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RETIREMENT PLAN FOR EMPLOYEES OF NEW YORK INSTITUTE FOR SPECIAL EDUCATION 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF NEW YORK INSTITUTE FOR SPECIAL EDUCATION
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF NEW YORK INSTITUTE FOR SPECIAL EDUCATION Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

THE NEW YORK INSTITUTE FOR SPECIAL EDUCATION has sponsored the creation of one or more 401k plans.

Company Name:THE NEW YORK INSTITUTE FOR SPECIAL EDUCATION
Employer identification number (EIN):131740010
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF NEW YORK INSTITUTE FOR SPECIAL EDUCATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01MARK SOBIESKI2024-04-09
0012021-07-01MARK SOBIESKI2023-03-21
0012020-07-01MARK SOBIESKI2022-03-18
0012019-07-01MARK SOBIESKI2021-03-12
0012018-07-01MARK SOBIESKI2020-04-01
0012017-07-01MICHAEL R. MCGOVERN2019-04-08
0012016-07-01MICHAEL R. MCGOVERN2018-04-11
0012015-07-01MARIA GRULLON2017-04-11
0012014-07-01MARIA GRULLON2016-04-15
0012013-07-01MARIA GRULLON2015-02-26 MARIA GRULLON2015-02-26
0012012-07-01KIM CASULLO2014-04-11
0012010-07-01JOSEPH CHATRNUCH2012-04-05

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF NEW YORK INSTITUTE FOR SPECIAL EDUCATION

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF NEW YORK INSTITUTE FOR SPECIAL EDUCATION

Measure Date Value
2023: RETIREMENT PLAN FOR EMPLOYEES OF NEW YORK INSTITUTE FOR SPECIAL EDUCATION 2023 401k membership
Market value of plan assets2023-06-3018,803,969
Acturial value of plan assets2023-06-3020,502,466
Funding target for retired participants and beneficiaries receiving payment2023-06-3011,411,843
Number of terminated vested participants2023-06-3014
Fundng target for terminated vested participants2023-06-306,906,915
Active participant vested funding target2023-06-305,587,857
Number of active participants2023-06-3010
Total funding liabilities for active participants2023-06-305,587,857
Total participant count2023-06-3063
Total funding target for all participants2023-06-3023,906,615
Balance at beginning of prior year after applicable adjustments2023-06-300
Prefunding balance at beginning of prior year after applicable adjustments2023-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-06-300
Prefunding balanced used to offset prior years funding requirement2023-06-300
Amount remaining of carryover balance2023-06-300
Amount remaining of prefunding balance2023-06-300
Present value of excess contributions2023-06-304,586
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-304,839
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-300
Total employer contributions2023-06-301,564,383
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-301,496,366
Liquidity shortfalls end of Q12023-06-300
Liquidity shortfalls end of Q22023-06-300
Liquidity shortfalls end of Q32023-06-300
Liquidity shortfalls end of Q42023-06-300
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-30215,959
Net shortfall amortization installment of oustanding balance2023-06-303,404,149
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-30541,340
Carryover balance elected to use to offset funding requirement2023-06-300
Prefunding balance elected to use to offset funding requirement2023-06-300
Additional cash requirement2023-06-30541,340
Contributions allocatedtoward minimum required contributions for current year2023-06-301,496,366
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: RETIREMENT PLAN FOR EMPLOYEES OF NEW YORK INSTITUTE FOR SPECIAL EDUCATION 2022 401k membership
Market value of plan assets2022-06-3022,032,146
Acturial value of plan assets2022-06-3020,844,432
Funding target for retired participants and beneficiaries receiving payment2022-06-3012,287,984
Number of terminated vested participants2022-06-3012
Fundng target for terminated vested participants2022-06-303,670,307
Active participant vested funding target2022-06-307,427,622
Number of active participants2022-06-3013
Total funding liabilities for active participants2022-06-307,427,622
Total participant count2022-06-3066
Total funding target for all participants2022-06-3023,385,913
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-3012,167
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-3012,812
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-30570,304
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30550,869
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30309,311
Net shortfall amortization installment of oustanding balance2022-06-302,541,481
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-30546,283
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-30546,283
Contributions allocatedtoward minimum required contributions for current year2022-06-30550,869
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: RETIREMENT PLAN FOR EMPLOYEES OF NEW YORK INSTITUTE FOR SPECIAL EDUCATION 2021 401k membership
Market value of plan assets2021-06-3019,427,547
Acturial value of plan assets2021-06-3019,460,793
Funding target for retired participants and beneficiaries receiving payment2021-06-309,173,392
Number of terminated vested participants2021-06-3018
Fundng target for terminated vested participants2021-06-305,434,414
Active participant vested funding target2021-06-308,472,949
Number of active participants2021-06-3015
Total funding liabilities for active participants2021-06-308,472,949
Total participant count2021-06-3068
Total funding target for all participants2021-06-3023,080,755
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-306,000
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-306,328
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-301,030,043
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30995,709
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30222,074
Net shortfall amortization installment of oustanding balance2021-06-303,619,962
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-30983,542
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-30983,542
Contributions allocatedtoward minimum required contributions for current year2021-06-30995,709
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: RETIREMENT PLAN FOR EMPLOYEES OF NEW YORK INSTITUTE FOR SPECIAL EDUCATION 2020 401k membership
Market value of plan assets2020-06-3018,854,428
Acturial value of plan assets2020-06-3018,830,345
Funding target for retired participants and beneficiaries receiving payment2020-06-308,065,252
Number of terminated vested participants2020-06-3021
Fundng target for terminated vested participants2020-06-304,551,312
Active participant vested funding target2020-06-309,097,356
Number of active participants2020-06-3018
Total funding liabilities for active participants2020-06-309,097,356
Total participant count2020-06-3069
Total funding target for all participants2020-06-3021,713,920
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-3011,777
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-3012,442
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-30830,243
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30801,590
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30226,917
Net shortfall amortization installment of oustanding balance2020-06-302,883,575
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-30795,590
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-30795,590
Contributions allocatedtoward minimum required contributions for current year2020-06-30801,590
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: RETIREMENT PLAN FOR EMPLOYEES OF NEW YORK INSTITUTE FOR SPECIAL EDUCATION 2019 401k membership
Market value of plan assets2019-06-3017,888,324
Acturial value of plan assets2019-06-3017,798,345
Funding target for retired participants and beneficiaries receiving payment2019-06-307,129,586
Number of terminated vested participants2019-06-3023
Fundng target for terminated vested participants2019-06-304,751,044
Active participant vested funding target2019-06-308,570,031
Number of active participants2019-06-3019
Total funding liabilities for active participants2019-06-308,570,031
Total participant count2019-06-3069
Total funding target for all participants2019-06-3020,450,661
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-30609
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30645
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-30783,568
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30746,277
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30261,027
Net shortfall amortization installment of oustanding balance2019-06-302,652,316
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-30734,500
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-30734,500
Contributions allocatedtoward minimum required contributions for current year2019-06-30746,277
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: RETIREMENT PLAN FOR EMPLOYEES OF NEW YORK INSTITUTE FOR SPECIAL EDUCATION 2018 401k membership
Market value of plan assets2018-06-3018,252,327
Acturial value of plan assets2018-06-3018,250,389
Funding target for retired participants and beneficiaries receiving payment2018-06-306,648,756
Number of terminated vested participants2018-06-3023
Fundng target for terminated vested participants2018-06-304,017,611
Active participant vested funding target2018-06-308,802,989
Number of active participants2018-06-3022
Total funding liabilities for active participants2018-06-308,802,989
Total participant count2018-06-3072
Total funding target for all participants2018-06-3019,469,356
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-3014
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3015
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-30404,526
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30392,080
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30177,047
Net shortfall amortization installment of oustanding balance2018-06-301,218,967
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30391,471
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-30391,471
Contributions allocatedtoward minimum required contributions for current year2018-06-30392,080
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: RETIREMENT PLAN FOR EMPLOYEES OF NEW YORK INSTITUTE FOR SPECIAL EDUCATION 2017 401k membership
Market value of plan assets2017-06-3019,508,765
Acturial value of plan assets2017-06-3020,283,911
Funding target for retired participants and beneficiaries receiving payment2017-06-306,256,166
Number of terminated vested participants2017-06-3027
Fundng target for terminated vested participants2017-06-305,906,995
Active participant vested funding target2017-06-308,854,333
Number of active participants2017-06-3023
Total funding liabilities for active participants2017-06-308,854,333
Total participant count2017-06-3077
Total funding target for all participants2017-06-3021,017,494
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-301,127
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-301,197
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-30548,550
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30519,366
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30398,147
Net shortfall amortization installment of oustanding balance2017-06-30733,583
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30519,352
Additional cash requirement2017-06-30519,352
Contributions allocatedtoward minimum required contributions for current year2017-06-30519,366
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300

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