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ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN
Plan identification number 001

ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE has sponsored the creation of one or more 401k plans.

Company Name:MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE
Employer identification number (EIN):231352343
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 278649

More information about MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01MARK WASSERMAN
0012016-07-01MARK WASSERMAN
0012015-07-01MARK WASSERMAN
0012014-07-01MARK WASSERMAN
0012013-07-01
0012012-07-01RUTH TANUR
0012011-07-01MARK WASSERMAN
0012010-07-01MARK WASSERMAN
0012009-07-01MARK WASSERMAN

Plan Statistics for ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN

Measure Date Value
2021: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01968
Total number of active participants reported on line 7a of the Form 55002021-07-01201
Number of retired or separated participants receiving benefits2021-07-013
Number of other retired or separated participants entitled to future benefits2021-07-01724
Total of all active and inactive participants2021-07-01928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-012
Total participants2021-07-01930
Number of participants with account balances2021-07-01922
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0142
2020: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,053
Total number of active participants reported on line 7a of the Form 55002020-07-01234
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-01720
Total of all active and inactive participants2020-07-01956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-01958
Number of participants with account balances2020-07-01897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0123
2019: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,015
Total number of active participants reported on line 7a of the Form 55002019-07-01567
Number of retired or separated participants receiving benefits2019-07-012
Number of other retired or separated participants entitled to future benefits2019-07-01451
Total of all active and inactive participants2019-07-011,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-011,022
Number of participants with account balances2019-07-01957
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0143
2018: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,009
Total number of active participants reported on line 7a of the Form 55002018-07-01594
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-01399
Total of all active and inactive participants2018-07-01994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01995
Number of participants with account balances2018-07-01893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0133
2017: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,520
Total number of active participants reported on line 7a of the Form 55002017-07-01573
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01399
Total of all active and inactive participants2017-07-01972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-014
Total participants2017-07-01976
Number of participants with account balances2017-07-01882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-019
2016: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011,395
Total number of active participants reported on line 7a of the Form 55002016-07-011,313
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01179
Total of all active and inactive participants2016-07-011,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-015
Total participants2016-07-011,497
Number of participants with account balances2016-07-01927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0114
2015: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,997
Total number of active participants reported on line 7a of the Form 55002015-07-011,167
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01198
Total of all active and inactive participants2015-07-011,365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-011,366
Number of participants with account balances2015-07-01884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0114
2014: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01507
Total number of active participants reported on line 7a of the Form 55002014-07-011,159
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01805
Total of all active and inactive participants2014-07-011,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-011,964
Number of participants with account balances2014-07-01805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0114
2013: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01489
Total number of active participants reported on line 7a of the Form 55002013-07-01442
Number of other retired or separated participants entitled to future benefits2013-07-0136
Total of all active and inactive participants2013-07-01478
Total participants2013-07-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0143
2012: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01525
Total number of active participants reported on line 7a of the Form 55002012-07-01443
Number of other retired or separated participants entitled to future benefits2012-07-0146
Total of all active and inactive participants2012-07-01489
Total participants2012-07-01489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0147
2011: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01351
Total number of active participants reported on line 7a of the Form 55002011-07-01347
Number of other retired or separated participants entitled to future benefits2011-07-01178
Total of all active and inactive participants2011-07-01525
Total participants2011-07-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0133
2010: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01331
Total number of active participants reported on line 7a of the Form 55002010-07-01351
Total of all active and inactive participants2010-07-01351
Total participants2010-07-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0134
2009: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01321
Total number of active participants reported on line 7a of the Form 55002009-07-01331
Total of all active and inactive participants2009-07-01331
Total participants2009-07-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0136

