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THE BALTIMORE MUSEUM OF ART 403(B) PLAN 401k Plan overview

Plan NameTHE BALTIMORE MUSEUM OF ART 403(B) PLAN
Plan identification number 001

THE BALTIMORE MUSEUM OF ART 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

THE BALTIMORE MUSEUM OF ART, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE BALTIMORE MUSEUM OF ART, INC.
Employer identification number (EIN):526000162
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BALTIMORE MUSEUM OF ART 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01CHRISTINE DIETZE
0012015-07-01CHRISTINE DIETZE
0012014-07-01CHRISTINE DIETZE
0012013-07-01CHRISTINE DIETZE
0012012-07-01CHRISTINE DIETZE
0012011-07-01CHRISTINE BONANNO
0012009-07-01CHRISTINE DIETZE CHRISTINE DIETZE2011-04-15
0012009-07-01CHRISTINE DIETZE

Plan Statistics for THE BALTIMORE MUSEUM OF ART 403(B) PLAN

401k plan membership statisitcs for THE BALTIMORE MUSEUM OF ART 403(B) PLAN

Measure Date Value
2021: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01242
Total number of active participants reported on line 7a of the Form 55002021-07-01197
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0160
Total of all active and inactive participants2021-07-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01257
Number of participants with account balances2021-07-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01250
Total number of active participants reported on line 7a of the Form 55002020-07-01190
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0152
Total of all active and inactive participants2020-07-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01242
Number of participants with account balances2020-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01237
Total number of active participants reported on line 7a of the Form 55002019-07-01196
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0154
Total of all active and inactive participants2019-07-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01250
Number of participants with account balances2019-07-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01224
Total number of active participants reported on line 7a of the Form 55002018-07-01180
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0155
Total of all active and inactive participants2018-07-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01235
Number of participants with account balances2018-07-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01312
Total number of active participants reported on line 7a of the Form 55002017-07-01165
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0159
Total of all active and inactive participants2017-07-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01224
Number of participants with account balances2017-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01362
Total number of active participants reported on line 7a of the Form 55002016-07-01255
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0157
Total of all active and inactive participants2016-07-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01312
Number of participants with account balances2016-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01326
Total number of active participants reported on line 7a of the Form 55002015-07-01302
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0160
Total of all active and inactive participants2015-07-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01362
Number of participants with account balances2015-07-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01269
Total number of active participants reported on line 7a of the Form 55002014-07-01268
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0158
Total of all active and inactive participants2014-07-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01326
Number of participants with account balances2014-07-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01257
Total number of active participants reported on line 7a of the Form 55002013-07-01212
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0157
Total of all active and inactive participants2013-07-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01269
Number of participants with account balances2013-07-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01238
Total number of active participants reported on line 7a of the Form 55002012-07-01196
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0161
Total of all active and inactive participants2012-07-01257
Total participants2012-07-01257
Number of participants with account balances2012-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01228
Total number of active participants reported on line 7a of the Form 55002011-07-01183
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0155
Total of all active and inactive participants2011-07-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01238
Number of participants with account balances2011-07-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01219
Total number of active participants reported on line 7a of the Form 55002009-07-01167
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0153
Total of all active and inactive participants2009-07-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01220
Number of participants with account balances2009-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on THE BALTIMORE MUSEUM OF ART 403(B) PLAN

