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THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan NameTHE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN
Plan identification number 002

THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

MASSACHUSETTS MEDICAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name:MASSACHUSETTS MEDICAL SOCIETY
Employer identification number (EIN):042050773
NAIC Classification:511120
NAIC Description:Periodical Publishers

Additional information about MASSACHUSETTS MEDICAL SOCIETY

Jurisdiction of Incorporation: District of Columbia Corporations Division
Incorporation Date:
Company Identification Number: 250345

More information about MASSACHUSETTS MEDICAL SOCIETY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01MICHAEL J. FARRELL MICHAEL J. FARRELL2018-10-15
0022016-01-01MICHAEL J. FARRELL MICHAEL J. FARRELL2017-10-13
0022015-01-01MICHAEL J. FARRELL MICHAEL J. FARRELL2016-10-11
0022014-01-01MICHAEL J. FARRELL
0022013-01-01MICHAEL J. FARRELL MICHAEL J. FARRELL2014-10-10
0022012-01-01MICHAEL J. FARRELL MICHAEL J. FARRELL2013-10-08
0022011-01-01MICHAEL J. FARRELL
0022010-01-01MICHAEL J. FARRELL
0022009-01-01MICHAEL J. FARRELL

Plan Statistics for THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN

Measure Date Value
2023: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01640
Total number of active participants reported on line 7a of the Form 55002023-01-01456
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01150
Total of all active and inactive participants2023-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-019
Total participants2023-01-01615
Number of participants with account balances2023-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01600
Total number of active participants reported on line 7a of the Form 55002022-01-01445
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01192
Total of all active and inactive participants2022-01-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01640
Number of participants with account balances2022-01-01640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01623
Total number of active participants reported on line 7a of the Form 55002021-01-01459
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-01128
Total of all active and inactive participants2021-01-01600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01600
Number of participants with account balances2021-01-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01603
Total number of active participants reported on line 7a of the Form 55002020-01-01483
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01129
Total of all active and inactive participants2020-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01619
Number of participants with account balances2020-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01602
Total number of active participants reported on line 7a of the Form 55002019-01-01463
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01131
Total of all active and inactive participants2019-01-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-01603
Number of participants with account balances2019-01-01603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01591
Total number of active participants reported on line 7a of the Form 55002018-01-01461
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01136
Total of all active and inactive participants2018-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01602
Number of participants with account balances2018-01-01602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01545
Total number of active participants reported on line 7a of the Form 55002017-01-01452
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01135
Total of all active and inactive participants2017-01-01587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01591
Number of participants with account balances2017-01-01591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01529
Total number of active participants reported on line 7a of the Form 55002016-01-01434
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01107
Total of all active and inactive participants2016-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01545
Number of participants with account balances2016-01-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01515
Total number of active participants reported on line 7a of the Form 55002015-01-01428
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01101
Total of all active and inactive participants2015-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01529
Number of participants with account balances2015-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01516
Total number of active participants reported on line 7a of the Form 55002014-01-01404
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01111
Total of all active and inactive participants2014-01-01515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01515
Number of participants with account balances2014-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01521
Total number of active participants reported on line 7a of the Form 55002013-01-01404
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01112
Total of all active and inactive participants2013-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01516
Number of participants with account balances2013-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01491
Total number of active participants reported on line 7a of the Form 55002012-01-01391
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01130
Total of all active and inactive participants2012-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01521
Number of participants with account balances2012-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01481
Total number of active participants reported on line 7a of the Form 55002011-01-01387
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01103
Total of all active and inactive participants2011-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01491
Number of participants with account balances2011-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01532
Total number of active participants reported on line 7a of the Form 55002010-01-01381
Number of retired or separated participants receiving benefits2010-01-01100
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01481
Number of participants with account balances2010-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01536
Total number of active participants reported on line 7a of the Form 55002009-01-01417
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-01111
Total of all active and inactive participants2009-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01532
Number of participants with account balances2009-01-01503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN

Measure Date Value
2023 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$34,558,001
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$13,933,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$13,801,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$9,754,136
Value of total assets at end of year2023-12-31$158,932,308
Value of total assets at beginning of year2023-12-31$138,308,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$132,373
Total interest from all sources2023-12-31$32,191
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$954,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$954,674
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$5,958,245
Participant contributions at end of year2023-12-31$574,086
Participant contributions at beginning of year2023-12-31$547,149
Participant contributions at end of year2023-12-31$205,091
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$13,913,337
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$284,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$20,624,193
Value of net assets at end of year (total assets less liabilities)2023-12-31$158,932,308
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$138,308,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$25,025,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$20,624,326
Value of interest in pooled separate accounts at end of year2023-12-31$120,501,870
Value of interest in pooled separate accounts at beginning of year2023-12-31$103,223,303
Interest on participant loans2023-12-31$32,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$12,495,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$23,817,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$3,511,489
Employer contributions (assets) at end of year2023-12-31$131,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$13,801,435
Contract administrator fees2023-12-31$132,373
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CBIZ CPAS P.C.
Accountancy firm EIN2023-12-31431947695
2022 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-18,884,663
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,905,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,764,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,869,877
Value of total assets at end of year2022-12-31$138,308,115
Value of total assets at beginning of year2022-12-31$165,098,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$140,987
Total interest from all sources2022-12-31$23,530
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$974,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$974,422
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,566,905
Participant contributions at end of year2022-12-31$547,149
Participant contributions at beginning of year2022-12-31$434,754
Assets. Other investments not covered elsewhere at end of year2022-12-31$13,913,337
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$13,450,020
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$49,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-26,789,929
Value of net assets at end of year (total assets less liabilities)2022-12-31$138,308,115
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$165,098,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,624,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,268,563
Value of interest in pooled separate accounts at end of year2022-12-31$103,223,303
Value of interest in pooled separate accounts at beginning of year2022-12-31$134,944,707
Interest on participant loans2022-12-31$23,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-28,752,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,253,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,764,279
Contract administrator fees2022-12-31$140,987
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$29,701,814
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,760,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,590,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,654,056
Value of total assets at end of year2021-12-31$165,098,044
Value of total assets at beginning of year2021-12-31$145,156,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$170,683
Total interest from all sources2021-12-31$915,226
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,570,335
Participant contributions at end of year2021-12-31$434,754
Participant contributions at beginning of year2021-12-31$644,098
Participant contributions at beginning of year2021-12-31$172,557
Assets. Other investments not covered elsewhere at end of year2021-12-31$13,450,020
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$15,735,024
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$26,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$19,941,049
Value of net assets at end of year (total assets less liabilities)2021-12-31$165,098,044
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$145,156,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,268,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,428,397
Value of interest in pooled separate accounts at end of year2021-12-31$134,944,707
Value of interest in pooled separate accounts at beginning of year2021-12-31$116,074,225
Interest on participant loans2021-12-31$28,605
Interest earned on other investments2021-12-31$886,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,225,705
Net investment gain/loss from pooled separate accounts2021-12-31$18,906,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,057,045
Employer contributions (assets) at beginning of year2021-12-31$102,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,590,082
Contract administrator fees2021-12-31$170,683
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2021-12-31431947695
2020 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$28,339,405
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,758,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,621,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,022,610
Value of total assets at end of year2020-12-31$145,156,995
Value of total assets at beginning of year2020-12-31$124,576,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$136,953
Total interest from all sources2020-12-31$520,797
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,661,804
Participant contributions at end of year2020-12-31$644,098
Participant contributions at beginning of year2020-12-31$778,453
Participant contributions at end of year2020-12-31$172,557
Assets. Other investments not covered elsewhere at end of year2020-12-31$15,735,024
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$13,268,428
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$474,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$20,580,488
Value of net assets at end of year (total assets less liabilities)2020-12-31$145,156,995
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$124,576,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,428,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,850,219
Value of interest in pooled separate accounts at end of year2020-12-31$116,074,225
Value of interest in pooled separate accounts at beginning of year2020-12-31$100,653,466
Interest on participant loans2020-12-31$38,377
Interest earned on other investments2020-12-31$482,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,980,459
Net investment gain/loss from pooled separate accounts2020-12-31$16,815,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,886,486
Employer contributions (assets) at end of year2020-12-31$102,694
Employer contributions (assets) at beginning of year2020-12-31$25,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,621,964
Contract administrator fees2020-12-31$136,953
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2020-12-31431947695
2019 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$31,041,284
Total income from all sources (including contributions)2019-12-31$31,041,284
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,400,591
Total of all expenses incurred2019-12-31$6,400,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,276,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,276,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,900,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,900,405
Value of total assets at end of year2019-12-31$124,576,507
Value of total assets at end of year2019-12-31$124,576,507
Value of total assets at beginning of year2019-12-31$99,935,814
Value of total assets at beginning of year2019-12-31$99,935,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$123,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$123,979
Total interest from all sources2019-12-31$532,145
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,979,876
Contributions received from participants2019-12-31$4,979,876
Participant contributions at end of year2019-12-31$778,453
Participant contributions at end of year2019-12-31$778,453
Participant contributions at beginning of year2019-12-31$681,205
Participant contributions at beginning of year2019-12-31$681,205
Assets. Other investments not covered elsewhere at end of year2019-12-31$13,268,428
Assets. Other investments not covered elsewhere at end of year2019-12-31$13,268,428
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,962,589
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,962,589
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,375,055
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,375,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$24,640,693
Value of net income/loss2019-12-31$24,640,693
Value of net assets at end of year (total assets less liabilities)2019-12-31$124,576,507
Value of net assets at end of year (total assets less liabilities)2019-12-31$124,576,507
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$99,935,814
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$99,935,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,850,219
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,850,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,484,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,484,616
Value of interest in pooled separate accounts at end of year2019-12-31$100,653,466
Value of interest in pooled separate accounts at end of year2019-12-31$100,653,466
Value of interest in pooled separate accounts at beginning of year2019-12-31$79,771,281
Value of interest in pooled separate accounts at beginning of year2019-12-31$79,771,281
Interest on participant loans2019-12-31$35,976
Interest on participant loans2019-12-31$35,976
Interest earned on other investments2019-12-31$496,169
Interest earned on other investments2019-12-31$496,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,886,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,886,303
Net investment gain/loss from pooled separate accounts2019-12-31$19,722,431
Net investment gain/loss from pooled separate accounts2019-12-31$19,722,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,545,474
Contributions received in cash from employer2019-12-31$2,545,474
Employer contributions (assets) at end of year2019-12-31$25,941
Employer contributions (assets) at end of year2019-12-31$25,941
Employer contributions (assets) at beginning of year2019-12-31$36,123
Employer contributions (assets) at beginning of year2019-12-31$36,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,276,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,276,612
Contract administrator fees2019-12-31$123,979
Contract administrator fees2019-12-31$123,979
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-12-31431947695
Accountancy firm EIN2019-12-31431947695
2018 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,781,554
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,747,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,678,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,331,657
Value of total assets at end of year2018-12-31$99,935,814
Value of total assets at beginning of year2018-12-31$104,901,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$68,766
Total interest from all sources2018-12-31$279,130
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$240,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$240,915
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,546,975
Participant contributions at end of year2018-12-31$681,205
Participant contributions at beginning of year2018-12-31$855,984
Assets. Other investments not covered elsewhere at end of year2018-12-31$11,962,589
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$481,231
Total non interest bearing cash at beginning of year2018-12-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,965,469
Value of net assets at end of year (total assets less liabilities)2018-12-31$99,935,814
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$104,901,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,484,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$94,247,753
Value of interest in pooled separate accounts at end of year2018-12-31$79,771,281
Interest on participant loans2018-12-31$37,113
Interest earned on other investments2018-12-31$242,017
Value of interest in common/collective trusts at beginning of year2018-12-31$9,797,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-696,164
Net investment gain/loss from pooled separate accounts2018-12-31$-4,418,501
Net investment gain or loss from common/collective trusts2018-12-31$44,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,303,451
Employer contributions (assets) at end of year2018-12-31$36,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,678,257
Contract administrator fees2018-12-31$68,766
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN
Accountancy firm EIN2018-12-31431947695
2017 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$22,805,631
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,179,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,179,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,974,132
Value of total assets at end of year2017-12-31$104,901,283
Value of total assets at beginning of year2017-12-31$86,274,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50
Total interest from all sources2017-12-31$33,885
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$68,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$68,715
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,203,366
Participant contributions at end of year2017-12-31$855,984
Participant contributions at beginning of year2017-12-31$731,757
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$812,113
Other income not declared elsewhere2017-12-31$908
Total non interest bearing cash at end of year2017-12-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$18,626,559
Value of net assets at end of year (total assets less liabilities)2017-12-31$104,901,283
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$86,274,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$94,247,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$76,589,193
Interest on participant loans2017-12-31$33,885
Value of interest in common/collective trusts at end of year2017-12-31$9,797,534
Value of interest in common/collective trusts at beginning of year2017-12-31$8,953,767
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$15,594,606
Net investment gain or loss from common/collective trusts2017-12-31$133,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,958,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,179,022
Contract administrator fees2017-12-31$50
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-12-31103400832
2016 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,040,477
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,603,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,603,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,775,892
Value of total assets at end of year2016-12-31$86,274,724
Value of total assets at beginning of year2016-12-31$78,838,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$70
Total interest from all sources2016-12-31$28,803
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,802,637
Participant contributions at end of year2016-12-31$731,757
Participant contributions at beginning of year2016-12-31$702,443
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$192,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,436,516
Value of net assets at end of year (total assets less liabilities)2016-12-31$86,274,724
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$78,838,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$76,589,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$69,780,630
Interest on participant loans2016-12-31$28,803
Value of interest in common/collective trusts at end of year2016-12-31$8,953,767
Value of interest in common/collective trusts at beginning of year2016-12-31$8,161,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$193,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$193,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,155,259
Net investment gain or loss from common/collective trusts2016-12-31$80,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,781,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,603,891
Contract administrator fees2016-12-31$70
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31103400832
2015 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,937,208
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,271,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,271,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,990,369
Value of total assets at end of year2015-12-31$78,838,208
Value of total assets at beginning of year2015-12-31$74,172,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$75
Total interest from all sources2015-12-31$28,540
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,531,819
Participant contributions at end of year2015-12-31$702,443
Participant contributions at beginning of year2015-12-31$653,138
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$857,129
Administrative expenses (other) incurred2015-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,666,108
Value of net assets at end of year (total assets less liabilities)2015-12-31$78,838,208
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$74,172,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$69,780,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$66,183,510
Interest on participant loans2015-12-31$28,540
Value of interest in common/collective trusts at end of year2015-12-31$8,161,269
Value of interest in common/collective trusts at beginning of year2015-12-31$7,335,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$193,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$898,561
Net investment gain or loss from common/collective trusts2015-12-31$19,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,601,421
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,271,025
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31103400832
2014 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,449,010
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,092,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,092,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,302,471
Value of total assets at end of year2014-12-31$74,172,100
Value of total assets at beginning of year2014-12-31$67,815,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$120
Total interest from all sources2014-12-31$24,309
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,324,645
Participant contributions at end of year2014-12-31$653,138
Participant contributions at beginning of year2014-12-31$541,042
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$507,956
Administrative expenses (other) incurred2014-12-31$120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,356,166
Value of net assets at end of year (total assets less liabilities)2014-12-31$74,172,100
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$67,815,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$66,183,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$59,985,700
Interest on participant loans2014-12-31$24,309
Value of interest in common/collective trusts at end of year2014-12-31$7,335,445
Value of interest in common/collective trusts at beginning of year2014-12-31$7,240,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$73
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$73
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,009,743
Net investment gain or loss from common/collective trusts2014-12-31$112,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,469,870
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$48,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,092,724
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31103400832
2013 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$16,181,880
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,020,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,020,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,660,745
Value of total assets at end of year2013-12-31$67,815,934
Value of total assets at beginning of year2013-12-31$53,655,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35
Total interest from all sources2013-12-31$23,067
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,093,758
Participant contributions at end of year2013-12-31$541,042
Participant contributions at beginning of year2013-12-31$525,945
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$191,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$14,160,885
Value of net assets at end of year (total assets less liabilities)2013-12-31$67,815,934
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$53,655,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$59,985,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$46,517,371
Interest on participant loans2013-12-31$23,067
Value of interest in common/collective trusts at end of year2013-12-31$7,240,366
Value of interest in common/collective trusts at beginning of year2013-12-31$6,611,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$73
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,420,700
Net investment gain or loss from common/collective trusts2013-12-31$77,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,375,863
Employer contributions (assets) at end of year2013-12-31$48,753
Employer contributions (assets) at beginning of year2013-12-31$247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,020,960
Contract administrator fees2013-12-31$35
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31103400832
2012 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$10,379,380
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,246,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,246,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,481,960
Value of total assets at end of year2012-12-31$53,655,049
Value of total assets at beginning of year2012-12-31$45,522,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$60
Total interest from all sources2012-12-31$21,104
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,956,157
Participant contributions at end of year2012-12-31$525,945
Participant contributions at beginning of year2012-12-31$480,066
Participant contributions at beginning of year2012-12-31$87,333
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$347,401
Other income not declared elsewhere2012-12-31$27,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,132,852
Value of net assets at end of year (total assets less liabilities)2012-12-31$53,655,049
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$45,522,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$46,517,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$38,667,848
Interest on participant loans2012-12-31$21,104
Value of interest in common/collective trusts at end of year2012-12-31$6,611,479
Value of interest in common/collective trusts at beginning of year2012-12-31$6,248,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,754,575
Net investment gain or loss from common/collective trusts2012-12-31$93,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,178,402
Employer contributions (assets) at end of year2012-12-31$247
Employer contributions (assets) at beginning of year2012-12-31$38,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,246,468
Contract administrator fees2012-12-31$60
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-12-31103400832
2011 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,550,690
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,157,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,157,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,044,135
Value of total assets at end of year2011-12-31$45,522,197
Value of total assets at beginning of year2011-12-31$43,129,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$35
Total interest from all sources2011-12-31$22,299
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,804,044
Participant contributions at end of year2011-12-31$480,066
Participant contributions at beginning of year2011-12-31$458,306
Participant contributions at end of year2011-12-31$87,333
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$156,637
Other income not declared elsewhere2011-12-31$33,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,392,883
Value of net assets at end of year (total assets less liabilities)2011-12-31$45,522,197
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$43,129,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$38,667,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$36,886,620
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$22,299
Value of interest in common/collective trusts at end of year2011-12-31$6,248,763
Value of interest in common/collective trusts at beginning of year2011-12-31$5,768,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$15,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$15,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-658,179
Net investment gain or loss from common/collective trusts2011-12-31$108,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,083,454
Employer contributions (assets) at end of year2011-12-31$38,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,157,772
Contract administrator fees2011-12-31$35
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31103400832
2010 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,801,054
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,998,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,998,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,843,878
Value of total assets at end of year2010-12-31$43,129,314
Value of total assets at beginning of year2010-12-31$36,327,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25
Total interest from all sources2010-12-31$24,050
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,752,784
Participant contributions at end of year2010-12-31$458,306
Participant contributions at beginning of year2010-12-31$423,710
Participant contributions at beginning of year2010-12-31$38,308
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$60,690
Other income not declared elsewhere2010-12-31$114,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,802,103
Value of net assets at end of year (total assets less liabilities)2010-12-31$43,129,314
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$36,327,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$36,886,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$30,569,333
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$24,050
Value of interest in common/collective trusts at end of year2010-12-31$5,768,531
Value of interest in common/collective trusts at beginning of year2010-12-31$5,190,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$15,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$9,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$9,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,733,624
Net investment gain or loss from common/collective trusts2010-12-31$85,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,030,404
Employer contributions (assets) at beginning of year2010-12-31$95,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,998,926
Contract administrator fees2010-12-31$25
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2010-12-31103400832
2009 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN

2023: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number51723
Policy instance 1
Insurance contract or identification number51723
Number of Individuals Covered590
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number51723
Policy instance 1
Insurance contract or identification number51723
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number51723
Policy instance 1
Insurance contract or identification number51723
Number of Individuals Covered596
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number51723
Policy instance 1
Insurance contract or identification number51723
Number of Individuals Covered607
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number51723
Policy instance 1
Insurance contract or identification number51723
Number of Individuals Covered590
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number51723
Policy instance 1
Insurance contract or identification number51723
Number of Individuals Covered602
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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