MASSACHUSETTS MEDICAL SOCIETY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN
Measure | Date | Value |
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2023: MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 471 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 146 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 183 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 103 |
Total of all active and inactive participants | 2023-01-01 | 432 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 26 |
Total participants | 2023-01-01 | 458 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 184,038,648 |
Acturial value of plan assets | 2022-12-31 | 181,444,934 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 57,760,263 |
Number of terminated vested participants | 2022-12-31 | 122 |
Fundng target for terminated vested participants | 2022-12-31 | 18,552,567 |
Active participant vested funding target | 2022-12-31 | 57,614,819 |
Number of active participants | 2022-12-31 | 172 |
Total funding liabilities for active participants | 2022-12-31 | 57,931,065 |
Total participant count | 2022-12-31 | 494 |
Total funding target for all participants | 2022-12-31 | 134,243,895 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 42,533,228 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 8,211,602 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 34,321,626 |
Present value of excess contributions | 2022-12-31 | 15,552,123 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 16,357,843 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 16,357,843 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 52,155,299 |
Total employer contributions | 2022-12-31 | 2,500,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 2,319,342 |
Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 3,045,395 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 4,954,260 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 3,566,306 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 3,566,306 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 2,319,342 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 491 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 157 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 182 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 106 |
Total of all active and inactive participants | 2022-01-01 | 445 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 26 |
Total participants | 2022-01-01 | 471 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 171,089,027 |
Acturial value of plan assets | 2021-12-31 | 156,594,015 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 53,699,049 |
Number of terminated vested participants | 2021-12-31 | 111 |
Fundng target for terminated vested participants | 2021-12-31 | 15,032,107 |
Active participant vested funding target | 2021-12-31 | 59,825,536 |
Number of active participants | 2021-12-31 | 203 |
Total funding liabilities for active participants | 2021-12-31 | 60,175,900 |
Total participant count | 2021-12-31 | 510 |
Total funding target for all participants | 2021-12-31 | 128,907,056 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 44,695,329 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 7,489,916 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 37,205,413 |
Present value of excess contributions | 2021-12-31 | 1,768,552 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 2,021,809 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 42,533,228 |
Total employer contributions | 2021-12-31 | 16,750,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 15,552,123 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 3,790,670 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 14,846,269 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 5,174,959 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 8,211,602 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 15,552,123 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 506 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 172 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 172 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 119 |
Total of all active and inactive participants | 2021-01-01 | 463 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 28 |
Total participants | 2021-01-01 | 491 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 154,047,033 |
Acturial value of plan assets | 2020-12-31 | 146,971,949 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 49,206,115 |
Number of terminated vested participants | 2020-12-31 | 114 |
Fundng target for terminated vested participants | 2020-12-31 | 15,401,177 |
Active participant vested funding target | 2020-12-31 | 60,604,391 |
Number of active participants | 2020-12-31 | 214 |
Total funding liabilities for active participants | 2020-12-31 | 60,943,369 |
Total participant count | 2020-12-31 | 513 |
Total funding target for all participants | 2020-12-31 | 125,550,661 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 41,857,234 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 4,697,832 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 37,159,402 |
Present value of excess contributions | 2020-12-31 | 319 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 384 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 44,695,329 |
Total employer contributions | 2020-12-31 | 3,000,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 2,792,798 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 3,547,989 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 23,274,041 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 8,514,162 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 7,489,916 |
Additional cash requirement | 2020-12-31 | 1,024,246 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 2,792,798 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 509 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 203 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 165 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 108 |
Total of all active and inactive participants | 2020-01-01 | 476 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 30 |
Total participants | 2020-01-01 | 506 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 131,167,787 |
Acturial value of plan assets | 2019-12-31 | 138,227,975 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 44,024,046 |
Number of terminated vested participants | 2019-12-31 | 122 |
Fundng target for terminated vested participants | 2019-12-31 | 16,773,847 |
Active participant vested funding target | 2019-12-31 | 56,700,106 |
Number of active participants | 2019-12-31 | 220 |
Total funding liabilities for active participants | 2019-12-31 | 57,042,110 |
Total participant count | 2019-12-31 | 517 |
Total funding target for all participants | 2019-12-31 | 117,840,003 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 45,715,607 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 2,889,214 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 42,826,393 |
Present value of excess contributions | 2019-12-31 | 1,420,154 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 1,343,466 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 1,343,466 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 41,857,234 |
Total employer contributions | 2019-12-31 | 3,000,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 2,792,401 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 3,351,756 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 21,469,262 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 7,489,914 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 4,697,832 |
Additional cash requirement | 2019-12-31 | 2,792,082 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 2,792,401 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 513 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 214 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 154 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 112 |
Total of all active and inactive participants | 2019-01-01 | 480 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 29 |
