?>
Logo

ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 401k Plan overview

Plan NameROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN
Plan identification number 001

ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RFK COMMUNITY ALLIANCE has sponsored the creation of one or more 401k plans.

Company Name:RFK COMMUNITY ALLIANCE
Employer identification number (EIN):042103834
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01LISA HARRINGTON
0012017-01-01LISA HARRINGTON
0012016-01-01LISA HARRINGTON
0012015-01-01DOUGLAS REID
0012014-01-01DOUGLAS REID
0012013-01-01DOUGLAS REID
0012012-01-01DOUGLAS REID
0012011-01-01DOUGLAS REID
0012010-01-01DOUGLAS REID
0012009-01-01DOUGLAS REID
0012009-01-01DOUGLAS REID

Plan Statistics for ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN

401k plan membership statisitcs for ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN

Measure Date Value
2022: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01558
Total number of active participants reported on line 7a of the Form 55002022-01-01413
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01217
Total of all active and inactive participants2022-01-01630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01630
Number of participants with account balances2022-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01529
Total number of active participants reported on line 7a of the Form 55002021-01-01364
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01194
Total of all active and inactive participants2021-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01558
Number of participants with account balances2021-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01532
Total number of active participants reported on line 7a of the Form 55002020-01-01360
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01169
Total of all active and inactive participants2020-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01529
Number of participants with account balances2020-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01623
Total number of active participants reported on line 7a of the Form 55002019-01-01373
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01159
Total of all active and inactive participants2019-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01532
Number of participants with account balances2019-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01461
Total number of active participants reported on line 7a of the Form 55002018-01-01473
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01150
Total of all active and inactive participants2018-01-01623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01623
Number of participants with account balances2018-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01435
Total number of active participants reported on line 7a of the Form 55002017-01-01321
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01140
Total of all active and inactive participants2017-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01461
Number of participants with account balances2017-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01427
Total number of active participants reported on line 7a of the Form 55002016-01-01297
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01138
Total of all active and inactive participants2016-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01435
Number of participants with account balances2016-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01385
Total number of active participants reported on line 7a of the Form 55002015-01-01292
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01135
Total of all active and inactive participants2015-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01427
Number of participants with account balances2015-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01380
Total number of active participants reported on line 7a of the Form 55002014-01-01256
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01129
Total of all active and inactive participants2014-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01385
Number of participants with account balances2014-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01388
Total number of active participants reported on line 7a of the Form 55002013-01-01239
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01141
Total of all active and inactive participants2013-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01380
Number of participants with account balances2013-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01390
Total number of active participants reported on line 7a of the Form 55002012-01-01249
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01139
Total of all active and inactive participants2012-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01388
Number of participants with account balances2012-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01336
Total number of active participants reported on line 7a of the Form 55002011-01-01272
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01118
Total of all active and inactive participants2011-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01390
Number of participants with account balances2011-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01229
Total number of active participants reported on line 7a of the Form 55002010-01-01308
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0127
Total of all active and inactive participants2010-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01336
Number of participants with account balances2010-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01227
Total number of active participants reported on line 7a of the Form 55002009-01-01202
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01229
Number of participants with account balances2009-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN

Measure Date Value
2022 : ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-424,083
Total of all expenses incurred2022-12-31$1,820,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,771,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,031,614
Value of total assets at end of year2022-12-31$21,671,912
Value of total assets at beginning of year2022-12-31$23,916,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$48,820
Total interest from all sources2022-12-31$129,998
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$209,094
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$209,094
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,167,719
Participant contributions at end of year2022-12-31$51,232
Participant contributions at beginning of year2022-12-31$35,019
Participant contributions at end of year2022-12-31$38,528
Participant contributions at beginning of year2022-12-31$50,879
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$929,630
Administrative expenses (other) incurred2022-12-31$48,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,244,624
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,671,912
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,916,536
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,649,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,303,946
Value of interest in pooled separate accounts at end of year2022-12-31$386,774
Value of interest in pooled separate accounts at beginning of year2022-12-31$380,959
Interest on participant loans2022-12-31$1,932
Interest earned on other investments2022-12-31$128,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,523,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,989,968
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$106,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,826,030
Net investment gain/loss from pooled separate accounts2022-12-31$31,241
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$934,265
Employer contributions (assets) at end of year2022-12-31$22,003
Employer contributions (assets) at beginning of year2022-12-31$155,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,665,550
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 name2022-12-31LEONARD, MULHERIN & GREENE P.C.
Accountancy firm EIN2022-12-31043108635
2021 : ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,458,834
Total of all expenses incurred2021-12-31$825,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$780,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,730,942
Value of total assets at end of year2021-12-31$23,916,536
Value of total assets at beginning of year2021-12-31$20,282,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$44,470
Total interest from all sources2021-12-31$93,708
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,308,353
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$1,308,353
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$825,034
Participant contributions at end of year2021-12-31$35,019
Participant contributions at beginning of year2021-12-31$41,422
Participant contributions at end of year2021-12-31$50,879
Participant contributions at beginning of year2021-12-31$23,513
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$158,481
Administrative expenses (other) incurred2021-12-31$44,470
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$3,633,804
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,916,536
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,282,732
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,303,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,222,985
Value of interest in pooled separate accounts at end of year2021-12-31$380,959
Value of interest in pooled separate accounts at beginning of year2021-12-31$286,852
Interest on participant loans2021-12-31$1,644
Interest earned on other investments2021-12-31$92,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,989,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,691,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,271,239
Net investment gain/loss from pooled separate accounts2021-12-31$54,592
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$747,427
Employer contributions (assets) at end of year2021-12-31$155,765
Employer contributions (assets) at beginning of year2021-12-31$16,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$780,560
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 name2021-12-31LEONARD, MULHERIN & GREENE P.C.
Accountancy firm EIN2021-12-31043108635
2020 : ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,878,984
Total of all expenses incurred2020-12-31$1,785,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,755,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,177,108
Value of total assets at end of year2020-12-31$20,282,732
Value of total assets at beginning of year2020-12-31$18,189,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,042
Total interest from all sources2020-12-31$102,783
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$245,750
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$245,750
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$722,075
Participant contributions at end of year2020-12-31$41,422
Participant contributions at beginning of year2020-12-31$8,685
Participant contributions at end of year2020-12-31$23,513
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,703
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$2,093,324
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,282,732
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,189,408
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$17,941
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,222,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,214,073
Value of interest in pooled separate accounts at end of year2020-12-31$286,852
Value of interest in pooled separate accounts at beginning of year2020-12-31$295,828
Interest on participant loans2020-12-31$1,068
Interest earned on other investments2020-12-31$101,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,691,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,670,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,355,804
Net investment gain/loss from pooled separate accounts2020-12-31$-2,461
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$453,330
Employer contributions (assets) at end of year2020-12-31$16,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,755,618
Contract administrator fees2020-12-31$12,101
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LEONARD, MULHERIN & GREENE P.C.
Accountancy firm EIN2020-12-31043108635
2019 : ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,057,938
Total of all expenses incurred2019-12-31$1,073,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,042,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,029,009
Value of total assets at end of year2019-12-31$18,189,408
Value of total assets at beginning of year2019-12-31$15,204,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,999
Total interest from all sources2019-12-31$101,333
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$169,137
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$169,137
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$637,310
Participant contributions at end of year2019-12-31$8,685
