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HADASSAH RETIREMENT PLAN 401k Plan overview

Plan NameHADASSAH RETIREMENT PLAN
Plan identification number 001

HADASSAH RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.
Employer identification number (EIN):131656651
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1922-06-12
Company Identification Number: 17897
Legal Registered Office Address: ATTN LEGAL DEPARTMENT
40 WALL STREET
NEW YORK
United States of America (USA)
10005

More information about HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HADASSAH RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RONI SCHWARTZ
0012016-01-01RONI SCHWARTZ
0012015-01-01RONI SCHWARTZ
0012014-01-01RONI SCHWARTZ
0012013-01-01ELLYN LYONS
0012012-01-01ELLYN LYONS
0012011-01-01ELLYN LYONS
0012010-01-01ELLYN LYONS
0012009-01-01RICK ANNIS ELLYN LYONS2010-10-06

Plan Statistics for HADASSAH RETIREMENT PLAN

401k plan membership statisitcs for HADASSAH RETIREMENT PLAN

Measure Date Value
2022: HADASSAH RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01297
Total number of active participants reported on line 7a of the Form 55002022-01-01178
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01105
Total of all active and inactive participants2022-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01292
Number of participants with account balances2022-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: HADASSAH RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01328
Total number of active participants reported on line 7a of the Form 55002021-01-01171
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01118
Total of all active and inactive participants2021-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01297
Number of participants with account balances2021-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: HADASSAH RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01306
Total number of active participants reported on line 7a of the Form 55002020-01-01172
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-01150
Total of all active and inactive participants2020-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01328
Number of participants with account balances2020-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: HADASSAH RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01298
Total number of active participants reported on line 7a of the Form 55002019-01-01156
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01141
Total of all active and inactive participants2019-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01306
Number of participants with account balances2019-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: HADASSAH RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01306
Total number of active participants reported on line 7a of the Form 55002018-01-01140
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01148
Total of all active and inactive participants2018-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01298
Number of participants with account balances2018-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: HADASSAH RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01300
Total number of active participants reported on line 7a of the Form 55002017-01-01136
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-01155
Total of all active and inactive participants2017-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01300
Number of participants with account balances2017-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: HADASSAH RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01320
Total number of active participants reported on line 7a of the Form 55002016-01-01127
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01165
Total of all active and inactive participants2016-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01300
Number of participants with account balances2016-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: HADASSAH RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01323
Total number of active participants reported on line 7a of the Form 55002015-01-01146
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01170
Total of all active and inactive participants2015-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01320
Number of participants with account balances2015-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: HADASSAH RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01332
Total number of active participants reported on line 7a of the Form 55002014-01-01147
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01172
Total of all active and inactive participants2014-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01323
Number of participants with account balances2014-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: HADASSAH RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01311
Total number of active participants reported on line 7a of the Form 55002013-01-01149
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01182
Total of all active and inactive participants2013-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01332
Number of participants with account balances2013-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: HADASSAH RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01291
Total number of active participants reported on line 7a of the Form 55002012-01-01127
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01182
Total of all active and inactive participants2012-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01311
Number of participants with account balances2012-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: HADASSAH RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01292
Total number of active participants reported on line 7a of the Form 55002011-01-01114
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01176
Total of all active and inactive participants2011-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01291
Number of participants with account balances2011-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: HADASSAH RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01356
Total number of active participants reported on line 7a of the Form 55002010-01-01131
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01160
Total of all active and inactive participants2010-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01292
Number of participants with account balances2010-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: HADASSAH RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01380
Total number of active participants reported on line 7a of the Form 55002009-01-01201
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01155
Total of all active and inactive participants2009-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01356
Number of participants with account balances2009-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on HADASSAH RETIREMENT PLAN