Total participants | 2019-01-01 | 509 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 140,373,366 |
Acturial value of plan assets | 2018-12-31 | 134,260,182 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 38,698,699 |
Number of terminated vested participants | 2018-12-31 | 125 |
Fundng target for terminated vested participants | 2018-12-31 | 15,345,242 |
Active participant vested funding target | 2018-12-31 | 53,632,965 |
Number of active participants | 2018-12-31 | 237 |
Total funding liabilities for active participants | 2018-12-31 | 54,035,484 |
Total participant count | 2018-12-31 | 521 |
Total funding target for all participants | 2018-12-31 | 108,079,425 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 158,253 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 32,687,504 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 158,253 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 1,322,257 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 31,365,247 |
Present value of excess contributions | 2018-12-31 | 12,888,859 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 13,775,284 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 10,000,000 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 45,715,607 |
Total employer contributions | 2018-12-31 | 3,750,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 3,502,716 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 2,933,690 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 19,534,850 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 4,971,776 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 2,889,214 |
Additional cash requirement | 2018-12-31 | 2,082,562 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 3,502,716 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 521 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 220 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 148 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 120 |
Total of all active and inactive participants | 2018-01-01 | 488 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 25 |
Total participants | 2018-01-01 | 513 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 115,160,132 |
Acturial value of plan assets | 2017-12-31 | 117,312,885 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 36,451,140 |
Number of terminated vested participants | 2017-12-31 | 132 |
Fundng target for terminated vested participants | 2017-12-31 | 15,348,228 |
Active participant vested funding target | 2017-12-31 | 52,420,286 |
Number of active participants | 2017-12-31 | 247 |
Total funding liabilities for active participants | 2017-12-31 | 52,481,037 |
Total participant count | 2017-12-31 | 535 |
Total funding target for all participants | 2017-12-31 | 104,280,405 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,589,780 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 30,423,961 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 32,572 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 1,557,208 |
Amount remaining of prefunding balance | 2017-12-31 | 30,423,961 |
Present value of excess contributions | 2017-12-31 | 1,293,572 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,373,673 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 1,514,811 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 158,253 |
Balance of prefunding at beginning of current year | 2017-12-31 | 32,687,504 |
Total employer contributions | 2017-12-31 | 18,000,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 16,460,777 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 3,102,146 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 19,813,277 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 5,052,428 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 158,253 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 1,322,257 |
Additional cash requirement | 2017-12-31 | 3,571,918 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 16,460,777 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 531 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 237 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 138 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 123 |
Total of all active and inactive participants | 2017-01-01 | 498 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 23 |
Total participants | 2017-01-01 | 521 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 108,856,394 |
Acturial value of plan assets | 2016-12-31 | 112,231,351 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 31,448,710 |
Number of terminated vested participants | 2016-12-31 | 134 |
Fundng target for terminated vested participants | 2016-12-31 | 14,822,171 |
Active participant vested funding target | 2016-12-31 | 50,946,458 |
Number of active participants | 2016-12-31 | 261 |
Total funding liabilities for active participants | 2016-12-31 | 51,009,940 |
Total participant count | 2016-12-31 | 536 |
Total funding target for all participants | 2016-12-31 | 97,280,821 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,857,109 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 30,946,965 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 240,000 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 1,617,109 |
Amount remaining of prefunding balance | 2016-12-31 | 30,946,965 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 1,589,780 |
Balance of prefunding at beginning of current year | 2016-12-31 | 30,423,961 |
Total employer contributions | 2016-12-31 | 4,450,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 4,222,019 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 2,940,477 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 7,532,193 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 2,961,019 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 32,572 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 2,928,447 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 4,222,019 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 534 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 247 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 137 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 131 |
Total of all active and inactive participants | 2016-01-01 | 515 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 16 |
Total participants | 2016-01-01 | 531 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 615 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 261 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 124 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 133 |
Total of all active and inactive participants | 2015-01-01 | 518 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 16 |
Total participants | 2015-01-01 | 534 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 637 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 268 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 118 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 217 |
Total of all active and inactive participants | 2014-01-01 | 603 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 12 |
Total participants | 2014-01-01 | 615 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 621 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 293 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 113 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 222 |
Total of all active and inactive participants | 2013-01-01 | 628 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 9 |
Total participants | 2013-01-01 | 637 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 619 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 288 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 103 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 222 |
Total of all active and inactive participants | 2012-01-01 | 613 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 8 |
Total participants | 2012-01-01 | 621 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 620 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 294 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 97 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 219 |
