BRIDGE TO INDEPENDENCE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRIDGE TO INDEPENDENCE, INC. PENSION PLAN
401k plan membership statisitcs for BRIDGE TO INDEPENDENCE, INC. PENSION PLAN
| Measure | Date | Value |
|---|
| 2016: BRIDGE TO INDEPENDENCE, INC. PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 7 |
| Number of participants with account balances | 2016-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| Number of employers contributing to the scheme | 2016-01-01 | 0 |
| 2015: BRIDGE TO INDEPENDENCE, INC. PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 7 |
| Number of participants with account balances | 2015-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: BRIDGE TO INDEPENDENCE, INC. PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 7 |
| Number of participants with account balances | 2014-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: BRIDGE TO INDEPENDENCE, INC. PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 7 |
| Number of participants with account balances | 2013-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: BRIDGE TO INDEPENDENCE, INC. PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 7 |
| Number of participants with account balances | 2012-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: BRIDGE TO INDEPENDENCE, INC. PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 7 |
| Number of participants with account balances | 2011-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: BRIDGE TO INDEPENDENCE, INC. PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 8 |
| Number of participants with account balances | 2009-01-01 | 8 |
| Measure | Date | Value |
|---|
| 2016 : BRIDGE TO INDEPENDENCE, INC. PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $30,520 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $110,318 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $110,183 |
| Total plan assets at end of year | 2016-12-31 | $296,555 |
| Total plan assets at beginning of year | 2016-12-31 | $376,353 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $135 |
| Other income received | 2016-12-31 | $11,020 |
| Net income (gross income less expenses) | 2016-12-31 | $-79,798 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $296,555 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $376,353 |
| Assets. Value of participant loans | 2016-12-31 | $36,762 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $19,500 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $19,500 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $19,500 |
| 2015 : BRIDGE TO INDEPENDENCE, INC. PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $23,012 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $79 |
| Total plan assets at end of year | 2015-12-31 | $376,353 |
| Total plan assets at beginning of year | 2015-12-31 | $353,420 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $79 |
| Other income received | 2015-12-31 | $1,039 |
| Net income (gross income less expenses) | 2015-12-31 | $22,933 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $376,353 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $353,420 |
| Assets. Value of participant loans | 2015-12-31 | $48,057 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $21,973 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $21,973 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $21,973 |
| 2014 : BRIDGE TO INDEPENDENCE, INC. PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $31,094 |
| Total plan assets at end of year | 2014-12-31 | $353,420 |
| Total plan assets at beginning of year | 2014-12-31 | $322,326 |
| Other income received | 2014-12-31 | $12,745 |
| Net income (gross income less expenses) | 2014-12-31 | $31,094 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $353,420 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $322,326 |
| Assets. Value of participant loans | 2014-12-31 | $47,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $18,349 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $18,347 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $18,347 |
| 2013 : BRIDGE TO INDEPENDENCE, INC. PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $69,696 |
| Total plan assets at end of year | 2013-12-31 | $322,326 |
| Total plan assets at beginning of year | 2013-12-31 | $252,630 |
| Other income received | 2013-12-31 | $48,681 |
| Net income (gross income less expenses) | 2013-12-31 | $69,696 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $322,326 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $252,630 |
| Assets. Value of participant loans | 2013-12-31 | $19,999 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $21,015 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $21,015 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $21,015 |
| 2012 : BRIDGE TO INDEPENDENCE, INC. PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $42,551 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,006 |
| Total plan assets at end of year | 2012-12-31 | $252,630 |
| Total plan assets at beginning of year | 2012-12-31 | $211,085 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,006 |
| Other income received | 2012-12-31 | $17,282 |
| Net income (gross income less expenses) | 2012-12-31 | $41,545 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $252,630 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $211,085 |
| Assets. Value of participant loans | 2012-12-31 | $10,656 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $25,269 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $25,269 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $25,269 |
| 2011 : BRIDGE TO INDEPENDENCE, INC. PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $20,522 |
| Total plan assets at end of year | 2011-12-31 | $211,085 |
| Total plan assets at beginning of year | 2011-12-31 | $190,563 |
| Other income received | 2011-12-31 | $-1,237 |
| Net income (gross income less expenses) | 2011-12-31 | $20,522 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $211,085 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $190,563 |
| Assets. Value of participant loans | 2011-12-31 | $15,376 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $21,759 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $21,759 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $21,759 |
| 2010 : BRIDGE TO INDEPENDENCE, INC. PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $44,167 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $6,202 |
| Total plan assets at end of year | 2010-12-31 | $190,563 |
| Total plan assets at beginning of year | 2010-12-31 | $152,598 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $6,202 |
| Other income received | 2010-12-31 | $21,738 |
| Net income (gross income less expenses) | 2010-12-31 | $37,965 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $190,563 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $152,598 |
| Assets. Value of participant loans | 2010-12-31 | $7,371 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $22,429 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $22,429 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $22,429 |
| 2009 : BRIDGE TO INDEPENDENCE, INC. PENSION PLAN 2009 401k financial data |
|---|
| Minimum employer required contribution for this plan year | 2009-12-31 | $18,669 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $18,669 |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 054186-B |
| Policy instance | 1 |
| Insurance contract or identification number | 054186-B | | Number of Individuals Covered | 7 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | INCENTIVE COMP PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | PITTSBURGH REGIONAL OFFICE |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 054186-B |
| Policy instance | 1 |
| Insurance contract or identification number | 054186-B | | Number of Individuals Covered | 7 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of fees paid to insurance company | USD $12 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 12 | | Additional information about fees paid to insurance broker | INCENTIVE COMP PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | PITTSBURGH REGIONAL OFFICE |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 054186-B |
| Policy instance | 1 |
| Insurance contract or identification number | 054186-B | | Number of Individuals Covered | 7 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of fees paid to insurance company | USD $93 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 93 | | Additional information about fees paid to insurance broker | INCENTIVE COMP PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | PITTSBURGH REGIONAL OFFICE |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 054186-B |
| Policy instance | 1 |
| Insurance contract or identification number | 054186-B | | Number of Individuals Covered | 7 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of fees paid to insurance company | USD $23 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 7 | | Additional information about fees paid to insurance broker | INCENTIVE COMP PROGRAM | | Insurance broker organization code? | 3 | | Insurance broker name | JEFFREY INGRAM |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 054186-B |
| Policy instance | 1 |
| Insurance contract or identification number | 054186-B | | Number of Individuals Covered | 7 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of fees paid to insurance company | USD $26 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 054186-B |
| Policy instance | 1 |
| Insurance contract or identification number | 054186-B | | Number of Individuals Covered | 7 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of fees paid to insurance company | USD $26 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 9 | | Additional information about fees paid to insurance broker | COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | JOHN C. HILZENDEGER |
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