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ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 003

ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

THE ARTHRITIS FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ARTHRITIS FOUNDATION, INC.
Employer identification number (EIN):581341679
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE ARTHRITIS FOUNDATION, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2017-04-07
Company Identification Number: 0802694306
Legal Registered Office Address: 2317 34TH ST %BOBBIE JOHNSON

LUBBOCK
United States of America (USA)
79411

More information about THE ARTHRITIS FOUNDATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01GWEN LONG JANE BASCLE2018-10-15
0032016-01-01GWEN LONG JANE BASCLE2017-10-13
0032015-01-01GWEN LONG JANE BASCLE2016-10-17
0032014-01-01GWEN LONG KAREN LARSON2015-05-21
0032013-01-01GWEN LONG KAREN LARSON2014-05-29
0032012-01-01GWEN LONG CHRISTOPHER CORRIGAN2013-07-11
0032011-01-01GWEN LONG CHRISTOPHER CORRIGAN2012-08-09
0032009-01-01GWEN LONG CHRISTOPHER CORRIGAN2010-07-29

Plan Statistics for ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01603
Total number of active participants reported on line 7a of the Form 55002022-01-01188
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01354
Total of all active and inactive participants2022-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01544
Number of participants with account balances2022-01-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01664
Total number of active participants reported on line 7a of the Form 55002021-01-01164
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01436
Total of all active and inactive participants2021-01-01600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01603
Number of participants with account balances2021-01-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01701
Total number of active participants reported on line 7a of the Form 55002020-01-01192
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01473
Total of all active and inactive participants2020-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01665
Number of participants with account balances2020-01-01659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0159
2019: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01590
Total number of active participants reported on line 7a of the Form 55002019-01-01381
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01320
Total of all active and inactive participants2019-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01701
Number of participants with account balances2019-01-01699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01564
Total number of active participants reported on line 7a of the Form 55002018-01-01298
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01292
Total of all active and inactive participants2018-01-01590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01590
Number of participants with account balances2018-01-01585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01526
Total number of active participants reported on line 7a of the Form 55002017-01-01322
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01243
Total of all active and inactive participants2017-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01565
Number of participants with account balances2017-01-01564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01351
Total number of active participants reported on line 7a of the Form 55002016-01-01317
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01210
Total of all active and inactive participants2016-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01527
Number of participants with account balances2016-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01273
Total number of active participants reported on line 7a of the Form 55002015-01-01174
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01177
Total of all active and inactive participants2015-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01351
Number of participants with account balances2015-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01290
Total number of active participants reported on line 7a of the Form 55002014-01-0196
Number of other retired or separated participants entitled to future benefits2014-01-01178
Total of all active and inactive participants2014-01-01274
Total participants2014-01-01274
Number of participants with account balances2014-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01311
Total number of active participants reported on line 7a of the Form 55002013-01-01252
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01174
Total of all active and inactive participants2013-01-01426
Total participants2013-01-01426
Number of participants with account balances2013-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01311
Total number of active participants reported on line 7a of the Form 55002012-01-01167
Number of other retired or separated participants entitled to future benefits2012-01-01145
Total of all active and inactive participants2012-01-01312
Total participants2012-01-01312
Number of participants with account balances2012-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01307
Total number of active participants reported on line 7a of the Form 55002011-01-01197
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01114
Total of all active and inactive participants2011-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01311
Number of participants with account balances2011-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01308
Total number of active participants reported on line 7a of the Form 55002009-01-01190
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01112
Total of all active and inactive participants2009-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01303
Number of participants with account balances2009-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,586,514
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,155,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,111,548
Expenses. Certain deemed distributions of participant loans2022-12-31$1,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,130,943
Value of total assets at end of year2022-12-31$27,793,065
Value of total assets at beginning of year2022-12-31$32,535,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,459
Total interest from all sources2022-12-31$166,765
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$468,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$468,828
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,113,261
Participant contributions at end of year2022-12-31$48,757
Participant contributions at beginning of year2022-12-31$46,054
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$303,371
Other income not declared elsewhere2022-12-31$1,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,742,225
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,793,065
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,535,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$2,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,685,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,472,541
Value of interest in pooled separate accounts at end of year2022-12-31$909,438
Value of interest in pooled separate accounts at beginning of year2022-12-31$731,791
Interest on participant loans2022-12-31$2,383
Interest earned on other investments2022-12-31$164,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,149,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,284,904
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$172,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,416,821
Net investment gain/loss from pooled separate accounts2022-12-31$62,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$714,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,938,961
Contract administrator fees2022-12-31$39,797
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,643,510
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,422,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,343,421
Expenses. Certain deemed distributions of participant loans2021-12-31$33,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,559,590
Value of total assets at end of year2021-12-31$32,535,290
Value of total assets at beginning of year2021-12-31$29,313,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,729
Total interest from all sources2021-12-31$147,536
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$854,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$854,838
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$992,172
Participant contributions at end of year2021-12-31$46,054
Participant contributions at beginning of year2021-12-31$75,795
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$903,032
