value of plan assets2019-12-31126,974,492
Acturial value of plan assets2019-12-31135,997,820
Funding target for retired participants and beneficiaries receiving payment2019-12-31113,279,843
Number of terminated vested participants2019-12-31541
Fundng target for terminated vested participants2019-12-3129,312,398
Active participant vested funding target2019-12-3122,025,225
Number of active participants2019-12-31124
Total funding liabilities for active participants2019-12-3123,073,938
Total participant count2019-12-311,152
Total funding target for all participants2019-12-31165,666,179
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Total employer contributions2019-12-311,400,000
Total employee contributions2019-12-310
Total participants, beginning-of-year2019-01-011,150
Total number of active participants reported on line 7a of the Form 55002019-01-01100
Number of retired or separated participants receiving benefits2019-01-01489
Number of other retired or separated participants entitled to future benefits2019-01-01283
Total of all active and inactive participants2019-01-01872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0138
Total participants2019-01-01910
2018: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2018 401k membership
Market value of plan assets2018-12-31166,025,993
Acturial value of plan assets2018-12-31158,359,549
Funding target for retired participants and beneficiaries receiving payment2018-12-31114,568,936
Number of terminated vested participants2018-12-31552
Fundng target for terminated vested participants2018-12-3126,986,846
Active participant vested funding target2018-12-3129,781,084
Number of active participants2018-12-31173
Total funding liabilities for active participants2018-12-3131,831,037
Total participant count2018-12-311,791
Total funding target for all participants2018-12-31173,386,819
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3111,350,952
Prefunding balanced used to offset prior years funding requirement2018-12-313,363,695
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-317,987,257
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-319,123,045
Total employer contributions2018-12-31525,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31477,962
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,066,839
Net shortfall amortization installment of oustanding balance2018-12-3124,150,315
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-315,407,170
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-315,407,170
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31477,962
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,787
Total number of active participants reported on line 7a of the Form 55002018-01-01124
Number of retired or separated participants receiving benefits2018-01-01447
Number of other retired or separated participants entitled to future benefits2018-01-01535
Total of all active and inactive participants2018-01-011,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0144
Total participants2018-01-011,150
2017: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2017 401k membership
Market value of plan assets2017-12-31156,014,324
Acturial value of plan assets2017-12-31160,821,313
Funding target for retired participants and beneficiaries receiving payment2017-12-31106,961,584
Number of terminated vested participants2017-12-31559
Fundng target for terminated vested participants2017-12-3127,660,241
Active participant vested funding target2017-12-3132,898,942
Number of active participants2017-12-31215
Total funding liabilities for active participants2017-12-3135,332,405
Total participant count2017-12-311,817
Total funding target for all participants2017-12-31169,954,230
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3110,472,718
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3110,472,718
Present value of excess contributions2017-12-31194,031
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31205,886
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31205,886
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3111,350,952
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-3120,483,869
Total funding amount beforereflecting carryover/prefunding balances2017-12-313,363,695
Prefunding balance elected to use to offset funding requirement2017-12-313,363,695
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,814
Total number of active participants reported on line 7a of the Form 55002017-01-01173
Number of retired or separated participants receiving benefits2017-01-01967
Number of other retired or separated participants entitled to future benefits2017-01-01546
Total of all active and inactive participants2017-01-011,686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01101
Total participants2017-01-011,787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2016 401k membership
Market value of plan assets2016-12-31155,323,797
Acturial value of plan assets2016-12-31165,011,114
Funding target for retired participants and beneficiaries receiving payment2016-12-3186,953,934
Number of terminated vested participants2016-12-31542
Fundng target for terminated vested participants2016-12-3120,900,962
Active participant vested funding target2016-12-3141,436,039
Number of active participants2016-12-31307
Total funding liabilities for active participants2016-12-3144,244,405
Total participant count2016-12-311,834
Total funding target for all participants2016-12-31152,099,301
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3110,000,000
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3110,000,000
Present value of excess contributions2016-12-311,860,876
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,978,111
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31691,647
Reductions in prefunding balances due to elections or deemed elections2016-12-3144,929
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3110,472,718
Total employer contributions2016-12-31200,000
Total employee contributions2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31194,031
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,439,095
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31194,031
Unpaid minimum required contributions for current year2016-12-310
Total participants, beginning-of-year2016-01-011,833
Total number of active participants reported on line 7a of the Form 55002016-01-01215
Number of retired or separated participants receiving benefits2016-01-01944
Number of other retired or separated participants entitled to future benefits2016-01-01553
Total of all active and inactive participants2016-01-011,712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01102
