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THE AMFAR 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameTHE AMFAR 403(B) RETIREMENT PLAN
Plan identification number 001

THE AMFAR 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE FOUNDATION FOR AIDS RESEARCH has sponsored the creation of one or more 401k plans.

Company Name:THE FOUNDATION FOR AIDS RESEARCH
Employer identification number (EIN):133163817
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE FOUNDATION FOR AIDS RESEARCH

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1983-04-27
Company Identification Number: 837873
Legal Registered Office Address: CHIEF EXECUTIVE OFFICER
120 WALL STREET, 13TH FLOOR
NEW YORK
United States of America (USA)
10005

More information about THE FOUNDATION FOR AIDS RESEARCH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AMFAR 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRAD JENSEN
0012016-01-01BRAD JENSEN
0012015-01-01BRADLEY JENSEN
0012014-01-01BRADLEY JENSEN
0012013-01-01BRADLEY JENSEN
0012012-01-01BRADLEY JENSEN
0012011-01-01BRADLEY JENSEN
0012010-01-01BRADLEY JENSEN
0012009-01-01 BRADLEY JENSEN2011-07-22
0012009-01-01BRADLEY JENSEN
0012009-01-01BRADLEY JENSEN

Plan Statistics for THE AMFAR 403(B) RETIREMENT PLAN

401k plan membership statisitcs for THE AMFAR 403(B) RETIREMENT PLAN

Measure Date Value
2022: THE AMFAR 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01185
Total number of active participants reported on line 7a of the Form 55002022-01-0162
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01126
Total of all active and inactive participants2022-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01188
Number of participants with account balances2022-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE AMFAR 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01186
Total number of active participants reported on line 7a of the Form 55002021-01-0164
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01121
Total of all active and inactive participants2021-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01185
Number of participants with account balances2021-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE AMFAR 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01200
Total number of active participants reported on line 7a of the Form 55002020-01-0168
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01118
Total of all active and inactive participants2020-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01186
Number of participants with account balances2020-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE AMFAR 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01199
Total number of active participants reported on line 7a of the Form 55002019-01-0172
Number of other retired or separated participants entitled to future benefits2019-01-01128
Total of all active and inactive participants2019-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01200
Number of participants with account balances2019-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: THE AMFAR 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01197
Total number of active participants reported on line 7a of the Form 55002018-01-0174
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01125
Total of all active and inactive participants2018-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01199
Number of participants with account balances2018-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE AMFAR 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01196
Total number of active participants reported on line 7a of the Form 55002017-01-0169
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01122
Total of all active and inactive participants2017-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01192
Number of participants with account balances2017-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE AMFAR 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01194
Total number of active participants reported on line 7a of the Form 55002016-01-0171
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01123
Total of all active and inactive participants2016-01-01196
Total participants2016-01-01196
Number of participants with account balances2016-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE AMFAR 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01187
Total number of active participants reported on line 7a of the Form 55002015-01-0170
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01122
Total of all active and inactive participants2015-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01194
Number of participants with account balances2015-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE AMFAR 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01174
Total number of active participants reported on line 7a of the Form 55002014-01-0165
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01122
Total of all active and inactive participants2014-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01187
Number of participants with account balances2014-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: THE AMFAR 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01170
Total number of active participants reported on line 7a of the Form 55002013-01-0170
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01104
Total of all active and inactive participants2013-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01174
Number of participants with account balances2013-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: THE AMFAR 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01164
Total number of active participants reported on line 7a of the Form 55002012-01-0186
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0182
Total of all active and inactive participants2012-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01168
Number of participants with account balances2012-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE AMFAR 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01165
Total number of active participants reported on line 7a of the Form 55002011-01-01125
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01164
Number of participants with account balances2011-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: THE AMFAR 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01158
Total number of active participants reported on line 7a of the Form 55002010-01-01133
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0131
Total of all active and inactive participants2010-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01165
Number of participants with account balances2010-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE AMFAR 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01155
Total number of active participants reported on line 7a of the Form 55002009-01-01130
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01158
Number of participants with account balances2009-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE AMFAR 403(B) RETIREMENT PLAN