Financial Data on ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-850,465
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,733,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,669,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$249,138
Value of total assets at end of year2022-06-30$8,379,500
Value of total assets at beginning of year2022-06-30$10,963,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$64,235
Total interest from all sources2022-06-30$36,617
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$216,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$216,003
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Other income not declared elsewhere2022-06-30$13,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,583,885
Value of net assets at end of year (total assets less liabilities)2022-06-30$8,379,500
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$10,963,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$13,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$6,845,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$9,254,130
Value of interest in pooled separate accounts at end of year2022-06-30$70,310
Value of interest in pooled separate accounts at beginning of year2022-06-30$63,529
Interest earned on other investments2022-06-30$36,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,165,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,263,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,380,122
Net investment gain/loss from pooled separate accounts2022-06-30$13,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$249,138
Employer contributions (assets) at end of year2022-06-30$297,988
Employer contributions (assets) at beginning of year2022-06-30$382,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,669,185
Contract administrator fees2022-06-30$50,289
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2022-06-30830414789
2021 : ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,616,759
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,563,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,488,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$361,168
Value of total assets at end of year2021-06-30$10,963,385
Value of total assets at beginning of year2021-06-30$10,909,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$74,456
Total interest from all sources2021-06-30$40,825
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$395,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$395,212
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$361,168
Amount contributed by the employer to the plan for this plan year2021-06-30$361,168
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Other income not declared elsewhere2021-06-30$14,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$53,488
Value of net assets at end of year (total assets less liabilities)2021-06-30$10,963,385
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$10,909,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$14,683
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$9,254,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$8,817,685
Value of interest in pooled separate accounts at end of year2021-06-30$63,529
Value of interest in pooled separate accounts at beginning of year2021-06-30$71,638
Interest earned on other investments2021-06-30$40,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,263,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,254,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,800,786
Net investment gain/loss from pooled separate accounts2021-06-30$4,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$361,168
Employer contributions (assets) at end of year2021-06-30$382,218
Employer contributions (assets) at beginning of year2021-06-30$765,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,488,815
Contract administrator fees2021-06-30$59,773
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2021-06-30830414789
2020 : ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,273,380
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$650,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$580,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$746,765
Value of total assets at end of year2020-06-30$10,909,897
Value of total assets at beginning of year2020-06-30$10,287,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$69,772
Total interest from all sources2020-06-30$42,191
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$445,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$445,008
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Other income not declared elsewhere2020-06-30$14,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$622,702
Value of net assets at end of year (total assets less liabilities)2020-06-30$10,909,897
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$10,287,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$14,300
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$8,817,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$8,241,887
Value of interest in pooled separate accounts at end of year2020-06-30$71,638
Value of interest in pooled separate accounts at beginning of year2020-06-30$86,868
Interest earned on other investments2020-06-30$42,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,254,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,220,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$24,114
Net investment gain/loss from pooled separate accounts2020-06-30$1,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$746,765
Employer contributions (assets) at end of year2020-06-30$765,765
Employer contributions (assets) at beginning of year2020-06-30$737,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$580,906
Contract administrator fees2020-06-30$55,472
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2020-06-30830414789
2019 : ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,230,219
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$607,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$524,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$711,103
Value of total assets at end of year2019-06-30$10,287,195
Value of total assets at beginning of year2019-06-30$9,664,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$83,116
Total interest from all sources2019-06-30$43,245
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$338,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$338,505
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$711,103
Amount contributed by the employer to the plan for this plan year2019-06-30$711,103
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Other income not declared elsewhere2019-06-30$19,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$622,279
Value of net assets at end of year (total assets less liabilities)2019-06-30$10,287,195
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$9,664,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$19,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$8,241,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$7,600,364
Value of interest in pooled separate accounts at end of year2019-06-30$86,868
Value of interest in pooled separate accounts at beginning of year2019-06-30$83,784
Interest earned on other investments2019-06-30$43,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,220,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,257,594
Net investment gain/loss from pooled separate accounts2019-06-30$4,393
Net gain/loss from 103.12 investment entities2019-06-30$113,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$711,103
Employer contributions (assets) at end of year2019-06-30$737,926
Employer contributions (assets) at beginning of year2019-06-30$723,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$524,824
Contract administrator fees2019-06-30$63,605
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2019-06-30830414789
2018 : ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,420,177
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$413,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$336,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$723,174
Value of total assets at end of year2018-06-30$9,664,916
Value of total assets at beginning of year2018-06-30$8,658,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$77,458
Total interest from all sources2018-06-30$42,988
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$163,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$163,822
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$723,174
Amount contributed by the employer to the plan for this plan year2018-06-30$723,174
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Other income not declared elsewhere2018-06-30$18,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,006,567
Value of net assets at end of year (total assets less liabilities)2018-06-30$9,664,916
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,658,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$18,380
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$7,600,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$7,356,035
Value of interest in pooled separate accounts at end of year2018-06-30$83,784
Value of interest in pooled separate accounts at beginning of year2018-06-30$81,566
Interest earned on other investments2018-06-30$42,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,257,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,220,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$467,737
Net investment gain/loss from pooled separate accounts2018-06-30$4,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$723,174
Employer contributions (assets) at end of year2018-06-30$723,174
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$336,152
Contract administrator fees2018-06-30$59,078
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2018-06-30830414789
2017 : ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,491,409
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$434,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$371,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$712,931
Value of total assets at end of year2017-06-30$8,658,349
Value of total assets at beginning of year2017-06-30$7,601,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$62,967
Total interest from all sources2017-06-30$45,549
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$134,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$134,358
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Other income not declared elsewhere2017-06-30$14,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,056,696
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,658,349
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,601,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$14,933
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$7,356,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$6,326,401
Value of interest in pooled separate accounts at end of year2017-06-30$81,566
Value of interest in pooled separate accounts at beginning of year2017-06-30$84,672
Interest earned on other investments2017-06-30$45,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,220,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,190,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$580,505
Net investment gain/loss from pooled separate accounts2017-06-30$3,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$712,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$371,746
Contract administrator fees2017-06-30$48,034
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2017-06-30830414789
