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Plan Name | AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | AMERICAN NURSES ASSOCIATION |
Employer identification number (EIN): | 131893923 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about AMERICAN NURSES ASSOCIATION
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1992-03-11 |
Company Identification Number: | 0009059207 |
Legal Registered Office Address: |
8515 GEORGIA AVE SILVER SPRING United States of America (USA) 20910 |
More information about AMERICAN NURSES ASSOCIATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | LYNN WASYLINA | LYNN WASYLINA | 2018-10-15 | |
002 | 2016-01-01 | LYNN WASYLINA | LYNN WASYLINA | 2017-10-16 | |
002 | 2015-01-01 | MICHAEL PFEIFFER | MICHAEL PFEIFFER | 2016-10-14 | |
002 | 2014-01-01 | MICHAEL PFEIFFER | MICHAEL PFEIFFER | 2015-10-15 | |
002 | 2013-01-01 | MICHAEL PFEIFFER | MICHAEL PFEIFFER | 2014-10-15 | |
002 | 2012-01-01 | MICHAEL PFEIFFER | |||
002 | 2011-01-01 | MICHAEL PFEIFFER | MICHAEL PFEIFFER | 2012-10-15 | |
002 | 2009-01-01 | MICHAEL PFEIFFER | MICHAEL PFEIFFER | 2010-10-15 |
Measure | Date | Value |
---|---|---|
2022: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 515 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 282 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 249 |
Total of all active and inactive participants | 2022-01-01 | 542 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 543 |
Number of participants with account balances | 2022-01-01 | 541 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 520 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 262 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 244 |
Total of all active and inactive participants | 2021-01-01 | 514 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 515 |
Number of participants with account balances | 2021-01-01 | 512 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 516 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 273 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 240 |
Total of all active and inactive participants | 2020-01-01 | 519 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 520 |
Number of participants with account balances | 2020-01-01 | 519 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 488 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 271 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 238 |
Total of all active and inactive participants | 2019-01-01 | 515 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 516 |
Number of participants with account balances | 2019-01-01 | 515 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 482 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 255 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 229 |
Total of all active and inactive participants | 2018-01-01 | 487 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 488 |
Number of participants with account balances | 2018-01-01 | 484 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 475 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 250 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 229 |
Total of all active and inactive participants | 2017-01-01 | 481 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 482 |
Number of participants with account balances | 2017-01-01 | 481 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 449 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 272 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 200 |
Total of all active and inactive participants | 2016-01-01 | 474 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 475 |
Number of participants with account balances | 2016-01-01 | 474 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 373 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 264 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 182 |
Total of all active and inactive participants | 2015-01-01 | 447 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 449 |
Number of participants with account balances | 2015-01-01 | 446 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 13 |
2014: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 373 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 264 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 142 |
Total of all active and inactive participants | 2014-01-01 | 407 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 409 |
Number of participants with account balances | 2014-01-01 | 407 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 18 |
2013: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 341 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 250 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 120 |
Total of all active and inactive participants | 2013-01-01 | 371 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 373 |
Number of participants with account balances | 2013-01-01 | 371 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 14 |
2012: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 311 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 216 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 122 |
Total of all active and inactive participants | 2012-01-01 | 339 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 341 |
Number of participants with account balances | 2012-01-01 | 336 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 10 |
2011: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 301 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 205 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 103 |
Total of all active and inactive participants | 2011-01-01 | 309 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 311 |
Number of participants with account balances | 2011-01-01 | 309 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 5 |
2009: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 288 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 194 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 105 |
Total of all active and inactive participants | 2009-01-01 | 300 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 302 |
Number of participants with account balances | 2009-01-01 | 299 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 7 |
Measure | Date | Value |
---|---|---|
2022 : AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-5,158,503 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,041,297 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,037,447 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,850,788 |
Value of total assets at end of year | 2022-12-31 | $44,491,363 |
Value of total assets at beginning of year | 2022-12-31 | $52,691,163 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,850 |
Total interest from all sources | 2022-12-31 | $20,182 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,278,568 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,278,568 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,863,730 |
Participant contributions at end of year | 2022-12-31 | $372,357 |
Participant contributions at beginning of year | 2022-12-31 | $510,612 |
Participant contributions at end of year | 2022-12-31 | $45,014 |
Participant contributions at beginning of year | 2022-12-31 | $178,150 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $65,448 |
Other income not declared elsewhere | 2022-12-31 | $7,895 |
Administrative expenses (other) incurred | 2022-12-31 | $3,850 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-8,199,800 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $44,491,363 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $52,691,163 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $44,021,106 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $51,811,961 |
