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NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 401k Plan overview

Plan NameNATIONAL ASSOCIATION OF REALTORS PENSION PLAN
Plan identification number 001

NATIONAL ASSOCIATION OF REALTORS PENSION PLAN Benefits

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

401k Sponsoring company profile

NATIONAL ASSOCIATION OF REALTORS has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL ASSOCIATION OF REALTORS
Employer identification number (EIN):361520690
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about NATIONAL ASSOCIATION OF REALTORS

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2975829

More information about NATIONAL ASSOCIATION OF REALTORS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL ASSOCIATION OF REALTORS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN PIERPOINT DONNA GLAND2018-10-08
0012016-01-01JOHN PIERPOINT DONNA GLAND2017-10-11
0012015-01-01JOHN PIERPOINT DONNA GLAND2016-10-13
0012014-01-01JOHN PIERPOINT DONNA GLAND2015-07-29
0012013-01-01JOHN PIERPOINT DONNA GLAND2014-07-25
0012012-01-01JOHN PIERPOINT DONNA GLAND2013-10-08
0012011-01-01JOHN PIERPOINT DONNA GLAND2012-07-25
0012009-01-01JOHN PIERPOINT DONNA GLAND2010-10-13

Plan Statistics for NATIONAL ASSOCIATION OF REALTORS PENSION PLAN

401k plan membership statisitcs for NATIONAL ASSOCIATION OF REALTORS PENSION PLAN

Measure Date Value
2022: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01652
Total number of active participants reported on line 7a of the Form 55002022-01-01382
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01232
Total of all active and inactive participants2022-01-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01617
Number of participants with account balances2022-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01687
Total number of active participants reported on line 7a of the Form 55002021-01-01436
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01213
Total of all active and inactive participants2021-01-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01652
Number of participants with account balances2021-01-01646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01651
Total number of active participants reported on line 7a of the Form 55002020-01-01427
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01258
Total of all active and inactive participants2020-01-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01687
Number of participants with account balances2020-01-01677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0136
2019: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01673
Total number of active participants reported on line 7a of the Form 55002019-01-01430
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01220
Total of all active and inactive participants2019-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01651
Number of participants with account balances2019-01-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01604
Total number of active participants reported on line 7a of the Form 55002018-01-01451
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01221
Total of all active and inactive participants2018-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01673
Number of participants with account balances2018-01-01664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0133
2017: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01632
Total number of active participants reported on line 7a of the Form 55002017-01-01426
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01176
Total of all active and inactive participants2017-01-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01604
Number of participants with account balances2017-01-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01615
Total number of active participants reported on line 7a of the Form 55002016-01-01453
Number of other retired or separated participants entitled to future benefits2016-01-01179
Total of all active and inactive participants2016-01-01632
Total participants2016-01-01632
Number of participants with account balances2016-01-01626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01648
Total number of active participants reported on line 7a of the Form 55002015-01-01439
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01175
Total of all active and inactive participants2015-01-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01615
Number of participants with account balances2015-01-01587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01612
Total number of active participants reported on line 7a of the Form 55002014-01-01477
Number of other retired or separated participants entitled to future benefits2014-01-01170
Total of all active and inactive participants2014-01-01647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01648
Number of participants with account balances2014-01-01610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01657
Total number of active participants reported on line 7a of the Form 55002013-01-01454
Number of retired or separated participants receiving benefits2013-01-01158
Total of all active and inactive participants2013-01-01612
Total participants2013-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01663
Total number of active participants reported on line 7a of the Form 55002012-01-01483
Number of retired or separated participants receiving benefits2012-01-01172
Total of all active and inactive participants2012-01-01655
Total participants2012-01-01655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0167
2011: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01669
Total number of active participants reported on line 7a of the Form 55002011-01-01460
Number of other retired or separated participants entitled to future benefits2011-01-01199
Total of all active and inactive participants2011-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0159
2009: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01630
Total number of active participants reported on line 7a of the Form 55002009-01-01473
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01178
Total of all active and inactive participants2009-01-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01653
Number of participants with account balances2009-01-01653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0159