Total participants2016-01-011,814
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2015 401k membership
Total participants, beginning-of-year2015-01-011,858
Total number of active participants reported on line 7a of the Form 55002015-01-01307
Number of retired or separated participants receiving benefits2015-01-01888
Number of other retired or separated participants entitled to future benefits2015-01-01536
Total of all active and inactive participants2015-01-011,731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01102
Total participants2015-01-011,833
2014: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2014 401k membership
Total participants, beginning-of-year2014-01-011,879
Total number of active participants reported on line 7a of the Form 55002014-01-01360
Number of retired or separated participants receiving benefits2014-01-01968
Number of other retired or separated participants entitled to future benefits2014-01-01530
Total of all active and inactive participants2014-01-011,858
Total participants2014-01-011,858
2013: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2013 401k membership
Total participants, beginning-of-year2013-01-012,107
Total number of active participants reported on line 7a of the Form 55002013-01-01394
Number of retired or separated participants receiving benefits2013-01-01950
Number of other retired or separated participants entitled to future benefits2013-01-01535
Total of all active and inactive participants2013-01-011,879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,879
2012: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2012 401k membership
Total participants, beginning-of-year2012-01-012,209
Total number of active participants reported on line 7a of the Form 55002012-01-01445
Number of retired or separated participants receiving benefits2012-01-01827
Number of other retired or separated participants entitled to future benefits2012-01-01723
Total of all active and inactive participants2012-01-011,995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01112
Total participants2012-01-012,107
2011: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2011 401k membership
Total participants, beginning-of-year2011-01-012,254
Total number of active participants reported on line 7a of the Form 55002011-01-01477
Number of retired or separated participants receiving benefits2011-01-01800
Number of other retired or separated participants entitled to future benefits2011-01-01819
Total of all active and inactive participants2011-01-012,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01113
Total participants2011-01-012,209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2009 401k membership
Total participants, beginning-of-year2009-01-012,326
Total number of active participants reported on line 7a of the Form 55002009-01-01592
Number of retired or separated participants receiving benefits2009-01-01784
Number of other retired or separated participants entitled to future benefits2009-01-01806
Total of all active and inactive participants2009-01-012,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0195
Total participants2009-01-012,277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0133

Financial Data on RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION

Measure Date Value
2022 : RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-12,092,212
Total unrealized appreciation/depreciation of assets2022-12-31$-12,092,212
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$936,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-30,840,346
Total loss/gain on sale of assets2022-12-31$1,212,920
Total of all expenses incurred2022-12-31$11,528,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,974,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$649,470
Value of total assets at end of year2022-12-31$89,523,756
Value of total assets at beginning of year2022-12-31$130,957,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$554,215
Total interest from all sources2022-12-31$39,301
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$259,644
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$841,500
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$14,579
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$7,462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$936,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$1,523,876
Administrative expenses (other) incurred2022-12-31$427
Total non interest bearing cash at end of year2022-12-31$7,175,292
Total non interest bearing cash at beginning of year2022-12-31$8,500,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-42,369,331
Value of net assets at end of year (total assets less liabilities)2022-12-31$88,587,703
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$130,957,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$294,144
Income. Interest from US Government securities2022-12-31$3,051
Value of interest in common/collective trusts at end of year2022-12-31$67,055,628
Value of interest in common/collective trusts at beginning of year2022-12-31$98,716,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,290,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$19,455,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$19,455,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$36,250
Asset value of US Government securities at end of year2022-12-31$10,548,092
Asset value of US Government securities at beginning of year2022-12-31$3,435,955
Net investment gain or loss from common/collective trusts2022-12-31$-22,173,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$649,470
Employer contributions (assets) at end of year2022-12-31$439,468
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,974,770
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
Aggregate proceeds on sale of assets2022-12-31$23,023,245
Aggregate carrying amount (costs) on sale of assets2022-12-31$21,810,325
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-45,455
Total unrealized appreciation/depreciation of assets2021-12-31$-45,455
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$15,063,052
Total loss/gain on sale of assets2021-12-31$12,692,305
Total of all expenses incurred2021-12-31$11,768,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,317,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$130,957,034
Value of total assets at beginning of year2021-12-31$127,662,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$451,338
Total interest from all sources2021-12-31$14,928
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$266,683
