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MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameMANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN
Plan identification number 001

MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

MANHATTAN SCHOOL OF MUSIC has sponsored the creation of one or more 401k plans.

Company Name:MANHATTAN SCHOOL OF MUSIC
Employer identification number (EIN):131656667
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROSINA BARBA2023-10-04
0012021-01-01TANGELLA S. MADDOX2022-09-30
0012020-01-01TANGELLA S. MADDOX2021-10-14
0012019-01-01HELEN T. OUELLETTE2020-10-13
0012018-01-01GARY MEYER2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JAMES GANDRE
0012013-01-01PAUL KELLEHER
0012012-01-01PAUL KELLEHER
0012011-07-01PAUL KELLEHER
0012009-07-01PAUL KELLEHER PAUL KELLEHER2011-04-15

Plan Statistics for MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN

Measure Date Value
2022: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01987
Total number of active participants reported on line 7a of the Form 55002022-01-01888
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01245
Total of all active and inactive participants2022-01-011,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,133
Number of participants with account balances2022-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01962
Total number of active participants reported on line 7a of the Form 55002021-01-01730
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01257
Total of all active and inactive participants2021-01-01987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01987
Number of participants with account balances2021-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01937
Total number of active participants reported on line 7a of the Form 55002020-01-01714
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01248
Total of all active and inactive participants2020-01-01962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01962
Number of participants with account balances2020-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,014
Total number of active participants reported on line 7a of the Form 55002019-01-01710
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01227
Total of all active and inactive participants2019-01-01937
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01937
Number of participants with account balances2019-01-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01963
Total number of active participants reported on line 7a of the Form 55002018-01-01777
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01237
Total of all active and inactive participants2018-01-011,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,014
Number of participants with account balances2018-01-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01974
Total number of active participants reported on line 7a of the Form 55002017-01-01739
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01224
Total of all active and inactive participants2017-01-01963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01963
Number of participants with account balances2017-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01931
Total number of active participants reported on line 7a of the Form 55002016-01-01753
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01220
Total of all active and inactive participants2016-01-01973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01974
Number of participants with account balances2016-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01974
Total number of active participants reported on line 7a of the Form 55002015-01-01707
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01223
Total of all active and inactive participants2015-01-01930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01931
Number of participants with account balances2015-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01988
Total number of active participants reported on line 7a of the Form 55002014-01-01750
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01224
Total of all active and inactive participants2014-01-01974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01974
Number of participants with account balances2014-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01905
Total number of active participants reported on line 7a of the Form 55002013-01-01766
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01220
Total of all active and inactive participants2013-01-01986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01988
Number of participants with account balances2013-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01854
Total number of active participants reported on line 7a of the Form 55002012-01-01694
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01211
Total of all active and inactive participants2012-01-01905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01905
Number of participants with account balances2012-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01535
Total number of active participants reported on line 7a of the Form 55002011-07-01632
Number of other retired or separated participants entitled to future benefits2011-07-01222
Total of all active and inactive participants2011-07-01854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01854
Number of participants with account balances2011-07-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01470
Total number of active participants reported on line 7a of the Form 55002009-07-01290
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01203
Total of all active and inactive participants2009-07-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01493
Number of participants with account balances2009-07-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,954,244
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,828,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,716,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,881,343
Value of total assets at end of year2022-12-31$52,434,065
Value of total assets at beginning of year2022-12-31$61,216,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$111,766
Total interest from all sources2022-12-31$445,972
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,160,616
Participant contributions at end of year2022-12-31$126,395
Participant contributions at beginning of year2022-12-31$108,486
Administrative expenses (other) incurred2022-12-31$111,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,782,844
Value of net assets at end of year (total assets less liabilities)2022-12-31$52,434,065
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,216,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$38,036,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,884,629
Value of interest in pooled separate accounts at end of year2022-12-31$1,230,780
Value of interest in pooled separate accounts at beginning of year2022-12-31$983,874
Interest on participant loans2022-12-31$4,749
Interest earned on other investments2022-12-31$441,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,583,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,006,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,063,860
Net investment gain/loss from pooled separate accounts2022-12-31$-5,217,699
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$720,727
Employer contributions (assets) at end of year2022-12-31$456,324
