401k Plan data: WORCESTER ART MUSEUM RETIREMENT PLAN plan

WORCESTER ART MUSEUM RETIREMENT PLAN 401k Plan overview

Plan Name	WORCESTER ART MUSEUM RETIREMENT PLAN
Plan identification number	002

WORCESTER ART MUSEUM RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

WORCESTER ART MUSEUM has sponsored the creation of one or more 401k plans.

Company Name: WORCESTER ART MUSEUM

Employer identification number (EIN): 041988530

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about WORCESTER ART MUSEUM

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division

Incorporation Date:

Company Identification Number: 041988530

More information about WORCESTER ART MUSEUM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORCESTER ART MUSEUM RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-09-01 MARK SPURIA 2024-03-20
002 2021-09-01 BONNIE LOSAVIO 2023-03-30
002 2020-09-01 BONNIE LOSAVIO 2022-02-15
002 2019-09-01 BONNIE LOSAVIO 2021-03-11
002 2018-09-01 MATTHIAS WASCHEK 2020-02-24
002 2017-09-01 MATTHIAS WASCHEK 2019-03-26
002 2016-09-01
002 2015-09-01
002 2014-09-01
002 2013-09-01 TRACY CAFORIO 2015-03-10
002 2012-09-01 TRACY CAFORIO 2014-06-06
002 2011-09-01 TRACY CAFORIO 2014-06-06
002 2010-09-01 TRACY CAFORIO 2014-06-06
002 2009-09-01 TRACY CAFORIO 2014-06-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-09-01	MARK SPURIA	2024-03-20
002	2021-09-01	BONNIE LOSAVIO	2023-03-30
002	2020-09-01	BONNIE LOSAVIO	2022-02-15
002	2019-09-01	BONNIE LOSAVIO	2021-03-11
002	2018-09-01	MATTHIAS WASCHEK	2020-02-24
002	2017-09-01	MATTHIAS WASCHEK	2019-03-26
002	2016-09-01
002	2015-09-01
002	2014-09-01
002	2013-09-01	TRACY CAFORIO	2015-03-10
002	2012-09-01	TRACY CAFORIO	2014-06-06
002	2011-09-01	TRACY CAFORIO	2014-06-06
002	2010-09-01	TRACY CAFORIO	2014-06-06
002	2009-09-01	TRACY CAFORIO	2014-06-06

