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RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN 401k Plan overview

Plan NameRESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN
Plan identification number 510

RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

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-EMERITI PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5102022-01-01
5102021-01-01
5102020-01-01
5102019-01-01
5102018-01-01
5102017-01-01ROBERT E BURKE
5102016-01-01ROBERT E BURKE
5102015-10-01ROBERT E BURKE

Plan Statistics for RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN

401k plan membership statisitcs for RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN

Measure Date Value
2022: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01746
Total number of active participants reported on line 7a of the Form 55002022-01-01578
Number of retired or separated participants receiving benefits2022-01-01203
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01781
2021: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01710
Total number of active participants reported on line 7a of the Form 55002021-01-01554
Number of retired or separated participants receiving benefits2021-01-01192
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01746
2020: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01695
Total number of active participants reported on line 7a of the Form 55002020-01-01520
Number of retired or separated participants receiving benefits2020-01-01190
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01710
2019: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01660
Total number of active participants reported on line 7a of the Form 55002019-01-01505
Number of retired or separated participants receiving benefits2019-01-01190
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01695
2018: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01658
Total number of active participants reported on line 7a of the Form 55002018-01-01478
Number of retired or separated participants receiving benefits2018-01-01182
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01660
2017: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01659
Total number of active participants reported on line 7a of the Form 55002017-01-01488
Number of retired or separated participants receiving benefits2017-01-01170
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01658
2016: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01147
Total number of active participants reported on line 7a of the Form 55002016-01-01501
Number of retired or separated participants receiving benefits2016-01-01158
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01659
2015: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-010
Total number of active participants reported on line 7a of the Form 55002015-10-010
Number of retired or separated participants receiving benefits2015-10-01147
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-01147

Financial Data on RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN

Measure Date Value
2022 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI 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$0
Total income from all sources (including contributions)2022-12-31$-7,864,361
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,255,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,255,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$700,550
Value of total assets at end of year2022-12-31$52,096,685
Value of total assets at beginning of year2022-12-31$61,216,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,642,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,642,491
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$76,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,119,933
Value of net assets at end of year (total assets less liabilities)2022-12-31$52,096,685
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,216,618
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$49,048,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$57,821,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,900,468
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,247,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,247,748
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$527,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,207,402
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$623,909
Employer contributions (assets) at end of year2022-12-31$147,410
Employer contributions (assets) at beginning of year2022-12-31$147,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$728,218
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 EIN2022-12-31141555429
2021 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI 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$5,983,966
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,519,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,519,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$653,147
Value of total assets at end of year2021-12-31$61,216,618
Value of total assets at beginning of year2021-12-31$56,751,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,108,247
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$4,108,247
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$52,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,464,833
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,216,618
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$56,751,785
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$57,821,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$53,290,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,247,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,328,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,328,947
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$643,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,222,572
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$600,392
Employer contributions (assets) at end of year2021-12-31$147,552
Employer contributions (assets) at beginning of year2021-12-31$132,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$875,157
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 EIN2021-12-31141555429
2020 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI 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$6,661,078
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,568,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,568,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$636,375
Value of total assets at end of year2020-12-31$56,751,785
Value of total assets at beginning of year2020-12-31$51,659,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,692,482
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$2,692,482
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$29,046
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$5,092,491
Value of net assets at end of year (total assets less liabilities)2020-12-31$56,751,785
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$51,659,294
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$53,290,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$48,529,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,328,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,000,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,000,752
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$771,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,332,221
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$607,329
Employer contributions (assets) at end of year2020-12-31$132,496
Employer contributions (assets) at beginning of year2020-12-31$129,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$797,477
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 EIN2020-12-31141555429
2019 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,554,332
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,405,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,405,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,405,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$623,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$623,067
Value of total assets at end of year2019-12-31$51,659,294
Value of total assets at end of year2019-12-31$51,659,294
Value of total assets at beginning of year2019-12-31$44,510,662
Value of total assets at beginning of year2019-12-31$44,510,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,768,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,768,758
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$40,126
Contributions received from participants2019-12-31$40,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,148,632
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,659,294
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$44,510,662
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$44,510,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$48,529,225
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$48,529,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$41,373,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$41,373,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,000,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,000,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,008,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,008,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,008,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,008,059
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$773,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,162,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,162,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$582,941
Contributions received in cash from employer2019-12-31$582,941
Employer contributions (assets) at end of year2019-12-31$129,317
Employer contributions (assets) at end of year2019-12-31$129,317
Employer contributions (assets) at beginning of year2019-12-31$129,431
Employer contributions (assets) at beginning of year2019-12-31$129,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$632,000
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31UHY LLP
Accountancy firm EIN2019-12-31141555429
Accountancy firm EIN2019-12-31141555429
2018 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI 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$0
Total income from all sources (including contributions)2018-12-31$-2,046,855
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,383,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,383,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$637,447
Value of total assets at end of year2018-12-31$44,510,662
Value of total assets at beginning of year2018-12-31$47,941,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,462,139
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$2,462,139
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$48,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,430,714
Value of net assets at end of year (total assets less liabilities)2018-12-31$44,510,662
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$47,941,376
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$41,373,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$44,567,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,008,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,243,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,243,123
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$827,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,146,441
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$588,668
Employer contributions (assets) at end of year2018-12-31$129,431
Employer contributions (assets) at beginning of year2018-12-31$130,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$556,347
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 EIN2018-12-31141555429
2017 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI 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$7,031,697
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,385,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,385,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$675,740
Value of total assets at end of year2017-12-31$47,941,376
Value of total assets at beginning of year2017-12-31$42,295,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,860,371
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$1,860,371
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$12,272
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$5,645,739
Value of net assets at end of year (total assets less liabilities)2017-12-31$47,941,376
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$42,295,637
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$44,567,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$38,948,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,243,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,208,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,208,862
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$813,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,495,586
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$663,468
Employer contributions (assets) at end of year2017-12-31$130,836
Employer contributions (assets) at beginning of year2017-12-31$138,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$572,580
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 EIN2017-12-31141555429
2016 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI 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$40,245,572
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,099,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,099,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$37,542,574
Value of total assets at end of year2016-12-31$42,295,637
Value of total assets at beginning of year2016-12-31$3,149,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,704,089
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$1,704,089
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,100
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$39,146,252
Value of net assets at end of year (total assets less liabilities)2016-12-31$42,295,637
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,149,385
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$38,948,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,087,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,208,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$62,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$62,306
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$847,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$998,909
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$37,538,474
Employer contributions (assets) at end of year2016-12-31$138,128
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$251,396
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 EIN2016-12-31141555429
2015 : RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN 2015 401k financial data
Total income from all sources2015-12-31$3,223,060
Expenses. Total of all expenses incurred2015-12-31$73,675
Benefits paid (including direct rollovers)2015-12-31$73,675
Total plan assets at end of year2015-12-31$3,149,385
Total plan assets at beginning of year2015-12-31$0
Value of fidelity bond covering the plan2015-12-31$3,000,000
Other income received2015-12-31$-37,574
Net income (gross income less expenses)2015-12-31$3,149,385
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,149,385
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$3,260,634

