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CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 401k Plan overview

Plan NameCARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN
Plan identification number 001

CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CARDIOVASCULAR RESEARCH FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:CARDIOVASCULAR RESEARCH FOUNDATION
Employer identification number (EIN):521752653
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CARDIOVASCULAR RESEARCH FOUNDATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2018-06-07
Company Identification Number: 0803038284
Legal Registered Office Address: 1700 BROADWAY

NEW YORK
United States of America (USA)
10019

More information about CARDIOVASCULAR RESEARCH FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01EILEEN MORALES
0012016-01-01EILEEN MORALES
0012015-01-01EILEEN MORALES
0012014-01-01EILEEN MORALES
0012013-01-01EILEEN MORALES
0012012-01-01EILEEN MORALES
0012011-01-01EILEEN MORALES
0012010-01-01EILEEN MORALES
0012009-01-01EILEEN MORALES
0012009-01-01EILEEN MORALES
0012009-01-01EILEEN MORALES

Plan Statistics for CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN

401k plan membership statisitcs for CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN

Measure Date Value
2022: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01228
Total number of active participants reported on line 7a of the Form 55002022-01-01154
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0164
Total of all active and inactive participants2022-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01222
Number of participants with account balances2022-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01242
Total number of active participants reported on line 7a of the Form 55002021-01-01168
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0160
Total of all active and inactive participants2021-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01228
Number of participants with account balances2021-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01247
Total number of active participants reported on line 7a of the Form 55002020-01-01178
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0163
Total of all active and inactive participants2020-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01241
Number of participants with account balances2020-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01230
Total number of active participants reported on line 7a of the Form 55002019-01-01177
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0169
Total of all active and inactive participants2019-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01246
Number of participants with account balances2019-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01225
Total number of active participants reported on line 7a of the Form 55002018-01-01166
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01229
Number of participants with account balances2018-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01205
Total number of active participants reported on line 7a of the Form 55002017-01-01162
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01224
Number of participants with account balances2017-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01201
Total number of active participants reported on line 7a of the Form 55002016-01-01143
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0159
Total of all active and inactive participants2016-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01202
Number of participants with account balances2016-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01178
Total number of active participants reported on line 7a of the Form 55002015-01-01146
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0155
Total of all active and inactive participants2015-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01201
Number of participants with account balances2015-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01188
Total number of active participants reported on line 7a of the Form 55002014-01-01126
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0150
Total of all active and inactive participants2014-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01176
Number of participants with account balances2014-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01170
Total number of active participants reported on line 7a of the Form 55002013-01-01133
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01180
Number of participants with account balances2013-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01125
Total number of active participants reported on line 7a of the Form 55002012-01-01125
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0142
Total of all active and inactive participants2012-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01167
Number of participants with account balances2012-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01147
Total number of active participants reported on line 7a of the Form 55002011-01-0183
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01121
Number of participants with account balances2011-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01125
Total number of active participants reported on line 7a of the Form 55002010-01-01108
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0137
Total of all active and inactive participants2010-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01145
Number of participants with account balances2010-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01129
Total number of active participants reported on line 7a of the Form 55002009-01-0183
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01119
Number of participants with account balances2009-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN

Measure Date Value
2022 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-992,515
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$594,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$581,299
Expenses. Certain deemed distributions of participant loans2022-12-31$6,063
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,697,572
Value of total assets at end of year2022-12-31$16,808,305
Value of total assets at beginning of year2022-12-31$18,395,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,200
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$11,939
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,282,155
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$1,282,155
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,204,122
Participant contributions at end of year2022-12-31$242,414
Participant contributions at beginning of year2022-12-31$247,110
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,551
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$7,178
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,587,077
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,808,305
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,395,382
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$22
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,371,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,040,548
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,992,843
Interest on participant loans2022-12-31$9,672
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$2,267
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$716,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$682,913
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,080,669
Net investment gain/loss from pooled separate accounts2022-12-31$-903,512
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$477,899
Employer contributions (assets) at end of year2022-12-31$477,899
Employer contributions (assets) at beginning of year2022-12-31$431,968
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$581,299
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,007,759
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,076,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,071,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,721,100
Value of total assets at end of year2021-12-31$18,395,382
Value of total assets at beginning of year2021-12-31$15,464,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,943
Total interest from all sources2021-12-31$21,237
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$49,518
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$49,518
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,108,197
Participant contributions at end of year2021-12-31$247,110
Participant contributions at beginning of year2021-12-31$133,144
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$180,935
Administrative expenses (other) incurred2021-12-31$4,943
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$2,931,169
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,395,382
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,464,213
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$4,040,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,395,530
Value of interest in pooled separate accounts at end of year2021-12-31$12,992,843
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,398,681
Interest on participant loans2021-12-31$6,448
Interest earned on other investments2021-12-31$14,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$682,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,144,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$426,574
Net investment gain/loss from pooled separate accounts2021-12-31$1,789,330
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$431,968
Employer contributions (assets) at end of year2021-12-31$431,968
Employer contributions (assets) at beginning of year2021-12-31$392,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,071,647
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 name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : CARDIOVASCULAR RESEARCH FOUNDATION 401K 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$2,473,310
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,063,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,053,576
Value of total corrective distributions2020-12-31$7,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$970,439
Value of total assets at end of year2020-12-31$15,464,213
Value of total assets at beginning of year2020-12-31$15,054,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,291
Total interest from all sources2020-12-31$24,248
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$49,538
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$49,538
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$904,842
Participant contributions at end of year2020-12-31$133,144
Participant contributions at beginning of year2020-12-31$134,174
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,195
Administrative expenses (other) incurred2020-12-31$2,291
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$409,997
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,464,213
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,054,216
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$3,395,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,504,793
Value of interest in pooled separate accounts at end of year2020-12-31$10,398,681
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,928,129
Interest on participant loans2020-12-31$6,117
Interest earned on other investments2020-12-31$18,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,144,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$145,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$446,325
Net investment gain/loss from pooled separate accounts2020-12-31$982,760
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$50,402
Employer contributions (assets) at end of year2020-12-31$392,025
Employer contributions (assets) at beginning of year2020-12-31$341,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,053,576
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,010,225
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,083,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,077,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,077,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,220,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,220,023
Value of total assets at end of year2019-12-31$15,054,216
Value of total assets at end of year2019-12-31$15,054,216
Value of total assets at beginning of year2019-12-31$12,127,525
Value of total assets at beginning of year2019-12-31$12,127,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,929
Total interest from all sources2019-12-31$14,825
Total interest from all sources2019-12-31$14,825
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$55,748
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$55,748
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$55,748
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$55,748
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$500,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$841,458
Contributions received from participants2019-12-31$841,458
Participant contributions at end of year2019-12-31$134,174
Participant contributions at end of year2019-12-31$134,174
Participant contributions at beginning of year2019-12-31$156,211
Participant contributions at beginning of year2019-12-31$156,211
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$35,436
Participant contributions at beginning of year2019-12-31$35,436
Administrative expenses (other) incurred2019-12-31$5,929
Administrative expenses (other) incurred2019-12-31$5,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$2,926,691
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,054,216
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,054,216
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,127,525
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,127,525
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 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$2,504,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,504,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,805,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,805,666
Value of interest in pooled separate accounts at end of year2019-12-31$11,928,129
Value of interest in pooled separate accounts at end of year2019-12-31$11,928,129
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,899,010
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,899,010
Interest on participant loans2019-12-31$7,843
Interest on participant loans2019-12-31$7,843
Interest earned on other investments2019-12-31$6,982
Interest earned on other investments2019-12-31$6,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$145,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$145,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$892,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$892,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,468,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,468,375
Net investment gain/loss from pooled separate accounts2019-12-31$1,251,254
Net investment gain/loss from pooled separate accounts2019-12-31$1,251,254
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$378,565
Contributions received in cash from employer2019-12-31$378,565
Employer contributions (assets) at end of year2019-12-31$341,623
Employer contributions (assets) at end of year2019-12-31$341,623
Employer contributions (assets) at beginning of year2019-12-31$339,121
Employer contributions (assets) at beginning of year2019-12-31$339,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,077,605
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
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
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 name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
2018 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$306,850
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$205,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$195,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,248,074
Value of total assets at end of year2018-12-31$12,127,525
Value of total assets at beginning of year2018-12-31$12,025,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,506
Total interest from all sources2018-12-31$17,733
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$130,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$130,195
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$844,570
Participant contributions at end of year2018-12-31$156,211
Participant contributions at beginning of year2018-12-31$235,671
Participant contributions at end of year2018-12-31$35,436
Participant contributions at beginning of year2018-12-31$35,199
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$27,438
Administrative expenses (other) incurred2018-12-31$9,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$101,644
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,127,525
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,025,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,805,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,688,120
Value of interest in pooled separate accounts at end of year2018-12-31$1,899,010
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,959,864
Interest on participant loans2018-12-31$9,415
Interest earned on other investments2018-12-31$8,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$892,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$773,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-752,228
Net investment gain/loss from pooled separate accounts2018-12-31$-336,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$376,066
Employer contributions (assets) at end of year2018-12-31$339,121
Employer contributions (assets) at beginning of year2018-12-31$334,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$195,700
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : CARDIOVASCULAR RESEARCH FOUNDATION 401K 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$2,932,403
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$375,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$368,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,125,888
Value of total assets at end of year2017-12-31$12,025,881
Value of total assets at beginning of year2017-12-31$9,469,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,795
Total interest from all sources2017-12-31$16,928
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$95,330
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$95,330
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$766,381
Participant contributions at end of year2017-12-31$235,671
Participant contributions at beginning of year2017-12-31$205,796
Participant contributions at end of year2017-12-31$35,199
Participant contributions at beginning of year2017-12-31$22,689
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$25,488
Administrative expenses (other) incurred2017-12-31$6,795
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$2,556,872
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,025,881
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,469,009
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$8,688,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,739,779
Value of interest in pooled separate accounts at end of year2017-12-31$1,959,864
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,514,239
Interest on participant loans2017-12-31$9,916
Interest earned on other investments2017-12-31$7,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$773,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$650,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,427,065