Employer contributions (assets) at beginning of year2022-12-31$233,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,716,834
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 name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,421,220
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,646,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,516,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,662,204
Value of total assets at end of year2021-12-31$61,216,909
Value of total assets at beginning of year2021-12-31$56,442,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$130,906
Total interest from all sources2021-12-31$396,370
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,605,351
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$2,605,351
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,173,478
Participant contributions at end of year2021-12-31$108,486
Participant contributions at beginning of year2021-12-31$90,747
Administrative expenses (other) incurred2021-12-31$130,906
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$4,774,298
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,216,909
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$56,442,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$47,884,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$42,690,872
Value of interest in pooled separate accounts at end of year2021-12-31$983,874
Value of interest in pooled separate accounts at beginning of year2021-12-31$877,848
Interest on participant loans2021-12-31$4,445
Interest earned on other investments2021-12-31$391,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,006,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,558,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,603,357
Net investment gain/loss from pooled separate accounts2021-12-31$153,938
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$488,726
Employer contributions (assets) at end of year2021-12-31$233,108
Employer contributions (assets) at beginning of year2021-12-31$224,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,516,016
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 name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,574,090
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,877,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,786,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,935,203
Value of total assets at end of year2020-12-31$56,442,611
Value of total assets at beginning of year2020-12-31$51,746,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$91,677
Total interest from all sources2020-12-31$438,222
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$795,448
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$795,448
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,162,151
Participant contributions at end of year2020-12-31$90,747
Participant contributions at beginning of year2020-12-31$90,515
Administrative expenses (other) incurred2020-12-31$91,677
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$4,696,347
Value of net assets at end of year (total assets less liabilities)2020-12-31$56,442,611
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$51,746,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$42,690,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$38,136,336
Value of interest in pooled separate accounts at end of year2020-12-31$877,848
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,145,158
Interest on participant loans2020-12-31$3,953
Interest earned on other investments2020-12-31$434,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,558,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,872,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,415,463
Net investment gain/loss from pooled separate accounts2020-12-31$-10,246
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$773,052
Employer contributions (assets) at end of year2020-12-31$224,521
Employer contributions (assets) at beginning of year2020-12-31$501,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,786,066
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 name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,791,249
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,633,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,542,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,299,241
Value of total assets at end of year2019-12-31$51,746,264
Value of total assets at beginning of year2019-12-31$44,588,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$91,246
Total interest from all sources2019-12-31$1,099,852
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,392,156
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$6,392,156
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,265,539
Participant contributions at end of year2019-12-31$90,515
Participant contributions at beginning of year2019-12-31$84,859
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$7,157,656
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,746,264
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$44,588,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$91,246
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$38,136,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,293,762
Value of interest in pooled separate accounts at end of year2019-12-31$1,145,158
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,110,160
Interest on participant loans2019-12-31$3,223
Interest earned on other investments2019-12-31$1,096,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,872,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,643,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,033,702
Employer contributions (assets) at end of year2019-12-31$501,644
Employer contributions (assets) at beginning of year2019-12-31$455,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,542,347
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$360,789
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,946,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,862,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,293,615
Value of total assets at end of year2018-12-31$44,588,608
Value of total assets at beginning of year2018-12-31$46,173,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$83,306
Total interest from all sources2018-12-31$423,702
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,462,269
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$1,462,269
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,176,426
Participant contributions at end of year2018-12-31$84,859
Participant contributions at beginning of year2018-12-31$128,053
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$129,487
Other income not declared elsewhere2018-12-31$2,352
Administrative expenses (other) incurred2018-12-31$83,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,585,366
Value of net assets at end of year (total assets less liabilities)2018-12-31$44,588,608
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$46,173,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$31,293,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$33,460,632
Value of interest in pooled separate accounts at end of year2018-12-31$1,110,160
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,009,217
Interest on participant loans2018-12-31$3,955
Interest earned on other investments2018-12-31$419,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,643,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,110,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,867,789
