?>
Logo

AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameAMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN
Plan identification number 002

AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

AMERICAN PSYCHIATRIC ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN PSYCHIATRIC ASSOCIATION
Employer identification number (EIN):522168499
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about AMERICAN PSYCHIATRIC ASSOCIATION

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2004-04-15
Company Identification Number: F158469
Legal Registered Office Address: 100 Shockoe Slip Fl 2

Richmond
United States of America (USA)
23219-4100

More information about AMERICAN PSYCHIATRIC ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01DAVID KEEN
0022016-01-01DAVID KEEN
0022015-01-01NINA JONES
0022014-01-01NINA JONES
0022013-01-01NINA JONES
0022012-01-01NICOLA CURRY
0022011-01-01NICOLA CURRY
0022009-01-01ROSALIND KEITT JAMES H SCULLY, JR, MD2010-07-14

Plan Statistics for AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN

Measure Date Value
2022: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01318
Total number of active participants reported on line 7a of the Form 55002022-01-01201
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01136
Total of all active and inactive participants2022-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01339
Number of participants with account balances2022-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01303
Total number of active participants reported on line 7a of the Form 55002021-01-01196
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01121
Total of all active and inactive participants2021-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01318
Number of participants with account balances2021-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01313
Total number of active participants reported on line 7a of the Form 55002020-01-01187
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01115
Total of all active and inactive participants2020-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01303
Number of participants with account balances2020-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01323
Total number of active participants reported on line 7a of the Form 55002019-01-01189
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01113
Total of all active and inactive participants2019-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01303
Number of participants with account balances2019-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01319
Total number of active participants reported on line 7a of the Form 55002018-01-01193
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01117
Total of all active and inactive participants2018-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01312
Number of participants with account balances2018-01-01311
2017: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01308
Total number of active participants reported on line 7a of the Form 55002017-01-01181
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01127
Total of all active and inactive participants2017-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01311
Number of participants with account balances2017-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01321
Total number of active participants reported on line 7a of the Form 55002016-01-01193
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01112
Total of all active and inactive participants2016-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01308
Number of participants with account balances2016-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01293
Total number of active participants reported on line 7a of the Form 55002015-01-01196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01121
Total of all active and inactive participants2015-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01321
Number of participants with account balances2015-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01317
Total number of active participants reported on line 7a of the Form 55002014-01-01170
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01120
Total of all active and inactive participants2014-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01293
Number of participants with account balances2014-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01304
Total number of active participants reported on line 7a of the Form 55002013-01-01187
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01127
Total of all active and inactive participants2013-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01317
Number of participants with account balances2013-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01300
Total number of active participants reported on line 7a of the Form 55002012-01-01191
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01111
Total of all active and inactive participants2012-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01304
Number of participants with account balances2012-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01297
Total number of active participants reported on line 7a of the Form 55002011-01-01192
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01108
Total of all active and inactive participants2011-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01300
Number of participants with account balances2011-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01330
Total number of active participants reported on line 7a of the Form 55002009-01-01198
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01125
Total of all active and inactive participants2009-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01325
Number of participants with account balances2009-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,092,961
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,812,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,800,641
Value of total corrective distributions2022-12-31$6,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,083,154
Value of total assets at end of year2022-12-31$46,193,731
Value of total assets at beginning of year2022-12-31$57,099,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,216
Total interest from all sources2022-12-31$17,014
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$632,384
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$632,384
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,791,383
Participant contributions at end of year2022-12-31$342,216
Participant contributions at beginning of year2022-12-31$348,534
Assets. Other investments not covered elsewhere at end of year2022-12-31$839,568
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,350,380
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$60,444
Other income not declared elsewhere2022-12-31$-397,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,905,779
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,193,731
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$57,099,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$39,963,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$50,050,284
Interest on participant loans2022-12-31$17,014
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,048,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,350,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,428,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,231,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,800,641
Contract administrator fees2022-12-31$3,237
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31GELMAN ROSENBERG & FREEDMAN CPAS
Accountancy firm EIN2022-12-31521392008
2021 : AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS 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$10,594,983
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,979,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,975,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,463,594
Value of total assets at end of year2021-12-31$57,099,510