2016 : ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$625,109
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$362,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$310,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$577,855
Value of total assets at end of year2016-06-30$7,601,653
Value of total assets at beginning of year2016-06-30$7,339,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$51,780
Total interest from all sources2016-06-30$44,228
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$170,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$170,283
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$577,855
Amount contributed by the employer to the plan for this plan year2016-06-30$577,855
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Other income not declared elsewhere2016-06-30$13,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$262,596
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,601,653
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,339,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$12,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$6,326,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$6,082,846
Value of interest in pooled separate accounts at end of year2016-06-30$84,672
Value of interest in pooled separate accounts at beginning of year2016-06-30$82,261
Interest earned on other investments2016-06-30$44,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,190,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,173,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-186,221
Net investment gain/loss from pooled separate accounts2016-06-30$5,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$577,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$310,733
Contract administrator fees2016-06-30$39,261
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2016-06-30830414789
2015 : ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$812,714
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$632,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$571,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$545,816
Value of total assets at end of year2015-06-30$7,339,057
Value of total assets at beginning of year2015-06-30$7,159,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$61,842
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$182,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$182,217
Administrative expenses professional fees incurred2015-06-30$6,000
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$545,816
Amount contributed by the employer to the plan for this plan year2015-06-30$545,816
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Other income not declared elsewhere2015-06-30$14,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$179,803
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,339,057
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,159,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$14,892
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$6,082,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,074,003
Value of interest in pooled separate accounts at end of year2015-06-30$82,261
Value of interest in pooled separate accounts at beginning of year2015-06-30$77,924
Interest earned on other investments2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,173,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$3,007,327
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$73,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$61,764
Net investment gain/loss from pooled separate accounts2015-06-30$8,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$545,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$497,190
Contract administrator fees2015-06-30$40,950
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2015-06-30830414789
2014 : ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$14,931
Total income from all sources (including contributions)2014-06-30$1,331,190
Total of all expenses incurred2014-06-30$324,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$291,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$558,469
Value of total assets at end of year2014-06-30$6,189,417
Value of total assets at beginning of year2014-06-30$5,197,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$33,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$558,469
Amount contributed by the employer to the plan for this plan year2014-06-30$558,469
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Liabilities. Value of operating payables at end of year2014-06-30$0
Liabilities. Value of operating payables at beginning of year2014-06-30$14,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,006,524
Value of net assets at end of year (total assets less liabilities)2014-06-30$6,189,417
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,182,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$33,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,182,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,979,390
Value of interest in pooled separate accounts at end of year2014-06-30$77,924
Value of interest in pooled separate accounts at beginning of year2014-06-30$70,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$3,007,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$2,218,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$772,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$558,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$291,514
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30ISDANER & COMPANY, LLC
Accountancy firm EIN2014-06-30236410283
2013 : ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$14,931
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$3,044
Total income from all sources (including contributions)2013-06-30$980,419
Total of all expenses incurred2013-06-30$297,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$273,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$515,823
Value of total assets at end of year2013-06-30$5,197,824
Value of total assets at beginning of year2013-06-30$4,502,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$24,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$515,823
Amount contributed by the employer to the plan for this plan year2013-06-30$515,823
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Liabilities. Value of operating payables at end of year2013-06-30$14,931
Liabilities. Value of operating payables at beginning of year2013-06-30$3,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$683,133
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,182,893
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,499,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$24,128
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,908,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,792,090
Value of interest in pooled separate accounts at end of year2013-06-30$70,604
Value of interest in pooled separate accounts at beginning of year2013-06-30$80,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$4,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$4,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$2,218,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,621,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$464,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$515,823
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$4,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$273,158
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30ISDANER & COMPANY, LLC
Accountancy firm EIN2013-06-30236410283
2012 : ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$3,044
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$3,044
Total income from all sources (including contributions)2012-06-30$451,048
Total of all expenses incurred2012-06-30$337,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$318,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$398,095
Value of total assets at end of year2012-06-30$4,502,804
Value of total assets at beginning of year2012-06-30$4,388,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$18,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$398,095
Amount contributed by the employer to the plan for this plan year2012-06-30$398,095
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Liabilities. Value of operating payables at end of year2012-06-30$3,044
Liabilities. Value of operating payables at beginning of year2012-06-30$3,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$113,994
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,499,760
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,385,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$18,937
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,792,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,994,096
Value of interest in pooled separate accounts at end of year2012-06-30$80,624
Value of interest in pooled separate accounts at beginning of year2012-06-30$80,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$4,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$23,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$23,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,621,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,238,830
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$3,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$52,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$398,095
Employer contributions (assets) at end of year2012-06-30$4,452
Employer contributions (assets) at beginning of year2012-06-30$51,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$314,475
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ISDANER & COMPANY, LLC
Accountancy firm EIN2012-06-30236410283
2011 : ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$3,044
Total income from all sources (including contributions)2011-06-30$1,156,015
Total of all expenses incurred2011-06-30$435,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$415,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$497,232
Value of total assets at end of year2011-06-30$4,388,810
Value of total assets at beginning of year2011-06-30$3,664,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$19,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$469,370
Amount contributed by the employer to the plan for this plan year2011-06-30$469,370
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$27,862
Liabilities. Value of operating payables at end of year2011-06-30$3,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$720,915
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,385,766
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,664,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$19,730
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,994,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,568,775
Value of interest in pooled separate accounts at end of year2011-06-30$80,848
Value of interest in pooled separate accounts at beginning of year2011-06-30$96,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$23,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,238,830
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$11,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$658,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$469,370
Employer contributions (assets) at end of year2011-06-30$51,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$403,656
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30ISDANER & COMPANY, LLC
Accountancy firm EIN2011-06-30236410283
2010 : ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$368,885
Minimum employer required contribution for this plan year2010-06-30$368,885

