MASSACHUSETTS MEDICAL SOCIETY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $34,558,001 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $13,933,808 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $13,801,435 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $9,754,136 |
| Value of total assets at end of year | 2023-12-31 | $158,932,308 |
| Value of total assets at beginning of year | 2023-12-31 | $138,308,115 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $132,373 |
| Total interest from all sources | 2023-12-31 | $32,191 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $954,674 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $954,674 |
| 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 |
| Contributions received from participants | 2023-12-31 | $5,958,245 |
| Participant contributions at end of year | 2023-12-31 | $574,086 |
| Participant contributions at beginning of year | 2023-12-31 | $547,149 |
| Participant contributions at end of year | 2023-12-31 | $205,091 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $13,913,337 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $284,402 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $20,624,193 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $158,932,308 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $138,308,115 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $25,025,040 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $20,624,326 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $120,501,870 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $103,223,303 |
| Interest on participant loans | 2023-12-31 | $32,191 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $12,495,164 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $23,817,000 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| 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 | $3,511,489 |
| Employer contributions (assets) at end of year | 2023-12-31 | $131,057 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $13,801,435 |
| Contract administrator fees | 2023-12-31 | $132,373 |
| 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 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $34,558,001 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $13,933,808 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $13,801,435 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $9,754,136 |
| Value of total assets at end of year | 2023-01-01 | $158,932,308 |
| Value of total assets at beginning of year | 2023-01-01 | $138,308,115 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $132,373 |
| Total interest from all sources | 2023-01-01 | $32,191 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $954,674 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $954,674 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $5,958,245 |
| Participant contributions at end of year | 2023-01-01 | $574,086 |
| Participant contributions at beginning of year | 2023-01-01 | $547,149 |
| Participant contributions at end of year | 2023-01-01 | $205,091 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-01-01 | $13,913,337 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $284,402 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $20,624,193 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $158,932,308 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $138,308,115 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $25,025,040 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $20,624,326 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $120,501,870 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $103,223,303 |
| Interest on participant loans | 2023-01-01 | $32,191 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $12,495,164 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $23,817,000 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $3,511,489 |
| Employer contributions (assets) at end of year | 2023-01-01 | $131,057 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $13,801,435 |
| Contract administrator fees | 2023-01-01 | $132,373 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | CBIZ CPAS P.C. |
| Accountancy firm EIN | 2023-01-01 | 431947695 |
| 2022 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT 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 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-18,884,663 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $7,905,266 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $7,764,279 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $8,869,877 |
| Value of total assets at end of year | 2022-12-31 | $138,308,115 |
| Value of total assets at beginning of year | 2022-12-31 | $165,098,044 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $140,987 |
| Total interest from all sources | 2022-12-31 | $23,530 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $974,422 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $974,422 |
| 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 |
| Contributions received from participants | 2022-12-31 | $5,566,905 |
| Participant contributions at end of year | 2022-12-31 | $547,149 |
| Participant contributions at beginning of year | 2022-12-31 | $434,754 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $13,913,337 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $13,450,020 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $49,731 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-26,789,929 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $138,308,115 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $165,098,044 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $20,624,326 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $16,268,563 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $103,223,303 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $134,944,707 |
| Interest on participant loans | 2022-12-31 | $23,530 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-28,752,492 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| 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 | $3,253,241 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $7,764,279 |
| Contract administrator fees | 2022-12-31 | $140,987 |
| 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 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-18,884,663 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $7,905,266 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $7,764,279 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $8,869,877 |
| Value of total assets at end of year | 2022-01-01 | $138,308,115 |
| Value of total assets at beginning of year | 2022-01-01 | $165,098,044 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $140,987 |
| Total interest from all sources | 2022-01-01 | $23,530 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $974,422 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $974,422 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $5,566,905 |
| Participant contributions at end of year | 2022-01-01 | $547,149 |
| Participant contributions at beginning of year | 2022-01-01 | $434,754 |
| Assets. Other investments not covered elsewhere at end of year | 2022-01-01 | $13,913,337 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-01-01 | $13,450,020 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $49,731 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-26,789,929 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $138,308,115 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $165,098,044 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $20,624,326 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $16,268,563 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $103,223,303 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $134,944,707 |
