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RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 401k Plan overview

Plan NameRESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN
Plan identification number 001

RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. has sponsored the creation of one or more 401k plans.

Company Name:RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC.
Employer identification number (EIN):141410842
NAIC Classification:541700

Additional information about RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1952-10-08
Company Identification Number: 78388

More information about RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT E. BURKE ROBERT E. BURKE2018-10-15
0012016-01-01ROBERT E. BURKE ROBERT E. BURKE2017-10-11
0012015-01-01ROBERT E. BURKE ROBERT E. BURKE2016-10-11
0012014-01-01ROBERT E. BURKE ROBERT E. BURKE2015-10-14
0012013-01-01ROBERT E. BURKE
0012012-01-01ROBERT E. BURKE ROBERT E. BURKE2013-10-11
0012011-01-01ROBERT E. BURKE ROBERT E. BURKE2012-10-15
0012009-01-01ROBERT E. BURKE ROBERT E. BURKE2010-10-15

Plan Statistics for RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN

401k plan membership statisitcs for RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN

Measure Date Value
2022: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,501
Total number of active participants reported on line 7a of the Form 55002022-01-011,110
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,473
Total of all active and inactive participants2022-01-012,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0130
Total participants2022-01-012,613
Number of participants with account balances2022-01-012,549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0187
2021: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,438
Total number of active participants reported on line 7a of the Form 55002021-01-011,071
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,422
Total of all active and inactive participants2021-01-012,493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0128
Total participants2021-01-012,521
Number of participants with account balances2021-01-012,475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0178
2020: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,335
Total number of active participants reported on line 7a of the Form 55002020-01-011,031
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,405
Total of all active and inactive participants2020-01-012,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-012,442
Number of participants with account balances2020-01-012,416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0175
2019: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,262
Total number of active participants reported on line 7a of the Form 55002019-01-01963
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,372
Total of all active and inactive participants2019-01-012,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-012,341
Number of participants with account balances2019-01-012,315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01123
2018: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,170
Total number of active participants reported on line 7a of the Form 55002018-01-01943
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,313
Total of all active and inactive participants2018-01-012,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-012,262
Number of participants with account balances2018-01-012,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0144
2017: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,108
Total number of active participants reported on line 7a of the Form 55002017-01-01892
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,271
Total of all active and inactive participants2017-01-012,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-012,170
Number of participants with account balances2017-01-012,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0132
2016: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,082
Total number of active participants reported on line 7a of the Form 55002016-01-01843
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,259
Total of all active and inactive participants2016-01-012,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-012,108
Number of participants with account balances2016-01-012,084
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0150
2015: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,026
Total number of active participants reported on line 7a of the Form 55002015-01-01850
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,226
Total of all active and inactive participants2015-01-012,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-012,082
Number of participants with account balances2015-01-012,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,029
Total number of active participants reported on line 7a of the Form 55002014-01-01834
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,188
Total of all active and inactive participants2014-01-012,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-012,027
Number of participants with account balances2014-01-012,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0128
2013: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,978
Total number of active participants reported on line 7a of the Form 55002013-01-01914
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,110
Total of all active and inactive participants2013-01-012,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-012,029
Number of participants with account balances2013-01-011,996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01113
2012: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,959
Total number of active participants reported on line 7a of the Form 55002012-01-011,030
Number of retired or separated participants receiving benefits2012-01-01122
Number of other retired or separated participants entitled to future benefits2012-01-01823
Total of all active and inactive participants2012-01-011,975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,978
Number of participants with account balances2012-01-011,935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0168
2011: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,908
Total number of active participants reported on line 7a of the Form 55002011-01-011,052
Number of retired or separated participants receiving benefits2011-01-0165
Number of other retired or separated participants entitled to future benefits2011-01-01905
Total of all active and inactive participants2011-01-012,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-012,024
Number of participants with account balances2011-01-012,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0197
2009: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,813
Total number of active participants reported on line 7a of the Form 55002009-01-011,038
Number of retired or separated participants receiving benefits2009-01-0174
Number of other retired or separated participants entitled to future benefits2009-01-01795
Total of all active and inactive participants2009-01-011,907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,908
Number of participants with account balances2009-01-011,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0140