Net investment gain/loss from pooled separate accounts2018-12-31$46,640
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$987,702
Employer contributions (assets) at end of year2018-12-31$455,998
Employer contributions (assets) at beginning of year2018-12-31$465,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,862,849
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 name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,198,664
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,344,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,271,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,362,151
Value of total assets at end of year2017-12-31$46,173,974
Value of total assets at beginning of year2017-12-31$41,320,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$73,009
Total interest from all sources2017-12-31$408,165
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$981,045
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$981,045
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,106,529
Participant contributions at end of year2017-12-31$128,053
Participant contributions at beginning of year2017-12-31$119,378
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$582,716
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$261,834
Other income not declared elsewhere2017-12-31$3,006
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$4,853,678
Value of net assets at end of year (total assets less liabilities)2017-12-31$46,173,974
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$41,320,296
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$71,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$33,460,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,876,280
Value of interest in pooled separate accounts at end of year2017-12-31$1,009,217
Value of interest in pooled separate accounts at beginning of year2017-12-31$979,485
Interest on participant loans2017-12-31$3,432
Interest earned on other investments2017-12-31$404,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,110,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,291,157
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$409,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,401,690
Net investment gain/loss from pooled separate accounts2017-12-31$42,607
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$993,788
Employer contributions (assets) at end of year2017-12-31$465,753
Employer contributions (assets) at beginning of year2017-12-31$471,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,862,926
Contract administrator fees2017-12-31$2,001
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 name2017-12-31CROWE HORWATH LLP
Accountancy firm EIN2017-12-31350921680
2016 : MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,550,806
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,102,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,043,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,076,430
Value of total assets at end of year2016-12-31$41,320,296
Value of total assets at beginning of year2016-12-31$38,872,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$58,861
Total interest from all sources2016-12-31$629,926
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$383,233
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$383,233
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,062,683
Participant contributions at end of year2016-12-31$119,378
Participant contributions at beginning of year2016-12-31$158,457
Assets. Other investments not covered elsewhere at end of year2016-12-31$582,716
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,448,274
Value of net assets at end of year (total assets less liabilities)2016-12-31$41,320,296
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,872,022
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$57,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,876,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,336,943
Value of interest in pooled separate accounts at end of year2016-12-31$979,485
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,068,375
Interest on participant loans2016-12-31$4,123
Interest earned on other investments2016-12-31$625,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,291,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,867,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,405,919
Net investment gain/loss from pooled separate accounts2016-12-31$55,298
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$1,013,747
Employer contributions (assets) at end of year2016-12-31$471,280
Employer contributions (assets) at beginning of year2016-12-31$440,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,043,671
Contract administrator fees2016-12-31$1,853
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 name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,499,287
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,552,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,494,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,185,114
Value of total assets at end of year2015-12-31$38,872,022
Value of total assets at beginning of year2015-12-31$38,925,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$58,447
Total interest from all sources2015-12-31$403,531
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$171,595
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$171,595
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,256,793
Participant contributions at end of year2015-12-31$158,457
Participant contributions at beginning of year2015-12-31$160,692
Administrative expenses (other) incurred2015-12-31$58,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-53,431
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,872,022
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$38,925,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$26,336,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,565,330
Value of interest in pooled separate accounts at end of year2015-12-31$1,068,375
Value of interest in pooled separate accounts at beginning of year2015-12-31$980,764
Interest on participant loans2015-12-31$3,458
Interest earned on other investments2015-12-31$400,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,867,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,785,381
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-342,662
Net investment gain/loss from pooled separate accounts2015-12-31$81,709
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$928,321
Employer contributions (assets) at end of year2015-12-31$440,379
Employer contributions (assets) at beginning of year2015-12-31$433,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,494,271
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 name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,954,148
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,171,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,123,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,798,555
Value of total assets at end of year2014-12-31$38,925,453
Value of total assets at beginning of year2014-12-31$37,142,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$48,336
Total interest from all sources2014-12-31$418,407
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$210,177
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$210,177
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$886,774