Net investment gain/loss from pooled separate accounts2017-12-31$267,192
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$334,019
Employer contributions (assets) at end of year2017-12-31$334,019
Employer contributions (assets) at beginning of year2017-12-31$336,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$368,736
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : CARDIOVASCULAR RESEARCH FOUNDATION 401K 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$8,488
Total income from all sources (including contributions)2016-12-31$1,788,051
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$790,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$775,293
Value of total corrective distributions2016-12-31$8,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,081,278
Value of total assets at end of year2016-12-31$9,469,009
Value of total assets at beginning of year2016-12-31$8,479,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,744
Total interest from all sources2016-12-31$16,858
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$85,753
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$85,753
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$744,910
Participant contributions at end of year2016-12-31$205,796
Participant contributions at beginning of year2016-12-31$196,669
Participant contributions at end of year2016-12-31$22,689
Participant contributions at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$6,744
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$997,526
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,469,009
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,471,483
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$6,739,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,120,115
Value of interest in pooled separate accounts at end of year2016-12-31$1,514,239
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,166,403
Interest on participant loans2016-12-31$9,521
Interest earned on other investments2016-12-31$7,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$650,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$657,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$362,158
Net investment gain/loss from pooled separate accounts2016-12-31$242,004
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$336,368
Employer contributions (assets) at end of year2016-12-31$336,368
Employer contributions (assets) at beginning of year2016-12-31$339,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$775,293
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$8,488
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : CARDIOVASCULAR RESEARCH FOUNDATION 401K 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$8,488
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$1,279,268
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$603,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$597,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,285,915
Value of total assets at end of year2015-12-31$8,479,971
Value of total assets at beginning of year2015-12-31$7,795,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,455
Total interest from all sources2015-12-31$14,382
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$89,697
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$89,697
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$797,381
Participant contributions at end of year2015-12-31$196,669
Participant contributions at beginning of year2015-12-31$140,057
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$149,483
Administrative expenses (other) incurred2015-12-31$5,455
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$675,832
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,471,483
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,795,651
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$6,120,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,719,055
Value of interest in pooled separate accounts at end of year2015-12-31$1,166,403
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$6,211
Interest earned on other investments2015-12-31$8,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$657,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$637,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-29,683
Net investment gain/loss from pooled separate accounts2015-12-31$-81,043
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$339,051
Employer contributions (assets) at end of year2015-12-31$339,051
Employer contributions (assets) at beginning of year2015-12-31$299,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$597,981
Liabilities. Value of benefit claims payable at end of year2015-12-31$8,488
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : CARDIOVASCULAR RESEARCH FOUNDATION 401K 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$1,475,072
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$941,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$936,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,041,906
Value of total assets at end of year2014-12-31$7,795,651
Value of total assets at beginning of year2014-12-31$7,262,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,144
Total interest from all sources2014-12-31$13,053
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$70,021
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$70,021
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$702,607
Participant contributions at end of year2014-12-31$140,057
Participant contributions at beginning of year2014-12-31$117,821
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$39,804
Administrative expenses (other) incurred2014-12-31$5,144
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$533,141
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,795,651
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,262,510
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$6,719,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,248,439
Interest on participant loans2014-12-31$4,505
Interest earned on other investments2014-12-31$8,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$637,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$589,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$350,092
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$299,495
Employer contributions (assets) at end of year2014-12-31$299,495
Employer contributions (assets) at beginning of year2014-12-31$307,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$936,787
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : CARDIOVASCULAR RESEARCH FOUNDATION 401K 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$2,214,762
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$191,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$186,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,020,636
Value of total assets at end of year2013-12-31$7,262,510
Value of total assets at beginning of year2013-12-31$5,239,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,244
Total interest from all sources2013-12-31$11,475
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$60,139
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$60,139
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$692,523
Participant contributions at end of year2013-12-31$117,821
Participant contributions at beginning of year2013-12-31$63,805
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$20,994
Administrative expenses (other) incurred2013-12-31$5,244
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$2,022,819
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,262,510
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,239,691
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$6,248,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,364,937
Interest on participant loans2013-12-31$2,735
Interest earned on other investments2013-12-31$8,740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$589,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$558,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,122,512
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$307,119
Employer contributions (assets) at end of year2013-12-31$307,119
Employer contributions (assets) at beginning of year2013-12-31$252,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$186,699
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,513,807
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$269,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$267,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$972,922
Value of total assets at end of year2012-12-31$5,239,691
Value of total assets at beginning of year2012-12-31$3,995,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,640
Total interest from all sources2012-12-31$12,820
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$63,283
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$63,283
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$644,791
Participant contributions at end of year2012-12-31$63,805
Participant contributions at beginning of year2012-12-31$68,897
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$75,463
Administrative expenses (other) incurred2012-12-31$1,640
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$1,244,559
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,239,691
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,995,132
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$4,364,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,253,289
Interest on participant loans2012-12-31$2,822
Interest earned on other investments2012-12-31$9,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$558,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$418,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$464,782
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$252,668
Employer contributions (assets) at end of year2012-12-31$252,668
Employer contributions (assets) at beginning of year2012-12-31$254,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$267,608
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COHN REZNICK
Accountancy firm EIN2012-12-31221478099
2011 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$691,424
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$309,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$306,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$813,284
Value of total assets at end of year2011-12-31$3,995,132
Value of total assets at beginning of year2011-12-31$3,612,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,860
Total interest from all sources2011-12-31$11,950
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$43,489
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$43,489
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$557,368
Participant contributions at end of year2011-12-31$68,897
Participant contributions at beginning of year2011-12-31$35,772
Administrative expenses (other) incurred2011-12-31$2,860
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
Income. Non cash contributions2011-12-31$1,812
Value of net income/loss2011-12-31$382,399
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,995,132
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,612,733
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$3,253,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,031,751
Interest on participant loans2011-12-31$2,002
Interest earned on other investments2011-12-31$9,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$418,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$376,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-177,299
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$254,104
Employer contributions (assets) at end of year2011-12-31$254,104
Employer contributions (assets) at beginning of year2011-12-31$168,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$306,165
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COHNREZNICK LLP
Accountancy firm EIN2011-12-31221478099
2010 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,443
Total income from all sources (including contributions)2010-12-31$1,046,647
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$240,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$238,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$659,828
Value of total assets at end of year2010-12-31$3,612,733
Value of total assets at beginning of year2010-12-31$2,818,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,759
Total interest from all sources2010-12-31$10,953
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$36,357
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$36,357
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$491,580
Participant contributions at end of year2010-12-31$35,772
Participant contributions at beginning of year2010-12-31$24,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$12,443
Administrative expenses (other) incurred2010-12-31$1,759
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$806,503
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,612,733
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,806,230
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$3,031,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,275,818
Interest on participant loans2010-12-31$1,261
Interest earned on other investments2010-12-31$9,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$376,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$379,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$339,509
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$168,248
Employer contributions (assets) at end of year2010-12-31$168,248
Employer contributions (assets) at beginning of year2010-12-31$138,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$238,385
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JH COHN
Accountancy firm EIN2010-12-31221478099
2009 : CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN

2022: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARDIOVASCULAR RESEARCH FOUNDATION 401K 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CARDIOVASCULAR RESEARCH FOUNDATION 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041187
Policy instance 1
Insurance contract or identification number041187
Number of Individuals Covered26
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041187
Policy instance 1
Insurance contract or identification number041187
Number of Individuals Covered228
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041187
Policy instance 1
Insurance contract or identification number041187
Number of Individuals Covered241
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041187
Policy instance 1
Insurance contract or identification number041187
Number of Individuals Covered246
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041187
Policy instance 1
Insurance contract or identification number041187
Number of Individuals Covered229
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041187
Policy instance 1
Insurance contract or identification number041187
Number of Individuals Covered224
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA041187
Policy instance 1
Insurance contract or identification numberGA041187
Number of Individuals Covered201
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA041187
Policy instance 1
Insurance contract or identification numberGA041187
Number of Individuals Covered176
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA041187
Policy instance 1
Insurance contract or identification numberGA041187
Number of Individuals Covered170
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA041187
Policy instance 1
Insurance contract or identification numberGA041187
Number of Individuals Covered167
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA041187
Policy instance 1
Insurance contract or identification numberGA041187
Number of Individuals Covered147
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA041187
Policy instance 1
Insurance contract or identification numberGA041187
Number of Individuals Covered119
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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