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THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameTHE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

Company Name:THE JEWISH MUSEUM
Employer identification number (EIN):136146854
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01MARGARET HORN2023-04-05 MARGARET HORN2023-04-05
0022020-07-01BRENT DICKMAN2022-04-14 BRENT DICKMAN2022-04-14
0022019-07-01DAVID RUBENSTEIN2021-04-12 DAVID RUBENSTEIN2021-04-12
0022018-07-01
0022017-07-01BEN ROTBERG
0022016-07-01JOSEPH RORECH JOSEPH RORECH2018-02-28
0022015-07-01BEN ROTBERG
0022014-07-01BEN ROTBERG
0022013-07-01JOSEPH RORECH
0022012-07-01JOSEPH RORECH
0022011-07-01JOSEPH RORECH
0022009-07-01JOSEPH RORECH
0022008-07-01JOSEPH RORECH

Plan Statistics for THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2021: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01229
Total number of active participants reported on line 7a of the Form 55002021-07-01102
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01135
Total of all active and inactive participants2021-07-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01237
Number of participants with account balances2021-07-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01265
Total number of active participants reported on line 7a of the Form 55002020-07-01170
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01125
Total of all active and inactive participants2020-07-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01295
Number of participants with account balances2020-07-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01294
Total number of active participants reported on line 7a of the Form 55002019-07-01163
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01113
Total of all active and inactive participants2019-07-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01276
Number of participants with account balances2019-07-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01188
Total number of active participants reported on line 7a of the Form 55002018-07-01114
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0182
Total of all active and inactive participants2018-07-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01196
Number of participants with account balances2018-07-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01176
Total number of active participants reported on line 7a of the Form 55002017-07-01115
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0173
Total of all active and inactive participants2017-07-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01188
Number of participants with account balances2017-07-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01178
Total number of active participants reported on line 7a of the Form 55002016-07-01101
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0175
Total of all active and inactive participants2016-07-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01176
Number of participants with account balances2016-07-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01164
Total number of active participants reported on line 7a of the Form 55002015-07-01146
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0132
Total of all active and inactive participants2015-07-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01178
Number of participants with account balances2015-07-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01160
Total number of active participants reported on line 7a of the Form 55002014-07-01132
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0132
Total of all active and inactive participants2014-07-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01164
Number of participants with account balances2014-07-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01161
Total number of active participants reported on line 7a of the Form 55002013-07-01127
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0134
Total of all active and inactive participants2013-07-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01161
Number of participants with account balances2013-07-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01153
Total number of active participants reported on line 7a of the Form 55002012-07-01126
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0135
Total of all active and inactive participants2012-07-01161
Total participants2012-07-01161
Number of participants with account balances2012-07-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01151
Total number of active participants reported on line 7a of the Form 55002011-07-01121
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0132
Total of all active and inactive participants2011-07-01153
Total participants2011-07-01153
Number of participants with account balances2011-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01141
Total number of active participants reported on line 7a of the Form 55002009-07-01122
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0122
Total of all active and inactive participants2009-07-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01145
Number of participants with account balances2009-07-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-908,958
Total of all expenses incurred2022-06-30$653,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$653,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,128,854
Value of total assets at end of year2022-06-30$16,877,057
Value of total assets at beginning of year2022-06-30$18,439,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$297
Total interest from all sources2022-06-30$122,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$593,465
Participant contributions at end of year2022-06-30$80,220
Participant contributions at beginning of year2022-06-30$25,187
Participant contributions at end of year2022-06-30$25,073
Participant contributions at beginning of year2022-06-30$24,423
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$111,659
Other income not declared elsewhere2022-06-30$6,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,562,623
Value of net assets at end of year (total assets less liabilities)2022-06-30$16,877,057
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$18,439,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$12,254,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$14,213,748
Value of interest in pooled separate accounts at end of year2022-06-30$751,030
Value of interest in pooled separate accounts at beginning of year2022-06-30$606,806
Interest on participant loans2022-06-30$2,110
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$120,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$3,750,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$3,550,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,307,461
Net investment gain/loss from pooled separate accounts2022-06-30$140,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$423,730
Employer contributions (assets) at end of year2022-06-30$16,023
Employer contributions (assets) at beginning of year2022-06-30$18,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$653,368
Contract administrator fees2022-06-30$297
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN2022-06-30431947695
2021 : THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$4,571,382
Total of all expenses incurred2021-06-30$2,281,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,281,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,030,539
Value of total assets at end of year2021-06-30$18,439,680
Value of total assets at beginning of year2021-06-30$16,149,359
Total interest from all sources2021-06-30$117,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$589,145
Participant contributions at end of year2021-06-30$25,187
Participant contributions at end of year2021-06-30$24,423