Participant contributions at end of year2014-12-31$160,692
Participant contributions at beginning of year2014-12-31$171,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,782,703
Value of net assets at end of year (total assets less liabilities)2014-12-31$38,925,453
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$37,142,750
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$48,336
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,565,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,736,503
Value of interest in pooled separate accounts at end of year2014-12-31$980,764
Value of interest in pooled separate accounts at beginning of year2014-12-31$861,936
Interest on participant loans2014-12-31$4,295
Interest earned on other investments2014-12-31$414,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,785,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,944,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,424,438
Net investment gain/loss from pooled separate accounts2014-12-31$102,571
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$911,781
Employer contributions (assets) at end of year2014-12-31$433,286
Employer contributions (assets) at beginning of year2014-12-31$428,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,123,109
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 name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,471,321
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,612,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,575,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,709,309
Value of total assets at end of year2013-12-31$37,142,749
Value of total assets at beginning of year2013-12-31$32,283,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$36,782
Total interest from all sources2013-12-31$448,087
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$149,643
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$149,643
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$780,546
Participant contributions at end of year2013-12-31$171,091
Participant contributions at beginning of year2013-12-31$85,026
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$4,858,906
Value of net assets at end of year (total assets less liabilities)2013-12-31$37,142,749
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,283,843
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
Investment advisory and management fees2013-12-31$35,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$24,736,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,926,263
Value of interest in pooled separate accounts at end of year2013-12-31$861,936
Value of interest in pooled separate accounts at beginning of year2013-12-31$788,342
Interest on participant loans2013-12-31$3,682
Interest earned on other investments2013-12-31$444,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,944,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,054,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,087,485
Net investment gain/loss from pooled separate accounts2013-12-31$76,797
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$928,763
Employer contributions (assets) at end of year2013-12-31$428,727
Employer contributions (assets) at beginning of year2013-12-31$429,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,575,633
Contract administrator fees2013-12-31$1,003
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,814,248
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,337,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,309,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,903,678
Value of total assets at end of year2012-12-31$32,283,843
Value of total assets at beginning of year2012-12-31$28,806,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,419
Total interest from all sources2012-12-31$402,696
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$121,795
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$121,795
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$884,063
Participant contributions at end of year2012-12-31$85,026
Participant contributions at beginning of year2012-12-31$70,536
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$33,500
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$621
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$15,618,480
Administrative expenses (other) incurred2012-12-31$27,419
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$3,477,216
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,283,843
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,806,627
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$19,926,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,117,906
Value of interest in pooled separate accounts at end of year2012-12-31$788,342
Value of interest in pooled separate accounts at beginning of year2012-12-31$333,874
Interest on participant loans2012-12-31$3,120
Interest earned on other investments2012-12-31$399,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,054,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,403,948
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$30,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,313,911
Net investment gain/loss from pooled separate accounts2012-12-31$72,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$986,115
Employer contributions (assets) at end of year2012-12-31$429,453
Employer contributions (assets) at beginning of year2012-12-31$261,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,278,058
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$15,647,090
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$70,453
Total income from all sources (including contributions)2011-12-31$-119,555
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$548,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$543,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$400,746
Value of total assets at end of year2011-12-31$28,806,627
Value of total assets at beginning of year2011-12-31$13,898,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,950
Total interest from all sources2011-12-31$517
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$33,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$33,396
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$70,536
Participant contributions at beginning of year2011-12-31$60,048
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$15,618,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$70,453
Other income not declared elsewhere2011-12-31$75,374
Administrative expenses (other) incurred2011-12-31$4,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-668,138
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,806,627
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,827,675
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$8,117,906
Value of interest in pooled separate accounts at end of year2011-12-31$333,874
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,741,551
Interest on participant loans2011-12-31$517
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$370,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,403,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,477,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-646,104
Net investment gain/loss from pooled separate accounts2011-12-31$16,516
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$400,746
Employer contributions (assets) at end of year2011-12-31$261,883