Other income not declared elsewhere2021-12-31$1,834
Administrative expenses (other) incurred2021-12-31$450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,221,292
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,535,290
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,313,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$2,279
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,472,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,106,615
Value of interest in pooled separate accounts at end of year2021-12-31$731,791
Value of interest in pooled separate accounts at beginning of year2021-12-31$739,992
Interest on participant loans2021-12-31$5,517
Interest earned on other investments2021-12-31$142,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,284,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,391,596
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$281,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,947,664
Net investment gain/loss from pooled separate accounts2021-12-31$132,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$664,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,062,217
Contract administrator fees2021-12-31$43,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,238,181
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,568,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,533,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,773,963
Value of total assets at end of year2020-12-31$29,313,998
Value of total assets at beginning of year2020-12-31$26,644,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,238
Total interest from all sources2020-12-31$167,631
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$344,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$344,958
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,372,320
Participant contributions at end of year2020-12-31$75,795
Participant contributions at beginning of year2020-12-31$89,694
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$480,180
Other income not declared elsewhere2020-12-31$1,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,669,451
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,313,998
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,644,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,597
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,106,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,321,587
Value of interest in pooled separate accounts at end of year2020-12-31$739,992
Value of interest in pooled separate accounts at beginning of year2020-12-31$944,861
Interest on participant loans2020-12-31$5,332
Interest earned on other investments2020-12-31$162,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,391,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,288,405
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$36,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,956,340
Net investment gain/loss from pooled separate accounts2020-12-31$-6,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$921,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,496,798
Contract administrator fees2020-12-31$33,641
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,495,176
Total income from all sources (including contributions)2019-12-31$7,495,176
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,326,332
Total of all expenses incurred2019-12-31$2,326,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,288,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,288,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,317,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,317,653
Value of total assets at end of year2019-12-31$26,644,547
Value of total assets at end of year2019-12-31$26,644,547
Value of total assets at beginning of year2019-12-31$21,475,703
Value of total assets at beginning of year2019-12-31$21,475,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,800
Total interest from all sources2019-12-31$170,226
Total interest from all sources2019-12-31$170,226
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$293,035
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$293,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$293,035
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$293,035
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,943,798
Contributions received from participants2019-12-31$1,943,798
Participant contributions at end of year2019-12-31$89,694
Participant contributions at end of year2019-12-31$89,694
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$183,622
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$183,622
Other income not declared elsewhere2019-12-31$5,825
Other income not declared elsewhere2019-12-31$5,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,168,844
Value of net income/loss2019-12-31$5,168,844
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,644,547
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,644,547
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,475,703
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,475,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,377
Investment advisory and management fees2019-12-31$10,377
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,321,587
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,321,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,052,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,052,179
Value of interest in pooled separate accounts at end of year2019-12-31$944,861
Value of interest in pooled separate accounts at end of year2019-12-31$944,861
Value of interest in pooled separate accounts at beginning of year2019-12-31$955,121
Value of interest in pooled separate accounts at beginning of year2019-12-31$955,121
Interest on participant loans2019-12-31$1,661
Interest on participant loans2019-12-31$1,661
Interest earned on other investments2019-12-31$168,565
Interest earned on other investments2019-12-31$168,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,288,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,288,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,468,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,468,403
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$190,962
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$190,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,657,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,657,661
Net investment gain/loss from pooled separate accounts2019-12-31$50,776
Net investment gain/loss from pooled separate accounts2019-12-31$50,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,190,233
Contributions received in cash from employer2019-12-31$1,190,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,097,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,097,570
Contract administrator fees2019-12-31$27,423
Contract administrator fees2019-12-31$27,423
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$944,241
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,053,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,036,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,828,725
Value of total assets at end of year2018-12-31$21,475,703
Value of total assets at beginning of year2018-12-31$22,584,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,272
Total interest from all sources2018-12-31$176,139
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$298,267
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$298,267
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$744,177
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$27,733
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$24,964
Other income not declared elsewhere2018-12-31$12,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,108,802
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,475,703
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,584,505
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
Investment advisory and management fees2018-12-31$12,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,052,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,186,150
Value of interest in pooled separate accounts at end of year2018-12-31$955,121
Value of interest in pooled separate accounts at beginning of year2018-12-31$899,932
Interest earned on other investments2018-12-31$176,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,468,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,428,885
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$131,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,415,247
Net investment gain/loss from pooled separate accounts2018-12-31$43,470
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$1,059,584
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$41,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,904,924