Plan Statistics for WORCESTER ART MUSEUM RETIREMENT PLAN

401k plan membership statisitcs for WORCESTER ART MUSEUM RETIREMENT PLAN

Measure Date Value
2022: WORCESTER ART MUSEUM RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-09-01 358
Total number of active participants reported on line 7a of the Form 5500 2022-09-01 199
Number of retired or separated participants receiving benefits 2022-09-01 0
Number of other retired or separated participants entitled to future benefits 2022-09-01 187
Total of all active and inactive participants 2022-09-01 386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-09-01 0
Total participants 2022-09-01 386
Number of participants with account balances 2022-09-01 259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-09-01 0
2021: WORCESTER ART MUSEUM RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 342
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 164
Number of retired or separated participants receiving benefits 2021-09-01 0
Number of other retired or separated participants entitled to future benefits 2021-09-01 194
Total of all active and inactive participants 2021-09-01 358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-09-01 0
Total participants 2021-09-01 358
Number of participants with account balances 2021-09-01 259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-09-01 0
2020: WORCESTER ART MUSEUM RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 268
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 152
Number of retired or separated participants receiving benefits 2020-09-01 0
Number of other retired or separated participants entitled to future benefits 2020-09-01 190
Total of all active and inactive participants 2020-09-01 342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-09-01 0
Total participants 2020-09-01 342
Number of participants with account balances 2020-09-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-09-01 0
2019: WORCESTER ART MUSEUM RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 264
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 87
Number of retired or separated participants receiving benefits 2019-09-01 0
Number of other retired or separated participants entitled to future benefits 2019-09-01 181
Total of all active and inactive participants 2019-09-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-09-01 0
Total participants 2019-09-01 268
Number of participants with account balances 2019-09-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-09-01 0
2018: WORCESTER ART MUSEUM RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 266
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 84
Number of retired or separated participants receiving benefits 2018-09-01 0
Number of other retired or separated participants entitled to future benefits 2018-09-01 176
Total of all active and inactive participants 2018-09-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 4
Total participants 2018-09-01 264
Number of participants with account balances 2018-09-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-09-01 0
2017: WORCESTER ART MUSEUM RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 274
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 81
Number of retired or separated participants receiving benefits 2017-09-01 0
Number of other retired or separated participants entitled to future benefits 2017-09-01 182
Total of all active and inactive participants 2017-09-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-09-01 3
Total participants 2017-09-01 266
Number of participants with account balances 2017-09-01 261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-09-01 0
2016: WORCESTER ART MUSEUM RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 274
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 95
Number of retired or separated participants receiving benefits 2016-09-01 0
Number of other retired or separated participants entitled to future benefits 2016-09-01 176
Total of all active and inactive participants 2016-09-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 3
Total participants 2016-09-01 274
Number of participants with account balances 2016-09-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: WORCESTER ART MUSEUM RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 272
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 100
Number of retired or separated participants receiving benefits 2015-09-01 0
Number of other retired or separated participants entitled to future benefits 2015-09-01 172
Total of all active and inactive participants 2015-09-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 2
Total participants 2015-09-01 274
Number of participants with account balances 2015-09-01 259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0
2014: WORCESTER ART MUSEUM RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 120
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 98
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 174
Total of all active and inactive participants 2014-09-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 272
Number of participants with account balances 2014-09-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0

Measure	Date	Value
2022: WORCESTER ART MUSEUM RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-09-01	358
Total number of active participants reported on line 7a of the Form 5500	2022-09-01	199
Number of retired or separated participants receiving benefits	2022-09-01	0
Number of other retired or separated participants entitled to future benefits	2022-09-01	187
Total of all active and inactive participants	2022-09-01	386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-09-01	0
Total participants	2022-09-01	386
Number of participants with account balances	2022-09-01	259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-09-01	0
2021: WORCESTER ART MUSEUM RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	342
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	164
Number of retired or separated participants receiving benefits	2021-09-01	0
Number of other retired or separated participants entitled to future benefits	2021-09-01	194
Total of all active and inactive participants	2021-09-01	358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-09-01	0
Total participants	2021-09-01	358
Number of participants with account balances	2021-09-01	259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-09-01	0
2020: WORCESTER ART MUSEUM RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	268
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	152
Number of retired or separated participants receiving benefits	2020-09-01	0
Number of other retired or separated participants entitled to future benefits	2020-09-01	190
Total of all active and inactive participants	2020-09-01	342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-09-01	0
Total participants	2020-09-01	342
Number of participants with account balances	2020-09-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-09-01	0
2019: WORCESTER ART MUSEUM RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	264
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	87
Number of retired or separated participants receiving benefits	2019-09-01	0
Number of other retired or separated participants entitled to future benefits	2019-09-01	181
Total of all active and inactive participants	2019-09-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-09-01	0
Total participants	2019-09-01	268
Number of participants with account balances	2019-09-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-09-01	0
2018: WORCESTER ART MUSEUM RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	266
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	84
Number of retired or separated participants receiving benefits	2018-09-01	0
Number of other retired or separated participants entitled to future benefits	2018-09-01	176
Total of all active and inactive participants	2018-09-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	4
Total participants	2018-09-01	264
Number of participants with account balances	2018-09-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-09-01	0
2017: WORCESTER ART MUSEUM RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	274
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	81
Number of retired or separated participants receiving benefits	2017-09-01	0
Number of other retired or separated participants entitled to future benefits	2017-09-01	182
Total of all active and inactive participants	2017-09-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-09-01	3
Total participants	2017-09-01	266
Number of participants with account balances	2017-09-01	261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-09-01	0
2016: WORCESTER ART MUSEUM RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	274
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	95
Number of retired or separated participants receiving benefits	2016-09-01	0
Number of other retired or separated participants entitled to future benefits	2016-09-01	176
Total of all active and inactive participants	2016-09-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	3
Total participants	2016-09-01	274
Number of participants with account balances	2016-09-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: WORCESTER ART MUSEUM RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	272
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	100
Number of retired or separated participants receiving benefits	2015-09-01	0
Number of other retired or separated participants entitled to future benefits	2015-09-01	172
Total of all active and inactive participants	2015-09-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	2
Total participants	2015-09-01	274
Number of participants with account balances	2015-09-01	259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0
2014: WORCESTER ART MUSEUM RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	120
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	98
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	174
Total of all active and inactive participants	2014-09-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	272
Number of participants with account balances	2014-09-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0