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2021-12-31$841,500
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$7,462
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$25
Other income not declared elsewhere2021-12-31$1,277,826
Administrative expenses (other) incurred2021-12-31$30,561
Total non interest bearing cash at end of year2021-12-31$8,500,000
Total non interest bearing cash at beginning of year2021-12-31$1,000,000
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$3,294,624
Value of net assets at end of year (total assets less liabilities)2021-12-31$130,957,034
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$127,662,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$154,094
Income. Interest from US Government securities2021-12-31$13,468
Value of interest in common/collective trusts at end of year2021-12-31$98,716,520
Value of interest in common/collective trusts at beginning of year2021-12-31$124,858,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$19,455,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,803,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,803,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,460
Asset value of US Government securities at end of year2021-12-31$3,435,955
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$1,123,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,317,090
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
Aggregate proceeds on sale of assets2021-12-31$64,036,134
Aggregate carrying amount (costs) on sale of assets2021-12-31$51,343,829
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 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$2,100,391
Total income from all sources (including contributions)2020-12-31$14,036,648
Total loss/gain on sale of assets2020-12-31$1,659,148
Total of all expenses incurred2020-12-31$10,985,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,708,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$127,662,410
Value of total assets at beginning of year2020-12-31$126,711,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$276,261
Total interest from all sources2020-12-31$273,204
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$51,580
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$51,580
Administrative expenses professional fees incurred2020-12-31$135,794
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$18,232,633
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$25
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,111,648
Other income not declared elsewhere2020-12-31$10,306,196
Administrative expenses (other) incurred2020-12-31$119,435
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$2,100,391
Total non interest bearing cash at end of year2020-12-31$1,000,000
Total non interest bearing cash at beginning of year2020-12-31$0
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$3,051,563
Value of net assets at end of year (total assets less liabilities)2020-12-31$127,662,410
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$124,610,847
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$23,603,803
Investment advisory and management fees2020-12-31$6,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,843,683
Income. Interest from corporate debt instruments2020-12-31$261,558
Value of interest in common/collective trusts at end of year2020-12-31$124,858,946
Value of interest in common/collective trusts at beginning of year2020-12-31$26,112,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,803,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,374,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,374,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$11,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,103,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-2,025,035
Net investment gain or loss from common/collective trusts2020-12-31$3,771,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$1,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,708,824
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$37,927,972
Contract administrator fees2020-12-31$15,000
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
Aggregate proceeds on sale of assets2020-12-31$209,655,277
Aggregate carrying amount (costs) on sale of assets2020-12-31$207,996,129
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,533,464
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,533,464
Total unrealized appreciation/depreciation of assets2019-12-31$7,533,464
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,100,391
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,100,391
Total liabilities at beginning 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$25,904,120
Total income from all sources (including contributions)2019-12-31$25,904,120
Total loss/gain on sale of assets2019-12-31$1,080,032
Total loss/gain on sale of assets2019-12-31$1,080,032
Total of all expenses incurred2019-12-31$28,287,512
Total of all expenses incurred2019-12-31$28,287,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$27,262,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$27,262,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,553,129
Value of total assets at end of year2019-12-31$126,711,238
Value of total assets at end of year2019-12-31$126,711,238
Value of total assets at beginning of year2019-12-31$126,994,239
Value of total assets at beginning of year2019-12-31$126,994,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,025,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,025,210
Total interest from all sources2019-12-31$1,289,008
Total interest from all sources2019-12-31$1,289,008
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$464,459
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$464,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$464,459
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$464,459
Administrative expenses professional fees incurred2019-12-31$26,942
Administrative expenses professional fees incurred2019-12-31$26,942
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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-interest2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31Yes
Amount of non-exempt transactions with any party-in-interest2019-12-31$140,400
Assets. Other investments not covered elsewhere at end of year2019-12-31$18,232,633
Assets. Other investments not covered elsewhere at end of year2019-12-31$18,232,633
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$25,720,740
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$25,720,740
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,111,648