Financial Data on RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN

Measure Date Value
2022 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-15,191,758
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,113,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,068,172
Expenses. Certain deemed distributions of participant loans2022-12-31$30,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,735,380
Value of total assets at end of year2022-12-31$153,734,302
Value of total assets at beginning of year2022-12-31$177,039,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,001
Total interest from all sources2022-12-31$1,701,902
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,271,869
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,271,869
Administrative expenses professional fees incurred2022-12-31$11,275
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$215,706
Participant contributions at beginning of year2022-12-31$18,059
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$252,088
Other income not declared elsewhere2022-12-31$59,549
Administrative expenses (other) incurred2022-12-31$3,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-23,305,593
Value of net assets at end of year (total assets less liabilities)2022-12-31$153,734,302
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$177,039,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$97,242,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$129,709,228
Value of interest in pooled separate accounts at end of year2022-12-31$9,719,602
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,954,398
Interest on participant loans2022-12-31$6,589
Interest earned on other investments2022-12-31$1,695,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$46,556,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$41,358,210
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,255,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,376,820
Net investment gain/loss from pooled separate accounts2022-12-31$416,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,483,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,812,315
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31UHY, LLP
Accountancy firm EIN2022-12-31200694403
2021 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$24,255,038
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,834,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,821,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,451,102
Value of total assets at end of year2021-12-31$177,039,895
Value of total assets at beginning of year2021-12-31$157,618,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,669
Total interest from all sources2021-12-31$1,390,583
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,146,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,146,714
Administrative expenses professional fees incurred2021-12-31$10,896
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$4,187,201
Amount contributed by the employer to the plan for this plan year2021-12-31$4,187,201
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$18,059
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$263,901
Other income not declared elsewhere2021-12-31$19,632
Administrative expenses (other) incurred2021-12-31$1,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$19,420,967
Value of net assets at end of year (total assets less liabilities)2021-12-31$177,039,895
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$157,618,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$129,709,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$111,871,064
Value of interest in pooled separate accounts at end of year2021-12-31$5,954,398
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,914,736
Interest on participant loans2021-12-31$47
Interest earned on other investments2021-12-31$1,390,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$41,358,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$40,833,128
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$360,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,341,305
Net investment gain/loss from pooled separate accounts2021-12-31$905,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,187,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,461,286
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31UHY, LLP
Accountancy firm EIN2021-12-31200694403
2020 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$21,051,405
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,827,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,813,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,287,547
Value of total assets at end of year2020-12-31$157,618,928
Value of total assets at beginning of year2020-12-31$140,394,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,949
Total interest from all sources2020-12-31$1,568,212
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,529,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,529,915
Administrative expenses professional fees incurred2020-12-31$11,275
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$4,210,596
Amount contributed by the employer to the plan for this plan year2020-12-31$4,210,596
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$76,951
Other income not declared elsewhere2020-12-31$23,135
Administrative expenses (other) incurred2020-12-31$2,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$17,224,252
Value of net assets at end of year (total assets less liabilities)2020-12-31$157,618,928
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$140,394,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$111,871,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$95,156,464
Value of interest in pooled separate accounts at end of year2020-12-31$4,914,736
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,580,891
Interest earned on other investments2020-12-31$1,568,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$40,833,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$39,657,321
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$818,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,688,749
Net investment gain/loss from pooled separate accounts2020-12-31$-46,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,210,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,994,950
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31UHY, LLP
Accountancy firm EIN2020-12-31200694403
2019 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$23,726,543
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,296,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,282,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,927,458
Value of total assets at end of year2019-12-31$140,394,676
Value of total assets at beginning of year2019-12-31$121,964,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,717
Total interest from all sources2019-12-31$1,520,704
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,910,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,910,698
Administrative expenses professional fees incurred2019-12-31$11,788
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$3,848,356
Amount contributed by the employer to the plan for this plan year2019-12-31$3,848,356
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$79,102
Other income not declared elsewhere2019-12-31$17,126
Administrative expenses (other) incurred2019-12-31$1,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$18,430,365
Value of net assets at end of year (total assets less liabilities)2019-12-31$140,394,676
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$121,964,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$95,156,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$78,214,744
Value of interest in pooled separate accounts at end of year2019-12-31$5,580,891
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,173,708
Interest earned on other investments2019-12-31$1,520,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$39,657,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$38,320,292
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$755,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,065,131
Net investment gain/loss from pooled separate accounts2019-12-31$285,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,848,356
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$255,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,527,151
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31UHY, LLP
Accountancy firm EIN2019-12-31200694403
2018 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$90,121
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,375,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,368,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,130,086
Value of total assets at end of year2018-12-31$121,964,311
Value of total assets at beginning of year2018-12-31$127,249,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,508
Total interest from all sources2018-12-31$1,666,131
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,565,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,565,345
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$3,971,153
Amount contributed by the employer to the plan for this plan year2018-12-31$3,971,153
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$158,933
Other income not declared elsewhere2018-12-31$141,374