Participant contributions at beginning of year2019-12-31$10,513
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$2,984,602
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,189,408
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,204,806
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$20,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,214,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,299,359
Value of interest in pooled separate accounts at end of year2019-12-31$295,828
Value of interest in pooled separate accounts at beginning of year2019-12-31$290,383
Interest on participant loans2019-12-31$440
Interest earned on other investments2019-12-31$100,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,670,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,604,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,742,728
Net investment gain/loss from pooled separate accounts2019-12-31$15,731
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$391,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,042,337
Contract administrator fees2019-12-31$10,629
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
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
Accountancy firm name2019-12-31LEONARD, MULHERIN & GREENE P.C.
Accountancy firm EIN2019-12-31043108635
2018 : ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$308,927
Total of all expenses incurred2018-12-31$704,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$689,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,033,069
Value of total assets at end of year2018-12-31$15,204,806
Value of total assets at beginning of year2018-12-31$15,600,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,954
Total interest from all sources2018-12-31$104,721
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$159,978
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$159,978
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$635,382
Participant contributions at end of year2018-12-31$10,513
Participant contributions at beginning of year2018-12-31$16,192
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$17,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-395,220
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,204,806
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,600,026
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,299,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,802,849
Value of interest in pooled separate accounts at end of year2018-12-31$290,383
Value of interest in pooled separate accounts at beginning of year2018-12-31$374,774
Interest on participant loans2018-12-31$630
Interest earned on other investments2018-12-31$104,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,604,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,406,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,002,527
Net investment gain/loss from pooled separate accounts2018-12-31$13,686
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$380,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$689,193
Contract administrator fees2018-12-31$14,954
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 name2018-12-31LEONARD, MULHERIN & GREENE P.C.
Accountancy firm EIN2018-12-31043108635
2017 : ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,215,511
Total of all expenses incurred2017-12-31$1,271,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,254,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$993,220
Value of total assets at end of year2017-12-31$15,600,026
Value of total assets at beginning of year2017-12-31$13,655,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,544
Total interest from all sources2017-12-31$91,513
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$111,723
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$111,723
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$573,633
Participant contributions at end of year2017-12-31$16,192
Participant contributions at beginning of year2017-12-31$11,585
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$65,790
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$1,944,310
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,600,026
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,655,716
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$12,802,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,987,158
Value of interest in pooled separate accounts at end of year2017-12-31$374,774
Value of interest in pooled separate accounts at beginning of year2017-12-31$391,897
Interest on participant loans2017-12-31$641
Interest earned on other investments2017-12-31$90,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,406,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,265,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,003,063
Net investment gain/loss from pooled separate accounts2017-12-31$15,992
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$353,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,254,657
Contract administrator fees2017-12-31$16,544
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 name2017-12-31LEONARD, MULHERIN & GREENE P.C.
Accountancy firm EIN2017-12-31043108635
2016 : ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,584,606
Total of all expenses incurred2016-12-31$350,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$340,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$818,268
Value of total assets at end of year2016-12-31$13,655,716
Value of total assets at beginning of year2016-12-31$12,422,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,362
Total interest from all sources2016-12-31$95,164
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$94,049
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$94,049
Administrative expenses professional fees incurred2016-12-31$10,362
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$487,530
Participant contributions at end of year2016-12-31$11,585
Participant contributions at beginning of year2016-12-31$15,404
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$30,250
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$1,233,652
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,655,716
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,422,064
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$10,987,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,786,863
Value of interest in pooled separate accounts at end of year2016-12-31$391,897
Value of interest in pooled separate accounts at beginning of year2016-12-31$467,456
Interest on participant loans2016-12-31$574
Interest earned on other investments2016-12-31$94,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,265,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,152,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$553,698
Net investment gain/loss from pooled separate accounts2016-12-31$23,427
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$300,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$340,592
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2016-12-31043108635
2015 : ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$937,440
Total of all expenses incurred2015-12-31$1,035,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,026,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$779,877
Value of total assets at end of year2015-12-31$12,422,064
