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RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 401k Plan overview

Plan NameRETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY
Plan identification number 002

RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HARVARD CLUB OF NEW YORK CITY has sponsored the creation of one or more 401k plans.

Company Name:HARVARD CLUB OF NEW YORK CITY
Employer identification number (EIN):130827620
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Additional information about HARVARD CLUB OF NEW YORK CITY

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1887-04-19
Company Identification Number: 22875
Legal Registered Office Address: 27 WEST 44TH STREET
New York
NEW YORK
United States of America (USA)
10036

More information about HARVARD CLUB OF NEW YORK CITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-07-01
0022017-07-01
0022016-07-01REGINA GARLIN TOJO JOHN2018-04-13
0022015-07-01REGINA GARLIN
0022014-07-01REGINA GARLIN
0022013-07-01REGINA GARLIN TOJO JOHN2015-04-14
0022012-07-01REGINA GARLIN JULIA BELVA2014-04-10
0022011-07-01SCOTT GRODNICK
0022010-07-01SCOTT GRODNICK2012-04-12 SCOTT GRODNICK2012-04-12
0022009-01-01
0022009-01-01SCOTT GRODNICK SCOTT GRODNICK2010-07-30
0022008-01-01

Plan Statistics for RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY

401k plan membership statisitcs for RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY

Measure Date Value
2018: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2018 401k membership
Total participants, beginning-of-year2018-07-01125
Total number of active participants reported on line 7a of the Form 55002018-07-010
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-010
Number of participants with account balances2018-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3013,506,510
Acturial value of plan assets2018-06-3013,273,950
Funding target for retired participants and beneficiaries receiving payment2018-06-305,434,704
Number of terminated vested participants2018-06-3039
Fundng target for terminated vested participants2018-06-301,364,456
Active participant vested funding target2018-06-303,997,024
Number of active participants2018-06-3052
Total funding liabilities for active participants2018-06-303,997,024
Total participant count2018-06-30126
Total funding target for all participants2018-06-3010,796,184
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-300
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3043,694
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2017 401k membership
Total participants, beginning-of-year2017-07-01126
Total number of active participants reported on line 7a of the Form 55002017-07-0152
Number of retired or separated participants receiving benefits2017-07-0131
Number of other retired or separated participants entitled to future benefits2017-07-0139
Total of all active and inactive participants2017-07-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-013
Total participants2017-07-01125
Number of participants with account balances2017-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-3012,774,310
Acturial value of plan assets2017-06-3012,982,377
Funding target for retired participants and beneficiaries receiving payment2017-06-304,643,960
Number of terminated vested participants2017-06-3037
Fundng target for terminated vested participants2017-06-301,465,607
Active participant vested funding target2017-06-303,985,489
Number of active participants2017-06-3055
Total funding liabilities for active participants2017-06-303,985,489
Total participant count2017-06-30124
Total funding target for all participants2017-06-3010,095,056
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-302,445,746
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-302,601,051
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-300
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3043,320
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2016 401k membership
Total participants, beginning-of-year2016-07-01124
Total number of active participants reported on line 7a of the Form 55002016-07-0153
Number of retired or separated participants receiving benefits2016-07-0131
Number of other retired or separated participants entitled to future benefits2016-07-0139
Total of all active and inactive participants2016-07-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-01126
Number of participants with account balances2016-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2015 401k membership
Total participants, beginning-of-year2015-07-01137
Total number of active participants reported on line 7a of the Form 55002015-07-0162
Number of retired or separated participants receiving benefits2015-07-0138
Number of other retired or separated participants entitled to future benefits2015-07-0131
Total of all active and inactive participants2015-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-013
Total participants2015-07-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2014 401k membership
Total participants, beginning-of-year2014-07-01136
Total number of active participants reported on line 7a of the Form 55002014-07-0165
Number of retired or separated participants receiving benefits2014-07-0130
Number of other retired or separated participants entitled to future benefits2014-07-0135
Total of all active and inactive participants2014-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-013
Total participants2014-07-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2013 401k membership
Total participants, beginning-of-year2013-07-01130
Total number of active participants reported on line 7a of the Form 55002013-07-0167
Number of retired or separated participants receiving benefits2013-07-0128
Number of other retired or separated participants entitled to future benefits2013-07-0138
Total of all active and inactive participants2013-07-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-013
Total participants2013-07-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-013
2012: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2012 401k membership
Total participants, beginning-of-year2012-07-01129
Total number of active participants reported on line 7a of the Form 55002012-07-0163
Number of retired or separated participants receiving benefits2012-07-0130
Number of other retired or separated participants entitled to future benefits2012-07-0135
Total of all active and inactive participants2012-07-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-014
2011: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2011 401k membership
Total participants, beginning-of-year2011-07-01122
Total number of active participants reported on line 7a of the Form 55002011-07-0168
Number of retired or separated participants receiving benefits2011-07-0125
Number of other retired or separated participants entitled to future benefits2011-07-0134
Total of all active and inactive participants2011-07-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2009: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2009 401k membership
Total participants, beginning-of-year2009-01-0159
Total number of active participants reported on line 7a of the Form 55002009-01-0154
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0162
Number of participants with account balances2009-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY

Measure Date Value
2019 : RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-13$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-13$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-13$0
Total income from all sources (including contributions)2019-03-13$1,392,171
Total loss/gain on sale of assets2019-03-13$0
Total of all expenses incurred2019-03-13$15,542,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-13$15,442,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-13$1,024,127
Value of total assets at end of year2019-03-13$0
Value of total assets at beginning of year2019-03-13$14,150,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-13$100,788
Total interest from all sources2019-03-13$0
Total dividends received (eg from common stock, registered investment company shares)2019-03-13$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-13Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-03-13$0
Administrative expenses professional fees incurred2019-03-13$51,500
Was this plan covered by a fidelity bond2019-03-13Yes
Value of fidelity bond cover2019-03-13$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-13$0
Were there any nonexempt tranactions with any party-in-interest2019-03-13No
Administrative expenses (other) incurred2019-03-13$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-13No
Value of net income/loss2019-03-13$-14,150,810
Value of net assets at end of year (total assets less liabilities)2019-03-13$0
Value of net assets at beginning of year (total assets less liabilities)2019-03-13$14,150,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-13No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-13No
Were any leases to which the plan was party in default or uncollectible2019-03-13No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-13$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-13$14,150,810
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-13$8,200,311
Net investment gain/loss from pooled separate accounts2019-03-13$368,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-13Yes
Was there a failure to transmit to the plan any participant contributions2019-03-13No
Has the plan failed to provide any benefit when due under the plan2019-03-13No
Contributions received in cash from employer2019-03-13$1,024,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-13$7,241,882
Contract administrator fees2019-03-13$49,288
Did the plan have assets held for investment2019-03-13No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-13No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-13No
Opinion of an independent qualified public accountant for this plan2019-03-13Unqualified
Accountancy firm name2019-03-13CONDON O'MEARA MCGINTY DONNELLY LLP
Accountancy firm EIN2019-03-13133628255
2018 : RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,253,296
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$608,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$566,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$0
Value of total assets at end of year2018-06-30$14,150,810
Value of total assets at beginning of year2018-06-30$13,506,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$42,100
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$8,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$644,300
Value of net assets at end of year (total assets less liabilities)2018-06-30$14,150,810
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$13,506,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$14,150,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$13,506,510
Net investment gain/loss from pooled separate accounts2018-06-30$1,253,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$558,202
Contract administrator fees2018-06-30$42,100
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30CONDON O'MEARA MCGINTY DONNELLY LLP
Accountancy firm EIN2018-06-30133628255
2017 : RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$3,829,956
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$496,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$461,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,710,790
Value of total assets at end of year2017-06-30$13,506,510
Value of total assets at beginning of year2017-06-30$10,172,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$35,000
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$8,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$3,333,689
Value of net assets at end of year (total assets less liabilities)2017-06-30$13,506,510
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$10,172,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$13,506,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$10,172,821
Net investment gain/loss from pooled separate accounts2017-06-30$1,119,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$2,710,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$452,947
Contract administrator fees2017-06-30$35,000
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30CONDON O MEARA MCGINTY DONNELLY LLP
Accountancy firm EIN2017-06-30133628255
2016 : RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$349,477
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$539,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$446,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$5,305
Value of total assets at end of year2016-06-30$10,172,821
Value of total assets at beginning of year2016-06-30$10,363,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$93,389
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$5,305
Administrative expenses (other) incurred2016-06-30$58,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-190,184
Value of net assets at end of year (total assets less liabilities)2016-06-30$10,172,821
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$10,363,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$10,172,821
Value of interest in pooled separate accounts at beginning of year2016-06-30$10,363,005
Interest earned on other investments2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$344,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$446,272
Contract administrator fees2016-06-30$35,000
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30CONDON O MEARA MCGINTY DONNELLY LLP
Accountancy firm EIN2016-06-30133628255
2015 : RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$954,134
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$477,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$442,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$476,066
Value of total assets at end of year2015-06-30$10,363,005
