401k Plan data: 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. plan

401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 401k Plan overview

Plan Name	401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC.
Plan identification number	003

401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1. Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE BRIDGE, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE BRIDGE, INC.

Employer identification number (EIN): 131919799

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE BRIDGE, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1954-07-30

Company Identification Number: 89599

Legal Registered Office Address: 290 LENOX AVENUE, 3RD FLOOR
New York
NEW YORK
United States of America (USA)
10027

More information about THE BRIDGE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-07-01
003 2017-07-01
003 2016-07-01 ROSALY URBAEZ ROSALY URBAEZ 2018-04-20
003 2016-07-01 ROSALY URBAEZ 2018-04-16
003 2015-07-01 KARIN BAERE KARIN BAERE 2017-04-13
003 2015-07-01 KARIN BAERE KARIN BAERE 2017-02-17
003 2015-07-01 KARIN BAERE KARIN BAERE 2017-02-17
003 2015-07-01 ANTHEA SUTHERLAND SUSAN WIVIOTT 2017-04-18

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2017-07-01
003	2017-07-01
003	2016-07-01	ROSALY URBAEZ	ROSALY URBAEZ	2018-04-20
003	2016-07-01		ROSALY URBAEZ	2018-04-16
003	2015-07-01	KARIN BAERE	KARIN BAERE	2017-04-13
003	2015-07-01	KARIN BAERE	KARIN BAERE	2017-02-17
003	2015-07-01	KARIN BAERE	KARIN BAERE	2017-02-17
003	2015-07-01	ANTHEA SUTHERLAND	SUSAN WIVIOTT	2017-04-18

Plan Statistics for 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC.

401k plan membership statisitcs for 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC.

Measure Date Value
2017: 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2017 401k membership
Total participants, beginning-of-year 2017-07-01 228
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 158
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 68
Total of all active and inactive participants 2017-07-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 226
Number of participants with account balances 2017-07-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2016 401k membership
Total participants, beginning-of-year 2016-07-01 235
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 158
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 68
Total of all active and inactive participants 2016-07-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 2
Total participants 2016-07-01 228
Number of participants with account balances 2016-07-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 9
2015: 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2015 401k membership
Total participants, beginning-of-year 2015-07-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 189
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 43
Total of all active and inactive participants 2015-07-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 3
Total participants 2015-07-01 235
Number of participants with account balances 2015-07-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 17

Measure	Date	Value
2017: 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2017 401k membership
Total participants, beginning-of-year	2017-07-01	228
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	158
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	68
Total of all active and inactive participants	2017-07-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	226
Number of participants with account balances	2017-07-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2016 401k membership
Total participants, beginning-of-year	2016-07-01	235
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	158
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	68
Total of all active and inactive participants	2016-07-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	2
Total participants	2016-07-01	228
Number of participants with account balances	2016-07-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	9
2015: 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2015 401k membership
Total participants, beginning-of-year	2015-07-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	189
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	43
Total of all active and inactive participants	2015-07-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	3
Total participants	2015-07-01	235
Number of participants with account balances	2015-07-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	17

Financial Data on 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC.

Measure	Date	Value
2018 : 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,535,808
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$306,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$302,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,152,244
Value of total assets at end of year	2018-06-30	$5,759,655
Value of total assets at beginning of year	2018-06-30	$4,530,680
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$4,368
Total interest from all sources	2018-06-30	$2,688
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$0
Participant contributions at end of year	2018-06-30	$43,707
Participant contributions at beginning of year	2018-06-30	$72,325
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$906,829
Other income not declared elsewhere	2018-06-30	$0
Administrative expenses (other) incurred	2018-06-30	$4,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,228,975
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$5,759,655
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,530,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$5,404,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$4,214,449
Interest on participant loans	2018-06-30	$2,048
Interest earned on other investments	2018-06-30	$640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$68,506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$50,125
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$0
Net investment gain/loss from pooled separate accounts	2018-06-30	$380,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$245,415
Employer contributions (assets) at end of year	2018-06-30	$243,438
Employer contributions (assets) at beginning of year	2018-06-30	$193,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$302,465
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	MARKS PANETH, LLP
Accountancy firm EIN	2018-06-30	133518842
2017 : 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$799,829
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$644,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$640,921
Expenses. Certain deemed distributions of participant loans	2017-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$273,273
Value of total assets at end of year	2017-06-30	$4,530,680
Value of total assets at beginning of year	2017-06-30	$4,375,260
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$3,488
Total interest from all sources	2017-06-30	$5,963
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$0
Participant contributions at end of year	2017-06-30	$72,325
Participant contributions at beginning of year	2017-06-30	$75,110
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$79,492
Other income not declared elsewhere	2017-06-30	$0
Administrative expenses (other) incurred	2017-06-30	$3,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$155,420
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,530,680
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$4,375,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in pooled separate accounts at end of year	2017-06-30	$4,264,574
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$4,118,854
Interest on participant loans	2017-06-30	$2,549
Interest earned on other investments	2017-06-30	$3,414
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$0
Net investment gain/loss from pooled separate accounts	2017-06-30	$520,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$193,781
Employer contributions (assets) at end of year	2017-06-30	$193,781
Employer contributions (assets) at beginning of year	2017-06-30	$181,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$640,921
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	MARKS PANETH, LLP
Accountancy firm EIN	2017-06-30	113518842
2016 : 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$355,226
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$797,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$784,798
Expenses. Certain deemed distributions of participant loans	2016-06-30	$20,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$209,962
Value of total assets at end of year	2016-06-30	$4,409,798
Value of total assets at beginning of year	2016-06-30	$4,852,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$-7,070
Total interest from all sources	2016-06-30	$3,891
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$0
Participant contributions at end of year	2016-06-30	$75,109
Participant contributions at beginning of year	2016-06-30	$85,577
Administrative expenses (other) incurred	2016-06-30	$-7,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-442,619
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$4,409,798
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$4,852,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$4,041,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$4,556,878
Interest on participant loans	2016-06-30	$2,956
Interest earned on other investments	2016-06-30	$935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$77,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$0
Net investment gain/loss from pooled separate accounts	2016-06-30	$141,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$209,962
Employer contributions (assets) at end of year	2016-06-30	$215,834
Employer contributions (assets) at beginning of year	2016-06-30	$209,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$784,798
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MARKS PANETH, LLP
Accountancy firm EIN	2016-06-30	113518842

Form 5500 Responses for 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC.

2017: 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	Yes
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	Yes
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	059627I
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	059627I
Policy instance	1

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Company Name:	THE BRIDGE, INC.
Employer identification number (EIN):	131919799
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1954-07-30
Company Identification Number:	89599
Legal Registered Office Address:	290 LENOX AVENUE, 3RD FLOOR New York NEW YORK United States of America (USA) 10027