Form 5500 Responses for ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN

2021: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: ABRAMSON CENTER FOR JEWISH LIFE DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893210-087
Policy instance 2
Insurance contract or identification number893210-087
Number of Individuals Covered30
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346611
Policy instance 1
Insurance contract or identification number346611
Number of Individuals Covered283
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 number346611
Policy instance 1
Insurance contract or identification number346611
Number of Individuals Covered300
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893210-087
Policy instance 2
Insurance contract or identification number893210-087
Number of Individuals Covered35
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893210-087
Policy instance 2
Insurance contract or identification number893210-087
Number of Individuals Covered40
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346611
Policy instance 1
Insurance contract or identification number346611
Number of Individuals Covered323
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 number346611
Policy instance 1
Insurance contract or identification number346611
Number of Individuals Covered340
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893210-087
Policy instance 2
Insurance contract or identification number893210-087
Number of Individuals Covered35
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346611
Policy instance 1
Insurance contract or identification number346611
Number of Individuals Covered353
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893210-087
Policy instance 2
Insurance contract or identification number893210-087
Number of Individuals Covered39
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893210-087
Policy instance 2
Insurance contract or identification number893210-087
Number of Individuals Covered38
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346611
Policy instance 1
Insurance contract or identification number346611
Number of Individuals Covered396
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893210-087
Policy instance 2
Insurance contract or identification number893210-087
Number of Individuals Covered42
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346611
Policy instance 1
Insurance contract or identification number346611
Number of Individuals Covered420
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893210087
Policy instance 2
Insurance contract or identification number893210087
Number of Individuals Covered42
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number346611
Policy instance 1
Insurance contract or identification number346611
Number of Individuals Covered458
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number346611
Policy instance 1
Insurance contract or identification number346611
Number of Individuals Covered484
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893210087
Policy instance 2
Insurance contract or identification number893210087
Number of Individuals Covered44
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number346611
Policy instance 1
Insurance contract or identification number346611
Number of Individuals Covered525
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893210087
Policy instance 2
Insurance contract or identification number893210087
Number of Individuals Covered44
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893210087
Policy instance 2
Insurance contract or identification number893210087
Number of Individuals Covered42
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number346611
Policy instance 1
Insurance contract or identification number346611
Number of Individuals Covered571
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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