Value of total assets at beginning of year2015-12-31$12,519,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,487
Total interest from all sources2015-12-31$86,116
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$18,826
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$18,826
Administrative expenses professional fees incurred2015-12-31$8,487
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$490,840
Participant contributions at end of year2015-12-31$15,404
Participant contributions at beginning of year2015-12-31$7,814
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,994
Total non interest bearing cash at beginning of year2015-12-31$156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-97,703
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,422,064
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,519,767
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$9,786,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,956,002
Value of interest in pooled separate accounts at end of year2015-12-31$467,456
Value of interest in pooled separate accounts at beginning of year2015-12-31$410,749
Interest on participant loans2015-12-31$453
Interest earned on other investments2015-12-31$85,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,152,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,145,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$18,306
Net investment gain/loss from pooled separate accounts2015-12-31$34,315
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$286,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,026,656
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 name2015-12-31LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2015-12-31043108635
2014 : ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,348,346
Total of all expenses incurred2014-12-31$312,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$304,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$595,610
Value of total assets at end of year2014-12-31$12,519,767
Value of total assets at beginning of year2014-12-31$11,483,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,175
Total interest from all sources2014-12-31$86,540
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$20,702
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$20,702
Administrative expenses professional fees incurred2014-12-31$7,175
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$387,300
Participant contributions at end of year2014-12-31$7,814
Participant contributions at beginning of year2014-12-31$8,749
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,330
Total non interest bearing cash at end of year2014-12-31$156
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$1,036,213
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,519,767
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,483,554
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$9,956,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,131,013
Value of interest in pooled separate accounts at end of year2014-12-31$410,749
Value of interest in pooled separate accounts at beginning of year2014-12-31$350,091
Interest on participant loans2014-12-31$365
Interest earned on other investments2014-12-31$86,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,145,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,993,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$601,697
Net investment gain/loss from pooled separate accounts2014-12-31$43,797
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
Contributions received in cash from employer2014-12-31$204,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$304,958
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 name2014-12-31LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2014-12-31043108635
2013 : ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,361,495
Total of all expenses incurred2013-12-31$378,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$368,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$567,938
Value of total assets at end of year2013-12-31$11,483,554
Value of total assets at beginning of year2013-12-31$9,500,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,015
Total interest from all sources2013-12-31$80,965
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$15,322
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$15,322
Administrative expenses professional fees incurred2013-12-31$10,015
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$353,846
Participant contributions at end of year2013-12-31$8,749
Participant contributions at beginning of year2013-12-31$10,294
Participant contributions at beginning of year2013-12-31$3,583
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$16,930
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$1,983,038
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,483,554
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,500,516
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$9,131,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,253,345
Value of interest in pooled separate accounts at end of year2013-12-31$350,091
Value of interest in pooled separate accounts at beginning of year2013-12-31$304,453
Interest on participant loans2013-12-31$449
Interest earned on other investments2013-12-31$80,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,993,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,926,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,667,218
Net investment gain/loss from pooled separate accounts2013-12-31$30,052
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$197,162
Employer contributions (assets) at beginning of year2013-12-31$2,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$368,442
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 name2013-12-31LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2013-12-31043108635
2012 : ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,603,725
Total of all expenses incurred2012-12-31$727,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$719,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$598,370
Value of total assets at end of year2012-12-31$9,500,516
Value of total assets at beginning of year2012-12-31$8,624,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,657
Total interest from all sources2012-12-31$75,659
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$15,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$15,065
Administrative expenses professional fees incurred2012-12-31$7,657
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$388,958
Participant contributions at end of year2012-12-31$10,294
Participant contributions at beginning of year2012-12-31$13,303
Participant contributions at end of year2012-12-31$3,583
Participant contributions at beginning of year2012-12-31$5,222
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$922
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$876,324
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,500,516
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,624,192
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$7,253,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,397,603
Value of interest in pooled separate accounts at end of year2012-12-31$304,453
Value of interest in pooled separate accounts at beginning of year2012-12-31$286,060