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,111,648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$127,537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$127,537
Other income not declared elsewhere2019-12-31$275,004
Other income not declared elsewhere2019-12-31$275,004
Administrative expenses (other) incurred2019-12-31$722,714
Administrative expenses (other) incurred2019-12-31$722,714
Liabilities. Value of operating payables at end of year2019-12-31$2,100,391
Liabilities. Value of operating payables at end of year2019-12-31$2,100,391
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-2,383,392
Value of net income/loss2019-12-31$-2,383,392
Value of net assets at end of year (total assets less liabilities)2019-12-31$124,610,847
Value of net assets at end of year (total assets less liabilities)2019-12-31$124,610,847
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$126,994,239
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$126,994,239
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
Assets. partnership/joint venture interests at end of year2019-12-31$23,603,803
Assets. partnership/joint venture interests at end of year2019-12-31$23,603,803
Assets. partnership/joint venture interests at beginning of year2019-12-31$22,701,954
Assets. partnership/joint venture interests at beginning of year2019-12-31$22,701,954
Investment advisory and management fees2019-12-31$260,554
Investment advisory and management fees2019-12-31$260,554
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,843,683
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,843,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,600,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,600,794
Income. Interest from corporate debt instruments2019-12-31$1,202,162
Income. Interest from corporate debt instruments2019-12-31$1,202,162
Value of interest in common/collective trusts at end of year2019-12-31$26,112,779
Value of interest in common/collective trusts at end of year2019-12-31$26,112,779
Value of interest in common/collective trusts at beginning of year2019-12-31$25,240,081
Value of interest in common/collective trusts at beginning of year2019-12-31$25,240,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,374,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,374,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$86,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$86,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,103,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,103,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,175,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,175,818
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$745,897
Asset value of US Government securities at beginning of year2019-12-31$745,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,089,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,089,051
Net investment gain or loss from common/collective trusts2019-12-31$5,619,973
Net investment gain or loss from common/collective trusts2019-12-31$5,619,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$1,553,129
Contributions received in cash from employer2019-12-31$1,553,129
Employer contributions (assets) at end of year2019-12-31$1,400,000
Employer contributions (assets) at end of year2019-12-31$1,400,000
Employer contributions (assets) at beginning of year2019-12-31$525,000
Employer contributions (assets) at beginning of year2019-12-31$525,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$27,262,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$27,262,302
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$37,927,972
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$37,927,972
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$43,156,418
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$43,156,418
Contract administrator fees2019-12-31$15,000
Contract administrator fees2019-12-31$15,000
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
Aggregate proceeds on sale of assets2019-12-31$2,014,446
Aggregate proceeds on sale of assets2019-12-31$2,014,446
Aggregate carrying amount (costs) on sale of assets2019-12-31$934,414
Aggregate carrying amount (costs) on sale of assets2019-12-31$934,414
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
Accountancy firm EIN2019-12-31366055558
2018 : RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-5,738,149
Total unrealized appreciation/depreciation of assets2018-12-31$-5,738,149
Total income from all sources (including contributions)2018-12-31$-8,399,794
Total loss/gain on sale of assets2018-12-31$-3,093,968
Total of all expenses incurred2018-12-31$30,631,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$29,156,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$525,000
Value of total assets at end of year2018-12-31$126,994,239
Value of total assets at beginning of year2018-12-31$166,025,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,475,443
Total interest from all sources2018-12-31$680,430
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,239,729
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$1,239,729
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$25,720,740
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$34,150,851
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$127,537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$451,165
Other income not declared elsewhere2018-12-31$3
Administrative expenses (other) incurred2018-12-31$1,456,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-39,031,754
Value of net assets at end of year (total assets less liabilities)2018-12-31$126,994,239
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$166,025,993
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
Assets. partnership/joint venture interests at end of year2018-12-31$22,701,954
Assets. partnership/joint venture interests at beginning of year2018-12-31$38,212,252
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,600,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$43,185,746
Interest earned on other investments2018-12-31$25,936
Income. Interest from US Government securities2018-12-31$8,339
Income. Interest from corporate debt instruments2018-12-31$500,950
Value of interest in common/collective trusts at end of year2018-12-31$25,240,081
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$145,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,175,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$932,436
Asset value of US Government securities at end of year2018-12-31$745,897