Value of total assets at beginning of year2015-06-30$9,886,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$35,000
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$476,593
Value of net assets at end of year (total assets less liabilities)2015-06-30$10,363,005
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$9,886,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$10,363,005
Value of interest in pooled separate accounts at beginning of year2015-06-30$9,886,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$478,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$476,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$442,541
Contract administrator fees2015-06-30$35,000
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30CONDON O MEARA MCGINTY DONNELLY LLP
Accountancy firm EIN2015-06-30133628255
2014 : RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,506,296
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$454,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$419,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$81,707
Value of total assets at end of year2014-06-30$9,886,412
Value of total assets at beginning of year2014-06-30$8,835,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$35,000
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,051,370
Value of net assets at end of year (total assets less liabilities)2014-06-30$9,886,412
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$8,835,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$9,886,412
Value of interest in pooled separate accounts at beginning of year2014-06-30$8,835,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$1,424,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$81,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$419,926
Contract administrator fees2014-06-30$35,000
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30CONDON O MEARA MCGINTY DONNELLY LLP
Accountancy firm EIN2014-06-30133628255
2013 : RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,515,872
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$412,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$367,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$579,526
Value of total assets at end of year2013-06-30$8,835,042
Value of total assets at beginning of year2013-06-30$7,731,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$45,040
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,103,073
Value of net assets at end of year (total assets less liabilities)2013-06-30$8,835,042
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$7,731,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$8,835,042
Value of interest in pooled separate accounts at beginning of year2013-06-30$7,731,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$936,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$579,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$367,759
Contract administrator fees2013-06-30$45,040
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30CONDON O MEARA MCGINTY DONNELLY LLP
Accountancy firm EIN2013-06-30133628255
2012 : RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,175,369
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$352,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$317,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$689,937
Value of total assets at end of year2012-06-30$7,731,969
Value of total assets at beginning of year2012-06-30$6,908,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$35,000
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$823,200
Value of net assets at end of year (total assets less liabilities)2012-06-30$7,731,969
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,908,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$7,731,969
Value of interest in pooled separate accounts at beginning of year2012-06-30$6,908,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$485,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$689,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$317,169
Contract administrator fees2012-06-30$35,000
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
2010 : RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2010 401k financial data
Total income from all sources2010-12-31$465,785
Expenses. Total of all expenses incurred2010-12-31$192,321
Benefits paid (including direct rollovers)2010-12-31$190,676
Total plan assets at end of year2010-12-31$2,497,160
Total plan assets at beginning of year2010-12-31$2,223,696
Total contributions received or receivable from participants2010-12-31$243,394
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$218,040
Net income (gross income less expenses)2010-12-31$273,464
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,497,160
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,223,696
Assets. Value of participant loans2010-12-31$51,656
Total contributions received or receivable from employer(s)2010-12-31$4,351
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,645
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY

2018: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingYes
2018-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: RETIREMENT PLAN OF HARVARD CLUB OF NEW YORK CITY 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12714
Policy instance 1
Insurance contract or identification numberSA 12714
Number of Individuals Covered0
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12714
Policy instance 1
Insurance contract or identification numberSA 12714
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12714
Policy instance 1
Insurance contract or identification numberSA 12714
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12714
Policy instance 1
Insurance contract or identification numberSA 12714
Number of Individuals Covered133
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12714
Policy instance 1
Insurance contract or identification numberSA 12714
Number of Individuals Covered136
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12714
Policy instance 1
Insurance contract or identification numberSA 12714
Number of Individuals Covered130
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12714
Policy instance 1
Insurance contract or identification numberSA 12714
Number of Individuals Covered129
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51626
Policy instance 1
Insurance contract or identification numberFL 51626
Number of Individuals Covered68
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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