Financial Data on NATIONAL ASSOCIATION OF REALTORS PENSION PLAN

Measure Date Value
2022 : NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-11,495,174
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,984,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,976,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,465,784
Value of total assets at end of year2022-12-31$71,157,035
Value of total assets at beginning of year2022-12-31$85,636,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,762
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,037,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,037,531
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$63,999
Administrative expenses (other) incurred2022-12-31$7,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,479,588
Value of net assets at end of year (total assets less liabilities)2022-12-31$71,157,035
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$85,636,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$220
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$64,900,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$78,849,935
Value of interest in common/collective trusts at end of year2022-12-31$6,256,565
Value of interest in common/collective trusts at beginning of year2022-12-31$6,786,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-19,123,107
Net investment gain or loss from common/collective trusts2022-12-31$124,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,401,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,976,652
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON
Accountancy firm EIN2022-12-31366055558
2021 : NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$3,656,902
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$14,585,182
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,677,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,673,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,565,069
Value of total assets at end of year2021-12-31$85,636,623
Value of total assets at beginning of year2021-12-31$79,386,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,979
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,043,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,043,570
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$3,765,373
Amount contributed by the employer to the plan for this plan year2021-12-31$3,765,373
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$3,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,907,262
Value of net assets at end of year (total assets less liabilities)2021-12-31$85,636,623
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$79,386,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$78,849,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$71,929,898
Value of interest in common/collective trusts at end of year2021-12-31$6,786,688
Value of interest in common/collective trusts at beginning of year2021-12-31$6,548,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,866,718
Net investment gain or loss from common/collective trusts2021-12-31$109,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,565,069
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$908,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,673,941
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON
Accountancy firm EIN2021-12-31366055558
2020 : NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$14,994,788
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,014,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,014,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,765,373
Value of total assets at end of year2020-12-31$79,386,263
Value of total assets at beginning of year2020-12-31$71,406,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$51
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,883,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,883,811
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$3,765,373
Amount contributed by the employer to the plan for this plan year2020-12-31$3,765,373
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$51
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,980,076
Value of net assets at end of year (total assets less liabilities)2020-12-31$79,386,263
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$71,406,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$71,929,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$64,246,299
Value of interest in common/collective trusts at end of year2020-12-31$6,548,251
Value of interest in common/collective trusts at beginning of year2020-12-31$6,371,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,203,863
Net investment gain or loss from common/collective trusts2020-12-31$141,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,765,373
Employer contributions (assets) at end of year2020-12-31$908,114
Employer contributions (assets) at beginning of year2020-12-31$788,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,014,661
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRANT THORNTON
Accountancy firm EIN2020-12-31366055558
2019 : NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,787,402
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,285,283
Total of all expenses incurred2019-12-31$8,285,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,285,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,098,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,098,362
Value of total assets at end of year2019-12-31$71,406,187
Value of total assets at end of year2019-12-31$71,406,187
Value of total assets at beginning of year2019-12-31$62,904,068
Value of total assets at beginning of year2019-12-31$62,904,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$100
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$100
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,357,305
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,357,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,357,305
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,357,305
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$3,098,362
Amount contributed by the employer to the plan for this plan year2019-12-31$3,098,362
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$100
Administrative expenses (other) incurred2019-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,502,119
Value of net income/loss2019-12-31$8,502,119
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,406,187
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,406,187
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$62,904,068
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$62,904,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$64,246,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$64,246,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$56,994,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$56,994,592
Value of interest in common/collective trusts at end of year2019-12-31$6,371,190
Value of interest in common/collective trusts at end of year2019-12-31$6,371,190
Value of interest in common/collective trusts at beginning of year2019-12-31$5,909,476
Value of interest in common/collective trusts at beginning of year2019-12-31$5,909,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,208,760