Financial Data on WORCESTER ART MUSEUM RETIREMENT PLAN

Measure	Date	Value
2023 : WORCESTER ART MUSEUM RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-08-31	$0
Total income from all sources (including contributions)	2023-08-31	$1,670,755
Total loss/gain on sale of assets	2023-08-31	$0
Total of all expenses incurred	2023-08-31	$558,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-08-31	$545,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-08-31	$637,802
Value of total assets at end of year	2023-08-31	$11,228,324
Value of total assets at beginning of year	2023-08-31	$10,116,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-08-31	$13,153
Total interest from all sources	2023-08-31	$119,815
Total dividends received (eg from common stock, registered investment company shares)	2023-08-31	$59,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-08-31	$59,391
Was this plan covered by a fidelity bond	2023-08-31	Yes
Value of fidelity bond cover	2023-08-31	$500,000
If this is an individual account plan, was there a blackout period	2023-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-08-31	No
Contributions received from participants	2023-08-31	$393,838
Participant contributions at end of year	2023-08-31	$5,988
Participant contributions at beginning of year	2023-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-08-31	$116,178
Other income not declared elsewhere	2023-08-31	$107,843
Administrative expenses (other) incurred	2023-08-31	$13,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-08-31	No
Value of net income/loss	2023-08-31	$1,111,876
Value of net assets at end of year (total assets less liabilities)	2023-08-31	$11,228,324
Value of net assets at beginning of year (total assets less liabilities)	2023-08-31	$10,116,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-08-31	No
Were any leases to which the plan was party in default or uncollectible	2023-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-08-31	$8,375,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-08-31	$7,279,626
Value of interest in pooled separate accounts at end of year	2023-08-31	$193,318
Value of interest in pooled separate accounts at beginning of year	2023-08-31	$253,244
Interest on participant loans	2023-08-31	$256
Interest earned on other investments	2023-08-31	$119,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-08-31	$2,653,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-08-31	$2,583,578
Expenses. Payments to insurance carriers foe the provision of benefits	2023-08-31	$15,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-08-31	$773,331
Net investment gain/loss from pooled separate accounts	2023-08-31	$-27,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-08-31	No
Was there a failure to transmit to the plan any participant contributions	2023-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-08-31	No
Contributions received in cash from employer	2023-08-31	$127,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-08-31	$530,473
Did the plan have assets held for investment	2023-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-08-31	No
Opinion of an independent qualified public accountant for this plan	2023-08-31	Unqualified
Accountancy firm name	2023-08-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2023-08-31	043499945
2022 : WORCESTER ART MUSEUM RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total income from all sources (including contributions)	2022-08-31	$-270,566
Total loss/gain on sale of assets	2022-08-31	$0
Total of all expenses incurred	2022-08-31	$1,437,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$1,429,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$996,105
Value of total assets at end of year	2022-08-31	$10,116,448
Value of total assets at beginning of year	2022-08-31	$11,824,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$7,738
Total interest from all sources	2022-08-31	$99,437
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$43,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-08-31	$43,845
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$500,000
If this is an individual account plan, was there a blackout period	2022-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Contributions received from participants	2022-08-31	$347,431
Income. Received or receivable in cash from other sources (including rollovers)	2022-08-31	$536,582
Other income not declared elsewhere	2022-08-31	$1,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Value of net income/loss	2022-08-31	$-1,707,689
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$10,116,448
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$11,824,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-31	$7,279,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-31	$8,864,513
Value of interest in pooled separate accounts at end of year	2022-08-31	$253,244
Value of interest in pooled separate accounts at beginning of year	2022-08-31	$305,396
Interest earned on other investments	2022-08-31	$99,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-08-31	$2,583,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-08-31	$2,654,228
Expenses. Payments to insurance carriers foe the provision of benefits	2022-08-31	$114,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-08-31	$-1,468,199
Net investment gain/loss from pooled separate accounts	2022-08-31	$56,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	No
Was there a failure to transmit to the plan any participant contributions	2022-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Contributions received in cash from employer	2022-08-31	$112,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$1,314,987
