| Plan Name | NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | NATIONAL MULTIPLE SCLEROSIS SO |
| Employer identification number (EIN): | 135661935 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about NATIONAL MULTIPLE SCLEROSIS SO
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1946-03-11 |
| Company Identification Number: | 46823 |
| Legal Registered Office Address: |
80 STATE STREET New York ALBANY United States of America (USA) 122072543 |
More information about NATIONAL MULTIPLE SCLEROSIS SO
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2016-01-01 | MARIANNE CETNAR | |||
| 003 | 2015-01-01 | MARIANNE CETNAR | |||
| 003 | 2014-01-01 | MARIANNE CETNAR | |||
| 003 | 2013-01-01 | MARIANNE CETNAR | |||
| 003 | 2012-01-01 | MARIANNE CETNAR | MARIANNE CETNAR | 2013-10-15 | |
| 003 | 2011-01-01 | MARIANNE CETNAR |
| Measure | Date | Value |
|---|---|---|
| 2016 : NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) PLAN 2016 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
| Total income from all sources (including contributions) | 2016-06-30 | $-130,404 |
| Total loss/gain on sale of assets | 2016-06-30 | $0 |
| Total of all expenses incurred | 2016-06-30 | $18,394,774 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $18,394,774 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $28,341 |
| Value of total assets at end of year | 2016-06-30 | $0 |
| Value of total assets at beginning of year | 2016-06-30 | $18,525,178 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $0 |
| Total interest from all sources | 2016-06-30 | $7,781 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Contributions received from participants | 2016-06-30 | $242 |
| Participant contributions at end of year | 2016-06-30 | $0 |
| Participant contributions at beginning of year | 2016-06-30 | $133,343 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $28,099 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $-18,525,178 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $18,525,178 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $15,292,588 |
| Value of interest in pooled separate accounts at end of year | 2016-06-30 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2016-06-30 | $318,457 |
| Interest on participant loans | 2016-06-30 | $44 |
| Interest earned on other investments | 2016-06-30 | $7,737 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-06-30 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-06-30 | $2,780,790 |
| Net investment gain/loss from pooled separate accounts | 2016-06-30 | $-166,526 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $18,394,774 |
| Did the plan have assets held for investment | 2016-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
| Accountancy firm name | 2016-06-30 | GRANT THORNTON LLP |
| Accountancy firm EIN | 2016-06-30 | 366055558 |
| 2015 : NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) PLAN 2015 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $2,206,223 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $2,765,002 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,763,835 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,841,131 |
| Value of total assets at end of year | 2015-12-31 | $18,525,178 |
| Value of total assets at beginning of year | 2015-12-31 | $19,083,957 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,167 |
| Total interest from all sources | 2015-12-31 | $52,406 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $1,778,806 |
| Participant contributions at end of year | 2015-12-31 | $133,343 |
| Participant contributions at beginning of year | 2015-12-31 | $102,584 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $62,325 |
| Administrative expenses (other) incurred | 2015-12-31 | $1,167 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-558,779 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $18,525,178 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $19,083,957 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $15,292,588 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $16,061,634 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $318,457 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $294,422 |
| Interest on participant loans | 2015-12-31 | $5,275 |
| Interest earned on other investments | 2015-12-31 | $47,131 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $2,780,790 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $2,625,317 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $216,426 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $96,260 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,763,835 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | GRANT THORNTON LLP |
| Accountancy firm EIN | 2015-12-31 | 133122110 |
| 2014 : NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) PLAN 2014 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| 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 | $3,162,888 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $1,669,334 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,667,865 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,035,591 |
| Value of total assets at end of year | 2014-12-31 | $19,083,957 |
| Value of total assets at beginning of year | 2014-12-31 | $17,590,403 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,469 |
| Total interest from all sources | 2014-12-31 | $92,131 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $1,991,017 |
| Participant contributions at end of year | 2014-12-31 | $102,584 |
| Participant contributions at beginning of year | 2014-12-31 | $125,628 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $44,574 |
| Administrative expenses (other) incurred | 2014-12-31 | $1,469 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $1,493,554 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $19,083,957 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $17,590,403 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $16,061,634 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $14,511,524 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $294,422 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $259,868 |
| Interest on participant loans | 2014-12-31 | $6,343 |
| Interest earned on other investments | 2014-12-31 | $85,788 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $2,625,317 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $2,693,383 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,003,112 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $32,054 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,667,865 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | GRANT THORNTON LLP |
| Accountancy firm EIN | 2014-12-31 | 366055558 |