Value of total assets at beginning of year2021-12-31$50,483,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,296
Total interest from all sources2021-12-31$17,002
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$698,764
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$698,764
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,631,894
Participant contributions at end of year2021-12-31$348,534
Participant contributions at beginning of year2021-12-31$373,335
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,350,380
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,107,590
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$636,370
Other income not declared elsewhere2021-12-31$225,513
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$6,615,511
Value of net assets at end of year (total assets less liabilities)2021-12-31$57,099,510
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$50,483,999
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
Investment advisory and management fees2021-12-31$1,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$50,050,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$44,031,564
Interest on participant loans2021-12-31$17,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,350,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,971,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,190,110
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$1,195,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,975,176
Contract administrator fees2021-12-31$2,401
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31GELMAN ROSENBERG & FREEDMAN CPAS
Accountancy firm EIN2021-12-31521392008
2020 : AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS 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$10,014,586
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,325,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,323,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,869,915
Value of total assets at end of year2020-12-31$50,483,999
Value of total assets at beginning of year2020-12-31$42,795,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,648
Total interest from all sources2020-12-31$20,451
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$514,231
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$514,231
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,540,220
Participant contributions at end of year2020-12-31$373,335
Participant contributions at beginning of year2020-12-31$414,421
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,107,590
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$537,338
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$235,073
Other income not declared elsewhere2020-12-31$386,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,688,633
Value of net assets at end of year (total assets less liabilities)2020-12-31$50,483,999
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,795,366
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
Investment advisory and management fees2020-12-31$1,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$44,031,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,191,794
Interest on participant loans2020-12-31$20,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,971,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,651,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,223,161
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$1,094,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,323,305
Contract administrator fees2020-12-31$1,329
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GELMAN ROSENBERG & FREEDMAN CPAS
Accountancy firm EIN2020-12-31521392008
2019 : AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$10,686,596
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,231,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,225,713
Value of total corrective distributions2019-12-31$1,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,088,182
Value of total assets at end of year2019-12-31$42,795,366
Value of total assets at beginning of year2019-12-31$35,340,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,613
Total interest from all sources2019-12-31$25,873
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$598,786
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$598,786
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$1,533,431
Participant contributions at end of year2019-12-31$414,421
Participant contributions at beginning of year2019-12-31$455,110
Assets. Other investments not covered elsewhere at end of year2019-12-31$537,338
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$410,410
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$452,197
Other income not declared elsewhere2019-12-31$258,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,455,073
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,795,366
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,340,293
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$36,191,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,612,005
Interest on participant loans2019-12-31$25,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,651,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,862,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,715,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,102,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,225,713
Contract administrator fees2019-12-31$4,613
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
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
Accountancy firm name2019-12-31GELMAN ROSENBERG & FREEDMAN CPAS
Accountancy firm EIN2019-12-31521392008
2018 : AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS 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$1,525,304
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,087,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,073,485
Expenses. Certain deemed distributions of participant loans2018-12-31$1,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,224,531
Value of total assets at end of year2018-12-31$35,340,293
Value of total assets at beginning of year2018-12-31$36,902,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,608
Total interest from all sources2018-12-31$19,797
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$473,117
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$473,117
Administrative expenses professional fees incurred2018-12-31$8,490
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$1,415,065
Participant contributions at end of year2018-12-31$455,110
Participant contributions at beginning of year2018-12-31$417,063
Assets. Other investments not covered elsewhere at end of year2018-12-31$410,410
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$-49,934
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$778,491
Other income not declared elsewhere2018-12-31$109,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,562,337
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,340,293
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$36,902,630
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$28,612,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,784,100
Interest on participant loans2018-12-31$19,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,862,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,751,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,301,748
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$1,030,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,073,485
Contract administrator fees2018-12-31$4,118
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31GELMAN ROSENBERG & FREEDMAN CPAS
Accountancy firm EIN2018-12-31521392008
2017 : AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$8,270,365
Total of all expenses incurred2017-12-31$4,777,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,757,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,748,373
Value of total assets at end of year2017-12-31$36,902,630
