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| Plan Name | ARTHRITIS FOUNDATION NORTHEAST REGION, INC. 403(B) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | ARTHRITIS FOUNDATION NORTHEAST REGION, INC. |
| Employer identification number (EIN): | 800489313 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | GWEN LONG | 2016-09-30 | ||
| 001 | 2014-01-01 | INGRID MONTECINO | 2015-10-14 | ||
| 001 | 2013-01-01 | CARMEL SIMONE | 2014-09-29 | ||
| 001 | 2012-01-01 | CARMEL SIMONE | 2013-07-23 | CARMEL SIMONE | 2013-07-23 |
| 001 | 2011-01-01 | CARMEL SIMONE | 2012-10-09 | ||
| 001 | 2010-07-01 | CARMEL SIMONE | |||
| 001 | 2009-07-01 | CARMEL SIMONE | |||
| 001 | 2009-07-01 | CARMEL SIMONE |
| Measure | Date | Value |
|---|---|---|
| 2010: ARTHRITIS FOUNDATION NORTHEAST REGION, INC. 403(B) PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-07-01 | 24 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 0 |
| Total of all active and inactive participants | 2010-07-01 | 0 |
| Total participants | 2010-07-01 | 0 |
| 2009: ARTHRITIS FOUNDATION NORTHEAST REGION, INC. 403(B) PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-07-01 | 26 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 24 |
| Total of all active and inactive participants | 2009-07-01 | 24 |
| Total participants | 2009-07-01 | 24 |
| Measure | Date | Value |
|---|---|---|
| 2011 : ARTHRITIS FOUNDATION NORTHEAST REGION, INC. 403(B) PLAN 2011 401k financial data | ||
| Transfers to/from the plan | 2011-03-31 | $-616,190 |
| Total plan liabilities at end of year | 2011-03-31 | $0 |
| Total plan liabilities at beginning of year | 2011-03-31 | $0 |
| Total income from all sources | 2011-03-31 | $178,292 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $71,122 |
| Benefits paid (including direct rollovers) | 2011-03-31 | $56,442 |
| Total plan assets at end of year | 2011-03-31 | $0 |
| Total plan assets at beginning of year | 2011-03-31 | $509,020 |
| Value of fidelity bond covering the plan | 2011-03-31 | $750,000 |
| Other income received | 2011-03-31 | $8,292 |
| Net income (gross income less expenses) | 2011-03-31 | $107,170 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $509,020 |
| Total contributions received or receivable from employer(s) | 2011-03-31 | $170,000 |
| Value of corrective distributions | 2011-03-31 | $424 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-03-31 | $14,256 |
| 2010: ARTHRITIS FOUNDATION NORTHEAST REGION, INC. 403(B) PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | This submission is the final filing | Yes |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: ARTHRITIS FOUNDATION NORTHEAST REGION, INC. 403(B) PLAN 2009 form 5500 responses | ||
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | Yes |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) | |||||||||||||||||||
| Policy contract number | 013241-J | ||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||
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