| 2013 : NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) PLAN 2013 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $4,864,316 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $1,801,980 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,796,198 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,385,934 |
| Value of total assets at end of year | 2013-12-31 | $17,590,401 |
| Value of total assets at beginning of year | 2013-12-31 | $14,528,065 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,782 |
| Total interest from all sources | 2013-12-31 | $590,850 |
| 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 year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $2,168,159 |
| Participant contributions at end of year | 2013-12-31 | $125,628 |
| Participant contributions at beginning of year | 2013-12-31 | $68,620 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $217,775 |
| Administrative expenses (other) incurred | 2013-12-31 | $5,782 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $3,062,336 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $17,590,401 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $14,528,065 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $14,544,053 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $11,784,145 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $173,153 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
| Interest on participant loans | 2013-12-31 | $0 |
| Interest earned on other investments | 2013-12-31 | $590,850 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $2,747,567 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $2,675,300 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $100,442 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,887,532 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,695,756 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | GRANT THORNTON LLP |
| Accountancy firm EIN | 2013-12-31 | 366055558 |
| 2012 : NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) PLAN 2012 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total transfer of assets to this plan | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $3,631,669 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $1,237,325 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,236,468 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,240,757 |
| Value of total assets at end of year | 2012-12-31 | $14,528,065 |
| Value of total assets at beginning of year | 2012-12-31 | $12,133,721 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $857 |
| Total interest from all sources | 2012-12-31 | $25,462 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $2,038,333 |
| Participant contributions at end of year | 2012-12-31 | $68,620 |
| Participant contributions at beginning of year | 2012-12-31 | $62,083 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $202,424 |
| Other income not declared elsewhere | 2012-12-31 | $0 |
| Administrative expenses (other) incurred | 2012-12-31 | $857 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $2,394,344 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $14,528,065 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $12,133,721 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $11,784,145 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $9,889,490 |
| Interest on participant loans | 2012-12-31 | $2,212 |
| Interest earned on other investments | 2012-12-31 | $23,250 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $2,675,300 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $2,182,148 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,365,450 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,236,468 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | GRANT THORNTON, LLP |
| Accountancy firm EIN | 2012-12-31 | 366055558 |
| 2011 : NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) PLAN 2011 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets to this plan | 2011-12-31 | $678,669 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,879,532 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $101,685 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $101,310 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,105,859 |
| Value of total assets at end of year | 2011-12-31 | $4,905,469 |
| Value of total assets at beginning of year | 2011-12-31 | $3,127,622 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $375 |
| Total interest from all sources | 2011-12-31 | $6,814 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $136,235 |
| Was this plan covered by a fidelity bond | 2011-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $1,564,475 |
| Participant contributions at end of year | 2011-12-31 | $35,394 |
| Participant contributions at beginning of year | 2011-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $541,384 |
| Other income not declared elsewhere | 2011-12-31 | $0 |
| Administrative expenses (other) incurred | 2011-12-31 | $375 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $1,777,847 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,905,469 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,127,622 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,426,999 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,127,622 |
| Interest on participant loans | 2011-12-31 | $762 |
| Interest earned on other investments | 2011-12-31 | $6,052 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $443,076 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-233,141 |
| Net gain/loss from 103.12 investment entities | 2011-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $101,310 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | MITCHELL & TITUS, LLP |
| Accountancy firm EIN | 2011-12-31 | 132781641 |
| 2016: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) PLAN 2016 form 5500 responses | ||
|---|---|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | Yes |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: NATIONAL MULTIPLE SCLEROSIS SOCIETY 403(B) PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-752756 |
| Policy instance | 1 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-752756 |
| Policy instance | 1 |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) | |
| Policy contract number | 329495 |
| Policy instance | 2 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-752756 |
| Policy instance | 1 |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) | |
| Policy contract number | 329495 |
| Policy instance | 2 |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) | |
| Policy contract number | 329495 |
| Policy instance | 1 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-752756 |
| Policy instance | 2 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-752756 |
| Policy instance | 1 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-752756 |
| Policy instance | 1 |