Contract administrator fees2018-12-31$3,772
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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$4,646,863
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,488,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,488,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,773,494
Value of total assets at end of year2017-12-31$22,584,505
Value of total assets at beginning of year2017-12-31$19,426,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$99
Total interest from all sources2017-12-31$171,685
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$183,950
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$183,950
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$688,928
Participant contributions at end of year2017-12-31$27,733
Participant contributions at beginning of year2017-12-31$26,098
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$67,360
Other income not declared elsewhere2017-12-31$10,020
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$3,157,920
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,584,505
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,426,585
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$17,186,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,655,126
Value of interest in pooled separate accounts at end of year2017-12-31$899,932
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,024,207
Interest earned on other investments2017-12-31$171,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,428,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,676,674
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$395,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,466,360
Net investment gain/loss from pooled separate accounts2017-12-31$41,354
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$1,017,206
Employer contributions (assets) at end of year2017-12-31$41,805
Employer contributions (assets) at beginning of year2017-12-31$44,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,093,797
Contract administrator fees2017-12-31$99
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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$3,383,522
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$589,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$589,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,346,312
Value of total assets at end of year2016-12-31$19,426,585
Value of total assets at beginning of year2016-12-31$16,632,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3
Total interest from all sources2016-12-31$174,049
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$115,181
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$115,181
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$626,615
Participant contributions at end of year2016-12-31$26,098
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$651,426
Other income not declared elsewhere2016-12-31$407
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$2,793,646
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,426,585
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,632,939
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$13,655,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,650,552
Value of interest in pooled separate accounts at end of year2016-12-31$1,024,207
Value of interest in pooled separate accounts at beginning of year2016-12-31$917,714
Interest earned on other investments2016-12-31$174,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,676,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,064,673
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$6,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$700,166
Net investment gain/loss from pooled separate accounts2016-12-31$47,407
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$1,068,271
Employer contributions (assets) at end of year2016-12-31$44,480
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$583,482
Contract administrator fees2016-12-31$3
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$1,453,409
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,210,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,210,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,189,091
Value of total assets at end of year2015-12-31$16,632,939
Value of total assets at beginning of year2015-12-31$16,389,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$138
Total interest from all sources2015-12-31$149,786
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$67,048
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$67,048
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$379,766
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$8,663
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$169,974
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$243,203
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,632,939
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,389,736
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,650,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,574,812
Value of interest in pooled separate accounts at end of year2015-12-31$917,714
Value of interest in pooled separate accounts at beginning of year2015-12-31$935,026
Interest earned on other investments2015-12-31$149,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,064,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,871,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-24,380
Net investment gain/loss from pooled separate accounts2015-12-31$71,864
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$639,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,210,068
Contract administrator fees2015-12-31$138
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$26,266
Total income from all sources (including contributions)2014-12-31$1,316,408
Total of all expenses incurred2014-12-31$1,959,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,947,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$282,326
Value of total assets at end of year2014-12-31$16,389,736
Value of total assets at beginning of year2014-12-31$17,006,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,265
Total interest from all sources2014-12-31$155,818
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$22,495
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$22,495
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$282,326
Participant contributions at end of year2014-12-31$8,663
Participant contributions at beginning of year2014-12-31$7,606
Other income not declared elsewhere2014-12-31$10,116
Administrative expenses (other) incurred2014-12-31$11,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-643,449
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,389,736
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,006,919
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,574,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,228,894
Value of interest in pooled separate accounts at end of year2014-12-31$935,026
Value of interest in pooled separate accounts at beginning of year2014-12-31$906,204
Interest earned on other investments2014-12-31$155,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,871,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,864,215
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$67,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$740,387
Net investment gain/loss from pooled separate accounts2014-12-31$105,266
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,880,137
Contract administrator fees2014-12-31$1,006
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31METCALF DAVIS CPAS
Accountancy firm EIN2014-12-31581729751
2013 : ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,309,981
Total of all expenses incurred2013-12-31$971,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$971,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$937,229
Value of total assets at end of year2013-12-31$17,006,919
Value of total assets at beginning of year2013-12-31$14,668,369
Total interest from all sources2013-12-31$149,568
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$9,759
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$9,759
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$336,630
Participant contributions at end of year2013-12-31$7,606
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,719
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$2,338,550
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,006,919
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,668,369
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,228,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,064,644
Value of interest in pooled separate accounts at end of year2013-12-31$906,204
Value of interest in pooled separate accounts at beginning of year2013-12-31$859,123
Interest earned on other investments2013-12-31$149,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,864,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,744,122
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$112,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,131,597
Net investment gain/loss from pooled separate accounts2013-12-31$81,828
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$596,880
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$859,073
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31METCALF DAVIS CPAS
Accountancy firm EIN2013-12-31581729751
2012 : ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,505,293
Total of all expenses incurred2012-12-31$472,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$472,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,216,419
Value of total assets at end of year2012-12-31$14,668,369
Value of total assets at beginning of year2012-12-31$12,635,903
Total interest from all sources2012-12-31$143,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$355,086
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$2,032,466
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,668,369
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,635,903
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$10,064,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,351,039
Value of interest in pooled separate accounts at end of year2012-12-31$859,123
Value of interest in pooled separate accounts at beginning of year2012-12-31$722,314
Interest earned on other investments2012-12-31$143,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,744,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,562,550
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$36,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,069,063
Net investment gain/loss from pooled separate accounts2012-12-31$76,371
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$861,333
Employer contributions (assets) at end of year2012-12-31$480
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$436,711
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31METCALF DAVIS CPAS
Accountancy firm EIN2012-12-31581729751
2011 : ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,235,895
Total of all expenses incurred2011-12-31$1,028,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,026,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,123,734
Value of total assets at end of year2011-12-31$12,635,903
Value of total assets at beginning of year2011-12-31$12,428,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,758
Total interest from all sources2011-12-31$159,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
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$333,659
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,033
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$207,721
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,635,903
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,428,182
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$8,351,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,558,092
Value of interest in pooled separate accounts at end of year2011-12-31$722,314
Value of interest in pooled separate accounts at beginning of year2011-12-31$655,516
Interest earned on other investments2011-12-31$159,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,562,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,214,574
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$38,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-133,873
Net investment gain/loss from pooled separate accounts2011-12-31$86,326
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$782,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$987,509
Contract administrator fees2011-12-31$1,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31METCALF DAVIS CPAS
Accountancy firm EIN2011-12-31581729751
2010 : ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,108,983
Total of all expenses incurred2010-12-31$669,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$664,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,036,673
Value of total assets at end of year2010-12-31$12,428,182
Value of total assets at beginning of year2010-12-31$10,988,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,807
Total interest from all sources2010-12-31$122,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
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$324,062
Participant contributions at beginning of year2010-12-31$10,091
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$30,281
Administrative expenses (other) incurred2010-12-31$1,272
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$1,439,309
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,428,182
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,988,873
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$8,558,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,406,007
Value of interest in pooled separate accounts at end of year2010-12-31$655,516
Value of interest in pooled separate accounts at beginning of year2010-12-31$598,507
Interest earned on other investments2010-12-31$122,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,214,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,974,268
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$45,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$869,369
Net investment gain/loss from pooled separate accounts2010-12-31$80,684
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$682,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$619,760
Contract administrator fees2010-12-31$3,535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31METCALF DAVIS CPAS
Accountancy firm EIN2010-12-31581729751
2009 : ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

2022: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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 filingNo
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: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406079
Policy instance 1
Insurance contract or identification number406079
Number of Individuals Covered195
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number406079
Policy instance 1
Insurance contract or identification number406079
Number of Individuals Covered202
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number406079
Policy instance 1
Insurance contract or identification number406079
Number of Individuals Covered231
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number406079
Policy instance 1
Insurance contract or identification number406079
Number of Individuals Covered243
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number406079
Policy instance 1
Insurance contract or identification number406079
Number of Individuals Covered256
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 number406079
Policy instance 1
Insurance contract or identification number406079
Number of Individuals Covered254
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 number406079
Policy instance 1
Insurance contract or identification number406079
Number of Individuals Covered237
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number406079
Policy instance 2
Insurance contract or identification number406079
Number of Individuals Covered45
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
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 guaranteed investment?Yes
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 number327129
Policy instance 1
Insurance contract or identification number327129
Number of Individuals Covered255
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number406079
Policy instance 2
Insurance contract or identification number406079
Number of Individuals Covered63
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
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 guaranteed investment?Yes
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 number327129
Policy instance 1
Insurance contract or identification number327129
Number of Individuals Covered278
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number327129
Policy instance 1
Insurance contract or identification number327129
Number of Individuals Covered290
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number327129
Policy instance 1
Insurance contract or identification number327129
Number of Individuals Covered289
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number7851
Policy instance 1
Insurance contract or identification number7851
Number of Individuals Covered286
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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