Asset value of US Government securities at beginning of year2018-12-31$10,151,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,012,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$525,000
Employer contributions (assets) at end of year2018-12-31$525,000
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$29,156,517
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$21,185,696
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$43,156,418
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$17,755,849
Contract administrator fees2018-12-31$19,301
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$248,009,661
Aggregate carrying amount (costs) on sale of assets2018-12-31$251,103,629
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 name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$13,358,357
Total unrealized appreciation/depreciation of assets2017-12-31$13,358,357
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$21,399,203
Total loss/gain on sale of assets2017-12-31$845,303
Total of all expenses incurred2017-12-31$11,387,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,305,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$166,025,993
Value of total assets at beginning of year2017-12-31$156,014,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,081,963
Total interest from all sources2017-12-31$1,608,087
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$336,244
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$336,197
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$34,150,851
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$27,500,933
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$451,165
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$555,044
Administrative expenses (other) incurred2017-12-31$1,063,004
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$10,011,669
Value of net assets at end of year (total assets less liabilities)2017-12-31$166,025,993
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$156,014,324
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
Assets. partnership/joint venture interests at end of year2017-12-31$38,212,252
Assets. partnership/joint venture interests at beginning of year2017-12-31$46,579,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$43,185,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$40,187,090
Income. Interest from US Government securities2017-12-31$26,250
Income. Interest from corporate debt instruments2017-12-31$1,526,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,012,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,012,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$54,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$932,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$891,185
Asset value of US Government securities at end of year2017-12-31$10,151,998
Asset value of US Government securities at beginning of year2017-12-31$1,361,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,251,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Income. Dividends from common stock2017-12-31$47
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,305,571
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$21,185,696
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$20,663,937
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$17,755,849
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$16,262,253
Contract administrator fees2017-12-31$18,959
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
Aggregate proceeds on sale of assets2017-12-31$106,260,615
Aggregate carrying amount (costs) on sale of assets2017-12-31$105,415,312
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 name2017-12-31PKF O'CONNOR DAVIES LLP
Accountancy firm EIN2017-12-31271728945
2016 : RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$9,130,745
Total unrealized appreciation/depreciation of assets2016-12-31$9,130,745
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$10,375,357
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,706,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,190,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$200,000
Value of total assets at end of year2016-12-31$156,014,324
Value of total assets at beginning of year2016-12-31$155,345,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$515,791
Total interest from all sources2016-12-31$1,562,244
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$338,597
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$338,597
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
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$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$-200,000
Amount contributed by the employer to the plan for this plan year2016-12-31$200,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$27,500,933
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$22,573,872
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$555,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$479,510
Other income not declared elsewhere2016-12-31$290,210
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$668,638
Value of net assets at end of year (total assets less liabilities)2016-12-31$156,014,324
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$155,345,686
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
Assets. partnership/joint venture interests at end of year2016-12-31$46,579,980
Assets. partnership/joint venture interests at beginning of year2016-12-31$46,285,209
Investment advisory and management fees2016-12-31$498,332
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$40,187,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$41,787,646
Income. Interest from US Government securities2016-12-31$1,565,701
Income. Interest from corporate debt instruments2016-12-31$-3,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,012,632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,486,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,486,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$891,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$319,515
Asset value of US Government securities at end of year2016-12-31$1,361,270
Asset value of US Government securities at beginning of year2016-12-31$746,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-1,146,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$200,000
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,190,928
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$20,663,937
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$23,130,723
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$16,262,253
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$13,535,765