Value of total assets at beginning of year2017-12-31$33,409,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,275
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,954,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,954,527
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,421,898
Participant contributions at end of year2017-12-31$417,063
Participant contributions at beginning of year2017-12-31$348,566
Assets. Other investments not covered elsewhere at end of year2017-12-31$-49,934
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$-177,948
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$237,193
Administrative expenses (other) incurred2017-12-31$19,275
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$3,493,273
Value of net assets at end of year (total assets less liabilities)2017-12-31$36,902,630
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$33,409,357
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$30,784,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,574,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,751,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,664,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,567,465
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$1,089,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,757,817
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31GELMAN ROSENBERG & FREEDMAN CPAS
Accountancy firm EIN2017-12-31521392008
2016 : AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$5,199,226
Total of all expenses incurred2016-12-31$4,252,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,249,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,222,526
Value of total assets at end of year2016-12-31$33,409,357
Value of total assets at beginning of year2016-12-31$32,462,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,663
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,873,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,873,749
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,435,444
Participant contributions at end of year2016-12-31$348,566
Participant contributions at beginning of year2016-12-31$344,632
Assets. Other investments not covered elsewhere at end of year2016-12-31$-177,948
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$-49,928
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$770,036
Administrative expenses (other) incurred2016-12-31$2,663
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$947,214
Value of net assets at end of year (total assets less liabilities)2016-12-31$33,409,357
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$32,462,143
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$27,574,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,484,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,664,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,683,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$102,951
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$1,017,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,249,349
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31GELMAN ROSENBERG & FREEDMAN CPAS
Accountancy firm EIN2016-12-31521392008
2015 : AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,806,709
Total of all expenses incurred2015-12-31$7,117,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,114,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,719,698
Value of total assets at end of year2015-12-31$32,462,143
Value of total assets at beginning of year2015-12-31$36,772,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,682
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,344,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,344,348
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,438,284
Participant contributions at end of year2015-12-31$344,632
Participant contributions at beginning of year2015-12-31$410,762
Participant contributions at beginning of year2015-12-31$11,414
Assets. Other investments not covered elsewhere at end of year2015-12-31$-49,928
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$-30,776
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$335,644
Administrative expenses (other) incurred2015-12-31$2,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,310,529
Value of net assets at end of year (total assets less liabilities)2015-12-31$32,462,143
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,772,672
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$26,484,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,479,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,683,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,885,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,257,337
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$945,770
Employer contributions (assets) at beginning of year2015-12-31$15,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,114,556
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31GELMAN ROSENBERG & FREEDMAN CPAS
Accountancy firm EIN2015-12-31521392008
2014 : AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$4,267,492
Total of all expenses incurred2014-12-31$7,719,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,716,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,410,536
Value of total assets at end of year2014-12-31$36,772,672
Value of total assets at beginning of year2014-12-31$40,224,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,412,053
Participant contributions at end of year2014-12-31$410,762
Participant contributions at beginning of year2014-12-31$487,314
Participant contributions at end of year2014-12-31$11,414
Assets. Other investments not covered elsewhere at end of year2014-12-31$-30,776
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$-51,628
Administrative expenses (other) incurred2014-12-31$2,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,451,924
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,772,672
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,224,596
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$28,479,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$31,306,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,885,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,482,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,856,956
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$998,483
Employer contributions (assets) at end of year2014-12-31$15,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,716,508
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31GELMAN ROSENBERG & FREEDMAN CPAS
Accountancy firm EIN2014-12-31521392008
2013 : AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$8,524,470
Total of all expenses incurred2013-12-31$1,186,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,181,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,391,219
Value of total assets at end of year2013-12-31$40,224,596
Value of total assets at beginning of year2013-12-31$32,886,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,373,724
Participant contributions at end of year2013-12-31$487,314
Participant contributions at beginning of year2013-12-31$490,105
Participant contributions at beginning of year2013-12-31$61,033
Assets. Other investments not covered elsewhere at end of year2013-12-31$-51,628
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$-66,427
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,822
Administrative expenses (other) incurred2013-12-31$4,385
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$7,338,087
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,224,596
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,886,509
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$31,306,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,926,254
Value of interest in pooled separate accounts at end of year2013-12-31$8,482,645
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,433,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,133,251
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$1,003,673