Participant contributions at beginning of year2021-06-30$52,825
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$124,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,290,321
Value of net assets at end of year (total assets less liabilities)2021-06-30$18,439,680
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$16,149,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$14,213,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$11,841,396
Value of interest in pooled separate accounts at end of year2021-06-30$606,806
Value of interest in pooled separate accounts at beginning of year2021-06-30$868,973
Interest on participant loans2021-06-30$57
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$117,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$3,550,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$3,368,631
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$186,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$3,383,865
Net investment gain/loss from pooled separate accounts2021-06-30$39,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$316,654
Employer contributions (assets) at end of year2021-06-30$18,567
Employer contributions (assets) at beginning of year2021-06-30$17,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,094,545
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN2021-06-30431947695
2020 : THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$1,741,060
Total of all expenses incurred2020-06-30$785,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$784,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,166,442
Value of total assets at end of year2020-06-30$16,149,359
Value of total assets at beginning of year2020-06-30$15,194,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$955
Total interest from all sources2020-06-30$114,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$681,411
Participant contributions at end of year2020-06-30$52,825
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$38,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$955,194
Value of net assets at end of year (total assets less liabilities)2020-06-30$16,149,359
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$15,194,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$11,841,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$11,037,984
Value of interest in pooled separate accounts at end of year2020-06-30$868,973
Value of interest in pooled separate accounts at beginning of year2020-06-30$957,603
Interest earned on other investments2020-06-30$114,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$3,368,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$3,198,578
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$25,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$449,695
Net investment gain/loss from pooled separate accounts2020-06-30$10,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$446,898
Employer contributions (assets) at end of year2020-06-30$17,534
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$759,580
Contract administrator fees2020-06-30$955
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN2020-06-30431947695
2019 : THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$0
Total transfer of assets from this plan2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$2,127,916
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$412,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$411,402
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,470,775
Value of total assets at end of year2019-06-30$15,194,165
Value of total assets at beginning of year2019-06-30$13,478,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$701
Total interest from all sources2019-06-30$107,916
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$675,547
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Assets. Other investments not covered elsewhere at end of year2019-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$329,867
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,715,813
Value of net assets at end of year (total assets less liabilities)2019-06-30$15,194,165
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$13,478,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$11,037,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$9,702,120
Value of interest in pooled separate accounts at end of year2019-06-30$957,603
Value of interest in pooled separate accounts at beginning of year2019-06-30$900,816
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$107,916
Value of interest in master investment trust accounts at end of year2019-06-30$0
Value of interest in master investment trust accounts at beginning of year2019-06-30$0
Value of interest in common/collective trusts at end of year2019-06-30$0
Value of interest in common/collective trusts at beginning of year2019-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2019-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$3,198,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$2,875,416
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$92,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$502,090
Net investment gain/loss from pooled separate accounts2019-06-30$47,135
Net investment gain or loss from common/collective trusts2019-06-30$0
Net gain/loss from 103.12 investment entities2019-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$465,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$318,923
Contract administrator fees2019-06-30$701
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN2019-06-30431947695
2018 : THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$0
Total transfer of assets from this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,015,092
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$847,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$846,335
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,052,010
Value of total assets at end of year2018-06-30$13,478,352
Value of total assets at beginning of year2018-06-30$12,310,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,159
Total interest from all sources2018-06-30$97,338
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$589,764
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Assets. Other investments not covered elsewhere at end of year2018-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$26,723
Administrative expenses (other) incurred2018-06-30$113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,167,598
Value of net assets at end of year (total assets less liabilities)2018-06-30$13,478,352
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$12,310,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$9,702,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$8,667,976
Value of interest in pooled separate accounts at end of year2018-06-30$900,816
Value of interest in pooled separate accounts at beginning of year2018-06-30$883,303
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$97,338
Value of interest in master investment trust accounts at end of year2018-06-30$0
Value of interest in master investment trust accounts at beginning of year2018-06-30$0
Value of interest in common/collective trusts at end of year2018-06-30$0
Value of interest in common/collective trusts at beginning of year2018-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2018-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$2,875,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$2,759,475
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$26,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$822,542
Net investment gain/loss from pooled separate accounts2018-06-30$43,202
Net investment gain or loss from common/collective trusts2018-06-30$0
Net gain/loss from 103.12 investment entities2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$435,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$820,254