Contract administrator fees2016-12-31$17,459
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-6,104,609
Total unrealized appreciation/depreciation of assets2015-12-31$-6,104,609
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$0
Total income from all sources (including contributions)2015-12-31$-431,811
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,924,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,421,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,000,000
Value of total assets at end of year2015-12-31$155,345,686
Value of total assets at beginning of year2015-12-31$164,702,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$502,761
Total interest from all sources2015-12-31$1,595,972
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$238,220
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$238,220
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$-2,000,000
Amount contributed by the employer to the plan for this plan year2015-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$22,573,872
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$22,690,683
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$479,510
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$485,032
Other income not declared elsewhere2015-12-31$1,838,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-9,356,459
Value of net assets at end of year (total assets less liabilities)2015-12-31$155,345,686
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$164,702,145
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
Assets. partnership/joint venture interests at end of year2015-12-31$46,285,209
Assets. partnership/joint venture interests at beginning of year2015-12-31$46,729,746
Investment advisory and management fees2015-12-31$486,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$41,787,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$43,146,570
Income. Interest from US Government securities2015-12-31$11,735
Income. Interest from corporate debt instruments2015-12-31$1,584,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,486,874
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,716,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,716,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$319,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$642,882
Asset value of US Government securities at end of year2015-12-31$746,572
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$2,000,000
Employer contributions (assets) at end of year2015-12-31$2,000,000
Employer contributions (assets) at beginning of year2015-12-31$8,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,421,887
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$23,130,723
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$27,807,829
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$13,535,765
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$11,483,281
Contract administrator fees2015-12-31$16,593
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 name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$5,546,261
Total unrealized appreciation/depreciation of assets2014-12-31$5,546,261
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$17,260,857
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,571,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,145,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,000,000
Value of total assets at end of year2014-12-31$164,702,145
Value of total assets at beginning of year2014-12-31$156,012,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$426,490
Total interest from all sources2014-12-31$303,568
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$572,994
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$572,994
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$-8,000,000
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$8,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$22,690,683
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$29,249,595
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$485,032
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$59,149
Other income not declared elsewhere2014-12-31$5,401,234
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$8,689,350
Value of net assets at end of year (total assets less liabilities)2014-12-31$164,702,145
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$156,012,795
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
Assets. partnership/joint venture interests at end of year2014-12-31$46,729,746
Assets. partnership/joint venture interests at beginning of year2014-12-31$34,309,292
Investment advisory and management fees2014-12-31$408,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$43,146,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$80,585,064
Income. Interest from US Government securities2014-12-31$-114,360
Income. Interest from corporate debt instruments2014-12-31$417,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$642,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$806,536
Asset value of US Government securities at end of year2014-12-31$3,716,122
Asset value of US Government securities at beginning of year2014-12-31$3,003,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,563,200
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$8,000,000
Employer contributions (assets) at end of year2014-12-31$8,000,000
Employer contributions (assets) at beginning of year2014-12-31$8,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,145,017
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$27,807,829
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$11,483,281
Contract administrator fees2014-12-31$18,023
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
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 name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$14,669,101
Total unrealized appreciation/depreciation of assets2013-12-31$14,669,101
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$31,378,233
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,413,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,817,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,000,000
Value of total assets at end of year2013-12-31$156,012,795
Value of total assets at beginning of year2013-12-31$136,048,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$596,486
Total interest from all sources2013-12-31$2,740
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$774,615
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$774,615
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$-8,000,000