| Interest on participant loans | 2022-01-01 | $23,530 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-28,752,492 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $3,253,241 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $7,764,279 |
| Contract administrator fees | 2022-01-01 | $140,987 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2022-01-01 | 431947695 |
| 2021 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT 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 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $29,701,814 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $9,760,765 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $9,590,082 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $8,654,056 |
| Value of total assets at end of year | 2021-12-31 | $165,098,044 |
| Value of total assets at beginning of year | 2021-12-31 | $145,156,995 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $170,683 |
| Total interest from all sources | 2021-12-31 | $915,226 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| 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 |
| Contributions received from participants | 2021-12-31 | $5,570,335 |
| Participant contributions at end of year | 2021-12-31 | $434,754 |
| Participant contributions at beginning of year | 2021-12-31 | $644,098 |
| Participant contributions at beginning of year | 2021-12-31 | $172,557 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $13,450,020 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $15,735,024 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $26,676 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $19,941,049 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $165,098,044 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $145,156,995 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $16,268,563 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $12,428,397 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $134,944,707 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $116,074,225 |
| Interest on participant loans | 2021-12-31 | $28,605 |
| Interest earned on other investments | 2021-12-31 | $886,621 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,225,705 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $18,906,827 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| 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 | $3,057,045 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $102,694 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $9,590,082 |
| Contract administrator fees | 2021-12-31 | $170,683 |
| 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 PC |
| Accountancy firm EIN | 2021-12-31 | 431947695 |
| 2020 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT 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 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $28,339,405 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $7,758,917 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $7,621,964 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $9,022,610 |
| Value of total assets at end of year | 2020-12-31 | $145,156,995 |
| Value of total assets at beginning of year | 2020-12-31 | $124,576,507 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $136,953 |
| Total interest from all sources | 2020-12-31 | $520,797 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| 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 |
| Contributions received from participants | 2020-12-31 | $5,661,804 |
| Participant contributions at end of year | 2020-12-31 | $644,098 |
| Participant contributions at beginning of year | 2020-12-31 | $778,453 |
| Participant contributions at end of year | 2020-12-31 | $172,557 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $15,735,024 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $13,268,428 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $474,320 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $20,580,488 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $145,156,995 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $124,576,507 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $12,428,397 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,850,219 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $116,074,225 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $100,653,466 |
| Interest on participant loans | 2020-12-31 | $38,377 |
| Interest earned on other investments | 2020-12-31 | $482,420 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,980,459 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $16,815,539 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| 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 | $2,886,486 |
| Employer contributions (assets) at end of year | 2020-12-31 | $102,694 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $25,941 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $7,621,964 |
| Contract administrator fees | 2020-12-31 | $136,953 |
| 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 PC |
| Accountancy firm EIN | 2020-12-31 | 431947695 |
| 2019 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| 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 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $31,041,284 |
| Total income from all sources (including contributions) | 2019-12-31 | $31,041,284 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $6,400,591 |
| Total of all expenses incurred | 2019-12-31 | $6,400,591 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,276,612 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,276,612 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $8,900,405 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $8,900,405 |
| Value of total assets at end of year | 2019-12-31 | $124,576,507 |
| Value of total assets at end of year | 2019-12-31 | $124,576,507 |
| Value of total assets at beginning of year | 2019-12-31 | $99,935,814 |
| Value of total assets at beginning of year | 2019-12-31 | $99,935,814 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $123,979 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $123,979 |
| Total interest from all sources | 2019-12-31 | $532,145 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| 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 |
| 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 |
| Contributions received from participants | 2019-12-31 | $4,979,876 |
| Contributions received from participants | 2019-12-31 | $4,979,876 |
| Participant contributions at end of year | 2019-12-31 | $778,453 |
| Participant contributions at end of year | 2019-12-31 | $778,453 |
| Participant contributions at beginning of year | 2019-12-31 | $681,205 |
| Participant contributions at beginning of year | 2019-12-31 | $681,205 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $13,268,428 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $13,268,428 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $11,962,589 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $11,962,589 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,375,055 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,375,055 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party 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 | $24,640,693 |