Contract administrator fees2018-06-30$1,046
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN2018-06-30431947695
2017 : THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$0
Total transfer of assets from this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$2,233,437
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,129,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,129,374
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,090,032
Value of total assets at end of year2017-06-30$12,310,754
Value of total assets at beginning of year2017-06-30$11,206,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$262
Total interest from all sources2017-06-30$99,276
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$583,013
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$128,232
Other income not declared elsewhere2017-06-30$10,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,103,801
Value of net assets at end of year (total assets less liabilities)2017-06-30$12,310,754
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$11,206,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$8,667,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$7,871,091
Value of interest in pooled separate accounts at end of year2017-06-30$883,303
Value of interest in pooled separate accounts at beginning of year2017-06-30$937,083
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$99,276
Value of interest in master investment trust accounts at end of year2017-06-30$0
Value of interest in master investment trust accounts at beginning of year2017-06-30$0
Value of interest in common/collective trusts at end of year2017-06-30$0
Value of interest in common/collective trusts at beginning of year2017-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2017-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,759,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,398,779
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$17,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$996,089
Net investment gain/loss from pooled separate accounts2017-06-30$37,178
Net investment gain or loss from common/collective trusts2017-06-30$0
Net gain/loss from 103.12 investment entities2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$378,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,111,497
Contract administrator fees2017-06-30$262
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN2017-06-30431947695
2016 : THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total transfer of assets from this plan2016-06-30$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$1,159,491
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$241,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$240,939
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,085,034
Value of total assets at end of year2016-06-30$11,206,953
Value of total assets at beginning of year2016-06-30$10,289,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$747
Total interest from all sources2016-06-30$81,963
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$596,460
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$46,402
Administrative expenses (other) incurred2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Income. Non cash contributions2016-06-30$0
Value of net income/loss2016-06-30$917,805
Value of net assets at end of year (total assets less liabilities)2016-06-30$11,206,953
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$10,289,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$7,871,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$7,388,575
Value of interest in pooled separate accounts at end of year2016-06-30$937,083
Value of interest in pooled separate accounts at beginning of year2016-06-30$844,848
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$81,963
Income. Interest from US Government securities2016-06-30$0
Value of interest in master investment trust accounts at end of year2016-06-30$0
Value of interest in master investment trust accounts at beginning of year2016-06-30$0
Value of interest in common/collective trusts at end of year2016-06-30$0
Value of interest in common/collective trusts at beginning of year2016-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2016-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,398,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$2,055,725
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-66,853
Net investment gain/loss from pooled separate accounts2016-06-30$59,347
Net investment gain or loss from common/collective trusts2016-06-30$0
Net gain/loss from 103.12 investment entities2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$442,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$240,939
Contract administrator fees2016-06-30$747
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN2016-06-30431947695
2015 : THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total transfer of assets from this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,396,276
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$164,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$164,761
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,009,862
Value of total assets at end of year2015-06-30$10,289,148
Value of total assets at beginning of year2015-06-30$9,057,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$74,093
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$561,883
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Assets. Other investments not covered elsewhere at end of year2015-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$8,371
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,231,515
Value of net assets at end of year (total assets less liabilities)2015-06-30$10,289,148
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$9,057,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$7,388,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$6,441,912
Value of interest in pooled separate accounts at end of year2015-06-30$844,848
Value of interest in pooled separate accounts at beginning of year2015-06-30$742,502
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$74,093
Value of interest in master investment trust accounts at end of year2015-06-30$0
Value of interest in master investment trust accounts at beginning of year2015-06-30$0
Value of interest in common/collective trusts at end of year2015-06-30$0
Value of interest in common/collective trusts at beginning of year2015-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2015-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$2,055,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,873,219
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$46,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$230,411
Net investment gain/loss from pooled separate accounts2015-06-30$81,910
Net investment gain or loss from common/collective trusts2015-06-30$0
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$439,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$117,889
Contract administrator fees2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN2015-06-30431947695
2014 : THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,993,684
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$280,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$280,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,020,592
Value of total assets at end of year2014-06-30$9,057,633
Value of total assets at beginning of year2014-06-30$7,344,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$704
Total interest from all sources2014-06-30$67,302
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30No
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$536,339
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$71,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,712,942
