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EMPLOYEE BENEFITS PLAN OF NATIONAL MULTIPLE SCLEROSIS SOCIETY CONNECTICUT CHAPTER 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF NATIONAL MULTIPLE SCLEROSIS SOCIETY CONNECTICUT CHAPTER
Plan identification number 001

EMPLOYEE BENEFITS PLAN OF NATIONAL MULTIPLE SCLEROSIS SOCIETY CONNECTICUT CHAPTER Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

NATIONAL MULTIPLE SCLEROSIS SOCIETY CONNECTICUT CHAPTER has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL MULTIPLE SCLEROSIS SOCIETY CONNECTICUT CHAPTER
Employer identification number (EIN):060792055
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF NATIONAL MULTIPLE SCLEROSIS SOCIETY CONNECTICUT CHAPTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-10-01LISA GERROL2016-09-15 LISA GERROL2016-09-15
0012014-10-01LISA GERROL2016-03-18 LISA GERROL2016-03-18
0012013-10-01LISA GERROL2015-03-17 LISA GERROL2015-03-17
0012012-10-01LISA GERROL2014-04-08 LISA GERROL2014-04-08
0012011-10-01LISA GERROL
0012009-10-01LISA GERROL
0012009-10-01LISA GERROL

Plan Statistics for EMPLOYEE BENEFITS PLAN OF NATIONAL MULTIPLE SCLEROSIS SOCIETY CONNECTICUT CHAPTER

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF NATIONAL MULTIPLE SCLEROSIS SOCIETY CONNECTICUT CHAPTER

Measure Date Value
2011: EMPLOYEE BENEFITS PLAN OF NATIONAL MULTIPLE SCLEROSIS SOCIETY CONNECTICUT CHAPTER 2011 401k membership
Total participants, beginning-of-year2011-10-014
Total number of active participants reported on line 7a of the Form 55002011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-014
Total of all active and inactive participants2011-10-014
Total participants2011-10-014
Number of participants with account balances2011-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: EMPLOYEE BENEFITS PLAN OF NATIONAL MULTIPLE SCLEROSIS SOCIETY CONNECTICUT CHAPTER 2009 401k membership
Total participants, beginning-of-year2009-10-015
Total number of active participants reported on line 7a of the Form 55002009-10-010
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-015
Total of all active and inactive participants2009-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-015
Number of participants with account balances2009-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on EMPLOYEE BENEFITS PLAN OF NATIONAL MULTIPLE SCLEROSIS SOCIETY CONNECTICUT CHAPTER

Measure Date Value
2012 : EMPLOYEE BENEFITS PLAN OF NATIONAL MULTIPLE SCLEROSIS SOCIETY CONNECTICUT CHAPTER 2012 401k financial data
Total income from all sources2012-09-30$17,209
Expenses. Total of all expenses incurred2012-09-30$72
Total plan assets at end of year2012-09-30$110,496
Total plan assets at beginning of year2012-09-30$93,359
Expenses. Other expenses not covered elsewhere2012-09-30$72
Other income received2012-09-30$17,209
Net income (gross income less expenses)2012-09-30$17,137
Net plan assets at end of year (total assets less liabilities)2012-09-30$110,496
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$93,359
2011 : EMPLOYEE BENEFITS PLAN OF NATIONAL MULTIPLE SCLEROSIS SOCIETY CONNECTICUT CHAPTER 2011 401k financial data
Total income from all sources2011-09-30$-809
Expenses. Total of all expenses incurred2011-09-30$3,139
Benefits paid (including direct rollovers)2011-09-30$3,045
Total plan assets at end of year2011-09-30$93,359
Total plan assets at beginning of year2011-09-30$97,307
Total contributions received or receivable from participants2011-09-30$0
Expenses. Other expenses not covered elsewhere2011-09-30$94
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$-809
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$-3,948
Net plan assets at end of year (total assets less liabilities)2011-09-30$93,359
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$97,307
Total contributions received or receivable from employer(s)2011-09-30$0

Form 5500 Responses for EMPLOYEE BENEFITS PLAN OF NATIONAL MULTIPLE SCLEROSIS SOCIETY CONNECTICUT CHAPTER

2011: EMPLOYEE BENEFITS PLAN OF NATIONAL MULTIPLE SCLEROSIS SOCIETY CONNECTICUT CHAPTER 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFITS PLAN OF NATIONAL MULTIPLE SCLEROSIS SOCIETY CONNECTICUT CHAPTER 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014988-C
Policy instance 1
Insurance contract or identification number014988-C
Number of Individuals Covered4
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014988-C
Policy instance 1
Insurance contract or identification number014988-C
Number of Individuals Covered4
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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