Net investment gain or loss from common/collective trusts2019-12-31$122,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,098,362
Contributions received in cash from employer2019-12-31$3,098,362
Employer contributions (assets) at end of year2019-12-31$788,698
Employer contributions (assets) at end of year2019-12-31$788,698
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,285,183
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE HORWATH, LLP
Accountancy firm name2019-12-31CROWE HORWATH, LLP
Accountancy firm EIN2019-12-31350921680
Accountancy firm EIN2019-12-31350921680
2018 : NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2018 401k financial data
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$3,289,864
Amount contributed by the employer to the plan for this plan year2018-12-31$3,289,864
2017 : NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$14,469,609
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,962,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,962,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,334,059
Value of total assets at end of year2017-12-31$71,525,787
Value of total assets at beginning of year2017-12-31$62,018,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,204,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,204,782
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$3,334,059
Amount contributed by the employer to the plan for this plan year2017-12-31$3,334,059
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,507,517
Value of net assets at end of year (total assets less liabilities)2017-12-31$71,525,787
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$62,018,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$65,420,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$55,384,609
Value of interest in common/collective trusts at end of year2017-12-31$6,105,031
Value of interest in common/collective trusts at beginning of year2017-12-31$6,633,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,826,965
Net investment gain or loss from common/collective trusts2017-12-31$103,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,334,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,962,092
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,204,130
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,406,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,406,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,214,123
Value of total assets at end of year2016-12-31$62,018,270
Value of total assets at beginning of year2016-12-31$57,220,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,863,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,863,760
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$3,214,123
Amount contributed by the employer to the plan for this plan year2016-12-31$3,214,123
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,797,536
Value of net assets at end of year (total assets less liabilities)2016-12-31$62,018,270
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$57,220,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$55,384,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$51,252,398
Value of interest in common/collective trusts at end of year2016-12-31$6,633,661
Value of interest in common/collective trusts at beginning of year2016-12-31$5,968,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,034,246
Net investment gain or loss from common/collective trusts2016-12-31$92,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,214,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,406,594
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CROWE HORWATH, LLP
Accountancy firm EIN2016-12-31350921680
2015 : NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,285,373
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,910,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,910,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,801,174
Value of total assets at end of year2015-12-31$57,220,734
Value of total assets at beginning of year2015-12-31$60,846,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,465,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,465,105
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$2,801,173
Amount contributed by the employer to the plan for this plan year2015-12-31$2,801,173
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,625,383
Value of net assets at end of year (total assets less liabilities)2015-12-31$57,220,734
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$60,846,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$51,252,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$53,797,256
Value of interest in common/collective trusts at end of year2015-12-31$5,968,336
Value of interest in common/collective trusts at beginning of year2015-12-31$7,048,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,970,117
Net investment gain or loss from common/collective trusts2015-12-31$-10,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,801,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,910,756
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CROWE HORWATH, LLP
Accountancy firm EIN2015-12-31350921680
2014 : NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,400,320
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,338,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,338,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,918,447
Value of total assets at end of year2014-12-31$60,846,117
Value of total assets at beginning of year2014-12-31$57,784,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,975,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,975,706
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$2,918,447
Amount contributed by the employer to the plan for this plan year2014-12-31$2,918,447
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,061,968
Value of net assets at end of year (total assets less liabilities)2014-12-31$60,846,117
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$57,784,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$53,797,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$50,318,801
Value of interest in common/collective trusts at end of year2014-12-31$7,048,861
Value of interest in common/collective trusts at beginning of year2014-12-31$7,465,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$380,469
Net investment gain or loss from common/collective trusts2014-12-31$125,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,918,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,338,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CROWE HORWATH, LLP
Accountancy firm EIN2014-12-31350921680
2013 : NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$13,021,020
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,246,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,246,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,772,450
Value of total assets at end of year2013-12-31$57,784,149
Value of total assets at beginning of year2013-12-31$48,010,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,940,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,940,776
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$2,772,450
Amount contributed by the employer to the plan for this plan year2013-12-31$2,772,450
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$10,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,774,031