Value of net assets at end of year (total assets less liabilities)2014-06-30$9,057,633
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,344,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$6,441,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$5,032,324
Value of interest in pooled separate accounts at end of year2014-06-30$742,502
Value of interest in pooled separate accounts at beginning of year2014-06-30$625,796
Interest earned on other investments2014-06-30$67,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,873,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,686,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$834,815
Net investment gain/loss from pooled separate accounts2014-06-30$70,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$413,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$280,038
Contract administrator fees2014-06-30$704
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN2014-06-30431947695
2013 : THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,542,405
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$358,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$357,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$946,053
Value of total assets at end of year2013-06-30$7,344,691
Value of total assets at beginning of year2013-06-30$6,160,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$414
Total interest from all sources2013-06-30$60,214
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30No
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$505,338
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$38,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,184,209
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,344,691
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,160,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$5,032,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$4,134,660
Value of interest in pooled separate accounts at end of year2013-06-30$625,796
Value of interest in pooled separate accounts at beginning of year2013-06-30$540,053
Interest earned on other investments2013-06-30$60,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,686,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,485,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$487,874
Net investment gain/loss from pooled separate accounts2013-06-30$48,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$402,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$357,782
Contract administrator fees2013-06-30$414
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN2013-06-30431947695
2012 : THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$1,013,591
Total of all expenses incurred2012-06-30$329,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$328,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$865,797
Value of total assets at end of year2012-06-30$6,160,482
Value of total assets at beginning of year2012-06-30$5,476,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$978
Total interest from all sources2012-06-30$56,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30No
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$496,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$683,668
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,160,482
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,476,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$4,134,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,701,992
Value of interest in pooled separate accounts at end of year2012-06-30$540,053
Value of interest in pooled separate accounts at beginning of year2012-06-30$434,735
Interest earned on other investments2012-06-30$56,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,485,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,340,087
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$4,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$40,054
Net investment gain/loss from pooled separate accounts2012-06-30$51,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$369,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$324,002
Contract administrator fees2012-06-30$978
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN2012-06-30431947695
2011 : THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$1,616,241
Total of all expenses incurred2011-06-30$198,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$198,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$947,146
Value of total assets at end of year2011-06-30$5,476,814
Value of total assets at beginning of year2011-06-30$4,059,116
Total interest from all sources2011-06-30$46,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30No
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$484,115
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$194,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,417,698
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,476,814
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,059,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,701,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,649,272
Value of interest in pooled separate accounts at end of year2011-06-30$434,735
Value of interest in pooled separate accounts at beginning of year2011-06-30$290,659
Interest earned on other investments2011-06-30$46,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,340,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,119,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$559,960
Net investment gain/loss from pooled separate accounts2011-06-30$62,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$268,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$198,543
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN2011-06-30431947695
2010 : THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN

2021: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes
2008: THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348425
Policy instance 1
Insurance contract or identification number348425
Number of Individuals Covered215
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348425
Policy instance 1
Insurance contract or identification number348425
Number of Individuals Covered208
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348425
Policy instance 1
Insurance contract or identification number348425
Number of Individuals Covered198
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348425
Policy instance 1
Insurance contract or identification number348425
Number of Individuals Covered194
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348425
Policy instance 1
Insurance contract or identification number348425
Number of Individuals Covered188
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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?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 number348425
Policy instance 1
Insurance contract or identification number348425
Number of Individuals Covered177
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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 (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number348425
Policy instance 1
Insurance contract or identification number348425
Number of Individuals Covered163
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number348425
Policy instance 1
Insurance contract or identification number348425
Number of Individuals Covered158
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number348425
Policy instance 1
Insurance contract or identification number348425
Number of Individuals Covered156
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number
Policy instance 1
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number
Policy instance 1
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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