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METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameMETROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN
Plan identification number 001

METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

METROPOLITAN BOSTON HOUSING PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:METROPOLITAN BOSTON HOUSING PARTNERSHIP
Employer identification number (EIN):042775991
NAIC Classification:624200

Additional information about METROPOLITAN BOSTON HOUSING PARTNERSHIP

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number: 042775991

More information about METROPOLITAN BOSTON HOUSING PARTNERSHIP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ANNE ROUSSEAU2023-10-09
0012021-01-01
0012020-01-01ANNE ROUSSEAU2021-09-27
0012019-01-01ANNE ROUSSEAU2020-09-17
0012018-01-01ANNE ROUSSEAU2019-09-22
0012017-01-01
0012016-01-01ANNE ROUSSEAU
0012015-01-01ANNE ROUSSEAU
0012014-01-01ANNE M ROUSSEAU
0012013-01-01ANNE M ROUSSEAU
0012012-01-01ANNE M ROUSSEAU ANNE M ROUSSEAU2013-09-03
0012011-01-01ANNE M. ROUSSEAU ANNE M. ROUSSEAU2012-08-09
0012009-01-01ANNE ROUSSEAU

Plan Statistics for METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01328
Total number of active participants reported on line 7a of the Form 55002022-01-01233
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0190
Total of all active and inactive participants2022-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01325
Number of participants with account balances2022-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01249
Total number of active participants reported on line 7a of the Form 55002021-01-01247
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0180
Total of all active and inactive participants2021-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01328
Number of participants with account balances2021-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01161
Total number of active participants reported on line 7a of the Form 55002020-01-01189
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0160
Total of all active and inactive participants2020-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01249
Number of participants with account balances2020-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01184
Total number of active participants reported on line 7a of the Form 55002019-01-01145
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01183
Number of participants with account balances2019-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01165
Total number of active participants reported on line 7a of the Form 55002018-01-01152
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01184
Number of participants with account balances2018-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01160
Total number of active participants reported on line 7a of the Form 55002017-01-01140
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01165
Number of participants with account balances2017-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01190
Total number of active participants reported on line 7a of the Form 55002016-01-01137
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01160
Number of participants with account balances2016-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01252
Total number of active participants reported on line 7a of the Form 55002015-01-01161
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01190
Number of participants with account balances2015-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01256
Total number of active participants reported on line 7a of the Form 55002014-01-01148
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01104
Total of all active and inactive participants2014-01-01252
Total participants2014-01-01252
Number of participants with account balances2014-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01273
Total number of active participants reported on line 7a of the Form 55002013-01-01149
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01107
Total of all active and inactive participants2013-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01256
Number of participants with account balances2013-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01265
Total number of active participants reported on line 7a of the Form 55002012-01-01161
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01112
Total of all active and inactive participants2012-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01273
Number of participants with account balances2012-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01245
Total number of active participants reported on line 7a of the Form 55002011-01-01146
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01119
Total of all active and inactive participants2011-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01265
Number of participants with account balances2011-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01235
Total number of active participants reported on line 7a of the Form 55002009-01-01117
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01128
Total of all active and inactive participants2009-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01245
Number of participants with account balances2009-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022 : METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-614,776
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$506,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$457,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$950,527
Value of total assets at end of year2022-12-31$9,008,828
Value of total assets at beginning of year2022-12-31$10,130,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,462
Total interest from all sources2022-12-31$546,094
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$615,268
Participant contributions at end of year2022-12-31$126,558
Participant contributions at beginning of year2022-12-31$113,146
Participant contributions at end of year2022-12-31$19,391
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$47,195
Total non interest bearing cash at end of year2022-12-31$2
Total non interest bearing cash at beginning of year2022-12-31$29,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,121,261
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,008,828
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,130,089
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$7,454,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,803,621
Interest on participant loans2022-12-31$3,653
Interest earned on other investments2022-12-31$542,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,379,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,176,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,111,397
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$288,064
Employer contributions (assets) at end of year2022-12-31$29,101
Employer contributions (assets) at beginning of year2022-12-31$7,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$457,023
Contract administrator fees2022-12-31$49,462
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31DANIEL DENNIS AND COMPANY LLP
Accountancy firm EIN2022-12-31042734675
2021 : METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,064,044
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$897,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$854,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$816,005
Value of total assets at end of year2021-12-31$10,130,089
Value of total assets at beginning of year2021-12-31$8,963,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$43,123
Total interest from all sources2021-12-31$33,439
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$509,358
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$509,358
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$557,262
Participant contributions at end of year2021-12-31$113,146
Participant contributions at beginning of year2021-12-31$127,061
Participant contributions at beginning of year2021-12-31$13,703
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$49,580
Total non interest bearing cash at end of year2021-12-31$29,559
Total non interest bearing cash at beginning of year2021-12-31$2
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$1,166,813
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,130,089
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,963,276
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$8,803,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,647,283
Interest on participant loans2021-12-31$4,163
Interest earned on other investments2021-12-31$29,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,176,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,168,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$705,242
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$209,163
Employer contributions (assets) at end of year2021-12-31$7,439
Employer contributions (assets) at beginning of year2021-12-31$6,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$854,108
Contract administrator fees2021-12-31$43,123
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31DANIEL DENNIS AND COMPANY LLP
Accountancy firm EIN2021-12-31042734675
2020 : METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,819,462
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,084,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,052,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$676,116
Value of total assets at end of year2020-12-31$8,963,276
Value of total assets at beginning of year2020-12-31$8,228,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,930
Total interest from all sources2020-12-31$36,437
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$272,770
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$272,770
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$450,942
Participant contributions at end of year2020-12-31$127,061
Participant contributions at beginning of year2020-12-31$108,585
Participant contributions at end of year2020-12-31$13,703
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,085
Total non interest bearing cash at end of year2020-12-31$2
