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RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameRESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN
Plan identification number 002

RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

RESOURCES FOR THE FUTURE, INC has sponsored the creation of one or more 401k plans.

Company Name:RESOURCES FOR THE FUTURE, INC
Employer identification number (EIN):530220900
NAIC Classification:611000

Additional information about RESOURCES FOR THE FUTURE, INC

Jurisdiction of Incorporation: District of Columbia Corporations Division
Incorporation Date:
Company Identification Number: 630991

More information about RESOURCES FOR THE FUTURE, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-10-01
0022018-10-01
0022017-10-01
0022016-10-01TERRI O'BRIEN TERRI O'BRIEN2018-07-16
0022015-10-01TERRI O'BRIEN TERRI O'BRIEN2017-07-17
0022014-10-01TERRI OBRIEN TERRI OBRIEN2016-07-15
0022013-10-01TERRI OBRIEN
0022012-10-01EDWARD HAND
0022011-10-01EDWARD HAND
0022009-10-01EDWARD HAND
0022008-10-01

Plan Statistics for RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2019: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01130
Total number of active participants reported on line 7a of the Form 55002019-10-0158
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0162
Total of all active and inactive participants2019-10-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-014
Total participants2019-10-01124
Number of participants with account balances2019-10-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01118
Total number of active participants reported on line 7a of the Form 55002018-10-0164
Number of retired or separated participants receiving benefits2018-10-012
Number of other retired or separated participants entitled to future benefits2018-10-0164
Total of all active and inactive participants2018-10-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01130
Number of participants with account balances2018-10-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01104
Total number of active participants reported on line 7a of the Form 55002017-10-0166
Number of retired or separated participants receiving benefits2017-10-012
Number of other retired or separated participants entitled to future benefits2017-10-0154
Total of all active and inactive participants2017-10-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01122
Number of participants with account balances2017-10-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01108
Total number of active participants reported on line 7a of the Form 55002016-10-0155
Number of retired or separated participants receiving benefits2016-10-012
Number of other retired or separated participants entitled to future benefits2016-10-0144
Total of all active and inactive participants2016-10-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01101
Number of participants with account balances2016-10-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0152
Total number of active participants reported on line 7a of the Form 55002015-10-0165
Number of retired or separated participants receiving benefits2015-10-012
Number of other retired or separated participants entitled to future benefits2015-10-0139
Total of all active and inactive participants2015-10-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-011
Total participants2015-10-01107
Number of participants with account balances2015-10-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0146
Total number of active participants reported on line 7a of the Form 55002014-10-0152
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0152
Number of participants with account balances2014-10-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0149
Total number of active participants reported on line 7a of the Form 55002013-10-0146
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0146
Number of participants with account balances2013-10-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0149
Total number of active participants reported on line 7a of the Form 55002012-10-0149
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-010
Total of all active and inactive participants2012-10-0149
Total participants2012-10-0149
Number of participants with account balances2012-10-0149
2011: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0149
Total number of active participants reported on line 7a of the Form 55002011-10-0149
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-012
Total of all active and inactive participants2011-10-0151
Total participants2011-10-0151
Number of participants with account balances2011-10-0149
2009: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0156
Total number of active participants reported on line 7a of the Form 55002009-10-0148
Total of all active and inactive participants2009-10-0148
Total participants2009-10-0148
Number of participants with account balances2009-10-0148

