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MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 401k Plan overview

Plan NameMASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN
Plan identification number 001

MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MASSACHUSETTS EYE AND EAR ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:MASSACHUSETTS EYE AND EAR ASSOCIATES
Employer identification number (EIN):222658209
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01DIANA KELLER
0012016-01-01DIANA KELLER
0012015-01-01DIANA KELLER DIANA KELLER2016-08-04
0012014-01-01DIANA KELLER DIANA KELLER2015-10-08
0012013-01-01DIANA KELLER DIANA KELLER2014-12-02
0012012-01-01DIANA KELLER DIANA KELLER2013-10-07
0012011-01-01DIANA KELLER
0012010-10-01DIANA KELLER
0012009-10-01DIANA KELLER
0012009-10-01DIANA KELLER
0012009-10-01DIANA KELLER

Plan Statistics for MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN

401k plan membership statisitcs for MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN

Measure Date Value
2018: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01451
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01437
Total number of active participants reported on line 7a of the Form 55002017-01-01399
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01451
Number of participants with account balances2017-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01408
Total number of active participants reported on line 7a of the Form 55002016-01-01391
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01437
Number of participants with account balances2016-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01471
Total number of active participants reported on line 7a of the Form 55002015-01-01372
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01408
Number of participants with account balances2015-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01298
Total number of active participants reported on line 7a of the Form 55002014-01-01315
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01348
Number of participants with account balances2014-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01427
Total number of active participants reported on line 7a of the Form 55002013-01-01399
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01426
Number of participants with account balances2013-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01339
Total number of active participants reported on line 7a of the Form 55002012-01-01400
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01427
Number of participants with account balances2012-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01331
Total number of active participants reported on line 7a of the Form 55002011-01-01313
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01339
Number of participants with account balances2011-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01323
Total number of active participants reported on line 7a of the Form 55002010-10-01286
Number of retired or separated participants receiving benefits2010-10-011
Number of other retired or separated participants entitled to future benefits2010-10-0144
Total of all active and inactive participants2010-10-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01331
Number of participants with account balances2010-10-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01304
Total number of active participants reported on line 7a of the Form 55002009-10-01308
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-019
Total of all active and inactive participants2009-10-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01317
Number of participants with account balances2009-10-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN

Measure Date Value
2018 : MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$172,859,160
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,587,297
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,126,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,105,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,686,871
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$181,398,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,232
Total interest from all sources2018-12-31$198,899
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,752,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,752,816
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,622,652
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$273,647
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$658,208
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,073
Other income not declared elsewhere2018-12-31$1,089,731
Administrative expenses (other) incurred2018-12-31$21,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,539,624
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$181,398,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$138,130,513
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,439,757
Interest earned on other investments2018-12-31$192,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$601,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$601,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$33,951,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-16,499,412
Net investment gain/loss from pooled separate accounts2018-12-31$358,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,049,146
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$343,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,105,689
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WOLF & COMPANY, P.C.
Accountancy firm EIN2018-12-31042689883
2017 : MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$37,565,870
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,545,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,543,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,657,735
Value of total assets at end of year2017-12-31$181,398,784
Value of total assets at beginning of year2017-12-31$152,378,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,153
Total interest from all sources2017-12-31$1,240,104
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,026,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,026,803
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,339,027
Participant contributions at end of year2017-12-31$273,647
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$658,208
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$498,304
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,596,055
Other income not declared elsewhere2017-12-31$100,008
Administrative expenses (other) incurred2017-12-31$2,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$29,020,238
Value of net assets at end of year (total assets less liabilities)2017-12-31$181,398,784
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$152,378,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$138,130,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$113,220,397
Value of interest in pooled separate accounts at end of year2017-12-31$7,439,757
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,886,689
Interest earned on other investments2017-12-31$1,238,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$601,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$392,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$392,925
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$33,951,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$31,380,231
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$141,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$18,230,639
Net investment gain/loss from pooled separate accounts2017-12-31$310,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,722,653
Employer contributions (assets) at end of year2017-12-31$343,332
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,401,516
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2017-12-31043097400
2016 : MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$20,696,032
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,400,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,398,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,746,443
Value of total assets at end of year2016-12-31$152,378,546
Value of total assets at beginning of year2016-12-31$138,083,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,062
Total interest from all sources2016-12-31$1,243,753
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,384,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,384,430
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,123,124
Assets. Other investments not covered elsewhere at end of year2016-12-31$498,304
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,260,481
Administrative expenses (other) incurred2016-12-31$2,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$14,295,546
Value of net assets at end of year (total assets less liabilities)2016-12-31$152,378,546
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$138,083,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$113,220,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$103,029,625
Value of interest in pooled separate accounts at end of year2016-12-31$6,886,689
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,998,679
Interest earned on other investments2016-12-31$1,243,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$392,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$774,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$774,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$31,380,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$28,279,943
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$7,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,002,169
Net investment gain/loss from pooled separate accounts2016-12-31$319,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,362,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,391,134
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2016-12-31043097400
2015 : MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$8,642,184
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$16,022,092
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,826,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,820,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,534,482
Value of total assets at end of year2015-12-31$138,083,000
Value of total assets at beginning of year2015-12-31$117,244,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,556
Total interest from all sources2015-12-31$1,124,642
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,564,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,564,686
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,020,760
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,389,275
Other income not declared elsewhere2015-12-31$5,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$12,196,021
Value of net assets at end of year (total assets less liabilities)2015-12-31$138,083,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$117,244,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$5,556
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$103,029,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$88,481,994
Value of interest in pooled separate accounts at end of year2015-12-31$5,998,679
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,619,221
Interest earned on other investments2015-12-31$1,124,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$774,753
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$978,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$978,800
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$28,279,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$23,164,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,636,505
Net investment gain/loss from pooled separate accounts2015-12-31$428,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,124,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,820,515
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2015-12-31043097400
2014 : MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$15,421,996
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,153,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,146,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,325,959
Value of total assets at end of year2014-12-31$117,244,795
Value of total assets at beginning of year2014-12-31$107,976,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,417
Total interest from all sources2014-12-31$940,471
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,496,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,496,604
Administrative expenses professional fees incurred2014-12-31$5,312
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,493,876
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$316,804
Other income not declared elsewhere2014-12-31$5,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$9,268,196
Value of net assets at end of year (total assets less liabilities)2014-12-31$117,244,795
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$107,976,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,105
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$88,481,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$80,921,926
Value of interest in pooled separate accounts at end of year2014-12-31$4,619,221
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,435,041
Interest earned on other investments2014-12-31$940,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$978,800
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,479,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,479,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$23,164,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$22,139,710
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$583,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,191,069
Net investment gain/loss from pooled separate accounts2014-12-31$462,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,515,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,562,661
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2014-12-31043097400