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$735,257
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,963,276
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,228,019
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,647,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,824,877
Interest on participant loans2020-12-31$3,763
Interest earned on other investments2020-12-31$32,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,168,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,294,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$834,139
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$216,089
Employer contributions (assets) at end of year2020-12-31$6,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,052,275
Contract administrator fees2020-12-31$31,930
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 name2020-12-31DANIEL DENNIS AND COMPANY LLP
Accountancy firm EIN2020-12-31042734675
2019 : METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,886,886
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$364,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$333,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$541,796
Value of total assets at end of year2019-12-31$8,228,019
Value of total assets at beginning of year2019-12-31$6,705,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,837
Total interest from all sources2019-12-31$39,656
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$233,528
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$233,528
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$363,041
Participant contributions at end of year2019-12-31$108,585
Participant contributions at beginning of year2019-12-31$117,439
Participant contributions at beginning of year2019-12-31$10,453
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$997
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,501
Total non interest bearing cash at beginning of year2019-12-31$2
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$1,522,727
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,228,019
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,705,292
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,824,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,402,666
Interest on participant loans2019-12-31$5,144
Interest earned on other investments2019-12-31$34,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,294,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,167,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,071,906
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$177,758
Employer contributions (assets) at beginning of year2019-12-31$5,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$333,322
Contract administrator fees2019-12-31$30,837
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 name2019-12-31DANIEL DENNIS AND COMPANY, LLP
Accountancy firm EIN2019-12-31042734675
2018 : METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$182,320
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$247,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$219,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$477,307
Value of total assets at end of year2018-12-31$6,705,292
Value of total assets at beginning of year2018-12-31$6,770,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,906
Total interest from all sources2018-12-31$312,149
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$320,053
Participant contributions at end of year2018-12-31$117,439
Participant contributions at beginning of year2018-12-31$124,662
Participant contributions at end of year2018-12-31$10,453
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$23,138
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,501
Total non interest bearing cash at end of year2018-12-31$2
Total non interest bearing cash at beginning of year2018-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-65,072
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,705,292
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,770,364
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$5,402,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,566,233
Interest earned on other investments2018-12-31$312,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,167,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,079,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-607,136
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$134,116
Employer contributions (assets) at end of year2018-12-31$5,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$219,486
Contract administrator fees2018-12-31$27,906
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 name2018-12-31DANIEL DENNIS AND COMPANY LLP
Accountancy firm EIN2018-12-31042734675
2017 : METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,302,210
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$469,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$445,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$404,973
Value of total assets at end of year2017-12-31$6,770,364
Value of total assets at beginning of year2017-12-31$5,937,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,745
Total interest from all sources2017-12-31$32,832
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$161,285
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$161,285
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$308,355
Participant contributions at end of year2017-12-31$124,662
Participant contributions at beginning of year2017-12-31$126,084
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,121
Total non interest bearing cash at end of year2017-12-31$3
Total non interest bearing cash at beginning of year2017-12-31$2
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$832,662
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,770,364
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,937,702
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$5,566,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,581,102
Interest on participant loans2017-12-31$2,537
Interest earned on other investments2017-12-31$30,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,079,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,230,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$703,120
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$92,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$445,803
Contract administrator fees2017-12-31$23,745
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 name2017-12-31DANIEL DENNIS AND COMPANY LLP
Accountancy firm EIN2017-12-31042734675
2016 : METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$771,192
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$238,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$218,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$402,417
Value of total assets at end of year2016-12-31$5,937,702
Value of total assets at beginning of year2016-12-31$5,405,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,431
Total interest from all sources2016-12-31$32,460
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$122,171
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$122,171
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 period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$309,396
Participant contributions at end of year2016-12-31$126,084
Participant contributions at beginning of year2016-12-31$96,096
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,945
Total non interest bearing cash at end of year2016-12-31$2
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$532,299
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,937,702
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,405,403
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$4,581,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,121,569
Interest on participant loans2016-12-31$1,498
Interest earned on other investments2016-12-31$30,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,230,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,187,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$214,144
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$87,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$218,462
Contract administrator fees2016-12-31$20,431
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 name2016-12-31DANIEL DENNIS AND COMPANY LLP
Accountancy firm EIN2016-12-31042734675
2015 : METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$391,723
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$147,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$133,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$407,499
Value of total assets at end of year2015-12-31$5,405,403
Value of total assets at beginning of year2015-12-31$5,160,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,332
Total interest from all sources2015-12-31$33,047
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$129,028
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$129,028
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 period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$320,118
Participant contributions at end of year2015-12-31$96,096
Participant contributions at beginning of year2015-12-31$101,547
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,339
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$244,611
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,405,403
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,160,792
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$4,121,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,599,123
Interest on participant loans2015-12-31$1,577
Interest earned on other investments2015-12-31$31,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,187,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,460,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-177,851
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$80,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$133,780
Contract administrator fees2015-12-31$13,332
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31DANIEL DENNIS AND COMPANY LLP