Form 5500 Responses for RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN

2022: RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI 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-EMERITI 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-EMERITI 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-EMERITI 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-EMERITI 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-EMERITI 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-EMERITI 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-EMERITI PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01First time form 5500 has been submittedYes
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number82036382039022
Policy instance 3
Insurance contract or identification number82036382039022
Number of Individuals Covered56
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $40,385
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number82036382038922
Policy instance 2
Insurance contract or identification number82036382038922
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $160,074
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered135
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $397,703
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number82036382039022
Policy instance 3
Insurance contract or identification number82036382039022
Number of Individuals Covered42
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $28,341
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number82036382038922
Policy instance 2
Insurance contract or identification number82036382038922
Number of Individuals Covered25
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $349,740
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered133
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $395,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number82036382039022
Policy instance 3
Insurance contract or identification number82036382039022
Number of Individuals Covered43
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $28,341
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number82036382038922
Policy instance 2
Insurance contract or identification number82036382038922
Number of Individuals Covered25
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Welfare Benefit Premiums Paid to CarrierUSD $349,740
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered138
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Welfare Benefit Premiums Paid to CarrierUSD $463,193
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number82036382039022
Policy instance 3
Insurance contract or identification number82036382039022
Number of Individuals Covered43
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $28,344
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number82036382038922
Policy instance 2
Insurance contract or identification number82036382038922
Number of Individuals Covered25
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $349,740
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered142
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $474,086
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number82036382039022
Policy instance 3
Insurance contract or identification number82036382039022
Number of Individuals Covered62
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $28,341
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number82036382038922
Policy instance 2
Insurance contract or identification number82036382038922
Number of Individuals Covered25
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $349,740
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered142
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $498,592
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number82036382039022
Policy instance 3
Insurance contract or identification number82036382039022
Number of Individuals Covered62
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $28,341
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number82036382038922
Policy instance 2
Insurance contract or identification number82036382038922
Number of Individuals Covered22
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $349,741
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered137
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $443,702
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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