2013 : MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$24,400,528
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,756,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,734,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,403,331
Value of total assets at end of year2013-12-31$107,976,599
Value of total assets at beginning of year2013-12-31$87,332,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,244
Total interest from all sources2013-12-31$865,229
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,521,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,521,412
Administrative expenses professional fees incurred2013-12-31$13,130
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,118,836
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,225,548
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$754,149
Other income not declared elsewhere2013-12-31$37,740
Administrative expenses (other) incurred2013-12-31$2,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$20,644,259
Value of net assets at end of year (total assets less liabilities)2013-12-31$107,976,599
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$87,332,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$7,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$80,921,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$61,034,497
Value of interest in pooled separate accounts at end of year2013-12-31$3,435,041
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,720,840
Interest earned on other investments2013-12-31$865,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,479,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,022,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,022,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$22,139,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$20,800,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,289,752
Net investment gain/loss from pooled separate accounts2013-12-31$283,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,058,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,734,025
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2013-12-31043097400
2012 : MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$15,722,255
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,592,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,590,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,743,176
Value of total assets at end of year2012-12-31$87,332,340
Value of total assets at beginning of year2012-12-31$76,203,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,384
Total interest from all sources2012-12-31$756,611
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$253,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$253,453
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,958,691
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$115,015
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$754,149
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,098,533
Administrative expenses (other) incurred2012-12-31$2,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$11,129,303
Value of net assets at end of year (total assets less liabilities)2012-12-31$87,332,340
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$76,203,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$61,034,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$52,087,861
Value of interest in pooled separate accounts at end of year2012-12-31$2,720,840
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,065,997
Interest earned on other investments2012-12-31$756,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,022,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,430,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,430,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$20,800,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$18,437,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,743,766
Net investment gain/loss from pooled separate accounts2012-12-31$225,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,669,470
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$82,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,590,568
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$8,488,521
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,728,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,725,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,568,947
Value of total assets at end of year2011-12-31$76,203,037
Value of total assets at beginning of year2011-12-31$73,442,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,386
Total interest from all sources2011-12-31$672,188
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$739,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$739,877
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,723,478
Participant contributions at beginning of year2011-12-31$2,218
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,603,081
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,098,533
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,177,512
Administrative expenses (other) incurred2011-12-31$2,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,760,416
Value of net assets at end of year (total assets less liabilities)2011-12-31$76,203,037
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$73,442,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$52,087,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$53,025,493
Value of interest in pooled separate accounts at end of year2011-12-31$2,065,997
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,516,742
Interest earned on other investments2011-12-31$671,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,430,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,313,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,313,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$18,437,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$16,318,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,670,506
Net investment gain/loss from pooled separate accounts2011-12-31$178,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,242,388
Employer contributions (assets) at end of year2011-12-31$82,290
Employer contributions (assets) at beginning of year2011-12-31$88,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,725,719
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,148,270
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,255,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,255,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,517,396
Value of total assets at end of year2010-12-31$72,174,209
Value of total assets at beginning of year2010-12-31$69,281,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$625
Total interest from all sources2010-12-31$152,361
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$322,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$322,949
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$442,392
Participant contributions at end of year2010-12-31$2,218
Participant contributions at beginning of year2010-12-31$3,009
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$69,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,177,512
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,202,228
Administrative expenses (other) incurred2010-12-31$625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,892,519
Value of net assets at end of year (total assets less liabilities)2010-12-31$72,174,209
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$69,281,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$53,025,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$50,555,349
Value of interest in pooled separate accounts at end of year2010-12-31$1,516,741
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,396,648
Interest earned on other investments2010-12-31$152,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,313,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,230,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,230,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$92
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$16,318,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$16,099,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,075,764
Net investment gain/loss from pooled separate accounts2010-12-31$79,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,005,416
Employer contributions (assets) at end of year2010-12-31$88,681
Employer contributions (assets) at beginning of year2010-12-31$81,577
Income. Dividends from preferred stock2010-12-31$152,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,255,126
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN

2018: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedYes
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: MASSACHUSETTS EYE AND EAR ASSOCIATES 403(B) PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405806
Policy instance 1
Insurance contract or identification number405806
Number of Individuals Covered188
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405806
Policy instance 1
Insurance contract or identification number405806
Number of Individuals Covered188
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405806
Policy instance 1
Insurance contract or identification number405806
Number of Individuals Covered175
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number405806
Policy instance 1
Insurance contract or identification number405806
Number of Individuals Covered291
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number405806
Policy instance 1
Insurance contract or identification number405806
Number of Individuals Covered147
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number405806
Policy instance 1
Insurance contract or identification number405806
Number of Individuals Covered231
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104598
Policy instance 1
Insurance contract or identification number104598
Number of Individuals Covered160
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104598
Policy instance 1
Insurance contract or identification number104598
Number of Individuals Covered146
Insurance policy start date2010-10-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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

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