Contract administrator fees	2022-08-31	$7,738
Did the plan have assets held for investment	2022-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	No
Opinion of an independent qualified public accountant for this plan	2022-08-31	Unqualified
Accountancy firm name	2022-08-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-08-31	043499945
2021 : WORCESTER ART MUSEUM RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total income from all sources (including contributions)	2021-08-31	$2,673,762
Total loss/gain on sale of assets	2021-08-31	$0
Total of all expenses incurred	2021-08-31	$631,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$630,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$729,551
Value of total assets at end of year	2021-08-31	$11,824,137
Value of total assets at beginning of year	2021-08-31	$9,781,385
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$286
Total interest from all sources	2021-08-31	$96,266
Total dividends received (eg from common stock, registered investment company shares)	2021-08-31	$1,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-08-31	$1,069
Was this plan covered by a fidelity bond	2021-08-31	Yes
Value of fidelity bond cover	2021-08-31	$500,000
If this is an individual account plan, was there a blackout period	2021-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Contributions received from participants	2021-08-31	$226,981
Income. Received or receivable in cash from other sources (including rollovers)	2021-08-31	$428,376
Other income not declared elsewhere	2021-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Value of net income/loss	2021-08-31	$2,042,752
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$11,824,137
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$9,781,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-31	No
Were any leases to which the plan was party in default or uncollectible	2021-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-08-31	$8,864,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-08-31	$6,728,820
Value of interest in pooled separate accounts at end of year	2021-08-31	$305,396
Value of interest in pooled separate accounts at beginning of year	2021-08-31	$365,684
Interest earned on other investments	2021-08-31	$96,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-08-31	$2,654,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-08-31	$2,530,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-08-31	$1,819,255
Net investment gain/loss from pooled separate accounts	2021-08-31	$27,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-08-31	No
Was there a failure to transmit to the plan any participant contributions	2021-08-31	No
Has the plan failed to provide any benefit when due under the plan	2021-08-31	No
Contributions received in cash from employer	2021-08-31	$74,194
Employer contributions (assets) at end of year	2021-08-31	$0
Employer contributions (assets) at beginning of year	2021-08-31	$156,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-31	$630,724
Contract administrator fees	2021-08-31	$286
Did the plan have assets held for investment	2021-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-31	No
Opinion of an independent qualified public accountant for this plan	2021-08-31	Unqualified
Accountancy firm name	2021-08-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-08-31	043499945
2020 : WORCESTER ART MUSEUM RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total income from all sources (including contributions)	2020-08-31	$1,327,304
Total loss/gain on sale of assets	2020-08-31	$0
Total of all expenses incurred	2020-08-31	$600,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$600,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$157,079
Value of total assets at end of year	2020-08-31	$9,781,385
Value of total assets at beginning of year	2020-08-31	$9,054,646
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$0
Total interest from all sources	2020-08-31	$102,039
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$500,000
If this is an individual account plan, was there a blackout period	2020-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$726,739
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$9,781,385
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$9,054,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-08-31	$6,728,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-08-31	$5,970,885
Value of interest in pooled separate accounts at end of year	2020-08-31	$365,684
Value of interest in pooled separate accounts at beginning of year	2020-08-31	$383,290
Interest earned on other investments	2020-08-31	$102,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-08-31	$2,530,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-08-31	$2,562,661
Expenses. Payments to insurance carriers foe the provision of benefits	2020-08-31	$197,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-08-31	$1,067,469
Net investment gain/loss from pooled separate accounts	2020-08-31	$717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Contributions received in cash from employer	2020-08-31	$157,079
Employer contributions (assets) at end of year	2020-08-31	$156,572
Employer contributions (assets) at beginning of year	2020-08-31	$137,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$403,447
Did the plan have assets held for investment	2020-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-08-31	Disclaimer
Accountancy firm name	2020-08-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2020-08-31	043499945