Total of all active and inactive participants | 2011-01-01 | 610 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 9 |
Total participants | 2011-01-01 | 619 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 618 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 299 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 87 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 227 |
Total of all active and inactive participants | 2010-01-01 | 613 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 7 |
Total participants | 2010-01-01 | 620 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 625 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 325 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 72 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 214 |
Total of all active and inactive participants | 2009-01-01 | 611 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 7 |
Total participants | 2009-01-01 | 618 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|
2023 : MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2023 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $33,150 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $52,291 |
Total income from all sources (including contributions) | 2023-12-31 | $13,138,193 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $11,163,307 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $10,649,129 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $875,000 |
Value of total assets at end of year | 2023-12-31 | $146,477,671 |
Value of total assets at beginning of year | 2023-12-31 | $144,521,926 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $514,178 |
Total interest from all sources | 2023-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $5,092,610 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $368,094 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $299,667 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $33,150 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $52,291 |
Administrative expenses (other) incurred | 2023-12-31 | $193,703 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $1,974,886 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $146,444,521 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $144,469,635 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2023-12-31 | $5,159,599 |
Assets. partnership/joint venture interests at beginning of year | 2023-12-31 | $15,512,373 |
Investment advisory and management fees | 2023-12-31 | $230,739 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $126,169,403 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $112,723,017 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $14,780,575 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $13,986,869 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $7,170,583 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $875,000 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $2,000,000 |
Income. Dividends from common stock | 2023-12-31 | $5,092,610 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $10,649,129 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | CBIZ CPAS P.C. |
Accountancy firm EIN | 2023-12-31 | 431947695 |
2022 : MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $52,291 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $50,560 |
Total income from all sources (including contributions) | 2022-12-31 | $-26,561,099 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $13,282,113 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $12,903,397 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,500,000 |
Value of total assets at end of year | 2022-12-31 | $144,521,926 |
Value of total assets at beginning of year | 2022-12-31 | $184,363,407 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $378,716 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,399,367 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $378,716 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $299,667 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $190,105 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $52,291 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $50,560 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-39,843,212 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $144,469,635 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $184,312,847 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $15,512,373 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $24,863,174 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $112,723,017 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $126,635,264 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $13,986,869 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $16,674,864 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-32,460,466 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,500,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $16,000,000 |
Income. Dividends from common stock | 2022-12-31 | $3,399,367 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $12,903,397 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2022-12-31 | 431947695 |
2021 : MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $50,560 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $54,605 |
Total income from all sources (including contributions) | 2021-12-31 | $23,891,818 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $10,668,667 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $10,320,117 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $16,750,000 |
Value of total assets at end of year | 2021-12-31 | $184,363,407 |
Value of total assets at beginning of year | 2021-12-31 | $171,144,301 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $348,550 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,178,645 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $348,550 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $2,700,000 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $190,105 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $185,817 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $50,560 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $54,605 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $13,223,151 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $184,312,847 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $171,089,696 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $24,863,174 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $21,345,427 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $126,635,264 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $127,687,949 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $16,674,864 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $16,225,108 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,963,173 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $16,750,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $16,000,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $3,000,000 |
Income. Dividends from common stock | 2021-12-31 | $3,178,645 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $10,320,117 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2021-12-31 | 431947695 |
2020 : MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $54,605 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $39,845 |
Total income from all sources (including contributions) | 2020-12-31 | $24,453,510 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $7,424,663 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $7,049,946 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,000,000 |
Value of total assets at end of year | 2020-12-31 | $171,144,301 |