Measure Date Value
2022 : THE AMFAR 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,632,824
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$837,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$793,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,084,711
Value of total assets at end of year2022-12-31$20,230,476
Value of total assets at beginning of year2022-12-31$23,700,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,139
Total interest from all sources2022-12-31$79,804
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
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$627,867
Participant contributions at end of year2022-12-31$6,891
Participant contributions at beginning of year2022-12-31$49,134
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,470,002
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,230,476
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,700,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,625,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,413,306
Value of interest in pooled separate accounts at end of year2022-12-31$381,168
Value of interest in pooled separate accounts at beginning of year2022-12-31$383,862
Interest on participant loans2022-12-31$634
Interest earned on other investments2022-12-31$79,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,216,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,854,176
Net investment gain/loss from pooled separate accounts2022-12-31$32,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$450,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$793,039
Contract administrator fees2022-12-31$44,139
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31WITHUMSMITHBROWN
Accountancy firm EIN2022-12-31222027092
2021 : THE AMFAR 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,839,572
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$494,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$452,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,106,724
Value of total assets at end of year2021-12-31$23,700,478
Value of total assets at beginning of year2021-12-31$20,355,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,089
Total interest from all sources2021-12-31$62,324
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
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$616,718
Participant contributions at end of year2021-12-31$49,134
Participant contributions at beginning of year2021-12-31$12,048
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$14,898
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$3,345,290
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,700,478
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,355,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,413,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,186,936
Value of interest in pooled separate accounts at end of year2021-12-31$383,862
Value of interest in pooled separate accounts at beginning of year2021-12-31$326,293
Interest on participant loans2021-12-31$1,641
Interest earned on other investments2021-12-31$60,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,854,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,829,911
Net investment gain/loss from pooled separate accounts2021-12-31$58,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$475,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$452,193
Contract administrator fees2021-12-31$42,089
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WITHUMSMITHBROWN
Accountancy firm EIN2021-12-31222027092
2020 : THE AMFAR 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,609,763
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,084,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,064,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,075,077
Value of total assets at end of year2020-12-31$20,355,188
Value of total assets at beginning of year2020-12-31$17,829,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,950
Total interest from all sources2020-12-31$174,671
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$579,206
Participant contributions at end of year2020-12-31$12,048
Participant contributions at beginning of year2020-12-31$53,498
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$23,112
Total non interest bearing cash at end of year2020-12-31$0
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$2,525,742
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,355,188
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,829,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,186,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,316,978
Value of interest in pooled separate accounts at end of year2020-12-31$326,293
Value of interest in pooled separate accounts at beginning of year2020-12-31$309,547
Interest on participant loans2020-12-31$1,405
Interest earned on other investments2020-12-31$173,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,829,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,149,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,362,417
Net investment gain/loss from pooled separate accounts2020-12-31$-2,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$472,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,064,071
Contract administrator fees2020-12-31$19,950
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WITHUMSMITHBROWN
Accountancy firm EIN2020-12-31222027092
2019 : THE AMFAR 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total 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$3,922,389
Total income from all sources (including contributions)2019-12-31$3,922,389
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$810,864
Total of all expenses incurred2019-12-31$810,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$810,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$810,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,044,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,044,893
Value of total assets at end of year2019-12-31$17,829,446
Value of total assets at end of year2019-12-31$17,829,446
Value of total assets at beginning of year2019-12-31$14,717,921
Value of total assets at beginning of year2019-12-31$14,717,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$750
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$750
Total interest from all sources2019-12-31$73,973
Total interest from all sources2019-12-31$73,973
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$668,818
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$668,818
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$668,818
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$668,818
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$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$550,468
Contributions received from participants2019-12-31$550,468
Participant contributions at end of year2019-12-31$53,498
Participant contributions at end of year2019-12-31$53,498
Participant contributions at beginning of year2019-12-31$52,976
Participant contributions at beginning of year2019-12-31$52,976
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$22,358
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$22,358
Other income not declared elsewhere2019-12-31$29
Other income not declared elsewhere2019-12-31$29
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash 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
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$3,111,525
Value of net income/loss2019-12-31$3,111,525
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,829,446
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,829,446
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,717,921
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,717,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,316,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,316,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,282,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,282,131
Value of interest in pooled separate accounts at end of year2019-12-31$309,547
Value of interest in pooled separate accounts at end of year2019-12-31$309,547
Value of interest in pooled separate accounts at beginning of year2019-12-31$441,647
Value of interest in pooled separate accounts at beginning of year2019-12-31$441,647
Interest on participant loans2019-12-31$3,542
Interest on participant loans2019-12-31$3,542
Interest earned on other investments2019-12-31$70,431
Interest earned on other investments2019-12-31$70,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,149,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,149,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,941,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,941,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,116,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,116,517
Net investment gain/loss from pooled separate accounts2019-12-31$18,159
Net investment gain/loss from pooled separate accounts2019-12-31$18,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$472,067
Contributions received in cash from employer2019-12-31$472,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$810,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$810,114
Contract administrator fees2019-12-31$750
Contract administrator fees2019-12-31$750
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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 name2019-12-31WITHUMSMITHBROWN
Accountancy firm name2019-12-31WITHUMSMITHBROWN
Accountancy firm EIN2019-12-31222027092
Accountancy firm EIN2019-12-31222027092
2018 : THE AMFAR 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$190,612
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$684,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$684,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,060,902
Value of total assets at end of year2018-12-31$14,717,921
Value of total assets at beginning of year2018-12-31$15,212,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$113
Total interest from all sources2018-12-31$74,411
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$113
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$547,711
Participant contributions at end of year2018-12-31$52,976
Participant contributions at beginning of year2018-12-31$77,524
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$35,041
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-494,172
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,717,921
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,212,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,282,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,859,486
Value of interest in pooled separate accounts at end of year2018-12-31$441,647
Value of interest in pooled separate accounts at beginning of year2018-12-31$321,552
Interest on participant loans2018-12-31$2,815
Interest earned on other investments2018-12-31$71,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,941,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,953,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-960,019
Net investment gain/loss from pooled separate accounts2018-12-31$15,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$478,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$684,671
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WITHUMSMITHBROWN
Accountancy firm EIN2018-12-31222027092
2017 : THE AMFAR 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,197,394
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,465,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,464,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,028,794
Value of total assets at end of year2017-12-31$15,212,093
Value of total assets at beginning of year2017-12-31$13,479,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$600
Total interest from all sources2017-12-31$118,588
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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
Contributions received from participants2017-12-31$509,625
Participant contributions at end of year2017-12-31$77,524
Participant contributions at beginning of year2017-12-31$25,863
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$37,817
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,732,217
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,212,093