Measure Date Value
2022 : HADASSAH RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,618,362
Total of all expenses incurred2022-12-31$925,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$873,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$903,832
Value of total assets at end of year2022-12-31$15,576,691
Value of total assets at beginning of year2022-12-31$18,120,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,825
Total interest from all sources2022-12-31$37,989
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$255,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$255,450
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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
Administrative expenses (other) incurred2022-12-31$12,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,543,647
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,576,691
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,120,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$39,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,253,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,885,419
Interest earned on other investments2022-12-31$37,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,323,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,234,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,815,633
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$903,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$873,460
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : HADASSAH RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,224,059
Total of all expenses incurred2021-12-31$680,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$624,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$837,844
Value of total assets at end of year2021-12-31$18,120,338
Value of total assets at beginning of year2021-12-31$15,576,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$55,548
Total interest from all sources2021-12-31$36,158
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$356,108
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$356,108
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$914,995
Amount contributed by the employer to the plan for this plan year2021-12-31$914,995
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$17,669
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$2,543,877
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,120,338
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,576,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$37,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,885,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,530,285
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest earned on other investments2021-12-31$36,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,234,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,046,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,993,949
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$837,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$624,634
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US, LLP
Accountancy firm EIN2021-12-31420714325
2020 : HADASSAH RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,773,149
Total of all expenses incurred2020-12-31$652,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$601,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$584,326
Value of total assets at end of year2020-12-31$15,576,461
Value of total assets at beginning of year2020-12-31$13,456,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$51,757
Total interest from all sources2020-12-31$23,904
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$246,388
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$246,388
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$616,508
Amount contributed by the employer to the plan for this plan year2020-12-31$616,508
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$15,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,120,366
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,576,461
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,456,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$36,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,530,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,648,962
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,783,304
Interest earned on other investments2020-12-31$23,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,046,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$23,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,909,591
Net investment gain/loss from pooled separate accounts2020-12-31$8,940
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$584,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$601,026
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31RSM US, LLP
Accountancy firm EIN2020-12-31420714325
2019 : HADASSAH RETIREMENT PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$201,997
Total transfer of assets from this plan2019-12-31$201,997
Total income from all sources (including contributions)2019-12-31$3,049,201
Total income from all sources (including contributions)2019-12-31$3,049,201
Total of all expenses incurred2019-12-31$826,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$780,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$780,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$619,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$619,072
Value of total assets at end of year2019-12-31$13,456,095
Value of total assets at end of year2019-12-31$13,456,095
Value of total assets at beginning of year2019-12-31$11,435,281
Value of total assets at beginning of year2019-12-31$11,435,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$46,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$46,083
Total interest from all sources2019-12-31$180
Total interest from all sources2019-12-31$180
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$205,232
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$205,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$205,232
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$205,232
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$796
Minimum employer required contribution for this plan year2019-12-31$740,428
Amount contributed by the employer to the plan for this plan year2019-12-31$739,632
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$10,476
Administrative expenses (other) incurred2019-12-31$10,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,222,811
Value of net income/loss2019-12-31$2,222,811
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,456,095
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,456,095
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,435,281
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,435,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$35,607
Investment advisory and management fees2019-12-31$35,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,648,962
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,648,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,638,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,638,663
Value of interest in pooled separate accounts at end of year2019-12-31$1,783,304
Value of interest in pooled separate accounts at end of year2019-12-31$1,783,304
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,665,861
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,665,861
Interest earned on other investments2019-12-31$180
Interest earned on other investments2019-12-31$180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$23,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$130,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$130,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,193,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,193,121
Net investment gain/loss from pooled separate accounts2019-12-31$31,596
Net investment gain/loss from pooled separate accounts2019-12-31$31,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$619,072
Contributions received in cash from employer2019-12-31$619,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$780,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$780,307
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US, LLP
Accountancy firm name2019-12-31RSM US, LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : HADASSAH RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$316,917
Total of all expenses incurred2018-12-31$931,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$879,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$813,704
Value of total assets at end of year2018-12-31$11,435,281
Value of total assets at beginning of year2018-12-31$12,049,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,375
Total interest from all sources2018-12-31$678
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$217,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$217,257
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$12
Minimum employer required contribution for this plan year2018-12-31$668,315
Amount contributed by the employer to the plan for this plan year2018-12-31$668,303
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$181,987
Administrative expenses (other) incurred2018-12-31$16,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-614,609
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,435,281
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,049,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$36,347
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,638,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,289,904
Value of interest in pooled separate accounts at end of year2018-12-31$1,665,861
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,715,638
Interest earned on other investments2018-12-31$678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$130,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$44,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-738,538
Net investment gain/loss from pooled separate accounts2018-12-31$23,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$631,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$879,151
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : HADASSAH RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$1,734
Total income from all sources (including contributions)2017-12-31$2,322,921
Total of all expenses incurred2017-12-31$829,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$779,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$668,131
Value of total assets at end of year2017-12-31$12,049,890
Value of total assets at beginning of year2017-12-31$10,554,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,777
Total interest from all sources2017-12-31$210
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$171,832
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$171,832
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$626,999
Amount contributed by the employer to the plan for this plan year2017-12-31$626,999
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$41,132
Administrative expenses (other) incurred2017-12-31$13,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,493,296
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,049,890
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,554,860
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
Investment advisory and management fees2017-12-31$36,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,289,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,717,705
Value of interest in pooled separate accounts at end of year2017-12-31$1,715,638
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,822,293
Interest earned on other investments2017-12-31$210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$44,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$14,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,463,910
Net investment gain/loss from pooled separate accounts2017-12-31$18,838