Interest on participant loans | 2022-12-31 | $20,182 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-10,315,936 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,921,610 |
Employer contributions (assets) at end of year | 2022-12-31 | $52,886 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $190,440 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,037,447 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MARCUM LLP |
Accountancy firm EIN | 2022-12-31 | 111986323 |
2021 : AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $11,281,512 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,065,911 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,062,636 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,723,112 |
Value of total assets at end of year | 2021-12-31 | $52,691,163 |
Value of total assets at beginning of year | 2021-12-31 | $46,475,562 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,275 |
Total interest from all sources | 2021-12-31 | $23,343 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,672,299 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,672,299 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,008,556 |
Participant contributions at end of year | 2021-12-31 | $510,612 |
Participant contributions at beginning of year | 2021-12-31 | $544,722 |
Participant contributions at end of year | 2021-12-31 | $178,150 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $831,196 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $422 |
Other income not declared elsewhere | 2021-12-31 | $8,416 |
Administrative expenses (other) incurred | 2021-12-31 | $3,275 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $6,215,601 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $52,691,163 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $46,475,562 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $51,811,961 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $45,930,840 |
Interest on participant loans | 2021-12-31 | $23,343 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,854,342 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,883,360 |
Employer contributions (assets) at end of year | 2021-12-31 | $190,440 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,062,214 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MARCUM LLP |
Accountancy firm EIN | 2021-12-31 | 111986323 |
2020 : AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $11,134,857 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,175,743 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,172,868 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,394,734 |
Value of total assets at end of year | 2020-12-31 | $46,475,562 |
Value of total assets at beginning of year | 2020-12-31 | $37,516,448 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,875 |
Total interest from all sources | 2020-12-31 | $27,460 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,201,447 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,201,447 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,640,770 |
Participant contributions at end of year | 2020-12-31 | $544,722 |
Participant contributions at beginning of year | 2020-12-31 | $525,692 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,055,335 |
Other income not declared elsewhere | 2020-12-31 | $36 |
Administrative expenses (other) incurred | 2020-12-31 | $2,875 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $8,959,114 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $46,475,562 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $37,516,448 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $45,930,840 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $36,990,756 |
Interest on participant loans | 2020-12-31 | $27,460 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,511,180 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,698,629 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,172,868 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MARCUM LLP |
Accountancy firm EIN | 2020-12-31 | 111986323 |
2019 : AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at 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 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 | $10,785,207 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $5,227,179 |
Total of all expenses incurred | 2019-12-31 | $5,227,179 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,225,053 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,225,053 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,954,968 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,954,968 |
Value of total assets at end of year | 2019-12-31 | $37,516,448 |
Value of total assets at end of year | 2019-12-31 | $37,516,448 |
Value of total assets at beginning of year | 2019-12-31 | $31,958,420 |
Value of total assets at beginning of year | 2019-12-31 | $31,958,420 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,126 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,126 |
Total interest from all sources | 2019-12-31 | $34,290 |
Total interest from all sources | 2019-12-31 | $34,290 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $951,945 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $951,945 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $951,945 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $951,945 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,703,203 |
Contributions received from participants | 2019-12-31 | $1,703,203 |
Participant contributions at end of year | 2019-12-31 | $525,692 |
Participant contributions at end of year | 2019-12-31 | $525,692 |
Participant contributions at beginning of year | 2019-12-31 | $616,038 |
Participant contributions at beginning of year | 2019-12-31 | $616,038 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $522,266 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $522,266 |
Other income not declared elsewhere | 2019-12-31 | $4,614 |
Other income not declared elsewhere | 2019-12-31 | $4,614 |
Administrative expenses (other) incurred | 2019-12-31 | $2,126 |
Administrative expenses (other) incurred | 2019-12-31 | $2,126 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $5,558,028 |
Value of net income/loss | 2019-12-31 | $5,558,028 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $37,516,448 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $37,516,448 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $31,958,420 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $31,958,420 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $36,990,756 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $36,990,756 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $31,342,382 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $31,342,382 |
Interest on participant loans | 2019-12-31 | $34,290 |
Interest on participant loans | 2019-12-31 | $34,290 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,839,390 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,839,390 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,729,499 |
Contributions received in cash from employer | 2019-12-31 | $1,729,499 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,225,053 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,225,053 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MARCUM LLP |
Accountancy firm name | 2019-12-31 | MARCUM LLP |
Accountancy firm EIN | 2019-12-31 | 111986323 |
Accountancy firm EIN | 2019-12-31 | 111986323 |
2018 : AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $1,811,522 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $4,631,376 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,630,426 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,328,492 |
Value of total assets at end of year | 2018-12-31 | $31,958,420 |