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,479,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,859,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,449,553
Value of interest in pooled separate accounts at end of year2017-12-31$321,552
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,054,255
Interest on participant loans2017-12-31$2,810
Interest earned on other investments2017-12-31$115,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,953,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,950,205
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$116,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,033,607
Net investment gain/loss from pooled separate accounts2017-12-31$16,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$481,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,347,636
Contract administrator fees2017-12-31$600
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WITHUMSMITHBROWN
Accountancy firm EIN2017-12-31222027092
2016 : THE AMFAR 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,791,981
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$957,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$956,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$955,684
Value of total assets at end of year2016-12-31$13,479,876
Value of total assets at beginning of year2016-12-31$12,645,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$449
Total interest from all sources2016-12-31$104,296
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$449
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$506,161
Participant contributions at end of year2016-12-31$25,863
Participant contributions at beginning of year2016-12-31$15,666
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$10,691
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$834,651
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,479,876
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,645,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,449,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,079,633
Value of interest in pooled separate accounts at end of year2016-12-31$5,054,255
Value of interest in pooled separate accounts at beginning of year2016-12-31$494,916
Interest on participant loans2016-12-31$679
Interest earned on other investments2016-12-31$103,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,950,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,044,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$707,554
Net investment gain/loss from pooled separate accounts2016-12-31$24,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$449,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$956,881
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 name2016-12-31WITHUMSMITHBROWN
Accountancy firm EIN2016-12-31222027092
2015 : THE AMFAR 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,036,248
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$504,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$503,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$999,713
Value of total assets at end of year2015-12-31$12,645,225
Value of total assets at beginning of year2015-12-31$12,113,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$601
Total interest from all sources2015-12-31$467
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$601
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$516,469
Participant contributions at end of year2015-12-31$15,666
Participant contributions at beginning of year2015-12-31$594
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$16,902
Total non interest bearing cash at end of year2015-12-31$10,691
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$531,982
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,645,225
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,113,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,079,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,550,810
Value of interest in pooled separate accounts at end of year2015-12-31$494,916
Value of interest in pooled separate accounts at beginning of year2015-12-31$437,676
Interest on participant loans2015-12-31$467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,044,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,124,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$36,068
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$466,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$503,665
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 name2015-12-31WITHUMSMITHBROWN
Accountancy firm EIN2015-12-31222027092
2014 : THE AMFAR 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$4,436,528
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$1,104,067
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$319,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$319,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$647,088
Value of total assets at end of year2014-12-31$12,113,242
Value of total assets at beginning of year2014-12-31$6,892,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$139,284
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$212,271
Participant contributions at end of year2014-12-31$593
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,274
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$784,659
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,113,242
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,892,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,550,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,421,284
Value of interest in pooled separate accounts at end of year2014-12-31$437,676
Value of interest in pooled separate accounts at beginning of year2014-12-31$275,992
Interest on participant loans2014-12-31$75
Interest earned on other investments2014-12-31$139,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,124,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,194,779
Net investment gain/loss from pooled separate accounts2014-12-31$33,068
Net gain/loss from 103.12 investment entities2014-12-31$284,627
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$424,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$319,408
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 name2014-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2014-12-31222027092
2013 : THE AMFAR 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,526,526
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$183,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$183,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$590,293
Value of total assets at end of year2013-12-31$6,892,056
Value of total assets at beginning of year2013-12-31$5,549,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$47,603
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$200,964
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$1,342,911
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,892,056
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,549,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,421,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,111,451
Value of interest in pooled separate accounts at end of year2013-12-31$275,992
Value of interest in pooled separate accounts at beginning of year2013-12-31$298,852
Interest earned on other investments2013-12-31$47,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,194,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,138,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$860,619
Net investment gain/loss from pooled separate accounts2013-12-31$28,011
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$389,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$183,615
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 name2013-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2013-12-31222027092
2012 : THE AMFAR 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,115,372
Total of all expenses incurred2012-12-31$78,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$78,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$597,333
Value of total assets at end of year2012-12-31$5,549,145
Value of total assets at beginning of year2012-12-31$4,512,620
Total interest from all sources2012-12-31$43,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$193,514
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$21,771
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$1,036,525
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,549,145
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,512,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,111,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,238,260
Value of interest in pooled separate accounts at end of year2012-12-31$298,852
Value of interest in pooled separate accounts at beginning of year2012-12-31$251,683
Interest earned on other investments2012-12-31$43,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,138,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,022,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$448,472
Net investment gain/loss from pooled separate accounts2012-12-31$26,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$382,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$78,847
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WITHUM SMITH BROWN PC
Accountancy firm EIN2012-12-31222027092
2011 : THE AMFAR 403(B) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$586,660
Total of all expenses incurred2011-12-31$526,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$526,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$540,814
Value of total assets at end of year2011-12-31$4,512,620
Value of total assets at beginning of year2011-12-31$4,452,315
Total interest from all sources2011-12-31$39,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$190,089
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$60,305
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,512,620
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,452,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,238,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,293,224
Value of interest in pooled separate accounts at end of year2011-12-31$251,683
Value of interest in pooled separate accounts at beginning of year2011-12-31$213,178
Interest earned on other investments2011-12-31$39,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,022,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$945,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-20,838
Net investment gain/loss from pooled separate accounts2011-12-31$27,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$350,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$526,355
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 name2011-12-31GRANT THORNTON, LLP
Accountancy firm EIN2011-12-31136055558
2010 : THE AMFAR 403(B) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$914,827
Total of all expenses incurred2010-12-31$62,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$62,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$527,830
Value of total assets at end of year2010-12-31$4,452,315
Value of total assets at beginning of year2010-12-31$3,599,747
Total interest from all sources2010-12-31$34,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$175,943
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$852,568
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,452,315
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,599,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,293,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,620,895
Value of interest in pooled separate accounts at end of year2010-12-31$213,178
Value of interest in pooled separate accounts at beginning of year2010-12-31$142,192
Interest earned on other investments2010-12-31$34,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$945,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$836,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$329,172
Net investment gain/loss from pooled separate accounts2010-12-31$22,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$351,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$62,259
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 name2010-12-31GRANT THORNTON, LLP
Accountancy firm EIN2010-12-31136055558

Form 5500 Responses for THE AMFAR 403(B) RETIREMENT PLAN

2022: THE AMFAR 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE AMFAR 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE AMFAR 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE AMFAR 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE AMFAR 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE AMFAR 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE AMFAR 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE AMFAR 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE AMFAR 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE AMFAR 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE AMFAR 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE AMFAR 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE AMFAR 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE AMFAR 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367369 / 367370
Policy instance 1
Insurance contract or identification number367369 / 367370
Number of Individuals Covered188
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367369 / 367370
Policy instance 1
Insurance contract or identification number367369 / 367370
Number of Individuals Covered185
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367369 / 367370
Policy instance 1
Insurance contract or identification number367369 / 367370
Number of Individuals Covered186
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367369 / 367370
Policy instance 1
Insurance contract or identification number367369 / 367370
Number of Individuals Covered200
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367369 / 367370
Policy instance 1
Insurance contract or identification number367369 / 367370
Number of Individuals Covered168
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367370/217564
Policy instance 1
Insurance contract or identification number367370/217564
Number of Individuals Covered128
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367370/217564
Policy instance 1
Insurance contract or identification number367370/217564
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367370/217564
Policy instance 1
Insurance contract or identification number367370/217564
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367369
Policy instance 1
Insurance contract or identification number367369
Number of Individuals Covered150
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367369
Policy instance 1
Insurance contract or identification number367369
Number of Individuals Covered155
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367369
Policy instance 1
Insurance contract or identification number367369
Number of Individuals Covered152
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 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367369
Policy instance 1
Insurance contract or identification number367369
Number of Individuals Covered152
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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