Financial Data on RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2020 : RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,506,408
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$846,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$842,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$554,738
Value of total assets at end of year2020-09-30$11,529,069
Value of total assets at beginning of year2020-09-30$10,868,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$3,407
Total interest from all sources2020-09-30$112
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$69,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$69,318
Administrative expenses professional fees incurred2020-09-30$3,407
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$535,625
Participant contributions at beginning of year2020-09-30$139
Participant contributions at end of year2020-09-30$36,143
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$19,113
Other income not declared elsewhere2020-09-30$32,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$660,211
Value of net assets at end of year (total assets less liabilities)2020-09-30$11,529,069
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$10,868,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$10,002,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$9,582,866
Value of interest in pooled separate accounts at end of year2020-09-30$257,147
Value of interest in pooled separate accounts at beginning of year2020-09-30$258,251
Interest on participant loans2020-09-30$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$13,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$14,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$14,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$1,219,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$1,012,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$850,828
Net investment gain/loss from pooled separate accounts2020-09-30$-627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$842,790
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
2019 : RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-09-30$769,931
Expenses. Total of all expenses incurred2019-09-30$275,682
Benefits paid (including direct rollovers)2019-09-30$272,847
Total plan assets at end of year2019-09-30$10,868,860
Total plan assets at beginning of year2019-09-30$10,374,611
Value of fidelity bond covering the plan2019-09-30$500,000
Total contributions received or receivable from participants2019-09-30$548,740
Other income received2019-09-30$221,191
Net income (gross income less expenses)2019-09-30$494,249
Net plan assets at end of year (total assets less liabilities)2019-09-30$10,868,860
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$10,374,611
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$2,835
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
2018 : RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
2017 : RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-09-30$1,635,862
Expenses. Total of all expenses incurred2017-09-30$708,409
Benefits paid (including direct rollovers)2017-09-30$707,099
Total plan assets at end of year2017-09-30$8,872,784
Total plan assets at beginning of year2017-09-30$7,945,331
Value of fidelity bond covering the plan2017-09-30$500,000
Total contributions received or receivable from participants2017-09-30$453,333
Contributions received from other sources (not participants or employers)2017-09-30$34,122
Other income received2017-09-30$1,148,407
Net income (gross income less expenses)2017-09-30$927,453
Net plan assets at end of year (total assets less liabilities)2017-09-30$8,872,784
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$7,945,331
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$1,310
2016 : RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-09-30$1,669,314
Total income from all sources2016-09-30$1,996,458
Expenses. Total of all expenses incurred2016-09-30$1,099,355
Benefits paid (including direct rollovers)2016-09-30$1,098,980
Total plan assets at end of year2016-09-30$7,945,331
Total plan assets at beginning of year2016-09-30$5,378,914
Value of fidelity bond covering the plan2016-09-30$500,000
Total contributions received or receivable from participants2016-09-30$508,189
Contributions received from other sources (not participants or employers)2016-09-30$801,113
Other income received2016-09-30$687,156
Net income (gross income less expenses)2016-09-30$897,103
Net plan assets at end of year (total assets less liabilities)2016-09-30$7,945,331
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$5,378,914
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-09-30$382,111
Expenses. Total of all expenses incurred2015-09-30$17,930
Benefits paid (including direct rollovers)2015-09-30$13,005
Total plan assets at end of year2015-09-30$5,378,914
Total plan assets at beginning of year2015-09-30$5,014,733
Value of fidelity bond covering the plan2015-09-30$500,000
Total contributions received or receivable from participants2015-09-30$492,869
Other income received2015-09-30$-110,758
Net income (gross income less expenses)2015-09-30$364,181
Net plan assets at end of year (total assets less liabilities)2015-09-30$5,378,914
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$5,014,733
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$4,925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Funding deficiency by the employer to the plan for this plan year2015-09-30$0
Minimum employer required contribution for this plan year2015-09-30$492,869
Amount contributed by the employer to the plan for this plan year2015-09-30$492,869
2014 : RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-09-30$920,987
Expenses. Total of all expenses incurred2014-09-30$577,381
Benefits paid (including direct rollovers)2014-09-30$573,043
Total plan assets at end of year2014-09-30$5,014,733
Total plan assets at beginning of year2014-09-30$4,671,127
Value of fidelity bond covering the plan2014-09-30$200,000
Total contributions received or receivable from participants2014-09-30$455,753
Other income received2014-09-30$465,234
Net income (gross income less expenses)2014-09-30$343,606
Net plan assets at end of year (total assets less liabilities)2014-09-30$5,014,733
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$4,671,127
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$4,338
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Funding deficiency by the employer to the plan for this plan year2014-09-30$0
Minimum employer required contribution for this plan year2014-09-30$455,753
Amount contributed by the employer to the plan for this plan year2014-09-30$455,753
2013 : RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-09-30$853,603
Expenses. Total of all expenses incurred2013-09-30$402,826
Benefits paid (including direct rollovers)2013-09-30$397,088
Total plan assets at end of year2013-09-30$4,671,126
Total plan assets at beginning of year2013-09-30$4,220,350
Value of fidelity bond covering the plan2013-09-30$200,000
Total contributions received or receivable from participants2013-09-30$438,763
Other income received2013-09-30$414,840
Net income (gross income less expenses)2013-09-30$450,777
Net plan assets at end of year (total assets less liabilities)2013-09-30$4,671,126
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$4,220,350
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$5,738
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Funding deficiency by the employer to the plan for this plan year2013-09-30$0
Minimum employer required contribution for this plan year2013-09-30$438,763
Amount contributed by the employer to the plan for this plan year2013-09-30$438,763
2012 : RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-09-30$1,131,223
Expenses. Total of all expenses incurred2012-09-30$1,218,796
Benefits paid (including direct rollovers)2012-09-30$1,215,283
Total plan assets at end of year2012-09-30$4,220,350
Total plan assets at beginning of year2012-09-30$4,322,902
Value of fidelity bond covering the plan2012-09-30$200,000
Total contributions received or receivable from participants2012-09-30$366,714
Other income received2012-09-30$764,509
Net income (gross income less expenses)2012-09-30$-87,573
Net plan assets at end of year (total assets less liabilities)2012-09-30$4,220,350
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$4,322,902
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$3,513
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Funding deficiency by the employer to the plan for this plan year2012-09-30$0
Minimum employer required contribution for this plan year2012-09-30$366,714
Amount contributed by the employer to the plan for this plan year2012-09-30$366,714
2011 : RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-09-30$-42,672
Total income from all sources2011-09-30$402,404
Expenses. Total of all expenses incurred2011-09-30$521,008
Benefits paid (including direct rollovers)2011-09-30$516,581
Total plan assets at end of year2011-09-30$4,265,348
Total plan assets at beginning of year2011-09-30$4,426,624
Value of fidelity bond covering the plan2011-09-30$200,000
Total contributions received or receivable from participants2011-09-30$458,109
Other income received2011-09-30$-55,705
Net income (gross income less expenses)2011-09-30$-118,604
Net plan assets at end of year (total assets less liabilities)2011-09-30$4,265,348
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$4,426,624
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$4,427
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Funding deficiency by the employer to the plan for this plan year2011-09-30$0
Minimum employer required contribution for this plan year2011-09-30$458,109
Amount contributed by the employer to the plan for this plan year2011-09-30$458,109
2010 : RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 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
Funding deficiency by the employer to the plan for this plan year2010-09-30$0
Minimum employer required contribution for this plan year2010-09-30$414,042
Amount contributed by the employer to the plan for this plan year2010-09-30$414,042

Form 5500 Responses for RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN

2019: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 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 filingNo
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 – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 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 – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 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 – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 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 – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 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 – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 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 – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2009: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 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 – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes
2008: RESOURCES FOR THE FUTURE, INC. 403(B) RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810302
Policy instance 1
Insurance contract or identification number810302
Number of Individuals Covered9
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 number150353
Policy instance 2
Insurance contract or identification number150353
Number of Individuals Covered62
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810302
Policy instance 1
Insurance contract or identification number810302
Number of Individuals Covered7
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 number150353
Policy instance 2
Insurance contract or identification number150353
Number of Individuals Covered66
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810302
Policy instance 1
Insurance contract or identification number810302
Number of Individuals Covered5
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 number150353
Policy instance 2
Insurance contract or identification number150353
Number of Individuals Covered24
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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