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$8,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$59,149
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$321,266
Other income not declared elsewhere2013-12-31$7,931,777
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$19,964,611
Value of net assets at end of year (total assets less liabilities)2013-12-31$156,012,795
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$136,048,184
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
Assets. partnership/joint venture interests at end of year2013-12-31$34,309,292
Assets. partnership/joint venture interests at beginning of year2013-12-31$26,688,300
Investment advisory and management fees2013-12-31$574,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$109,834,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$96,328,905
Income. Interest from US Government securities2013-12-31$2,740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$806,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,384,975
Asset value of US Government securities at end of year2013-12-31$3,003,159
Asset value of US Government securities at beginning of year2013-12-31$2,724,738
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$8,000,000
Employer contributions (assets) at end of year2013-12-31$8,000,000
Employer contributions (assets) at beginning of year2013-12-31$8,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,817,136
Contract administrator fees2013-12-31$22,415
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
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 name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$10,031,202
Total unrealized appreciation/depreciation of assets2012-12-31$10,031,202
Total income from all sources (including contributions)2012-12-31$24,711,245
Total loss/gain on sale of assets2012-12-31$1,956,571
Total of all expenses incurred2012-12-31$8,873,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,384,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,600,000
Value of total assets at end of year2012-12-31$136,048,184
Value of total assets at beginning of year2012-12-31$120,210,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$488,946
Total interest from all sources2012-12-31$867,152
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$571,520
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$505,567
Assets. Real estate other than employer real property at beginning of year2012-12-31$701,893
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$321,266
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$91,514
Other income not declared elsewhere2012-12-31$3,417,476
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$15,838,109
Value of net assets at end of year (total assets less liabilities)2012-12-31$136,048,184
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$120,210,075
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
Assets. partnership/joint venture interests at end of year2012-12-31$26,688,300
Assets. partnership/joint venture interests at beginning of year2012-12-31$23,175,526
Investment advisory and management fees2012-12-31$466,635
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$96,328,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$73,366,557
Interest earned on other investments2012-12-31$859,519
Income. Interest from US Government securities2012-12-31$7,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,384,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,029,761
Asset value of US Government securities at end of year2012-12-31$2,724,738
Asset value of US Government securities at beginning of year2012-12-31$2,502,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-864,146
Net investment gain/loss from pooled separate accounts2012-12-31$131,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$8,600,000
Employer contributions (assets) at end of year2012-12-31$8,600,000
Employer contributions (assets) at beginning of year2012-12-31$8,500,000
Income. Dividends from common stock2012-12-31$65,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,384,190
Contract administrator fees2012-12-31$22,311
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$10,841,971
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$27,215,211
Aggregate carrying amount (costs) on sale of assets2012-12-31$25,258,640
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 name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$188,875
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-6,943,364
Total unrealized appreciation/depreciation of assets2011-12-31$-6,754,489
Total income from all sources (including contributions)2011-12-31$6,928,870
Total of all expenses incurred2011-12-31$7,043,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,626,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,500,000
Value of total assets at end of year2011-12-31$120,210,075
Value of total assets at beginning of year2011-12-31$120,324,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$416,962
Total interest from all sources2011-12-31$34
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,230,838
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$1,905,501
Assets. Real estate other than employer real property at end of year2011-12-31$701,893
Assets. Real estate other than employer real property at beginning of year2011-12-31$2,314,102
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$91,514
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$252,980
Other income not declared elsewhere2011-12-31$656,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-114,150
Value of net assets at end of year (total assets less liabilities)2011-12-31$120,210,075
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$120,324,225
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
Assets. partnership/joint venture interests at end of year2011-12-31$23,175,526
Assets. partnership/joint venture interests at beginning of year2011-12-31$22,093,774
Investment advisory and management fees2011-12-31$395,703
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$73,366,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$71,098,879
Income. Interest from US Government securities2011-12-31$13
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$21
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,029,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,071,396
Asset value of US Government securities at end of year2011-12-31$2,502,853
Asset value of US Government securities at beginning of year2011-12-31$1,893,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$485,516