Measure Date Value
2022 : THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-135,481
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$188,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$148,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$580,266
Value of total assets at end of year2022-06-30$5,693,410
Value of total assets at beginning of year2022-06-30$6,017,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$40,270
Total interest from all sources2022-06-30$6,400
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$214,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$214,877
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$466,354
Participant contributions at end of year2022-06-30$84,647
Participant contributions at beginning of year2022-06-30$12,931
Participant contributions at end of year2022-06-30$19,473
Participant contributions at beginning of year2022-06-30$16,500
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$4,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-324,044
Value of net assets at end of year (total assets less liabilities)2022-06-30$5,693,410
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$6,017,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$5,275,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$5,708,698
Interest on participant loans2022-06-30$875
Interest earned on other investments2022-06-30$5,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$204,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$228,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-937,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$109,076
Employer contributions (assets) at end of year2022-06-30$109,076
Employer contributions (assets) at beginning of year2022-06-30$50,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$148,293
Contract administrator fees2022-06-30$40,270
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30RSM US LLP
Accountancy firm EIN2022-06-30420714325
2021 : THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,904,680
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$334,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$300,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$440,591
Value of total assets at end of year2021-06-30$6,017,454
Value of total assets at beginning of year2021-06-30$4,447,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$34,200
Total interest from all sources2021-06-30$8,991
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$111,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$111,997
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$390,152
Participant contributions at end of year2021-06-30$12,931
Participant contributions at beginning of year2021-06-30$23,944
Participant contributions at end of year2021-06-30$16,500
Participant contributions at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,569,755
Value of net assets at end of year (total assets less liabilities)2021-06-30$6,017,454
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,447,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$5,708,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,096,849
Interest on participant loans2021-06-30$1,092
Interest earned on other investments2021-06-30$7,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$228,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$285,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,343,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$50,439
Employer contributions (assets) at end of year2021-06-30$50,439
Employer contributions (assets) at beginning of year2021-06-30$41,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$300,725
Contract administrator fees2021-06-30$34,200
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30RSM US LLP
Accountancy firm EIN2021-06-30420714325
2020 : THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$499,826
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$522,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$496,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$360,330
Value of total assets at end of year2020-06-30$4,447,699
Value of total assets at beginning of year2020-06-30$4,470,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$26,400
Total interest from all sources2020-06-30$9,761
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$110,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$110,696
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$318,575
Participant contributions at end of year2020-06-30$23,944
Participant contributions at beginning of year2020-06-30$65,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-23,059
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,447,699
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,470,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$4,096,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$4,104,468
Interest on participant loans2020-06-30$1,916
Interest earned on other investments2020-06-30$7,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$285,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$270,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$19,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$41,755
Employer contributions (assets) at end of year2020-06-30$41,755
Employer contributions (assets) at beginning of year2020-06-30$30,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$496,485
Contract administrator fees2020-06-30$26,400
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30RSM US LLP
Accountancy firm EIN2020-06-30420714325
2019 : THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$628,865
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$650,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$626,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$339,331
Value of total assets at end of year2019-06-30$4,470,758
Value of total assets at beginning of year2019-06-30$4,492,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$24,579
Total interest from all sources2019-06-30$8,702
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$177,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$177,146
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$292,945
Participant contributions at end of year2019-06-30$65,245
Participant contributions at beginning of year2019-06-30$35,060
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$15,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-21,826
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,470,758
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,492,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$4,104,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$4,140,917
Interest on participant loans2019-06-30$1,583
Interest earned on other investments2019-06-30$7,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$270,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$288,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$103,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$30,924
Employer contributions (assets) at end of year2019-06-30$30,294
Employer contributions (assets) at beginning of year2019-06-30$28,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$626,112
Contract administrator fees2019-06-30$24,579
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30RSM US LLP
Accountancy firm EIN2019-06-30420714325
2018 : THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$782,845
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$743,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$720,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$322,553
Value of total assets at end of year2018-06-30$4,492,584
Value of total assets at beginning of year2018-06-30$4,453,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$23,267
Total interest from all sources2018-06-30$8,940
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$101,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$101,027
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$259,027
Participant contributions at end of year2018-06-30$35,060
Participant contributions at beginning of year2018-06-30$48,960
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$35,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$38,994
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,492,584
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,453,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$4,140,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$4,175,405
Interest on participant loans2018-06-30$2,263
Interest earned on other investments2018-06-30$6,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$288,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$229,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$350,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$28,292
Employer contributions (assets) at end of year2018-06-30$28,292
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$720,584
Contract administrator fees2018-06-30$23,267
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30RSM US LLP
Accountancy firm EIN2018-06-30420714325
2017 : THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$833,559
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$775,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$753,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$227,192
Value of total assets at end of year2017-06-30$4,453,590
Value of total assets at beginning of year2017-06-30$4,395,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$22,360
Total interest from all sources2017-06-30$8,818
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$88,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$88,524
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$220,840
Participant contributions at end of year2017-06-30$48,960
Participant contributions at beginning of year2017-06-30$47,372
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$8,929
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$6,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$57,715
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,453,590
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,395,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$4,175,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,128,974
Interest on participant loans2017-06-30$2,558
Interest earned on other investments2017-06-30$6,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$229,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$210,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$509,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$753,484
Contract administrator fees2017-06-30$22,360
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30RSM US LLP
Accountancy firm EIN2017-06-30420714325
2016 : THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$331,694
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$237,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$217,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$277,154
Value of total assets at end of year2016-06-30$4,395,875
Value of total assets at beginning of year2016-06-30$4,301,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$20,021
Total interest from all sources2016-06-30$8,328
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$108,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$108,138
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$269,609
Participant contributions at end of year2016-06-30$47,372
Participant contributions at beginning of year2016-06-30$43,805
Participant contributions at end of year2016-06-30$8,929
Participant contributions at beginning of year2016-06-30$9,654
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$7,545
Other income not declared elsewhere2016-06-30$799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$94,599
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,395,875
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,301,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,128,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,053,609
Interest on participant loans2016-06-30$2,247
Interest earned on other investments2016-06-30$6,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$210,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$194,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-62,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$217,074
Contract administrator fees2016-06-30$20,021
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30RSM US LLP
Accountancy firm EIN2016-06-30420714325
2015 : THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$478,553
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$228,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$209,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$319,057
Value of total assets at end of year2015-06-30$4,301,276
Value of total assets at beginning of year2015-06-30$4,050,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$18,644
Total interest from all sources2015-06-30$8,061
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$101,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$101,741
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$316,464
Participant contributions at end of year2015-06-30$43,805
Participant contributions at beginning of year2015-06-30$20,328
Participant contributions at end of year2015-06-30$9,654
Participant contributions at beginning of year2015-06-30$10,848
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$2,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$250,473
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,301,276
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,050,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$4,053,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,814,346
Interest on participant loans2015-06-30$1,733
Interest earned on other investments2015-06-30$6,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$194,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$205,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$49,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$209,436
Contract administrator fees2015-06-30$18,644
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30RSM US LLP
Accountancy firm EIN2015-06-30420714325
2014 : THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$992,945
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$661,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$646,115
Value of total corrective distributions2014-06-30$404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$284,001
Value of total assets at end of year2014-06-30$4,050,803
Value of total assets at beginning of year2014-06-30$3,719,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$15,341
Total interest from all sources2014-06-30$6,964
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$46,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$46,159
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$277,299
Participant contributions at end of year2014-06-30$20,328
Participant contributions at beginning of year2014-06-30$0
Participant contributions at end of year2014-06-30$10,848
Participant contributions at beginning of year2014-06-30$11,120
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$6,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$331,085
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,050,803
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,719,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,814,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,516,740
Interest on participant loans2014-06-30$603
Interest earned on other investments2014-06-30$6,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$205,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$191,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$655,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$646,115
Contract administrator fees2014-06-30$15,341
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MCGLADREY & PULLEN LLP
Accountancy firm EIN2014-06-30420714325
2013 : THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$741,080
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$100,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$91,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$275,892
Value of total assets at end of year2013-06-30$3,719,718
Value of total assets at beginning of year2013-06-30$3,078,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$9,178
Total interest from all sources2013-06-30$6,325
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$30,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$30,310
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$275,892
Participant contributions at end of year2013-06-30$11,120
Participant contributions at beginning of year2013-06-30$11,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$640,816
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,719,718
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,078,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,516,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,883,466
Interest earned on other investments2013-06-30$6,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$191,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$184,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$428,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$91,086
Contract administrator fees2013-06-30$9,178
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MCGLADREY LLP
Accountancy firm EIN2013-06-30420714325
2012 : THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$281,765
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$394,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$390,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$290,950
Value of total assets at end of year2012-06-30$3,078,902
Value of total assets at beginning of year2012-06-30$3,191,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$3,654
Total interest from all sources2012-06-30$6,665
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$13,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$13,966
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$287,495
Participant contributions at end of year2012-06-30$11,167
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$3,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-112,673
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,078,902
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,191,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,883,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,973,587
Interest earned on other investments2012-06-30$6,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$184,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$203,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-29,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Employer contributions (assets) at beginning of year2012-06-30$14,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$390,784
Contract administrator fees2012-06-30$3,654
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MCGLADREY LLP
Accountancy firm EIN2012-06-30420714325
2011 : THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$869,822
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$97,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$93,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$257,759
Value of total assets at end of year2011-06-30$3,191,575
Value of total assets at beginning of year2011-06-30$2,418,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$3,757
Total interest from all sources2011-06-30$7,745
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$14,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$14,257
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$50,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$247,004
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$9,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$772,611
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,191,575
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,418,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,973,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,190,450
Interest earned on other investments2011-06-30$7,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$203,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$214,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$590,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$762
Employer contributions (assets) at end of year2011-06-30$14,327
Employer contributions (assets) at beginning of year2011-06-30$13,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$93,454
Contract administrator fees2011-06-30$3,757
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MCGLADREY & PULLEN LLP
Accountancy firm EIN2011-06-30420714325
2010 : THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE BALTIMORE MUSEUM OF ART 403(B) PLAN