| Value of net income/loss | 2019-12-31 | $24,640,693 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $124,576,507 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $124,576,507 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $99,935,814 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $99,935,814 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,850,219 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,850,219 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,484,616 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,484,616 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $100,653,466 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $100,653,466 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $79,771,281 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $79,771,281 |
| Interest on participant loans | 2019-12-31 | $35,976 |
| Interest on participant loans | 2019-12-31 | $35,976 |
| Interest earned on other investments | 2019-12-31 | $496,169 |
| Interest earned on other investments | 2019-12-31 | $496,169 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,886,303 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,886,303 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $19,722,431 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $19,722,431 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| 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 |
| Contributions received in cash from employer | 2019-12-31 | $2,545,474 |
| Contributions received in cash from employer | 2019-12-31 | $2,545,474 |
| Employer contributions (assets) at end of year | 2019-12-31 | $25,941 |
| Employer contributions (assets) at end of year | 2019-12-31 | $25,941 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $36,123 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $36,123 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,276,612 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,276,612 |
| Contract administrator fees | 2019-12-31 | $123,979 |
| Contract administrator fees | 2019-12-31 | $123,979 |
| 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 PC |
| Accountancy firm name | 2019-12-31 | MAYER HOFFMAN MCCANN PC |
| Accountancy firm EIN | 2019-12-31 | 431947695 |
| Accountancy firm EIN | 2019-12-31 | 431947695 |
| 2018 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT 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 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $2,781,554 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $7,747,023 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $7,678,257 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $7,331,657 |
| Value of total assets at end of year | 2018-12-31 | $99,935,814 |
| Value of total assets at beginning of year | 2018-12-31 | $104,901,283 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $68,766 |
| Total interest from all sources | 2018-12-31 | $279,130 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $240,915 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $240,915 |
| 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 |
| Contributions received from participants | 2018-12-31 | $4,546,975 |
| Participant contributions at end of year | 2018-12-31 | $681,205 |
| Participant contributions at beginning of year | 2018-12-31 | $855,984 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $11,962,589 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $481,231 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $12 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-4,965,469 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $99,935,814 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $104,901,283 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $7,484,616 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $94,247,753 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $79,771,281 |
| Interest on participant loans | 2018-12-31 | $37,113 |
| Interest earned on other investments | 2018-12-31 | $242,017 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $9,797,534 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-696,164 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-4,418,501 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $44,517 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| 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 | $2,303,451 |
| Employer contributions (assets) at end of year | 2018-12-31 | $36,123 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $7,678,257 |
| Contract administrator fees | 2018-12-31 | $68,766 |
| 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 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT 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 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $22,805,631 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $4,179,072 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,179,022 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $6,974,132 |
| Value of total assets at end of year | 2017-12-31 | $104,901,283 |
| Value of total assets at beginning of year | 2017-12-31 | $86,274,724 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $50 |
| Total interest from all sources | 2017-12-31 | $33,885 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $68,715 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $68,715 |
| 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 |
| Contributions received from participants | 2017-12-31 | $4,203,366 |
| Participant contributions at end of year | 2017-12-31 | $855,984 |
| Participant contributions at beginning of year | 2017-12-31 | $731,757 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $812,113 |
| Other income not declared elsewhere | 2017-12-31 | $908 |
| Total non interest bearing cash at end of year | 2017-12-31 | $12 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $18,626,559 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $104,901,283 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $86,274,724 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $94,247,753 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $76,589,193 |
| Interest on participant loans | 2017-12-31 | $33,885 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $9,797,534 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $8,953,767 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $7 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $7 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $15,594,606 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $133,385 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| 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 | $1,958,653 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,179,022 |
| Contract administrator fees | 2017-12-31 | $50 |
| 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 | 103400832 |
| 2016 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT 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 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $11,040,477 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $3,603,961 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,603,891 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,775,892 |
| Value of total assets at end of year | 2016-12-31 | $86,274,724 |
| Value of total assets at beginning of year | 2016-12-31 | $78,838,208 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $70 |
| Total interest from all sources | 2016-12-31 | $28,803 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| 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 |
