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INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 401k Plan overview

Plan NameINSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM
Plan identification number 001

INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INSTITUTE OF INTERNATIONAL BANKERS has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTE OF INTERNATIONAL BANKERS
Employer identification number (EIN):237296309
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-10-01WILLIAM J. HARRIS
0012015-10-01WILLIAM J. HARRIS
0012014-10-01WILLIAM J. HARRIS
0012013-10-01WILLIAM J. HARRIS
0012012-10-01WILLIAM J. HARRIS
0012011-10-01WILLIAM J. HARRIS
0012009-10-01WILLIAM J. HARRIS WILLIAM J. HARRIS2011-04-18
0012009-10-01WILLIAM J. HARRIS WILLIAM J. HARRIS2011-04-18

Plan Statistics for INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM

401k plan membership statisitcs for INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM

Measure Date Value
2016: INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2016 401k membership
Total participants, beginning-of-year2016-10-0118
Total number of active participants reported on line 7a of the Form 55002016-10-010
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2015 401k membership
Total participants, beginning-of-year2015-10-0118
Total number of active participants reported on line 7a of the Form 55002015-10-017
Number of retired or separated participants receiving benefits2015-10-015
Number of other retired or separated participants entitled to future benefits2015-10-016
Total of all active and inactive participants2015-10-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2014 401k membership
Total participants, beginning-of-year2014-10-0119
Total number of active participants reported on line 7a of the Form 55002014-10-017
Number of retired or separated participants receiving benefits2014-10-015
Number of other retired or separated participants entitled to future benefits2014-10-016
Total of all active and inactive participants2014-10-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2013 401k membership
Total participants, beginning-of-year2013-10-0119
Total number of active participants reported on line 7a of the Form 55002013-10-017
Number of retired or separated participants receiving benefits2013-10-014
Number of other retired or separated participants entitled to future benefits2013-10-017
Total of all active and inactive participants2013-10-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2012 401k membership
Total participants, beginning-of-year2012-10-0118
Total number of active participants reported on line 7a of the Form 55002012-10-018
Number of retired or separated participants receiving benefits2012-10-013
Number of other retired or separated participants entitled to future benefits2012-10-018
Total of all active and inactive participants2012-10-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2011 401k membership
Total participants, beginning-of-year2011-10-0117
Total number of active participants reported on line 7a of the Form 55002011-10-017
Number of retired or separated participants receiving benefits2011-10-012
Number of other retired or separated participants entitled to future benefits2011-10-019
Total of all active and inactive participants2011-10-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2009 401k membership
Total participants, beginning-of-year2009-10-0117
Total number of active participants reported on line 7a of the Form 55002009-10-017
Number of retired or separated participants receiving benefits2009-10-012
Number of other retired or separated participants entitled to future benefits2009-10-019
Total of all active and inactive participants2009-10-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM

Measure Date Value
2017 : INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2017 401k financial data
Total income from all sources2017-09-30$1,256,441
Expenses. Total of all expenses incurred2017-09-30$8,286,313
Benefits paid (including direct rollovers)2017-09-30$8,253,109
Total plan assets at end of year2017-09-30$0
Total plan assets at beginning of year2017-09-30$7,029,872
Value of fidelity bond covering the plan2017-09-30$945,000
Expenses. Other expenses not covered elsewhere2017-09-30$33,204
Other income received2017-09-30$11,441
Net income (gross income less expenses)2017-09-30$-7,029,872
Net plan assets at end of year (total assets less liabilities)2017-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$7,029,872
Total contributions received or receivable from employer(s)2017-09-30$1,245,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-09-30$0
2016 : INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2016 401k financial data
Total income from all sources2016-09-30$24,166
Expenses. Total of all expenses incurred2016-09-30$260,034
Benefits paid (including direct rollovers)2016-09-30$260,034
Total plan assets at end of year2016-09-30$7,029,872
Total plan assets at beginning of year2016-09-30$7,265,740
Value of fidelity bond covering the plan2016-09-30$945,000
Other income received2016-09-30$24,166
Net income (gross income less expenses)2016-09-30$-235,868
Net plan assets at end of year (total assets less liabilities)2016-09-30$7,029,872
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$7,265,740
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2015 401k financial data
Total income from all sources2015-09-30$671,557
Expenses. Total of all expenses incurred2015-09-30$299,130
Benefits paid (including direct rollovers)2015-09-30$257,880
Total plan assets at end of year2015-09-30$7,265,740
Total plan assets at beginning of year2015-09-30$6,893,313
Value of fidelity bond covering the plan2015-09-30$945,000
Other income received2015-09-30$371,557
Net income (gross income less expenses)2015-09-30$372,427
Net plan assets at end of year (total assets less liabilities)2015-09-30$7,265,740
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$6,893,313
Total contributions received or receivable from employer(s)2015-09-30$300,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$41,250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2014 401k financial data
Total income from all sources2014-09-30$964,012
Expenses. Total of all expenses incurred2014-09-30$273,701
Benefits paid (including direct rollovers)2014-09-30$233,090
Total plan assets at end of year2014-09-30$6,893,313
Total plan assets at beginning of year2014-09-30$6,203,002
Value of fidelity bond covering the plan2014-09-30$945,000
Other income received2014-09-30$664,012
Net income (gross income less expenses)2014-09-30$690,311
Net plan assets at end of year (total assets less liabilities)2014-09-30$6,893,313
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$6,203,002
Total contributions received or receivable from employer(s)2014-09-30$300,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$40,611
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2013 401k financial data
Total income from all sources2013-09-30$1,077,810
Expenses. Total of all expenses incurred2013-09-30$188,151
Benefits paid (including direct rollovers)2013-09-30$155,549
Total plan assets at end of year2013-09-30$6,203,002
Total plan assets at beginning of year2013-09-30$5,313,343
Value of fidelity bond covering the plan2013-09-30$945,000
Other income received2013-09-30$656,652
Net income (gross income less expenses)2013-09-30$889,659
Net plan assets at end of year (total assets less liabilities)2013-09-30$6,203,002
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$5,313,343
Total contributions received or receivable from employer(s)2013-09-30$421,158
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$32,602
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
2012 : INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2012 401k financial data
Total income from all sources2012-09-30$1,062,632
Expenses. Total of all expenses incurred2012-09-30$180,405
Benefits paid (including direct rollovers)2012-09-30$152,207
Total plan assets at end of year2012-09-30$5,313,343
Total plan assets at beginning of year2012-09-30$4,431,116
Value of fidelity bond covering the plan2012-09-30$945,000
Expenses. Other expenses not covered elsewhere2012-09-30$4,327
Other income received2012-09-30$590,632
Net income (gross income less expenses)2012-09-30$882,227
Net plan assets at end of year (total assets less liabilities)2012-09-30$5,313,343
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$4,431,116
Total contributions received or receivable from employer(s)2012-09-30$472,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$23,871
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2011 401k financial data
Total income from all sources2011-09-30$244,484
Expenses. Total of all expenses incurred2011-09-30$180,039
Benefits paid (including direct rollovers)2011-09-30$152,207
Total plan assets at end of year2011-09-30$4,431,116
Total plan assets at beginning of year2011-09-30$4,366,671
Value of fidelity bond covering the plan2011-09-30$945,000
Expenses. Other expenses not covered elsewhere2011-09-30$27,832
Other income received2011-09-30$-5,516
Net income (gross income less expenses)2011-09-30$64,445
Net plan assets at end of year (total assets less liabilities)2011-09-30$4,431,116
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$4,366,671
Total contributions received or receivable from employer(s)2011-09-30$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
2010 : INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2010 401k financial data
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 INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM

2016: INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingYes
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: INSTITUTE OF INTERNATIONAL BANKERS PENSION PLAN AS A MEMBER OF THE NEW YORK STATE BANKERS RETIREMENT SYSTEM 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
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 – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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