Net investment gain/loss from pooled separate accounts2011-12-31$1,810,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$8,500,000
Employer contributions (assets) at end of year2011-12-31$8,500,000
Employer contributions (assets) at beginning of year2011-12-31$6,600,000
Income. Dividends from common stock2011-12-31$325,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,626,058
Contract administrator fees2011-12-31$21,259
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$10,841,971
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$14,999,255
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 name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$200,126
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$12,456,335
Total unrealized appreciation/depreciation of assets2010-12-31$12,656,461
Total income from all sources (including contributions)2010-12-31$21,535,392
Total of all expenses incurred2010-12-31$6,501,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,293,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,600,000
Value of total assets at end of year2010-12-31$120,324,225
Value of total assets at beginning of year2010-12-31$105,290,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$207,680
Total interest from all sources2010-12-31$118
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,198,597
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$1,360,683
Assets. Real estate other than employer real property at end of year2010-12-31$2,314,102
Assets. Real estate other than employer real property at beginning of year2010-12-31$3,120,892
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$252,980
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$46,284
Other income not declared elsewhere2010-12-31$196,169
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$15,033,808
Value of net assets at end of year (total assets less liabilities)2010-12-31$120,324,225
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$105,290,418
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
Assets. partnership/joint venture interests at end of year2010-12-31$22,093,774
Assets. partnership/joint venture interests at beginning of year2010-12-31$26,147,584
Investment advisory and management fees2010-12-31$186,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$71,098,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$54,867,073
Income. Interest from US Government securities2010-12-31$118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,071,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,170,711
Asset value of US Government securities at end of year2010-12-31$1,893,839
Asset value of US Government securities at beginning of year2010-12-31$874,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-115,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$6,600,000
Employer contributions (assets) at end of year2010-12-31$6,600,000
Employer contributions (assets) at beginning of year2010-12-31$6,200,000
Income. Dividends from common stock2010-12-31$837,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,293,904
Contract administrator fees2010-12-31$21,077
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$14,999,255
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$12,863,161
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 name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 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 RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION

2022: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 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: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 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: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 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: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 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: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
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 funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
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 funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
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 funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 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 funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedYes
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 funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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 funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6763
Policy instance 1
Insurance contract or identification number6763
Number of Individuals Covered0
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6763
Policy instance 1
Insurance contract or identification number6763
Number of Individuals Covered522
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6763
Policy instance 1
Insurance contract or identification number6763
Number of Individuals Covered503
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6763
Policy instance 1
Insurance contract or identification number6763
Number of Individuals Covered994
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6763
Policy instance 1
Insurance contract or identification number6763
Number of Individuals Covered961
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6763
Policy instance 1
Insurance contract or identification number6763
Number of Individuals Covered1850
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6763
Policy instance 1
Insurance contract or identification number6763
Number of Individuals Covered2000
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6763
Policy instance 1
Insurance contract or identification number6763
Number of Individuals Covered2000
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6763
Policy instance 1
Insurance contract or identification number6763
Number of Individuals Covered2200
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
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker nameAXA EQUITABLE LIFE INSURANCE
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6763
Policy instance 1
Insurance contract or identification number6763
Number of Individuals Covered2209
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6763
Policy instance 1
Insurance contract or identification number6763
Number of Individuals Covered2254
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 group deferred annuity?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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