2019 : WORCESTER ART MUSEUM RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total income from all sources (including contributions)	2019-08-31	$214,598
Total loss/gain on sale of assets	2019-08-31	$0
Total of all expenses incurred	2019-08-31	$613,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$613,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$137,810
Value of total assets at end of year	2019-08-31	$9,054,646
Value of total assets at beginning of year	2019-08-31	$9,453,257
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$0
Total interest from all sources	2019-08-31	$107,343
Total dividends received (eg from common stock, registered investment company shares)	2019-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-31	No
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$500,000
If this is an individual account plan, was there a blackout period	2019-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$-398,611
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$9,054,646
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$9,453,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-08-31	$5,970,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-08-31	$6,278,301
Value of interest in pooled separate accounts at end of year	2019-08-31	$383,290
Value of interest in pooled separate accounts at beginning of year	2019-08-31	$351,888
Interest earned on other investments	2019-08-31	$107,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-08-31	$2,562,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-08-31	$2,664,671
Expenses. Payments to insurance carriers foe the provision of benefits	2019-08-31	$72,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-08-31	$-48,745
Net investment gain/loss from pooled separate accounts	2019-08-31	$18,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	No
Was there a failure to transmit to the plan any participant contributions	2019-08-31	No
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Contributions received in cash from employer	2019-08-31	$137,810
Employer contributions (assets) at end of year	2019-08-31	$137,810
Employer contributions (assets) at beginning of year	2019-08-31	$158,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$540,573
Did the plan have assets held for investment	2019-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-08-31	Disclaimer
Accountancy firm name	2019-08-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2019-08-31	043499945
2018 : WORCESTER ART MUSEUM RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total income from all sources (including contributions)	2018-08-31	$1,056,768
Total loss/gain on sale of assets	2018-08-31	$0
Total of all expenses incurred	2018-08-31	$366,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$366,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$150,878
Value of total assets at end of year	2018-08-31	$9,453,257
Value of total assets at beginning of year	2018-08-31	$8,762,925
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$0
Total interest from all sources	2018-08-31	$109,279
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$500,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$690,332
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$9,453,257
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$8,762,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-08-31	$6,278,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-08-31	$5,582,586
Value of interest in pooled separate accounts at end of year	2018-08-31	$351,888
Value of interest in pooled separate accounts at beginning of year	2018-08-31	$373,075
Interest earned on other investments	2018-08-31	$109,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-08-31	$2,664,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-08-31	$2,646,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-08-31	$777,249
Net investment gain/loss from pooled separate accounts	2018-08-31	$19,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Contributions received in cash from employer	2018-08-31	$150,878
Employer contributions (assets) at end of year	2018-08-31	$158,397
Employer contributions (assets) at beginning of year	2018-08-31	$160,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$366,436
Did the plan have assets held for investment	2018-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-08-31	Disclaimer
Accountancy firm name	2018-08-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2018-08-31	043499945
2017 : WORCESTER ART MUSEUM RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total income from all sources (including contributions)	2017-08-31	$1,041,515
Total loss/gain on sale of assets	2017-08-31	$0
Total of all expenses incurred	2017-08-31	$779,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$779,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$159,871
Value of total assets at end of year	2017-08-31	$8,762,925
Value of total assets at beginning of year	2017-08-31	$8,500,565
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$0
Total interest from all sources	2017-08-31	$114,927
Total dividends received (eg from common stock, registered investment company shares)	2017-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$500,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$262,360
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$8,762,925
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$8,500,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-08-31	$5,582,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-08-31	$5,241,985
