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401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 401k Plan overview

Plan Name401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC.
Plan identification number 003

401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE BRIDGE, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE BRIDGE, INC.
Employer identification number (EIN):131919799
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE BRIDGE, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1954-07-30
Company Identification Number: 89599
Legal Registered Office Address: 290 LENOX AVENUE, 3RD FLOOR
New York
NEW YORK
United States of America (USA)
10027

More information about THE BRIDGE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032017-07-01
0032017-07-01
0032016-07-01ROSALY URBAEZ ROSALY URBAEZ2018-04-20
0032016-07-01 ROSALY URBAEZ2018-04-16
0032015-07-01KARIN BAERE KARIN BAERE2017-04-13
0032015-07-01KARIN BAERE KARIN BAERE2017-02-17
0032015-07-01KARIN BAERE KARIN BAERE2017-02-17
0032015-07-01ANTHEA SUTHERLAND SUSAN WIVIOTT2017-04-18

Plan Statistics for 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC.

401k plan membership statisitcs for 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC.

Measure Date Value
2017: 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01228
Total number of active participants reported on line 7a of the Form 55002017-07-01158
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0168
Total of all active and inactive participants2017-07-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01226
Number of participants with account balances2017-07-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01235
Total number of active participants reported on line 7a of the Form 55002016-07-01158
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0168
Total of all active and inactive participants2016-07-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-01228
Number of participants with account balances2016-07-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-019
2015: 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-010
Total number of active participants reported on line 7a of the Form 55002015-07-01189
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0143
Total of all active and inactive participants2015-07-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-013
Total participants2015-07-01235
Number of participants with account balances2015-07-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0117

Financial Data on 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC.

Measure Date Value
2018 : 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,535,808
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$306,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$302,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,152,244
Value of total assets at end of year2018-06-30$5,759,655
Value of total assets at beginning of year2018-06-30$4,530,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$4,368
Total interest from all sources2018-06-30$2,688
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$0
Participant contributions at end of year2018-06-30$43,707
Participant contributions at beginning of year2018-06-30$72,325
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$906,829
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$4,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,228,975
Value of net assets at end of year (total assets less liabilities)2018-06-30$5,759,655
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,530,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$5,404,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$4,214,449
Interest on participant loans2018-06-30$2,048
Interest earned on other investments2018-06-30$640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$68,506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$50,125
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$380,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$245,415
Employer contributions (assets) at end of year2018-06-30$243,438
Employer contributions (assets) at beginning of year2018-06-30$193,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$302,465
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MARKS PANETH, LLP
Accountancy firm EIN2018-06-30133518842
2017 : 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$799,829
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$644,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$640,921
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$273,273
Value of total assets at end of year2017-06-30$4,530,680
Value of total assets at beginning of year2017-06-30$4,375,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$3,488
Total interest from all sources2017-06-30$5,963
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$0
Participant contributions at end of year2017-06-30$72,325
Participant contributions at beginning of year2017-06-30$75,110
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$79,492
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$3,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$155,420
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,530,680
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,375,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$4,264,574
Value of interest in pooled separate accounts at beginning of year2017-06-30$4,118,854
Interest on participant loans2017-06-30$2,549
Interest earned on other investments2017-06-30$3,414
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$520,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$193,781
Employer contributions (assets) at end of year2017-06-30$193,781
Employer contributions (assets) at beginning of year2017-06-30$181,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$640,921
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MARKS PANETH, LLP
Accountancy firm EIN2017-06-30113518842
2016 : 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$355,226
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$797,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$784,798
Expenses. Certain deemed distributions of participant loans2016-06-30$20,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$209,962
Value of total assets at end of year2016-06-30$4,409,798
Value of total assets at beginning of year2016-06-30$4,852,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$-7,070
Total interest from all sources2016-06-30$3,891
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$0
Participant contributions at end of year2016-06-30$75,109
Participant contributions at beginning of year2016-06-30$85,577
Administrative expenses (other) incurred2016-06-30$-7,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-442,619
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,409,798
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,852,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,041,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,556,878
Interest on participant loans2016-06-30$2,956
Interest earned on other investments2016-06-30$935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$77,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$141,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$209,962
Employer contributions (assets) at end of year2016-06-30$215,834
Employer contributions (assets) at beginning of year2016-06-30$209,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$784,798
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MARKS PANETH, LLP
Accountancy firm EIN2016-06-30113518842

Form 5500 Responses for 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC.

2017: 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: 401(A) THRIFT PLAN OF THE BRIDGE, INC. THE BRIDGE, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059627I
Policy instance 1
Insurance contract or identification number059627I
Number of Individuals Covered226
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,267
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059627I
Policy instance 1
Insurance contract or identification number059627I
Number of Individuals Covered235
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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