Value of total assets at beginning of year | 2020-12-31 | $154,100,694 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $374,717 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,274,146 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $271,543 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $2,700,000 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $185,817 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $204,248 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $54,605 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $39,845 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $17,028,847 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $171,089,696 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $154,060,849 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $21,345,427 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $19,988,880 |
Investment advisory and management fees | 2020-12-31 | $57,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $127,687,949 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $117,040,167 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $16,225,108 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $14,617,399 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $18,179,364 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $3,000,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $3,000,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,250,000 |
Income. Dividends from common stock | 2020-12-31 | $3,274,146 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $7,049,946 |
Contract administrator fees | 2020-12-31 | $45,674 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2020-12-31 | 431947695 |
2019 : MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $39,845 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $39,845 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $41,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $41,000 |
Total income from all sources (including contributions) | 2019-12-31 | $28,871,495 |
Total income from all sources (including contributions) | 2019-12-31 | $28,871,495 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $5,994,017 |
Total of all expenses incurred | 2019-12-31 | $5,994,017 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,447,634 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,447,634 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,000,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,000,000 |
Value of total assets at end of year | 2019-12-31 | $154,100,694 |
Value of total assets at end of year | 2019-12-31 | $154,100,694 |
Value of total assets at beginning of year | 2019-12-31 | $131,224,371 |
Value of total assets at beginning of year | 2019-12-31 | $131,224,371 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $546,383 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $546,383 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,513,681 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,513,681 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $451,481 |
Administrative expenses professional fees incurred | 2019-12-31 | $451,481 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $204,248 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $204,248 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $215,699 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $215,699 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $39,845 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $39,845 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $41,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $41,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $22,877,478 |
Value of net income/loss | 2019-12-31 | $22,877,478 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $154,060,849 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $154,060,849 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $131,183,371 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $131,183,371 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $19,988,880 |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $19,988,880 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $17,259,737 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $17,259,737 |
Investment advisory and management fees | 2019-12-31 | $52,500 |
Investment advisory and management fees | 2019-12-31 | $52,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $117,040,167 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $117,040,167 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $98,058,013 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $98,058,013 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $14,617,399 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $14,617,399 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $13,440,922 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $13,440,922 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $22,357,814 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $3,000,000 |
Contributions received in cash from employer | 2019-12-31 | $3,000,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,250,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,250,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,250,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,250,000 |
Income. Dividends from common stock | 2019-12-31 | $3,513,681 |
Income. Dividends from common stock | 2019-12-31 | $3,513,681 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,447,634 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,447,634 |
Contract administrator fees | 2019-12-31 | $42,402 |
Contract administrator fees | 2019-12-31 | $42,402 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm name | 2019-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2019-12-31 | 431947695 |
Accountancy firm EIN | 2019-12-31 | 431947695 |
2018 : MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $41,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $107,208 |
Total income from all sources (including contributions) | 2018-12-31 | $-2,971,948 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $6,680,237 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,219,773 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,750,000 |
Value of total assets at end of year | 2018-12-31 | $131,224,371 |
Value of total assets at beginning of year | 2018-12-31 | $140,942,764 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $460,464 |
Total interest from all sources | 2018-12-31 | $26,079 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,993,016 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $332,571 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $215,699 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $99,052 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $41,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $107,208 |
Other income not declared elsewhere | 2018-12-31 | $-1,099,610 |
Administrative expenses (other) incurred | 2018-12-31 | $38,554 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-9,652,185 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $131,183,371 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $140,835,556 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $17,259,737 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $18,409,347 |
Investment advisory and management fees | 2018-12-31 | $57,637 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $98,058,013 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $94,414,546 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $13,440,922 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $11,519,819 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $26,079 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-8,662,537 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $21,104 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $3,750,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $2,250,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $16,500,000 |
Income. Dividends from common stock | 2018-12-31 | $2,993,016 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,219,773 |
Contract administrator fees | 2018-12-31 | $31,702 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MAYER HOFFMAN MCCANN |
Accountancy firm EIN | 2018-12-31 | 431947695 |
2017 : MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $107,208 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $80,835 |