Value of interest in pooled separate accounts at end of year	2017-08-31	$373,075
Value of interest in pooled separate accounts at beginning of year	2017-08-31	$248,767
Interest earned on other investments	2017-08-31	$114,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-08-31	$2,646,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-08-31	$2,708,506
Expenses. Payments to insurance carriers foe the provision of benefits	2017-08-31	$92,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-08-31	$751,936
Net investment gain/loss from pooled separate accounts	2017-08-31	$14,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Contributions received in cash from employer	2017-08-31	$159,871
Employer contributions (assets) at end of year	2017-08-31	$160,403
Employer contributions (assets) at beginning of year	2017-08-31	$301,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$686,275
Did the plan have assets held for investment	2017-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-08-31	Disclaimer
Accountancy firm name	2017-08-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2017-08-31	043499945
2016 : WORCESTER ART MUSEUM RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total income from all sources (including contributions)	2016-08-31	$783,369
Total loss/gain on sale of assets	2016-08-31	$0
Total of all expenses incurred	2016-08-31	$530,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$530,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$315,803
Value of total assets at end of year	2016-08-31	$8,500,565
Value of total assets at beginning of year	2016-08-31	$8,247,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$0
Total interest from all sources	2016-08-31	$115,930
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$500,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$252,679
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$8,500,565
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$8,247,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$5,241,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$5,094,677
Value of interest in pooled separate accounts at end of year	2016-08-31	$248,767
Value of interest in pooled separate accounts at beginning of year	2016-08-31	$225,616
Interest earned on other investments	2016-08-31	$115,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-08-31	$2,708,506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-08-31	$2,637,454
Expenses. Payments to insurance carriers foe the provision of benefits	2016-08-31	$126,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-31	$337,746
Net investment gain/loss from pooled separate accounts	2016-08-31	$13,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Contributions received in cash from employer	2016-08-31	$315,803
Employer contributions (assets) at end of year	2016-08-31	$301,307
Employer contributions (assets) at beginning of year	2016-08-31	$290,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$404,274
Did the plan have assets held for investment	2016-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-08-31	Disclaimer
Accountancy firm name	2016-08-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2016-08-31	043499945
2015 : WORCESTER ART MUSEUM RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total income from all sources (including contributions)	2015-08-31	$3,518,966
Total loss/gain on sale of assets	2015-08-31	$0
Total of all expenses incurred	2015-08-31	$684,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$684,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$3,479,082
Value of total assets at end of year	2015-08-31	$8,247,886
Value of total assets at beginning of year	2015-08-31	$5,413,771
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$0
Total interest from all sources	2015-08-31	$110,944
Total dividends received (eg from common stock, registered investment company shares)	2015-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$500,000
If this is an individual account plan, was there a blackout period	2015-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2015-08-31	$2,909,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$2,834,115
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$8,247,886
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$5,413,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-08-31	$5,094,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-08-31	$3,777,084
Value of interest in pooled separate accounts at end of year	2015-08-31	$225,616
Value of interest in pooled separate accounts at beginning of year	2015-08-31	$146,593
Interest earned on other investments	2015-08-31	$110,944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-08-31	$2,637,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-08-31	$1,490,094
Expenses. Payments to insurance carriers foe the provision of benefits	2015-08-31	$7,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-08-31	$-95,744
Net investment gain/loss from pooled separate accounts	2015-08-31	$24,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	No
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Contributions received in cash from employer	2015-08-31	$569,640
Employer contributions (assets) at end of year	2015-08-31	$290,139
Employer contributions (assets) at beginning of year	2015-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$677,054
Did the plan have assets held for investment	2015-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-08-31	Disclaimer
Accountancy firm name	2015-08-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2015-08-31	043499945