Employer contributions (assets) at beginning of year2011-12-31$248,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$543,633
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$70,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$2,704,084
Total income from all sources (including contributions)2011-06-30$2,861,069
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$466,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$460,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$888,411
Value of total assets at end of year2011-06-30$13,898,128
Value of total assets at beginning of year2011-06-30$14,137,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$6,263
Total interest from all sources2011-06-30$421
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$241,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$241,836
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$60,048
Participant contributions at beginning of year2011-06-30$8,936
Assets. Other investments not covered elsewhere at end of year2011-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$10,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$70,453
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$2,667,084
Other income not declared elsewhere2011-06-30$36,722
Administrative expenses (other) incurred2011-06-30$6,263
Liabilities. Value of operating payables at end of year2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$37,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,394,530
Value of net assets at end of year (total assets less liabilities)2011-06-30$13,827,675
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$11,433,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$8,741,551
Value of interest in pooled separate accounts at beginning of year2011-06-30$7,831,814
Interest on participant loans2011-06-30$421
Value of interest in common/collective trusts at end of year2011-06-30$370,066
Value of interest in common/collective trusts at beginning of year2011-06-30$373,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$4,477,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$5,681,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,693,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$878,374
Employer contributions (assets) at end of year2011-06-30$248,522
Employer contributions (assets) at beginning of year2011-06-30$242,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$460,276
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30KPMG LLP
Accountancy firm EIN2011-06-30135565207

Form 5500 Responses for MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN

2022: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: MANHATTAN SCHOOL OF MUSIC RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664393
Policy instance 2
Insurance contract or identification number664393
Number of Individuals Covered308
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,231
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,231
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357515
Policy instance 1
Insurance contract or identification number357515
Number of Individuals Covered256
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664393
Policy instance 2
Insurance contract or identification number664393
Number of Individuals Covered305
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $173
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $173
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357515
Policy instance 1
Insurance contract or identification number357515
Number of Individuals Covered265
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357515
Policy instance 1
Insurance contract or identification number357515
Number of Individuals Covered273
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664393
Policy instance 3
Insurance contract or identification number664393
Number of Individuals Covered300
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,000
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,000
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664393
Policy instance 3
Insurance contract or identification number664393
Number of Individuals Covered281
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $39
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered16
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $552
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees552
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357515
Policy instance 1
Insurance contract or identification number357515
Number of Individuals Covered284
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered259
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $504
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees504
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357515
Policy instance 1
Insurance contract or identification number357515
Number of Individuals Covered301
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered248
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $516
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees516
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357515
Policy instance 1
Insurance contract or identification number357515
Number of Individuals Covered308
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered222
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $480
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees480
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357515
Policy instance 1
Insurance contract or identification number357515
Number of Individuals Covered329
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered218
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $526
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees526
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357515
Policy instance 1
Insurance contract or identification number357515
Number of Individuals Covered335
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357515
Policy instance 1
Insurance contract or identification number357515
Number of Individuals Covered344
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered595
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,225
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9225
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $634
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees634
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 3
Insurance contract or identification number613953
Number of Individuals Covered209
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,134
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5134
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357515
Policy instance 1
Insurance contract or identification number357515
Number of Individuals Covered354
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357515
Policy instance 1
Insurance contract or identification number357515
Number of Individuals Covered325
Insurance policy start date2011-07-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered1846
Insurance policy start date2011-07-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357515
Policy instance 1
Insurance contract or identification number357515
Number of Individuals Covered336
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered1830
Insurance policy start date2011-02-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $600
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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