Total income from all sources (including contributions) | 2017-12-31 | $33,539,120 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $7,816,550 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,132,489 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $18,000,000 |
Value of total assets at end of year | 2017-12-31 | $140,942,764 |
Value of total assets at beginning of year | 2017-12-31 | $115,193,821 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $684,061 |
Total interest from all sources | 2017-12-31 | $6,171 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,912,451 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,912,451 |
Administrative expenses professional fees incurred | 2017-12-31 | $207,870 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $99,052 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $191 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $107,208 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $80,835 |
Other income not declared elsewhere | 2017-12-31 | $16,260 |
Administrative expenses (other) incurred | 2017-12-31 | $311,166 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $25,722,570 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $140,835,556 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $115,112,986 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $18,409,347 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $8,389,392 |
Investment advisory and management fees | 2017-12-31 | $110,909 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $94,414,546 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $92,869,911 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $11,519,819 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $11,124,272 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,310,055 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,310,055 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $6,171 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $12,200,905 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $403,333 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $18,000,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $16,500,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,132,489 |
Contract administrator fees | 2017-12-31 | $54,116 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2017-12-31 | 134008324 |
2016 : MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $80,835 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $71,138 |
Total income from all sources (including contributions) | 2016-12-31 | $12,473,268 |
Total loss/gain on sale of assets | 2016-12-31 | $205,024 |
Total of all expenses incurred | 2016-12-31 | $6,146,379 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,330,764 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,450,000 |
Value of total assets at end of year | 2016-12-31 | $115,193,821 |
Value of total assets at beginning of year | 2016-12-31 | $108,857,235 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $815,615 |
Total interest from all sources | 2016-12-31 | $1,620 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,841,011 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,830,005 |
Administrative expenses professional fees incurred | 2016-12-31 | $197,487 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $191 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $583 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $80,835 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $71,138 |
Other income not declared elsewhere | 2016-12-31 | $32 |
Administrative expenses (other) incurred | 2016-12-31 | $476,005 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $6,326,889 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $115,112,986 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $108,786,097 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $8,389,392 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $7,978,335 |
Investment advisory and management fees | 2016-12-31 | $68,596 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $92,869,911 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $84,880,822 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $11,124,272 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $10,835,072 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,310,055 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $399,451 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $399,451 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $1,620 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $4,686,381 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $289,200 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $4,450,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,500,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $700,000 |
Income. Dividends from common stock | 2016-12-31 | $11,006 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,330,764 |
Contract administrator fees | 2016-12-31 | $73,527 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $4,062,972 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $10,240,964 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $10,035,940 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2016-12-31 | 134008324 |
2015 : MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-410,353 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-410,353 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $71,138 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $110,359 |
Total income from all sources (including contributions) | 2015-12-31 | $940,600 |
Total loss/gain on sale of assets | 2015-12-31 | $14,326 |
Total of all expenses incurred | 2015-12-31 | $9,425,518 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $8,936,323 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,800,000 |
Value of total assets at end of year | 2015-12-31 | $108,857,235 |
Value of total assets at beginning of year | 2015-12-31 | $117,381,374 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $489,195 |
Total interest from all sources | 2015-12-31 | $84 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $3,150,753 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $3,128,841 |
Administrative expenses professional fees incurred | 2015-12-31 | $322,001 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $583 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $634 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $71,138 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $110,359 |
Other income not declared elsewhere | 2015-12-31 | $768 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $17,148 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-8,484,918 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $108,786,097 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $117,271,015 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $7,978,335 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $4,820,271 |
Investment advisory and management fees | 2015-12-31 | $88,393 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $84,880,822 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $97,088,165 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $10,835,072 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $10,771,953 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $399,451 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $772,202 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $772,202 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $84 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-4,678,097 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $63,119 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,800,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $700,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $700,000 |
Income. Dividends from common stock | 2015-12-31 | $21,912 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $8,936,323 |
Contract administrator fees | 2015-12-31 | $78,801 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $4,062,972 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $3,211,001 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $3,294,743 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $3,280,417 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2015-12-31 | 134008324 |