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$626,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$779,848
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : HADASSAH RETIREMENT PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$2,920
Total income from all sources (including contributions)2016-12-31$1,324,606
Total of all expenses incurred2016-12-31$1,296,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,252,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$627,447
Value of total assets at end of year2016-12-31$10,554,860
Value of total assets at beginning of year2016-12-31$10,530,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$44,752
Total interest from all sources2016-12-31$59
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$137,432
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$137,432
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$627,447
Amount contributed by the employer to the plan for this plan year2016-12-31$627,447
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$11,896
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$27,659
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,554,860
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,530,121
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
Investment advisory and management fees2016-12-31$32,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,717,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,962,039
Value of interest in pooled separate accounts at end of year2016-12-31$1,822,293
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,544,010
Interest earned on other investments2016-12-31$59
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$14,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$24,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$538,918
Net investment gain/loss from pooled separate accounts2016-12-31$20,750
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$627,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,252,195
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : HADASSAH RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$733,760
Total of all expenses incurred2015-12-31$1,118,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,073,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$643,042
Value of total assets at end of year2015-12-31$10,530,121
Value of total assets at beginning of year2015-12-31$10,914,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,753
Total interest from all sources2015-12-31$72
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$137,922
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$137,922
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$643,042
Amount contributed by the employer to the plan for this plan year2015-12-31$643,042
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$13,117
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$10,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-384,252
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,530,121
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,914,373
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
Investment advisory and management fees2015-12-31$31,636
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,962,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,358,707
Value of interest in pooled separate accounts at end of year2015-12-31$1,544,010
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,510,263
Interest earned on other investments2015-12-31$72
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$24,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$34,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-65,223
Net investment gain/loss from pooled separate accounts2015-12-31$17,947
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$643,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,073,259
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : HADASSAH RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,334,122
Total of all expenses incurred2014-12-31$832,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$782,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$607,275
Value of total assets at end of year2014-12-31$10,914,373
Value of total assets at beginning of year2014-12-31$10,412,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$49,906
Total interest from all sources2014-12-31$20,353
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$161,670
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$161,670
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$607,275
Amount contributed by the employer to the plan for this plan year2014-12-31$607,275
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$8,936
Total non interest bearing cash at end of year2014-12-31$10,568
Total non interest bearing cash at beginning of year2014-12-31$8,500
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$501,967
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,914,373
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,412,406
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
Investment advisory and management fees2014-12-31$40,970
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,358,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,417,337
Value of interest in pooled separate accounts at end of year2014-12-31$1,510,263
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest earned on other investments2014-12-31$20,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$34,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$986,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$544,824
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$607,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$782,249
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : HADASSAH RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,158,090
Total of all expenses incurred2013-12-31$241,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$236,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$577,330
Value of total assets at end of year2013-12-31$10,412,406
Value of total assets at beginning of year2013-12-31$8,496,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,311
Total interest from all sources2013-12-31$28,284
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$146,124
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$146,124
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$577,330
Amount contributed by the employer to the plan for this plan year2013-12-31$577,330
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$5,311
Total non interest bearing cash at end of year2013-12-31$8,500
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,916,294
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,412,406
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,496,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,417,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,516,643
Interest earned on other investments2013-12-31$28,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$986,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$979,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,406,352
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$577,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$236,485
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : HADASSAH RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,272,424
Total of all expenses incurred2012-12-31$1,232,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,224,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$466,579
Value of total assets at end of year2012-12-31$8,496,112
Value of total assets at beginning of year2012-12-31$8,455,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,921
Total interest from all sources2012-12-31$29,626
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$136,094
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$136,094
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$466,579
Amount contributed by the employer to the plan for this plan year2012-12-31$466,579
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$7,921
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$40,282
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,496,112
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,455,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,516,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,290,072
Interest earned on other investments2012-12-31$29,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$979,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,165,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$640,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$466,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,224,221
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : HADASSAH RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$7,474
Total income from all sources (including contributions)2011-12-31$560,572
Total of all expenses incurred2011-12-31$861,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$852,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$562,335
Value of total assets at end of year2011-12-31$8,455,830
Value of total assets at beginning of year2011-12-31$8,748,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,707
Total interest from all sources2011-12-31$33,814
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$119,127
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$119,127
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$562,335
Amount contributed by the employer to the plan for this plan year2011-12-31$562,335
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$8,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-300,483
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,455,830
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,748,839
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$7,290,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,572,875
Interest earned on other investments2011-12-31$33,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,165,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,175,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-154,704
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$562,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$852,348
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : HADASSAH RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,418,212
Total of all expenses incurred2010-12-31$468,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$458,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$622,643
Value of total assets at end of year2010-12-31$8,748,839
Value of total assets at beginning of year2010-12-31$7,798,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,775
Total interest from all sources2010-12-31$34,823
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$117,061
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$117,061
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$622,643
Amount contributed by the employer to the plan for this plan year2010-12-31$622,643
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$9,775
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$949,892
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,748,839
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,798,947
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$7,572,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,668,554
Interest earned on other investments2010-12-31$34,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,175,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,130,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$643,685
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$622,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$458,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : HADASSAH RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$659,084
Amount contributed by the employer to the plan for this plan year2009-12-31$659,084