Accountancy firm EIN2015-12-31042734675
2014 : METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$657,380
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$391,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$368,855
Expenses. Certain deemed distributions of participant loans2014-12-31$2,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$368,509
Value of total assets at end of year2014-12-31$5,160,792
Value of total assets at beginning of year2014-12-31$4,895,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,487
Total interest from all sources2014-12-31$33,546
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$109,251
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$109,251
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$294,211
Participant contributions at end of year2014-12-31$101,547
Participant contributions at beginning of year2014-12-31$123,600
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$500
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$265,637
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,160,792
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,895,155
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$3,599,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,395,504
Interest on participant loans2014-12-31$1,712
Interest earned on other investments2014-12-31$31,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,460,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,376,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$146,074
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$73,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$368,855
Contract administrator fees2014-12-31$20,487
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 name2014-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2014-12-31042734675
2013 : METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$985,638
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$167,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$149,124
Expenses. Certain deemed distributions of participant loans2013-12-31$1,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$344,446
Value of total assets at end of year2013-12-31$4,895,155
Value of total assets at beginning of year2013-12-31$4,076,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,821
Total interest from all sources2013-12-31$36,720
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$78,290
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$78,290
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$270,130
Participant contributions at end of year2013-12-31$123,600
Participant contributions at beginning of year2013-12-31$94,469
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$727
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$818,446
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,895,155
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,076,709
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$3,395,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,429,280
Interest on participant loans2013-12-31$714
Interest earned on other investments2013-12-31$36,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,376,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,552,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$526,182
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$73,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$149,124
Contract administrator fees2013-12-31$16,821
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 name2013-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2013-12-31042734675
2012 : METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,551
Total income from all sources (including contributions)2012-12-31$691,475
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$241,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$204,950
Expenses. Certain deemed distributions of participant loans2012-12-31$19,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$346,225
Value of total assets at end of year2012-12-31$4,076,709
Value of total assets at beginning of year2012-12-31$3,628,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,083
Total interest from all sources2012-12-31$36,288
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$49,400
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$49,400
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$264,220
Participant contributions at end of year2012-12-31$94,469
Participant contributions at beginning of year2012-12-31$115,355
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,204
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,551
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,551
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$450,441
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,076,709
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,626,268
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$2,429,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,109,881
Interest on participant loans2012-12-31$223
Interest earned on other investments2012-12-31$36,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,235
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,552,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,397,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$259,562
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$72,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$204,950
Contract administrator fees2012-12-31$17,083
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 name2012-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2012-12-31042734675
2011 : METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,551
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,577
Total income from all sources (including contributions)2011-12-31$383,875
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$226,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$178,169
Expenses. Certain deemed distributions of participant loans2011-12-31$36,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$383,750
Value of total assets at end of year2011-12-31$3,628,819
Value of total assets at beginning of year2011-12-31$3,470,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,416
Total interest from all sources2011-12-31$39,022
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$33,238
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$33,238
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000,000
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$263,849
Participant contributions at end of year2011-12-31$115,355
Participant contributions at beginning of year2011-12-31$101,321
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$45,173
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,551
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,551
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,577
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$157,864
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,626,268
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,468,404
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$2,109,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,112,212
Interest on participant loans2011-12-31$475
Interest earned on other investments2011-12-31$38,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$14,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$14,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,397,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,240,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-72,135
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$74,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$178,169
Contract administrator fees2011-12-31$11,416
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 name2011-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2011-12-31042734675
2010 : METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,577
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,074
Total income from all sources (including contributions)2010-12-31$758,479
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$143,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$135,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$434,421
Value of total assets at end of year2010-12-31$3,470,981
Value of total assets at beginning of year2010-12-31$2,855,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,221
Total interest from all sources2010-12-31$38,497
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$29,334
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$29,334
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000,000
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$270,447
Participant contributions at end of year2010-12-31$101,321
Participant contributions at beginning of year2010-12-31$117,984
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$82,458
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,577
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,309
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,074
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$615,064
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,468,404
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,853,340
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$2,112,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,679,368
Interest on participant loans2010-12-31$442
Interest earned on other investments2010-12-31$38,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$14,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,240,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,052,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$256,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$81,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$135,194
Contract administrator fees2010-12-31$8,221
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 name2010-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2010-12-31042734675
2009 : METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY 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 METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN

2022: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: METROPOLITAN BOSTON HOUSING PARTNERSHIP TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809814
Policy instance 2
Insurance contract or identification number809814
Number of Individuals Covered325
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891564+006
Policy instance 1
Insurance contract or identification number891564+006
Number of Individuals Covered89
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,516
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,516
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891564+006
Policy instance 1
Insurance contract or identification number891564+006
Number of Individuals Covered91
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,630
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,630
Insurance broker organization code?4
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809814
Policy instance 2
Insurance contract or identification number809814
Number of Individuals Covered328
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891564+006
Policy instance 1
Insurance contract or identification number891564+006
Number of Individuals Covered54
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,736
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,736
Insurance broker organization code?4
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809814
Policy instance 2
Insurance contract or identification number809814
Number of Individuals Covered249
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891564+006
Policy instance 1
Insurance contract or identification number891564+006
Number of Individuals Covered95
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,822
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,822
Insurance broker organization code?4
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809814
Policy instance 2
Insurance contract or identification number809814
Number of Individuals Covered183
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891564+006
Policy instance 1
Insurance contract or identification number891564+006
Number of Individuals Covered98
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,911
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,911
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809814
Policy instance 2
Insurance contract or identification number809814
Number of Individuals Covered165
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberMBHP-001
Policy instance 2
Insurance contract or identification numberMBHP-001
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891564+006
Policy instance 1
Insurance contract or identification number891564+006
Number of Individuals Covered107
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,682
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,682
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809818
Policy instance 3
Insurance contract or identification number809818
Number of Individuals Covered190
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberMBHP-001
Policy instance 2
Insurance contract or identification numberMBHP-001
Number of Individuals Covered74
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891564+006
Policy instance 1
Insurance contract or identification number891564+006
Number of Individuals Covered112
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,800
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,800
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberMBHP-001
Policy instance 2
Insurance contract or identification numberMBHP-001
Number of Individuals Covered74
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891564+006
Policy instance 1
Insurance contract or identification number891564+006
Number of Individuals Covered120
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,856
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,856
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891564-006
Policy instance 1
Insurance contract or identification number891564-006
Number of Individuals Covered125
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,775
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,775
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS COR
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893019-007
Policy instance 2
Insurance contract or identification number893019-007
Number of Individuals Covered93
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891564-006
Policy instance 2
Insurance contract or identification number891564-006
Number of Individuals Covered133
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,353
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893019-007
Policy instance 1
Insurance contract or identification number893019-007
Number of Individuals Covered98
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891564-006
Policy instance 2
Insurance contract or identification number891564-006
Number of Individuals Covered146
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893019-007
Policy instance 1
Insurance contract or identification number893019-007
Number of Individuals Covered96
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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