| Contributions received from participants | 2016-12-31 | $3,802,637 |
| Participant contributions at end of year | 2016-12-31 | $731,757 |
| Participant contributions at beginning of year | 2016-12-31 | $702,443 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $192,133 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $7,436,516 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $86,274,724 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $78,838,208 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $76,589,193 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $69,780,630 |
| Interest on participant loans | 2016-12-31 | $28,803 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $8,953,767 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $8,161,269 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $7 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $193,866 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $193,866 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $5,155,259 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $80,523 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| 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 | $1,781,122 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,603,891 |
| Contract administrator fees | 2016-12-31 | $70 |
| 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 |
| 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 | 103400832 |
| 2015 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $6,937,208 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $2,271,100 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,271,025 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $5,990,369 |
| Value of total assets at end of year | 2015-12-31 | $78,838,208 |
| Value of total assets at beginning of year | 2015-12-31 | $74,172,100 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $75 |
| Total interest from all sources | 2015-12-31 | $28,540 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| 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 |
| Contributions received from participants | 2015-12-31 | $3,531,819 |
| Participant contributions at end of year | 2015-12-31 | $702,443 |
| Participant contributions at beginning of year | 2015-12-31 | $653,138 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $857,129 |
| Administrative expenses (other) incurred | 2015-12-31 | $75 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $4,666,108 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $78,838,208 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $74,172,100 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $69,780,630 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $66,183,510 |
| Interest on participant loans | 2015-12-31 | $28,540 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $8,161,269 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $7,335,445 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $193,866 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $7 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $7 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $898,561 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $19,738 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| 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 | $1,601,421 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,271,025 |
| 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 |
| 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 | 103400832 |
| 2014 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $9,449,010 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $3,092,844 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,092,724 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,302,471 |
| Value of total assets at end of year | 2014-12-31 | $74,172,100 |
| Value of total assets at beginning of year | 2014-12-31 | $67,815,934 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $120 |
| Total interest from all sources | 2014-12-31 | $24,309 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| 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 |
| Contributions received from participants | 2014-12-31 | $3,324,645 |
| Participant contributions at end of year | 2014-12-31 | $653,138 |
| Participant contributions at beginning of year | 2014-12-31 | $541,042 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $507,956 |
| Administrative expenses (other) incurred | 2014-12-31 | $120 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $6,356,166 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $74,172,100 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $67,815,934 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $66,183,510 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $59,985,700 |
| Interest on participant loans | 2014-12-31 | $24,309 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $7,335,445 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $7,240,366 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $7 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $73 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $73 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $4,009,743 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $112,487 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| 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 | $1,469,870 |
| Employer contributions (assets) at end of year | 2014-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $48,753 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,092,724 |
| 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 |
| 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 | 103400832 |
| 2013 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $16,181,880 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $2,020,995 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,020,960 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,660,745 |
| Value of total assets at end of year | 2013-12-31 | $67,815,934 |
| Value of total assets at beginning of year | 2013-12-31 | $53,655,049 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $35 |
| Total interest from all sources | 2013-12-31 | $23,067 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| 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 |
| Contributions received from participants | 2013-12-31 | $3,093,758 |
| Participant contributions at end of year | 2013-12-31 | $541,042 |
| Participant contributions at beginning of year | 2013-12-31 | $525,945 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $191,124 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $14,160,885 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $67,815,934 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $53,655,049 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $59,985,700 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $46,517,371 |
| Interest on participant loans | 2013-12-31 | $23,067 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $7,240,366 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $6,611,479 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $73 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $7 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $7 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $11,420,700 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $77,368 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| 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 | $1,375,863 |