Form 5500 Responses for HADASSAH RETIREMENT PLAN

2022: HADASSAH RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HADASSAH RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HADASSAH RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HADASSAH RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HADASSAH RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HADASSAH RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HADASSAH RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HADASSAH RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HADASSAH RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HADASSAH RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HADASSAH RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HADASSAH RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HADASSAH RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HADASSAH RETIREMENT 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080135-00001
Policy instance 2
Insurance contract or identification numberTA080135-00001
Number of Individuals Covered282
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135-00001
Policy instance 1
Insurance contract or identification numberTA080135-00001
Number of Individuals Covered282
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080135-00001
Policy instance 2
Insurance contract or identification numberTA080135-00001
Number of Individuals Covered287
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135-00001
Policy instance 1
Insurance contract or identification numberTA080135-00001
Number of Individuals Covered287
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080135-00001
Policy instance 2
Insurance contract or identification numberTA080135-00001
Number of Individuals Covered306
Insurance policy start date2020-04-29
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135-00001
Policy instance 1
Insurance contract or identification numberTA080135-00001
Number of Individuals Covered306
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135-00001
Policy instance 1
Insurance contract or identification numberTA080135-00001
Number of Individuals Covered300
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135-00001
Policy instance 1
Insurance contract or identification numberTA080135-00001
Number of Individuals Covered294
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135-00001
Policy instance 1
Insurance contract or identification numberTA080135-00001
Number of Individuals Covered290
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135-00001
Policy instance 1
Insurance contract or identification numberTA080135-00001
Number of Individuals Covered298
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135-00001
Policy instance 1
Insurance contract or identification numberTA080135-00001
Number of Individuals Covered298
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135-00001
Policy instance 1
Insurance contract or identification numberTA080135-00001
Number of Individuals Covered308
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135-00001
Policy instance 1
Insurance contract or identification numberTA080135-00001
Number of Individuals Covered289
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $247
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $247
Insurance broker organization code?3
Insurance broker nameUSI SECURITIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135-00001
Policy instance 1
Insurance contract or identification numberTA080135-00001
Number of Individuals Covered274
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $988
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135-00001
Policy instance 1
Insurance contract or identification numberTA080135-00001
Number of Individuals Covered292
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,393
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,393
Insurance broker organization code?3
Insurance broker nameUSI SECURITIES, INC.

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