2021: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: THE BALTIMORE MUSEUM OF ART 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893450-007
Policy instance 2
Insurance contract or identification number893450-007
Number of Individuals Covered14
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $305
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 $305
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR15661
Policy instance 1
Insurance contract or identification numberCR15661
Number of Individuals Covered45
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $3,496
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 $3,496
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893450-007
Policy instance 2
Insurance contract or identification number893450-007
Number of Individuals Covered14
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $487
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 $487
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR15661
Policy instance 1
Insurance contract or identification numberCR15661
Number of Individuals Covered47
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $3,718
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 $3,718
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893450-007
Policy instance 2
Insurance contract or identification number893450-007
Number of Individuals Covered15
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $504
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 $504
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR15661
Policy instance 1
Insurance contract or identification numberCR15661
Number of Individuals Covered49
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $3,337
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 $3,337
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893450-007
Policy instance 2
Insurance contract or identification number893450-007
Number of Individuals Covered15
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $471
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 $471
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR15661
Policy instance 1
Insurance contract or identification numberCR15661
Number of Individuals Covered52
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $3,913
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 $3,913
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893450-007
Policy instance 2
Insurance contract or identification number893450-007
Number of Individuals Covered15
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $265
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR15661
Policy instance 1
Insurance contract or identification numberCR15661
Number of Individuals Covered58
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $5,079
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

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