Form 5500 Responses for WORCESTER ART MUSEUM RETIREMENT PLAN

2022: WORCESTER ART MUSEUM RETIREMENT PLAN 2022 form 5500 responses
2022-09-01	Type of plan entity	Single employer plan
2022-09-01	Submission has been amended	No
2022-09-01	This submission is the final filing	No
2022-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-09-01	Plan is a collectively bargained plan	No
2022-09-01	Plan funding arrangement – Insurance	Yes
2022-09-01	Plan funding arrangement – Trust	Yes
2022-09-01	Plan benefit arrangement – Insurance	Yes
2022-09-01	Plan benefit arrangement - Trust	Yes
2021: WORCESTER ART MUSEUM RETIREMENT PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Submission has been amended	No
2021-09-01	This submission is the final filing	No
2021-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-09-01	Plan is a collectively bargained plan	No
2021-09-01	Plan funding arrangement – Insurance	Yes
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: WORCESTER ART MUSEUM RETIREMENT PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	Submission has been amended	No
2020-09-01	This submission is the final filing	No
2020-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-09-01	Plan is a collectively bargained plan	No
2020-09-01	Plan funding arrangement – Insurance	Yes
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement – Insurance	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: WORCESTER ART MUSEUM RETIREMENT PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Submission has been amended	No
2019-09-01	This submission is the final filing	No
2019-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-09-01	Plan is a collectively bargained plan	No
2019-09-01	Plan funding arrangement – Insurance	Yes
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement – Insurance	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: WORCESTER ART MUSEUM RETIREMENT PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Submission has been amended	No
2018-09-01	This submission is the final filing	No
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-09-01	Plan is a collectively bargained plan	No
2018-09-01	Plan funding arrangement – Insurance	Yes
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: WORCESTER ART MUSEUM RETIREMENT PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Submission has been amended	No
2017-09-01	This submission is the final filing	No
2017-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-09-01	Plan is a collectively bargained plan	No
2017-09-01	Plan funding arrangement – Insurance	Yes
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement – Insurance	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: WORCESTER ART MUSEUM RETIREMENT PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Insurance	Yes
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement – Insurance	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: WORCESTER ART MUSEUM RETIREMENT PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Insurance	Yes
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: WORCESTER ART MUSEUM RETIREMENT PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Insurance	Yes
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement – Insurance	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

366472

Policy instance

Insurance contract or identification number	366472
Number of Individuals Covered	235
Insurance policy start date	2022-09-01
Insurance policy end date	2023-08-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

366472

Policy instance

Insurance contract or identification number	366472
Number of Individuals Covered	259
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

366472

Policy instance

Insurance contract or identification number	366472
Number of Individuals Covered	267
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

366472

Policy instance

Insurance contract or identification number	366472
Number of Individuals Covered	252
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

366472

Policy instance

Insurance contract or identification number	366472
Number of Individuals Covered	250
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

366472

Policy instance

Insurance contract or identification number	366472
Number of Individuals Covered	261
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

366472

Policy instance

Insurance contract or identification number	366472
Number of Individuals Covered	259
Insurance policy start date	2015-09-01
Insurance policy end date	2016-08-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

366472

Policy instance

Insurance contract or identification number	366472
Number of Individuals Covered	248
Insurance policy start date	2014-09-01
Insurance policy end date	2015-08-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WORCESTER ART MUSEUM
Employer identification number (EIN):	041988530
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions

Jurisdiction of Incorporation:	Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number:	041988530