Administrative expenses (other) incurred2018-12-31$7,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,285,644
Value of net assets at end of year (total assets less liabilities)2018-12-31$121,964,311
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$127,249,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$78,214,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$85,689,719
Value of interest in pooled separate accounts at end of year2018-12-31$5,173,708
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,141,366
Interest earned on other investments2018-12-31$1,666,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$38,320,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$36,418,870
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,016,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,651,668
Net investment gain/loss from pooled separate accounts2018-12-31$238,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,971,153
Employer contributions (assets) at end of year2018-12-31$255,567
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,352,217
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31UHY, LLP
Accountancy firm EIN2018-12-31200694403
2017 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$19,100,999
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,249,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,249,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,846,990
Value of total assets at end of year2017-12-31$127,249,955
Value of total assets at beginning of year2017-12-31$113,398,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$338
Total interest from all sources2017-12-31$1,388,925
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,804,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,804,372
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$3,611,490
Amount contributed by the employer to the plan for this plan year2017-12-31$3,611,490
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$235,500
Administrative expenses (other) incurred2017-12-31$338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,851,576
Value of net assets at end of year (total assets less liabilities)2017-12-31$127,249,955
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$113,398,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$85,689,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$73,188,856
Value of interest in pooled separate accounts at end of year2017-12-31$5,141,366
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,770,406
Interest earned on other investments2017-12-31$1,388,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$36,418,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$34,439,117
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$910,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,827,442
Net investment gain/loss from pooled separate accounts2017-12-31$233,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,611,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,339,085
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31UHY, LLP
Accountancy firm EIN2017-12-31200694403
2016 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$10,217,547
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,141,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,138,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,802,591
Value of total assets at end of year2016-12-31$113,398,379
Value of total assets at beginning of year2016-12-31$106,322,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,511
Total interest from all sources2016-12-31$1,432,110
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,256,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,256,779
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$3,591,633
Amount contributed by the employer to the plan for this plan year2016-12-31$3,591,633
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$210,958
Administrative expenses (other) incurred2016-12-31$3,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,075,802
Value of net assets at end of year (total assets less liabilities)2016-12-31$113,398,379
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$106,322,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$73,188,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$68,674,508
Value of interest in pooled separate accounts at end of year2016-12-31$5,770,406
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,151,320
Interest earned on other investments2016-12-31$1,432,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$34,439,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$32,496,749
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$465,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,445,116
Net investment gain/loss from pooled separate accounts2016-12-31$280,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,591,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,672,859
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31UHY, LLP
Accountancy firm EIN2016-12-31200694403
2015 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,971,946
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,322,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,313,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,337,299
Value of total assets at end of year2015-12-31$106,322,577
Value of total assets at beginning of year2015-12-31$103,673,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,708
Total interest from all sources2015-12-31$1,265,222
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,569,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,569,453
Administrative expenses professional fees incurred2015-12-31$6,811
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$3,684,867
Amount contributed by the employer to the plan for this plan year2015-12-31$3,684,867
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$652,432
Other income not declared elsewhere2015-12-31$6,731
Administrative expenses (other) incurred2015-12-31$2,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,649,230
Value of net assets at end of year (total assets less liabilities)2015-12-31$106,322,577
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$103,673,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$68,674,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$68,145,701
Value of interest in pooled separate accounts at end of year2015-12-31$5,151,320
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,595,373
Interest earned on other investments2015-12-31$1,265,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$32,496,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$30,932,273
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,119,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,582,726
Net investment gain/loss from pooled separate accounts2015-12-31$375,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,684,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,193,518
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31UHY, LLP
Accountancy firm EIN2015-12-31200694403
2014 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,740,835
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,302,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,287,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,090,322
Value of total assets at end of year2014-12-31$103,673,347
Value of total assets at beginning of year2014-12-31$98,235,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,206
Total interest from all sources2014-12-31$1,271,248
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,354,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,354,267
Administrative expenses professional fees incurred2014-12-31$9,882
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$3,858,844
Amount contributed by the employer to the plan for this plan year2014-12-31$3,858,844
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$231,478
Other income not declared elsewhere2014-12-31$65,918
Administrative expenses (other) incurred2014-12-31$5,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,438,248
Value of net assets at end of year (total assets less liabilities)2014-12-31$103,673,347
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$98,235,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$68,145,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$64,054,412
Value of interest in pooled separate accounts at end of year2014-12-31$4,595,373
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,962,288
Interest earned on other investments2014-12-31$1,271,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$30,932,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$30,218,399
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,027,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,462,477
Net investment gain/loss from pooled separate accounts2014-12-31$496,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,858,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,259,781
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31UHY, LLP
Accountancy firm EIN2014-12-31200694403
2013 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$16,204,991
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,124,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,116,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,211,280
Value of total assets at end of year2013-12-31$98,235,099