Interest on participant loans2012-12-31$492
Interest earned on other investments2012-12-31$75,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,926,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,919,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$885,802
Net investment gain/loss from pooled separate accounts2012-12-31$28,829
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$208,490
Employer contributions (assets) at end of year2012-12-31$2,637
Employer contributions (assets) at beginning of year2012-12-31$2,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$719,744
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 name2012-12-31LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2012-12-31043108635
2011 : ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$681,950
Total of all expenses incurred2011-12-31$332,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$328,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$719,737
Value of total assets at end of year2011-12-31$8,624,192
Value of total assets at beginning of year2011-12-31$8,274,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,701
Total interest from all sources2011-12-31$74,011
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$11,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$11,535
Administrative expenses professional fees incurred2011-12-31$3,701
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$436,475
Participant contributions at end of year2011-12-31$13,303
Participant contributions at end of year2011-12-31$5,222
Participant contributions at beginning of year2011-12-31$5,109
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$57,201
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$349,700
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,624,192
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,274,492
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$6,397,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,223,914
Value of interest in pooled separate accounts at end of year2011-12-31$286,060
Value of interest in pooled separate accounts at beginning of year2011-12-31$244,478
Interest on participant loans2011-12-31$145
Interest earned on other investments2011-12-31$73,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,919,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,797,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-155,777
Net investment gain/loss from pooled separate accounts2011-12-31$32,444
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$226,061
Employer contributions (assets) at end of year2011-12-31$2,993
Employer contributions (assets) at beginning of year2011-12-31$3,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$328,549
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 name2011-12-31MOODY, FAMIGLIETTI & ANDRONICO LLP
Accountancy firm EIN2011-12-31043077056
2010 : ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,512,588
Total of all expenses incurred2010-12-31$358,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$357,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$703,259
Value of total assets at end of year2010-12-31$8,274,492
Value of total assets at beginning of year2010-12-31$7,120,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,251
Total interest from all sources2010-12-31$67,741
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$6,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$6,467
Administrative expenses professional fees incurred2010-12-31$1,251
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$445,956
Participant contributions at end of year2010-12-31$5,109
Participant contributions at beginning of year2010-12-31$12,020
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,606
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$472
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$1,153,598
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,274,492
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,120,894
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$6,223,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,130,482
Value of interest in pooled separate accounts at end of year2010-12-31$244,478
Value of interest in pooled separate accounts at beginning of year2010-12-31$210,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$67,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,797,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,760,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$707,087
Net investment gain/loss from pooled separate accounts2010-12-31$28,034
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$252,697
Employer contributions (assets) at end of year2010-12-31$3,393
Employer contributions (assets) at beginning of year2010-12-31$6,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$357,739
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 name2010-12-31MOODY, FAMIGLIETTI & ANDRONICO LLP
Accountancy firm EIN2010-12-31043077056
2009 : ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) 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 ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN

2022: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number372830
Policy instance 1
Insurance contract or identification number372830
Number of Individuals Covered155
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number372830
Policy instance 1
Insurance contract or identification number372830
Number of Individuals Covered162
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number372830
Policy instance 1
Insurance contract or identification number372830
Number of Individuals Covered160
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number372830
Policy instance 1
Insurance contract or identification number372830
Number of Individuals Covered162
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number372830
Policy instance 1
Insurance contract or identification number372830
Number of Individuals Covered168
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number372830
Policy instance 1
Insurance contract or identification number372830
Number of Individuals Covered171
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number372830, 372831
Policy instance 1
Insurance contract or identification number372830, 372831
Number of Individuals Covered176
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number372830, 372831
Policy instance 1
Insurance contract or identification number372830, 372831
Number of Individuals Covered184
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number372830, 372831
Policy instance 1
Insurance contract or identification number372830, 372831
Number of Individuals Covered190
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 number372830, 372831
Policy instance 1
Insurance contract or identification number372830, 372831
Number of Individuals Covered194
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number372830, 372831
Policy instance 1
Insurance contract or identification number372830, 372831
Number of Individuals Covered186
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number372830, 372831
Policy instance 1
Insurance contract or identification number372830, 372831
Number of Individuals Covered198
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3