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TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN
Plan identification number 005

TAX DEFERRED ANNUITY 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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.
  • 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

B'NAI B'RITH INTERNATIONAL has sponsored the creation of one or more 401k plans.

Company Name:B'NAI B'RITH INTERNATIONAL
Employer identification number (EIN):530257218
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about B'NAI B'RITH INTERNATIONAL

Jurisdiction of Incorporation: District of Columbia Corporations Division
Incorporation Date:
Company Identification Number: 952942

More information about B'NAI B'RITH INTERNATIONAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01EDYTA SZEMIEL2024-07-23
0052022-01-01EDYTA SZEMIEL2023-07-24
0052021-01-01EDYTA SZEMIEL2022-07-18
0052020-01-01EDYTA SZEMIEL2021-07-27
0052019-01-01EDYTA SZEMIEL2020-07-15
0052018-01-01EDYTA SZEMIEL2019-06-27
0052017-01-01EDYTA SZEMIEL2018-07-16 EDYTA SZEMIEL2018-07-16
0052016-01-01EDYTA SZEMIEL2017-07-31 EDYTA SZEMIEL2017-07-31
0052015-01-01 EDYTA SZEMIEL2016-07-14
0052014-01-01EDYTA SZEMIEL2015-07-30
0052013-01-01EDYTA SZEMIEL2015-07-30
0052011-01-01EDYTA SZEMIEL2012-10-25
0052010-01-01KATE MARSHALL2011-07-13

Plan Statistics for TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-2155
Total number of particpants at end of year2025-07-2153
Number of Participants With Account Balances2025-07-2151
2024: TAX DEFERRED ANNUITY PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-2353
Total number of particpants at end of year2024-07-2354
Number of Participants With Account Balances2024-07-2352

Financial Data on TAX DEFERRED ANNUITY PLAN

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-210
Total liabilities as of the end of the plan year2025-07-210
Total liabilities as of the beginning of the plan year2025-07-210
Total expenses incurred by plan in this plan year2025-07-21695337
Net assets as of the end of the plan year2025-07-217246476
Total assets as of the beginning of the plan year2025-07-216875815
Value of plan covered by a fidelity bond2025-07-21500000
Participant contributions to plan in this plan year2025-07-21205942
Value of participant loans at end of plan year2025-07-2131368
Other expenses paid from plan in this plan year2025-07-210
Other contributions to plan in this plan year2025-07-210
Other income to plan in this plan year2025-07-21860056
Plan net income in this plan year2025-07-21370661
Net assets as of the end of the plan year2025-07-217246476
Net assets as of the beginning of the plan year2025-07-216875815
Employer contributions to plan in this plan year2025-07-210
Fees paid to broker by Benefit Provider2025-07-21615
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-21348
2024 : TAX DEFERRED ANNUITY PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total liabilities as of the end of the plan year2024-07-230
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-23378420
Net assets as of the end of the plan year2024-07-236875815
Total assets as of the beginning of the plan year2024-07-236211917
Value of plan covered by a fidelity bond2024-07-23500000
Participant contributions to plan in this plan year2024-07-23219246
Value of participant loans at end of plan year2024-07-231
Other expenses paid from plan in this plan year2024-07-230
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-23823072
Plan net income in this plan year2024-07-23663898
Net assets as of the end of the plan year2024-07-236875815
Net assets as of the beginning of the plan year2024-07-236211917
Employer contributions to plan in this plan year2024-07-230
Fees paid to broker by Benefit Provider2024-07-23534
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2393

Potentially related plans

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