Value of total assets at beginning of year2013-12-31$85,154,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,251
Total interest from all sources2013-12-31$1,209,102
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$925,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$925,430
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$4,094,086
Amount contributed by the employer to the plan for this plan year2013-12-31$4,094,086
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$117,194
Other income not declared elsewhere2013-12-31$6
Administrative expenses (other) incurred2013-12-31$8,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$13,080,672
Value of net assets at end of year (total assets less liabilities)2013-12-31$98,235,099
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$85,154,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$64,054,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$53,061,602
Value of interest in pooled separate accounts at end of year2013-12-31$3,962,288
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,344,888
Interest earned on other investments2013-12-31$1,209,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$30,218,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$28,747,937
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$394,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,519,739
Net investment gain/loss from pooled separate accounts2013-12-31$339,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,094,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,722,014
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31UHY, LLP
Accountancy firm EIN2013-12-31200694403
2012 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$11,502,347
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,246,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,244,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,348,497
Value of total assets at end of year2012-12-31$85,154,427
Value of total assets at beginning of year2012-12-31$75,898,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,204
Total interest from all sources2012-12-31$1,121,985
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$402,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$402,267
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$4,253,973
Amount contributed by the employer to the plan for this plan year2012-12-31$4,253,973
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$94,524
Administrative expenses (other) incurred2012-12-31$2,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,256,025
Value of net assets at end of year (total assets less liabilities)2012-12-31$85,154,427
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$75,898,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$53,061,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$45,703,605
Value of interest in pooled separate accounts at end of year2012-12-31$3,344,888
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,878,011
Interest earned on other investments2012-12-31$1,121,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$28,747,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$27,316,786
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$420,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,336,238
Net investment gain/loss from pooled separate accounts2012-12-31$293,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,253,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,823,427
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31UHY, LLP
Accountancy firm EIN2012-12-31200694403
2011 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$4,923,132
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,197,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,197,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,360,739
Value of total assets at end of year2011-12-31$75,898,402
Value of total assets at beginning of year2011-12-31$73,173,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,067,628
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$202,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$202,350
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$4,344,977
Amount contributed by the employer to the plan for this plan year2011-12-31$4,344,977
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$15,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,725,332
Value of net assets at end of year (total assets less liabilities)2011-12-31$75,898,402
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$73,173,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$45,703,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$45,356,427
Value of interest in pooled separate accounts at end of year2011-12-31$2,878,011
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,326,568
Interest earned on other investments2011-12-31$1,067,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$27,316,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$25,490,075
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$410,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,019,508
Net investment gain/loss from pooled separate accounts2011-12-31$311,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,344,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,786,888
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31UHY, LLP
Accountancy firm EIN2011-12-31200694403
2010 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$10,350,137
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,516,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,516,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,599,402
Value of total assets at end of year2010-12-31$73,173,070
Value of total assets at beginning of year2010-12-31$65,339,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$973,459
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$98,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$98,704
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$4,518,922
Amount contributed by the employer to the plan for this plan year2010-12-31$4,518,922
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$80,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,833,170
Value of net assets at end of year (total assets less liabilities)2010-12-31$73,173,070
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$65,339,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$45,356,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$39,031,379
Value of interest in pooled separate accounts at end of year2010-12-31$2,326,568
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,924,341
Interest earned on other investments2010-12-31$973,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$25,490,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$24,384,180
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$910,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,407,551
Net investment gain/loss from pooled separate accounts2010-12-31$271,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,518,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,606,413
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31UHY, LLP
Accountancy firm EIN2010-12-31200694403
2009 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$4,570,204
Amount contributed by the employer to the plan for this plan year2009-12-31$4,570,204

Form 5500 Responses for RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN

2022: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102538
Policy instance 1
Insurance contract or identification number102538
Number of Individuals Covered2539
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102538
Policy instance 1
Insurance contract or identification number102538
Number of Individuals Covered1170
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102538
Policy instance 1
Insurance contract or identification number102538
Number of Individuals Covered1166
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102538
Policy instance 1
Insurance contract or identification number102538
Number of Individuals Covered1185
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102538
Policy instance 1
Insurance contract or identification number102538
Number of Individuals Covered1204
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102538
Policy instance 1
Insurance contract or identification number102538
Number of Individuals Covered1203
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102538
Policy instance 1
Insurance contract or identification number102538
Number of Individuals Covered1237
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102538
Policy instance 1
Insurance contract or identification number102538
Number of Individuals Covered1252
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102538
Policy instance 1
Insurance contract or identification number102538
Number of Individuals Covered1293
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102538
Policy instance 1
Insurance contract or identification number102538
Number of Individuals Covered1935
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102538
Policy instance 1
Insurance contract or identification number102538
Number of Individuals Covered1897
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102538
Policy instance 1
Insurance contract or identification number102538
Number of Individuals Covered1848
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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