Employer contributions (assets) at beginning of year2013-12-31$41,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,181,998
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GELMAN ROSENBERG & FREEDMAN CPAS
Accountancy firm EIN2013-12-31521392008
2012 : AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$5,650,285
Total of all expenses incurred2012-12-31$804,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$800,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,448,566
Value of total assets at end of year2012-12-31$32,886,509
Value of total assets at beginning of year2012-12-31$28,040,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,401,935
Participant contributions at end of year2012-12-31$490,105
Participant contributions at beginning of year2012-12-31$456,620
Participant contributions at end of year2012-12-31$61,033
Participant contributions at beginning of year2012-12-31$41,105
Assets. Other investments not covered elsewhere at end of year2012-12-31$-66,427
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$-936,876
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,537
Administrative expenses (other) incurred2012-12-31$3,325
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$4,846,189
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,886,509
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,040,320
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$24,926,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,534,928
Value of interest in pooled separate accounts at end of year2012-12-31$7,433,835
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,912,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,201,719
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$1,042,094
Employer contributions (assets) at end of year2012-12-31$41,709
Employer contributions (assets) at beginning of year2012-12-31$31,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$800,771
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GELMAN ROSENBERG & FREEDMAN CPAS
Accountancy firm EIN2012-12-31521392008
2011 : AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,978,789
Total of all expenses incurred2011-12-31$4,061,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,059,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,170,988
Value of total assets at end of year2011-12-31$28,040,320
Value of total assets at beginning of year2011-12-31$30,123,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,238,155
Participant contributions at end of year2011-12-31$456,620
Participant contributions at beginning of year2011-12-31$541,482
Participant contributions at end of year2011-12-31$41,105
Participant contributions at beginning of year2011-12-31$41,734
Assets. Other investments not covered elsewhere at end of year2011-12-31$-936,876
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$91,872
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$21,333
Administrative expenses (other) incurred2011-12-31$1,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,082,803
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,040,320
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$30,123,123
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$20,534,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,453,772
Value of interest in pooled separate accounts at end of year2011-12-31$7,912,949
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,952,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-192,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$911,500
Employer contributions (assets) at end of year2011-12-31$31,594
Employer contributions (assets) at beginning of year2011-12-31$41,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,059,692
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31GELMAN ROSENBERG & FREEDMAN CPAS
Accountancy firm EIN2011-12-31521392008
2010 : AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$5,032,428
Total of all expenses incurred2010-12-31$1,889,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,887,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,404,243
Value of total assets at end of year2010-12-31$30,123,123
Value of total assets at beginning of year2010-12-31$26,980,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,217,011
Participant contributions at end of year2010-12-31$541,482
Participant contributions at beginning of year2010-12-31$466,189
Participant contributions at end of year2010-12-31$41,734
Participant contributions at beginning of year2010-12-31$36,632
Assets. Other investments not covered elsewhere at end of year2010-12-31$91,872
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$373,095
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$204,964
Administrative expenses (other) incurred2010-12-31$2,300
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$3,142,760
Value of net assets at end of year (total assets less liabilities)2010-12-31$30,123,123
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$26,980,363
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$21,453,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,661,945
Value of interest in pooled separate accounts at end of year2010-12-31$7,952,952
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,402,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,628,185
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$982,268
Employer contributions (assets) at end of year2010-12-31$41,311
Employer contributions (assets) at beginning of year2010-12-31$39,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,887,368
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31GELMAN ROSENBERG & FREEDMAN CPAS
Accountancy firm EIN2010-12-31521392008

Form 5500 Responses for AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN

2022: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS 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: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS 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: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS 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: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS 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: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN PSYCHIATRIC ASSOCIATION RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28116
Policy instance 1
Insurance contract or identification numberGA28116
Number of Individuals Covered338
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28116
Policy instance 1
Insurance contract or identification numberGA28116
Number of Individuals Covered320
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28116
Policy instance 1
Insurance contract or identification numberGA28116
Number of Individuals Covered303
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28116
Policy instance 1
Insurance contract or identification numberGA28116
Number of Individuals Covered302
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28116
Policy instance 1
Insurance contract or identification numberGA28116
Number of Individuals Covered311
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28116
Policy instance 1
Insurance contract or identification numberGA28116
Number of Individuals Covered321
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28116
Policy instance 1
Insurance contract or identification numberGA28116
Number of Individuals Covered293
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28116
Policy instance 1
Insurance contract or identification numberGA28116
Number of Individuals Covered317
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28116
Policy instance 1
Insurance contract or identification numberGA28116
Number of Individuals Covered304
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28116
Policy instance 1
Insurance contract or identification numberGA28116
Number of Individuals Covered300
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered297
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3