2014 : MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $23,797 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $23,797 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $110,359 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $40,209 |
Total income from all sources (including contributions) | 2014-12-31 | $17,139,753 |
Total loss/gain on sale of assets | 2014-12-31 | $426,167 |
Total of all expenses incurred | 2014-12-31 | $3,182,883 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,746,549 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,800,000 |
Value of total assets at end of year | 2014-12-31 | $117,381,374 |
Value of total assets at beginning of year | 2014-12-31 | $103,354,354 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $436,334 |
Total interest from all sources | 2014-12-31 | $25 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,343,614 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $3,259,221 |
Administrative expenses professional fees incurred | 2014-12-31 | $200,351 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $634 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $8,302 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $110,359 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $40,209 |
Administrative expenses (other) incurred | 2014-12-31 | $67,466 |
Total non interest bearing cash at end of year | 2014-12-31 | $17,148 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $36 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $13,956,870 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $117,271,015 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $103,314,145 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $4,820,271 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $4,843,319 |
Investment advisory and management fees | 2014-12-31 | $94,136 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $97,088,165 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $76,724,373 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $10,771,953 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $10,164,096 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $772,202 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,212,947 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,212,947 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $25 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $9,938,293 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $607,857 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,800,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $700,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $700,000 |
Income. Dividends from common stock | 2014-12-31 | $84,393 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,746,549 |
Contract administrator fees | 2014-12-31 | $74,381 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $3,211,001 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $9,701,281 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $16,059,341 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $15,633,174 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2014-12-31 | 134008324 |
2013 : MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $543,795 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $543,795 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $40,209 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $89,507 |
Total income from all sources (including contributions) | 2013-12-31 | $5,364,944 |
Total loss/gain on sale of assets | 2013-12-31 | $640,242 |
Total of all expenses incurred | 2013-12-31 | $2,799,322 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,393,327 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,638,841 |
Value of total assets at end of year | 2013-12-31 | $103,354,354 |
Value of total assets at beginning of year | 2013-12-31 | $100,838,030 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $405,995 |
Total interest from all sources | 2013-12-31 | $13,430 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,447,603 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,245,592 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $8,302 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $36,030 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $40,209 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $89,507 |
Other income not declared elsewhere | 2013-12-31 | $2,134,122 |
Administrative expenses (other) incurred | 2013-12-31 | $26,082 |
Total non interest bearing cash at end of year | 2013-12-31 | $36 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $187,643 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,565,622 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $103,314,145 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $100,748,523 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $4,843,319 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $5,449,524 |
Investment advisory and management fees | 2013-12-31 | $379,913 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $76,724,373 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $45,403,012 |
Income. Interest from US Government securities | 2013-12-31 | $13,127 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $10,164,096 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $6,742,950 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,212,947 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $2,161,774 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $2,161,774 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $303 |
Asset value of US Government securities at end of year | 2013-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $4,288,845 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-2,974,235 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-78,854 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,638,841 |
Employer contributions (assets) at end of year | 2013-12-31 | $700,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $26,022,397 |
Income. Dividends from common stock | 2013-12-31 | $202,011 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,393,327 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $9,701,281 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $10,545,855 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $26,269,649 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $25,629,407 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2013-12-31 | 134008324 |
2012 : MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $551,623 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $551,623 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $89,507 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $150,159 |
Total income from all sources (including contributions) | 2012-12-31 | $35,445,201 |
Total loss/gain on sale of assets | 2012-12-31 | $127,330 |
Total of all expenses incurred | 2012-12-31 | $2,835,785 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,188,537 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $28,067,193 |
Value of total assets at end of year | 2012-12-31 | $100,838,030 |
Value of total assets at beginning of year | 2012-12-31 | $68,289,266 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $647,248 |
Total interest from all sources | 2012-12-31 | $64,692 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,668,739 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,439,911 |
Administrative expenses professional fees incurred | 2012-12-31 | $290,835 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $36,030 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $35,298 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $89,507 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $150,159 |
Administrative expenses (other) incurred | 2012-12-31 | $179,647 |
Total non interest bearing cash at end of year | 2012-12-31 | $187,643 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $375,850 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $32,609,416 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $100,748,523 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $68,139,107 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $5,449,524 |