Value of net assets at end of year (total assets less liabilities)2013-12-31$57,784,149
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$48,010,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$50,318,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$39,779,103
Value of interest in common/collective trusts at end of year2013-12-31$7,465,348
Value of interest in common/collective trusts at beginning of year2013-12-31$8,220,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,367,873
Net investment gain or loss from common/collective trusts2013-12-31$-60,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,772,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,246,989
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CROWE HORWATH, LLP
Accountancy firm EIN2013-12-31350921680
2012 : NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,991
Total income from all sources (including contributions)2012-12-31$8,517,254
Total of all expenses incurred2012-12-31$1,425,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,417,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,640,885
Value of total assets at end of year2012-12-31$48,010,118
Value of total assets at beginning of year2012-12-31$40,929,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,950
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,297,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,297,279
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$2,640,885
Amount contributed by the employer to the plan for this plan year2012-12-31$2,640,885
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$10,991
Administrative expenses (other) incurred2012-12-31$7,950
Total non interest bearing cash at end of year2012-12-31$10,857
Total non interest bearing cash at beginning of year2012-12-31$2,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,091,700
Value of net assets at end of year (total assets less liabilities)2012-12-31$48,010,118
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$40,918,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$39,779,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$33,893,093
Value of interest in common/collective trusts at end of year2012-12-31$8,220,158
Value of interest in common/collective trusts at beginning of year2012-12-31$7,015,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,398,033
Net investment gain or loss from common/collective trusts2012-12-31$181,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,640,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,417,604
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CROWE HORWATH, LLP
Accountancy firm EIN2012-12-31350921680
2011 : NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,991
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$674,975
Total income from all sources (including contributions)2011-12-31$1,686,316
Total of all expenses incurred2011-12-31$1,507,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,507,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,684,103
Value of total assets at end of year2011-12-31$40,929,409
Value of total assets at beginning of year2011-12-31$41,414,767
Total interest from all sources2011-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$894,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$894,050
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$2,684,103
Amount contributed by the employer to the plan for this plan year2011-12-31$2,684,103
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$10,991
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$11,271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$10,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$674,975
Total non interest bearing cash at end of year2011-12-31$2,074
Total non interest bearing cash at beginning of year2011-12-31$2,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$178,626
Value of net assets at end of year (total assets less liabilities)2011-12-31$40,918,418
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$40,739,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$33,893,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$33,871,332
Value of interest in common/collective trusts at end of year2011-12-31$7,015,102
Value of interest in common/collective trusts at beginning of year2011-12-31$6,788,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$741,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$741,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,061,309
Net investment gain or loss from common/collective trusts2011-12-31$169,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,684,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,507,690
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CROWE HORWATH, LLP
Accountancy firm EIN2011-12-31350921680
2010 : NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$674,975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,446
Total income from all sources (including contributions)2010-12-31$7,550,848
Total of all expenses incurred2010-12-31$2,543,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,543,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,698,881
Value of total assets at end of year2010-12-31$41,414,767
Value of total assets at beginning of year2010-12-31$35,743,991
Total interest from all sources2010-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$531,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$531,946
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$2,698,881
Amount contributed by the employer to the plan for this plan year2010-12-31$2,698,881
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$11,271
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$11,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$674,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$11,446
Total non interest bearing cash at end of year2010-12-31$2,133
Total non interest bearing cash at beginning of year2010-12-31$1,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,007,247
Value of net assets at end of year (total assets less liabilities)2010-12-31$40,739,792
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$35,732,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$33,871,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$29,436,926
Value of interest in common/collective trusts at end of year2010-12-31$6,788,658
Value of interest in common/collective trusts at beginning of year2010-12-31$6,285,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$741,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,998,394
Net investment gain or loss from common/collective trusts2010-12-31$321,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,698,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,543,601
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CROWE HORWATH, LLP
Accountancy firm EIN2010-12-31350921680

Form 5500 Responses for NATIONAL ASSOCIATION OF REALTORS PENSION PLAN

2022: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL ASSOCIATION OF REALTORS PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE430160
Policy instance 1
Insurance contract or identification numberAE430160
Number of Individuals Covered78
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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