Value of total assets at beginning of year | 2018-12-31 | $34,778,274 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $950 |
Total interest from all sources | 2018-12-31 | $23,429 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,199,843 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,199,843 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,584,553 |
Participant contributions at end of year | 2018-12-31 | $616,038 |
Participant contributions at beginning of year | 2018-12-31 | $435,835 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $140,116 |
Other income not declared elsewhere | 2018-12-31 | $1,299 |
Administrative expenses (other) incurred | 2018-12-31 | $950 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,819,854 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $31,958,420 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $34,778,274 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $31,342,382 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $34,342,439 |
Interest on participant loans | 2018-12-31 | $23,429 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,741,541 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,603,823 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,630,426 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $8,625,332 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,044,101 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,041,076 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $-1,500 |
Value of total corrective distributions | 2017-12-31 | $3,700 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,671,022 |
Value of total assets at end of year | 2017-12-31 | $34,778,274 |
Value of total assets at beginning of year | 2017-12-31 | $29,197,043 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $825 |
Total interest from all sources | 2017-12-31 | $19,308 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $828,971 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $828,971 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,629,369 |
Participant contributions at end of year | 2017-12-31 | $435,835 |
Participant contributions at beginning of year | 2017-12-31 | $479,311 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $392,083 |
Other income not declared elsewhere | 2017-12-31 | $4,867 |
Administrative expenses (other) incurred | 2017-12-31 | $825 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $5,581,231 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $34,778,274 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $29,197,043 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $34,342,439 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $28,717,732 |
Interest on participant loans | 2017-12-31 | $19,308 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,101,164 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,649,570 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,041,076 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2016 : AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $5,542,045 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,021,600 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,020,508 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $317 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,576,849 |
Value of total assets at end of year | 2016-12-31 | $29,197,043 |
Value of total assets at beginning of year | 2016-12-31 | $26,676,598 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $775 |
Total interest from all sources | 2016-12-31 | $18,597 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $648,914 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $648,914 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,702,676 |
Participant contributions at end of year | 2016-12-31 | $479,311 |
Participant contributions at beginning of year | 2016-12-31 | $422,071 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $217,647 |
Other income not declared elsewhere | 2016-12-31 | $54 |
Administrative expenses (other) incurred | 2016-12-31 | $775 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,520,445 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $29,197,043 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $26,676,598 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $28,717,732 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $26,254,527 |
Interest on participant loans | 2016-12-31 | $18,597 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,297,631 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,656,526 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,020,508 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $3,237,423 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,727,511 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,700,753 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $23,596 |
Value of total corrective distributions | 2015-12-31 | $2,487 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,309,481 |
Value of total assets at end of year | 2015-12-31 | $26,676,598 |
Value of total assets at beginning of year | 2015-12-31 | $27,166,686 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $675 |
Total interest from all sources | 2015-12-31 | $18,035 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $763,413 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $763,413 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,572,471 |
Participant contributions at end of year | 2015-12-31 | $422,071 |
Participant contributions at beginning of year | 2015-12-31 | $482,608 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $218,818 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $879 |
Other income not declared elsewhere | 2015-12-31 | $-42,920 |
Administrative expenses (other) incurred | 2015-12-31 | $675 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-490,088 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $26,676,598 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $27,166,686 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $26,254,527 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $26,684,078 |
Interest on participant loans | 2015-12-31 | $18,035 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-810,586 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,518,192 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,699,874 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2015-12-31 | 410746749 |
2014 : AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $5,549,787 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,702,909 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,701,934 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,559,460 |
Value of total assets at end of year | 2014-12-31 | $27,166,686 |
Value of total assets at beginning of year | 2014-12-31 | $24,319,808 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $975 |
Total interest from all sources | 2014-12-31 | $16,493 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $723,228 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $723,228 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,481,937 |
Participant contributions at end of year | 2014-12-31 | $482,608 |
Participant contributions at beginning of year | 2014-12-31 | $399,245 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $673,123 |
Other income not declared elsewhere | 2014-12-31 | $1,038 |
Administrative expenses (other) incurred | 2014-12-31 | $975 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,846,878 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $27,166,686 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $24,319,808 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $26,684,078 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $23,920,563 |
