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MUSEUM OF JEWISH HERITAGE - A LIVING MEMORIAL TO TH HOLOCAUST 401k Plan overview

Plan NameMUSEUM OF JEWISH HERITAGE - A LIVING MEMORIAL TO TH HOLOCAUST
Plan identification number 501

MUSEUM OF JEWISH HERITAGE - A LIVING MEMORIAL TO TH HOLOCAUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

MUSEUM OF JEWISH HERITAGE has sponsored the creation of one or more 401k plans.

Company Name:MUSEUM OF JEWISH HERITAGE
Employer identification number (EIN):133376265
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUSEUM OF JEWISH HERITAGE - A LIVING MEMORIAL TO TH HOLOCAUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012016-06-01TAMMY CHIU ELAINE VALBY2017-06-28
5012015-06-01MOHAD ATHAR TAMMY CHIU2016-12-21
5012014-06-01TAMMY CHIU MOHAD ATHAR2015-12-09
5012013-06-01TAMMY CHIU MOHAD ATHAR2014-09-19
5012012-06-01TAMMY CHIU MOHAD ATHAR2013-12-18

Plan Statistics for MUSEUM OF JEWISH HERITAGE - A LIVING MEMORIAL TO TH HOLOCAUST

401k plan membership statisitcs for MUSEUM OF JEWISH HERITAGE - A LIVING MEMORIAL TO TH HOLOCAUST

Measure Date Value
2016: MUSEUM OF JEWISH HERITAGE - A LIVING MEMORIAL TO TH HOLOCAUST 2016 401k membership
Total participants, beginning-of-year2016-06-0184
Total number of active participants reported on line 7a of the Form 55002016-06-0189
Number of retired or separated participants receiving benefits2016-06-013
Total of all active and inactive participants2016-06-0192
Total participants2016-06-0192
2015: MUSEUM OF JEWISH HERITAGE - A LIVING MEMORIAL TO TH HOLOCAUST 2015 401k membership
Total participants, beginning-of-year2015-06-0189
Total number of active participants reported on line 7a of the Form 55002015-06-0184
Total of all active and inactive participants2015-06-0184
Total participants2015-06-0184
2014: MUSEUM OF JEWISH HERITAGE - A LIVING MEMORIAL TO TH HOLOCAUST 2014 401k membership
Total participants, beginning-of-year2014-06-0187
Total number of active participants reported on line 7a of the Form 55002014-06-0189
Total of all active and inactive participants2014-06-0189
Total participants2014-06-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: MUSEUM OF JEWISH HERITAGE - A LIVING MEMORIAL TO TH HOLOCAUST 2013 401k membership
Total participants, beginning-of-year2013-06-0180
Total number of active participants reported on line 7a of the Form 55002013-06-0187
Total of all active and inactive participants2013-06-0187
Total participants2013-06-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2012: MUSEUM OF JEWISH HERITAGE - A LIVING MEMORIAL TO TH HOLOCAUST 2012 401k membership
Total participants, beginning-of-year2012-06-0180
Total number of active participants reported on line 7a of the Form 55002012-06-0179
Number of retired or separated participants receiving benefits2012-06-011
Total of all active and inactive participants2012-06-0180
Total participants2012-06-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010

Form 5500 Responses for MUSEUM OF JEWISH HERITAGE - A LIVING MEMORIAL TO TH HOLOCAUST

2016: MUSEUM OF JEWISH HERITAGE - A LIVING MEMORIAL TO TH HOLOCAUST 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan benefit arrangement – InsuranceYes
2015: MUSEUM OF JEWISH HERITAGE - A LIVING MEMORIAL TO TH HOLOCAUST 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan benefit arrangement – InsuranceYes
2014: MUSEUM OF JEWISH HERITAGE - A LIVING MEMORIAL TO TH HOLOCAUST 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan benefit arrangement – InsuranceYes
2013: MUSEUM OF JEWISH HERITAGE - A LIVING MEMORIAL TO TH HOLOCAUST 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan benefit arrangement – InsuranceYes
2012: MUSEUM OF JEWISH HERITAGE - A LIVING MEMORIAL TO TH HOLOCAUST 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberMJ1198
Policy instance 1
Insurance contract or identification numberMJ1198
Number of Individuals Covered84
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $20,326
Total amount of fees paid to insurance companyUSD $7,502
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $582,018
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees740
Additional information about fees paid to insurance brokerBONUS ADMINISTRATIVE SERVICES NON-MONETARY PAYMENT
Insurance broker organization code?3
Insurance broker namePROFESSIONAL GROUP MKTG
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberMJ1198
Policy instance 1
Insurance contract or identification numberMJ1198
Number of Individuals Covered89
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $22,150
Total amount of fees paid to insurance companyUSD $7,546
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $631,908
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7546
Additional information about fees paid to insurance brokerBONUS ADMINISTRATIVE SERVICES NON-MONETARY PAYMENT
Insurance broker organization code?3
Insurance broker nameMAURICE LYONS LTD
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberMJ1198
Policy instance 1
Insurance contract or identification numberMJ1198
Number of Individuals Covered87
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $19,531
Total amount of fees paid to insurance companyUSD $6,538
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $564,086
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,906
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerONUS, ADMINISTRATIVE SERVICES, NON-MONETARY PAYMENT
Insurance broker organization code?3
Insurance broker nameGREATER METRO AGENCY, INC
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberMJ1198
Policy instance 1
Insurance contract or identification numberMJ1198
Number of Individuals Covered80
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $18,467
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Welfare Benefit Premiums Paid to CarrierUSD $524,857
Amount paid for insurance broker fees14774
Additional information about fees paid to insurance brokerBONUS, ADMINISTRATIVE SERVICES, NON-MONETARY PAYMENT
Insurance broker organization code?3
Insurance broker nameBRYAN ERDHEIM

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