| Employer contributions (assets) at end of year | 2013-12-31 | $48,753 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $247 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,020,960 |
| Contract administrator fees | 2013-12-31 | $35 |
| 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 |
| 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 | 103400832 |
| 2012 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $10,379,380 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $2,246,528 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,246,468 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,481,960 |
| Value of total assets at end of year | 2012-12-31 | $53,655,049 |
| Value of total assets at beginning of year | 2012-12-31 | $45,522,197 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $60 |
| Total interest from all sources | 2012-12-31 | $21,104 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| 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 |
| Contributions received from participants | 2012-12-31 | $2,956,157 |
| Participant contributions at end of year | 2012-12-31 | $525,945 |
| Participant contributions at beginning of year | 2012-12-31 | $480,066 |
| Participant contributions at beginning of year | 2012-12-31 | $87,333 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $347,401 |
| Other income not declared elsewhere | 2012-12-31 | $27,978 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $8,132,852 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $53,655,049 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $45,522,197 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $46,517,371 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $38,667,848 |
| Interest on participant loans | 2012-12-31 | $21,104 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $6,611,479 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $6,248,763 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $7 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $6 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $6 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $5,754,575 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $93,763 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
| 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 | $1,178,402 |
| Employer contributions (assets) at end of year | 2012-12-31 | $247 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $38,181 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,246,468 |
| Contract administrator fees | 2012-12-31 | $60 |
| 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 |
| 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 | 103400832 |
| 2011 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2011 401k financial data |
|---|
| 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 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $3,550,690 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $1,157,807 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,157,772 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,044,135 |
| Value of total assets at end of year | 2011-12-31 | $45,522,197 |
| Value of total assets at beginning of year | 2011-12-31 | $43,129,314 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $35 |
| Total interest from all sources | 2011-12-31 | $22,299 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| 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 |
| Contributions received from participants | 2011-12-31 | $2,804,044 |
| Participant contributions at end of year | 2011-12-31 | $480,066 |
| Participant contributions at beginning of year | 2011-12-31 | $458,306 |
| Participant contributions at end of year | 2011-12-31 | $87,333 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $156,637 |
| Other income not declared elsewhere | 2011-12-31 | $33,939 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $2,392,883 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $45,522,197 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $43,129,314 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $38,667,848 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $36,886,620 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $0 |
| Interest on participant loans | 2011-12-31 | $22,299 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $6,248,763 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $5,768,531 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $6 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $15,857 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $15,857 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-658,179 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $108,496 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| 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 | $1,083,454 |
| Employer contributions (assets) at end of year | 2011-12-31 | $38,181 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,157,772 |
| Contract administrator fees | 2011-12-31 | $35 |
| 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 |
| 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 | 103400832 |
| 2010 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2010 401k financial data |
|---|
| 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 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $8,801,054 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $1,998,951 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,998,926 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,843,878 |
| Value of total assets at end of year | 2010-12-31 | $43,129,314 |
| Value of total assets at beginning of year | 2010-12-31 | $36,327,211 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $25 |
| Total interest from all sources | 2010-12-31 | $24,050 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| 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 |
| Contributions received from participants | 2010-12-31 | $2,752,784 |
| Participant contributions at end of year | 2010-12-31 | $458,306 |
| Participant contributions at beginning of year | 2010-12-31 | $423,710 |
| Participant contributions at beginning of year | 2010-12-31 | $38,308 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $60,690 |
| Other income not declared elsewhere | 2010-12-31 | $114,028 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $6,802,103 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $43,129,314 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $36,327,211 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $36,886,620 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $30,569,333 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $0 |
| Interest on participant loans | 2010-12-31 | $24,050 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $5,768,531 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $5,190,886 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $15,857 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $9,882 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $9,882 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,733,624 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $85,474 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| 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 | $1,030,404 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $95,092 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,998,926 |
| Contract administrator fees | 2010-12-31 | $25 |
| 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 |
| 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 | 103400832 |
| 2009 : THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