Investment advisory and management fees | 2012-12-31 | $134,025 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $45,403,012 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $44,907,195 |
Income. Interest from US Government securities | 2012-12-31 | $64,412 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $6,742,950 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $6,466,190 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $2,161,774 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,337,237 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,337,237 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $280 |
Asset value of US Government securities at end of year | 2012-12-31 | $4,288,845 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $4,001,272 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,768,248 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $276,760 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $28,067,193 |
Employer contributions (assets) at end of year | 2012-12-31 | $26,022,397 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,669,533 |
Income. Dividends from common stock | 2012-12-31 | $228,828 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,188,537 |
Contract administrator fees | 2012-12-31 | $42,741 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $10,545,855 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $9,496,691 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $16,261,118 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $16,133,788 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2012-12-31 | 134008324 |
2011 : MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $150,159 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $42,624 |
Total income from all sources (including contributions) | 2011-12-31 | $6,773,010 |
Total loss/gain on sale of assets | 2011-12-31 | $-81,128 |
Total of all expenses incurred | 2011-12-31 | $2,430,871 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,952,463 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,100,173 |
Value of total assets at end of year | 2011-12-31 | $68,289,266 |
Value of total assets at beginning of year | 2011-12-31 | $63,839,592 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $478,408 |
Total interest from all sources | 2011-12-31 | $70,668 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,483,641 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,314,381 |
Administrative expenses professional fees incurred | 2011-12-31 | $179,924 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $35,298 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $37,549 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $150,159 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $42,624 |
Other income not declared elsewhere | 2011-12-31 | $1,680 |
Administrative expenses (other) incurred | 2011-12-31 | $105,392 |
Total non interest bearing cash at end of year | 2011-12-31 | $375,850 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $3,042,266 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $4,342,139 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $68,139,107 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $63,796,968 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $152,593 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $44,907,195 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $41,636,410 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $6,466,190 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $6,000,696 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,337,237 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,092,992 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,092,992 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $70,668 |
Asset value of US Government securities at end of year | 2011-12-31 | $4,001,272 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $3,505,838 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $456,403 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $465,494 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $4,100,173 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,669,533 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,593,442 |
Income. Dividends from common stock | 2011-12-31 | $169,260 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,952,463 |
Contract administrator fees | 2011-12-31 | $40,499 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $9,496,691 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $6,930,399 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $5,454,916 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $5,536,044 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2011-12-31 | 134008324 |
2010 : MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $42,624 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $50,040 |
Total income from all sources (including contributions) | 2010-12-31 | $10,073,510 |
Total loss/gain on sale of assets | 2010-12-31 | $919,147 |
Total of all expenses incurred | 2010-12-31 | $2,271,207 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,631,819 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,727,442 |
Value of total assets at end of year | 2010-12-31 | $63,839,592 |
Value of total assets at beginning of year | 2010-12-31 | $56,044,705 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $639,388 |
Total interest from all sources | 2010-12-31 | $72,786 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,282,346 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $961,798 |
Administrative expenses professional fees incurred | 2010-12-31 | $270,039 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $37,549 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $44,404 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $42,624 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $50,040 |
Administrative expenses (other) incurred | 2010-12-31 | $178,835 |
Total non interest bearing cash at end of year | 2010-12-31 | $3,042,266 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $5,118 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $7,802,303 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $63,796,968 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $55,994,665 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $157,250 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $41,636,410 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $13,599,679 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $6,000,696 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $13,281,606 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,092,992 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,083,821 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,083,821 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $72,786 |
Asset value of US Government securities at end of year | 2010-12-31 | $3,505,838 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $3,297,478 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,774,933 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $183,701 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $3,727,442 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,593,442 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $528,860 |
Income. Dividends from preferred stock | 2010-12-31 | $33,086 |
Income. Dividends from common stock | 2010-12-31 | $287,462 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,631,819 |
Contract administrator fees | 2010-12-31 | $33,264 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $6,930,399 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $24,203,739 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $49,000,949 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $48,081,802 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2010-12-31 | 134008324 |
2009 : MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |