Logo

THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN 401k Plan overview

Plan NameTHE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN
Plan identification number 001

THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE NEW YORK ACADEMY OF MEDICINE has sponsored the creation of one or more 401k plans.

Company Name:THE NEW YORK ACADEMY OF MEDICINE
Employer identification number (EIN):131656674
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LISA GLASS LISA GLASS2018-10-05
0012016-01-01LISA GLASS LISA GLASS2017-09-29
0012015-01-01BRIAN K. MILACK BRIAN K. MILACK2016-06-28
0012014-01-01BRIAN K MILACK BRIAN K MILACK2015-10-05
0012013-01-01BRIAN K. MILACK BRIAN K. MILACK2014-10-10
0012012-01-01BRIAN K. MILACK
0012011-01-01BRIAN K. MILACK
0012010-01-01BRIAN K. MILACK
0012009-01-01BRIAN MILACK

Plan Statistics for THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN

401k plan membership statisitcs for THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN

Measure Date Value
2023: THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01456
Total number of active participants reported on line 7a of the Form 55002023-01-0165
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01381
Total of all active and inactive participants2023-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-016
Total participants2023-01-01452
Number of participants with account balances2023-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01461
Total number of active participants reported on line 7a of the Form 55002022-01-0156
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01392
Total of all active and inactive participants2022-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-01461
Number of participants with account balances2022-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01480
Total number of active participants reported on line 7a of the Form 55002021-01-0164
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01392
Total of all active and inactive participants2021-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0112
Total participants2021-01-01468
Number of participants with account balances2021-01-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01485
Total number of active participants reported on line 7a of the Form 55002020-01-0165
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01411
Total of all active and inactive participants2020-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01481
Number of participants with account balances2020-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01485
Total number of active participants reported on line 7a of the Form 55002019-01-0172
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01408
Total of all active and inactive participants2019-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01485
Number of participants with account balances2019-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01485
Total number of active participants reported on line 7a of the Form 55002018-01-0174
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01406
Total of all active and inactive participants2018-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01485
Number of participants with account balances2018-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01487
Total number of active participants reported on line 7a of the Form 55002017-01-0174
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01407
Total of all active and inactive participants2017-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01485
Number of participants with account balances2017-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01481
Total number of active participants reported on line 7a of the Form 55002016-01-0180
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01403
Total of all active and inactive participants2016-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01487
Number of participants with account balances2016-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01480
Total number of active participants reported on line 7a of the Form 55002015-01-0182
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01399
Total of all active and inactive participants2015-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01485
Number of participants with account balances2015-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01476
Total number of active participants reported on line 7a of the Form 55002014-01-0176
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01400
Total of all active and inactive participants2014-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01480
Number of participants with account balances2014-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01470
Total number of active participants reported on line 7a of the Form 55002013-01-0188
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01385
Total of all active and inactive participants2013-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01477
Number of participants with account balances2013-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01469
Total number of active participants reported on line 7a of the Form 55002012-01-0191
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01375
Total of all active and inactive participants2012-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01470
Number of participants with account balances2012-01-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01469
Total number of active participants reported on line 7a of the Form 55002011-01-0197
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01368
Total of all active and inactive participants2011-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01469
Number of participants with account balances2011-01-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01483
Total number of active participants reported on line 7a of the Form 55002010-01-01114
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01354
Total of all active and inactive participants2010-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01470
Number of participants with account balances2010-01-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01467
Total number of active participants reported on line 7a of the Form 55002009-01-01153
Number of retired or separated participants receiving benefits2009-01-0154
Number of other retired or separated participants entitled to future benefits2009-01-01266
Total of all active and inactive participants2009-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01473
Number of participants with account balances2009-01-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN

Measure Date Value
2023 : THE NEW YORK ACADEMY OF MEDICINE RETIREMENT 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$5,905,041
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,207,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,178,958
Expenses. Certain deemed distributions of participant loans2023-12-31$4,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,038,279
Value of total assets at end of year2023-12-31$41,692,622
Value of total assets at beginning of year2023-12-31$37,995,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$23,633
Total interest from all sources2023-12-31$651,365
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$235,726
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$235,726
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$520,550
Participant contributions at end of year2023-12-31$77,995
Participant contributions at beginning of year2023-12-31$57,131
Participant contributions at end of year2023-12-31$43,917
Participant contributions at beginning of year2023-12-31$19,564
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$217,150
Other income not declared elsewhere2023-12-31$24,480
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$3,697,580
Value of net assets at end of year (total assets less liabilities)2023-12-31$41,692,622
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$37,995,042
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
Investment advisory and management fees2023-12-31$5,950
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$25,402,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$21,619,624
Value of interest in pooled separate accounts at end of year2023-12-31$1,788,600
Value of interest in pooled separate accounts at beginning of year2023-12-31$2,558,114
Interest on participant loans2023-12-31$2,779
Interest earned on other investments2023-12-31$648,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$14,355,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$13,730,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,287,521
Net investment gain/loss from pooled separate accounts2023-12-31$-332,330
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$300,579
Employer contributions (assets) at end of year2023-12-31$24,044
Employer contributions (assets) at beginning of year2023-12-31$9,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,178,958
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 name2023-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2023-12-31271728945
2022 : THE NEW YORK ACADEMY OF MEDICINE RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-4,095,946
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,673,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,626,873
Expenses. Certain deemed distributions of participant loans2022-12-31$4,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,297,582
Value of total assets at end of year2022-12-31$37,995,042
Value of total assets at beginning of year2022-12-31$51,764,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,161
Total interest from all sources2022-12-31$557,106
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$263,191
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$263,191
Administrative expenses professional fees incurred2022-12-31$8,182
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$507,282
Participant contributions at end of year2022-12-31$57,131
Participant contributions at beginning of year2022-12-31$42,508
Participant contributions at end of year2022-12-31$19,564
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$489,679
Other income not declared elsewhere2022-12-31$16,003
Administrative expenses (other) incurred2022-12-31$28,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,769,354
Value of net assets at end of year (total assets less liabilities)2022-12-31$37,995,042
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$51,764,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$5,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,619,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,852,758
Value of interest in pooled separate accounts at end of year2022-12-31$2,558,114
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,435,574
Interest on participant loans2022-12-31$2,654
Interest earned on other investments2022-12-31$554,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,730,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$14,433,556
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$527,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,418,486
Net investment gain/loss from pooled separate accounts2022-12-31$188,658
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$300,621
Employer contributions (assets) at end of year2022-12-31$9,949
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,099,619
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 name2022-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-12-31271728945
2021 : THE NEW YORK ACADEMY OF MEDICINE RETIREMENT 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$7,319,596
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,086,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,040,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,242,145
Value of total assets at end of year2021-12-31$51,764,396
Value of total assets at beginning of year2021-12-31$48,531,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$46,765
Total interest from all sources2021-12-31$519,748
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$408,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$408,699
Administrative expenses professional fees incurred2021-12-31$16,775
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$482,907
Participant contributions at end of year2021-12-31$42,508
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$439,472
Other income not declared elsewhere2021-12-31$26,655
Administrative expenses (other) incurred2021-12-31$29,990
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$3,232,783
Value of net assets at end of year (total assets less liabilities)2021-12-31$51,764,396
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$48,531,613
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$34,852,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,042,940
Value of interest in pooled separate accounts at end of year2021-12-31$2,435,574
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,916,992
Interest on participant loans2021-12-31$1,103
Interest earned on other investments2021-12-31$518,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$14,433,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$15,553,297
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,008,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,754,111
Net investment gain/loss from pooled separate accounts2021-12-31$368,238
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$319,766
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$18,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,031,976
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 name2021-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-12-31271728945
2020 : THE NEW YORK ACADEMY OF MEDICINE RETIREMENT 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$6,363,533
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,807,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,807,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,211,851
Value of total assets at end of year2020-12-31$48,531,613
Value of total assets at beginning of year2020-12-31$43,975,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62
Total interest from all sources2020-12-31$570,983
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$258,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$258,101
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$499,870
Participant contributions at end of year2020-12-31$18,384
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$396,930
Other income not declared elsewhere2020-12-31$14,924
Administrative expenses (other) incurred2020-12-31$62
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$4,556,080
Value of net assets at end of year (total assets less liabilities)2020-12-31$48,531,613
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$43,975,533
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$31,042,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,147,380
Value of interest in pooled separate accounts at end of year2020-12-31$1,916,992
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,071,041
Interest earned on other investments2020-12-31$570,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$15,553,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$14,757,112
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$31,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,324,835
Net investment gain/loss from pooled separate accounts2020-12-31$-17,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$315,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,775,957
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-12-31271728945
2019 : THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,196,565
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,525,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,514,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$965,401
Value of total assets at end of year2019-12-31$43,975,533
Value of total assets at beginning of year2019-12-31$40,304,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,200
Total interest from all sources2019-12-31$568,117
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$375,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$375,992
Administrative expenses professional fees incurred2019-12-31$10,200
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$461,968
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$194,752
Other income not declared elsewhere2019-12-31$12,412
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$3,671,420
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,975,533
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,304,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,147,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,015,510
Value of interest in pooled separate accounts at end of year2019-12-31$2,071,041
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,186,526
Interest earned on other investments2019-12-31$568,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,757,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$15,102,077
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$301,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,160,660
Net investment gain/loss from pooled separate accounts2019-12-31$113,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$308,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,213,458
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-12-31271728945
2018 : THE NEW YORK ACADEMY OF MEDICINE RETIREMENT 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$3,440,862
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,512,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,512,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,573,364
Value of total assets at end of year2018-12-31$40,304,113
Value of total assets at beginning of year2018-12-31$40,375,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$594,421
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$349,905
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$349,905
Was this plan covered by a fidelity bond2018-12-31No
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$426,564
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,943,664
Other income not declared elsewhere2018-12-31$4,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-71,729
Value of net assets at end of year (total assets less liabilities)2018-12-31$40,304,113
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$40,375,842
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$23,015,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,383,388
Value of interest in pooled separate accounts at end of year2018-12-31$2,186,526
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,163,875
Interest earned on other investments2018-12-31$594,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$15,102,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$14,828,579
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$333,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,182,385
Net investment gain/loss from pooled separate accounts2018-12-31$101,192
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$203,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,179,482
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 name2018-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-12-31271728945
2017 : THE NEW YORK ACADEMY OF MEDICINE RETIREMENT 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$5,587,901
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,151,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,151,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$780,207
Value of total assets at end of year2017-12-31$40,375,842
Value of total assets at beginning of year2017-12-31$37,939,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$571,374
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$217,597
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$217,597
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$453,116
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$119,170
Other income not declared elsewhere2017-12-31$2,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,436,773
Value of net assets at end of year (total assets less liabilities)2017-12-31$40,375,842
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$37,939,069
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$23,383,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,051,771
Value of interest in pooled separate accounts at end of year2017-12-31$2,163,875
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,304,718
Interest earned on other investments2017-12-31$571,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$14,828,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$14,582,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,920,064
Net investment gain/loss from pooled separate accounts2017-12-31$96,049
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$207,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,151,128
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 name2017-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-12-31271728945
2016 : THE NEW YORK ACADEMY OF MEDICINE RETIREMENT 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$3,013,734
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,636,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,636,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$753,959
Value of total assets at end of year2016-12-31$37,939,069
Value of total assets at beginning of year2016-12-31$36,561,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$611,912
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$93,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$93,260
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$522,748
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$18,682
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$33,612
Other income not declared elsewhere2016-12-31$488
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$1,377,168
Value of net assets at end of year (total assets less liabilities)2016-12-31$37,939,069
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$36,561,901
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$21,051,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,396,750
Value of interest in pooled separate accounts at end of year2016-12-31$2,304,718
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,153,482
Interest earned on other investments2016-12-31$611,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$14,582,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,987,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,440,656
Net investment gain/loss from pooled separate accounts2016-12-31$113,459
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$197,599
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$5,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,636,566
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 name2016-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2016-12-31271728945
2015 : THE NEW YORK ACADEMY OF MEDICINE RETIREMENT 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$1,619,416
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,310,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,310,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$932,140
Value of total assets at end of year2015-12-31$36,561,901
Value of total assets at beginning of year2015-12-31$37,253,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$555,948
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$118,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$118,434
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$528,910
Participant contributions at end of year2015-12-31$18,682
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$191,049
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$362
Other income not declared elsewhere2015-12-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-691,227
Value of net assets at end of year (total assets less liabilities)2015-12-31$36,561,901
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,253,128
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$20,396,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,452,909
Value of interest in pooled separate accounts at end of year2015-12-31$2,153,482
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,960,620
Interest earned on other investments2015-12-31$555,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$13,987,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$13,839,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-146,914
Net investment gain/loss from pooled separate accounts2015-12-31$159,789
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$212,181
Employer contributions (assets) at end of year2015-12-31$5,649
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$2,310,281
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 name2015-12-31EISNERAMPER LLP
Accountancy firm EIN2015-12-31131639826
2014 : THE NEW YORK ACADEMY OF MEDICINE RETIREMENT 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$3,382,261
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,274,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,274,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,195,253
Value of total assets at end of year2014-12-31$37,253,128
Value of total assets at beginning of year2014-12-31$36,145,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$566,899
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$131,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$131,136
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$483,955
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$497,280
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$1,107,581
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,253,128
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,145,547
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$21,452,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,083,959
Value of interest in pooled separate accounts at end of year2014-12-31$1,960,620
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,602,209
Interest earned on other investments2014-12-31$566,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$13,839,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$13,459,379
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$145,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,285,034
Net investment gain/loss from pooled separate accounts2014-12-31$203,939
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$214,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,129,418
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 name2014-12-31EISNERAMPER LLP
Accountancy firm EIN2014-12-31131639826
2013 : THE NEW YORK ACADEMY OF MEDICINE RETIREMENT 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$5,556,185
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,392,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,392,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$684,372
Value of total assets at end of year2013-12-31$36,145,547
Value of total assets at beginning of year2013-12-31$32,982,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$552,678
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$90,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$90,605
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$457,184
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$31,208
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$3,163,344
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,145,547
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,982,203
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$21,083,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,928,045
Value of interest in pooled separate accounts at end of year2013-12-31$1,602,209
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,428,975
Interest earned on other investments2013-12-31$552,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$13,459,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,565,731
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$594,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,089,063
Net investment gain/loss from pooled separate accounts2013-12-31$139,467
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$195,980
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$59,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,798,774
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 name2013-12-31EISNERAMPER LLP
Accountancy firm EIN2013-12-31131639826
2012 : THE NEW YORK ACADEMY OF MEDICINE RETIREMENT 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$3,784,464
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,959,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,959,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$740,498
Value of total assets at end of year2012-12-31$32,982,203
Value of total assets at beginning of year2012-12-31$31,157,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$532,169
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$31,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$31,289
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$436,188
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$33,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,825,029
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,982,203
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,157,174
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$17,928,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,484,287
Value of interest in pooled separate accounts at end of year2012-12-31$1,428,975
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,162,932
Interest earned on other investments2012-12-31$532,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,565,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$13,470,218
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$34,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,354,883
Net investment gain/loss from pooled separate accounts2012-12-31$125,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$271,234
Employer contributions (assets) at end of year2012-12-31$59,452
Employer contributions (assets) at beginning of year2012-12-31$39,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,925,294
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 name2012-12-31EISNERAMPER LLP
Accountancy firm EIN2012-12-31131639826
2011 : THE NEW YORK ACADEMY OF MEDICINE RETIREMENT 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$1,398,527
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,513,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,513,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,156,129
Value of total assets at end of year2011-12-31$31,157,174
Value of total assets at beginning of year2011-12-31$31,271,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$517,806
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$8,192
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$459,547
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$201,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-114,777
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,157,174
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$31,271,951
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$16,484,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,540,769
Value of interest in pooled separate accounts at end of year2011-12-31$1,162,932
Value of interest in pooled separate accounts at beginning of year2011-12-31$975,054
Interest earned on other investments2011-12-31$517,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$13,470,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$12,756,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-414,714
Net investment gain/loss from pooled separate accounts2011-12-31$131,114
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$494,939
Employer contributions (assets) at end of year2011-12-31$39,737
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,513,304
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 name2011-12-31EISNERAMPER LLP
Accountancy firm EIN2011-12-31131639826
2010 : THE NEW YORK ACADEMY OF MEDICINE RETIREMENT 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$3,807,736
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,811,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,811,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$858,338
Value of total assets at end of year2010-12-31$31,271,951
Value of total assets at beginning of year2010-12-31$31,275,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$467,812
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,979
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$526,329
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$60,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-3,649
Value of net assets at end of year (total assets less liabilities)2010-12-31$31,271,951
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,275,600
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$17,540,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,765,417
Value of interest in pooled separate accounts at end of year2010-12-31$975,054
Value of interest in pooled separate accounts at beginning of year2010-12-31$962,693
Interest earned on other investments2010-12-31$467,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$12,756,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$12,547,490
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$162,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,348,223
Net investment gain/loss from pooled separate accounts2010-12-31$130,384
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$271,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,649,049
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 name2010-12-31EISNERAMPER LLP
Accountancy firm EIN2010-12-31131639826
2009 : THE NEW YORK ACADEMY OF MEDICINE RETIREMENT 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 NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN

2023: THE NEW YORK ACADEMY OF MEDICINE RETIREMENT 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 NEW YORK ACADEMY OF MEDICINE RETIREMENT 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 NEW YORK ACADEMY OF MEDICINE RETIREMENT 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 NEW YORK ACADEMY OF MEDICINE RETIREMENT 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 NEW YORK ACADEMY OF MEDICINE RETIREMENT 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 NEW YORK ACADEMY OF MEDICINE RETIREMENT 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 NEW YORK ACADEMY OF MEDICINE RETIREMENT 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 NEW YORK ACADEMY OF MEDICINE RETIREMENT 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 NEW YORK ACADEMY OF MEDICINE RETIREMENT 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 NEW YORK ACADEMY OF MEDICINE RETIREMENT 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 NEW YORK ACADEMY OF MEDICINE RETIREMENT 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 NEW YORK ACADEMY OF MEDICINE RETIREMENT 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 NEW YORK ACADEMY OF MEDICINE RETIREMENT 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 NEW YORK ACADEMY OF MEDICINE RETIREMENT 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 NEW YORK ACADEMY OF MEDICINE RETIREMENT 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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104165
Policy instance 1
Insurance contract or identification number104165
Number of Individuals Covered365
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104165
Policy instance 1
Insurance contract or identification number104165
Number of Individuals Covered378
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104165
Policy instance 1
Insurance contract or identification number104165
Number of Individuals Covered389
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104165
Policy instance 1
Insurance contract or identification number104165
Number of Individuals Covered408
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104165
Policy instance 1
Insurance contract or identification number104165
Number of Individuals Covered414
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104165
Policy instance 1
Insurance contract or identification number104165
Number of Individuals Covered418
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104165
Policy instance 1
Insurance contract or identification number104165
Number of Individuals Covered424
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104165
Policy instance 1
Insurance contract or identification number104165
Number of Individuals Covered431
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104165
Policy instance 1
Insurance contract or identification number104165
Number of Individuals Covered436
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104165
Policy instance 1
Insurance contract or identification number104165
Number of Individuals Covered438
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104165
Policy instance 1
Insurance contract or identification number104165
Number of Individuals Covered469
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104165
Policy instance 1
Insurance contract or identification number104165
Number of Individuals Covered467
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104165
Policy instance 1
Insurance contract or identification number104165
Number of Individuals Covered469
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

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

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1