Interest on participant loans | 2014-12-31 | $16,493 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,249,568 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,404,400 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,701,934 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2014-12-31 | 410746749 |
2013 : AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $6,751,425 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,656,161 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,642,161 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,749,279 |
Value of total assets at end of year | 2013-12-31 | $24,319,808 |
Value of total assets at beginning of year | 2013-12-31 | $20,224,544 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $14,000 |
Total interest from all sources | 2013-12-31 | $14,804 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $508,083 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $508,083 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,326,189 |
Participant contributions at end of year | 2013-12-31 | $399,245 |
Participant contributions at beginning of year | 2013-12-31 | $376,624 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $36,576 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $168,044 |
Other income not declared elsewhere | 2013-12-31 | $65 |
Administrative expenses (other) incurred | 2013-12-31 | $14,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $4,095,264 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $24,319,808 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $20,224,544 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $23,920,563 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $19,768,314 |
Interest on participant loans | 2013-12-31 | $14,804 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,479,194 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,255,046 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $43,030 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,642,161 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | LARSONALLEN LLP |
Accountancy firm EIN | 2013-12-31 | 410746749 |
2012 : AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $4,531,734 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,516,052 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,514,684 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $-60 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,464,180 |
Value of total assets at end of year | 2012-12-31 | $20,224,544 |
Value of total assets at beginning of year | 2012-12-31 | $17,208,862 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,428 |
Total interest from all sources | 2012-12-31 | $17,020 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $449,556 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $449,556 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,254,122 |
Participant contributions at end of year | 2012-12-31 | $376,624 |
Participant contributions at beginning of year | 2012-12-31 | $437,902 |
Participant contributions at end of year | 2012-12-31 | $36,576 |
Participant contributions at beginning of year | 2012-12-31 | $34,895 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $164,318 |
Administrative expenses (other) incurred | 2012-12-31 | $1,428 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,015,682 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $20,224,544 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $17,208,862 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $19,768,314 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $16,705,190 |
Interest on participant loans | 2012-12-31 | $17,020 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,600,978 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,045,740 |
Employer contributions (assets) at end of year | 2012-12-31 | $43,030 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $30,875 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,514,684 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | LARSONALLEN LLP |
Accountancy firm EIN | 2012-12-31 | 410746749 |
2011 : AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $2,520,941 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,204,202 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,200,555 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $2,647 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,514,440 |
Value of total assets at end of year | 2011-12-31 | $17,208,862 |
Value of total assets at beginning of year | 2011-12-31 | $15,892,123 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,000 |
Total interest from all sources | 2011-12-31 | $21,069 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $320,191 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $320,191 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,236,448 |
Participant contributions at end of year | 2011-12-31 | $437,902 |
Participant contributions at beginning of year | 2011-12-31 | $438,999 |
Participant contributions at end of year | 2011-12-31 | $34,895 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $477,280 |
Other income not declared elsewhere | 2011-12-31 | $2,676 |
Administrative expenses (other) incurred | 2011-12-31 | $1,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,316,739 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $17,208,862 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $15,892,123 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $16,705,190 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $15,453,124 |
Interest on participant loans | 2011-12-31 | $21,069 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-337,435 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $800,712 |
Employer contributions (assets) at end of year | 2011-12-31 | $30,875 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,200,555 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | LARSONALLEN LLP |
Accountancy firm EIN | 2011-12-31 | 410746749 |
2010 : AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $3,711,384 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,846,361 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,845,332 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,948,734 |
Value of total assets at end of year | 2010-12-31 | $15,892,123 |
Value of total assets at beginning of year | 2010-12-31 | $14,027,100 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,029 |
Total interest from all sources | 2010-12-31 | $21,409 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $263,362 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $263,362 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,111,051 |
Participant contributions at end of year | 2010-12-31 | $438,999 |
Participant contributions at beginning of year | 2010-12-31 | $373,197 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $28,340 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $139,060 |
Administrative expenses (other) incurred | 2010-12-31 | $1,029 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,865,023 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $15,892,123 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $14,027,100 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $15,453,124 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $13,600,340 |
Interest on participant loans | 2010-12-31 | $21,409 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,477,879 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $698,623 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $25,223 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,845,332 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LARSONALLEN LLP |
Accountancy firm EIN | 2010-12-31 | 410746749 |
2022: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: AMERICAN NURSES ASSOCIATION RETIREMENT SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |