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HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 401k Plan overview

Plan NameHADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN
Plan identification number 002

HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN Benefits

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

HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.
Employer identification number (EIN):131656651
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1922-06-12
Company Identification Number: 17897
Legal Registered Office Address: ATTN LEGAL DEPARTMENT
40 WALL STREET
NEW YORK
United States of America (USA)
10005

More information about HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01RONI SCHWARTZ
0022016-01-01RONI SCHWARTZ
0022015-01-01RONI SCHWARTZ
0022014-01-01RONI SCHWARTZ
0022013-01-01ELLYN LYONS
0022012-01-01ELLYN LYONS
0022011-01-01ELLYN LYONS
0022010-01-01ELLYN LYONS
0022009-01-01RICK ANNIS ELLYN LYONS2010-10-14

Plan Statistics for HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN

401k plan membership statisitcs for HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN

Measure Date Value
2022: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01339
Total number of active participants reported on line 7a of the Form 55002022-01-01201
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-01111
Total of all active and inactive participants2022-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01323
Number of participants with account balances2022-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01378
Total number of active participants reported on line 7a of the Form 55002021-01-01196
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-01132
Total of all active and inactive participants2021-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01339
Number of participants with account balances2021-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01358
Total number of active participants reported on line 7a of the Form 55002020-01-01195
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01179
Total of all active and inactive participants2020-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01378
Number of participants with account balances2020-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01360
Total number of active participants reported on line 7a of the Form 55002019-01-01180
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-01169
Total of all active and inactive participants2019-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01358
Number of participants with account balances2019-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01359
Total number of active participants reported on line 7a of the Form 55002018-01-01166
Number of retired or separated participants receiving benefits2018-01-0115
Number of other retired or separated participants entitled to future benefits2018-01-01179
Total of all active and inactive participants2018-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01360
Number of participants with account balances2018-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01315
Total number of active participants reported on line 7a of the Form 55002017-01-01158
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-01182
Total of all active and inactive participants2017-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01353
Number of participants with account balances2017-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01384
Total number of active participants reported on line 7a of the Form 55002016-01-01155
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01153
Total of all active and inactive participants2016-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01315
Number of participants with account balances2016-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01342
Total number of active participants reported on line 7a of the Form 55002015-01-01172
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-01200
Total of all active and inactive participants2015-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01384
Number of participants with account balances2015-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01349
Total number of active participants reported on line 7a of the Form 55002014-01-01129
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-01201
Total of all active and inactive participants2014-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01342
Number of participants with account balances2014-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01345
Total number of active participants reported on line 7a of the Form 55002013-01-01135
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-01205
Total of all active and inactive participants2013-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01349
Number of participants with account balances2013-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01329
Total number of active participants reported on line 7a of the Form 55002012-01-01127
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-01211
Total of all active and inactive participants2012-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01345
Number of participants with account balances2012-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01351
Total number of active participants reported on line 7a of the Form 55002011-01-01133
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-01189
Total of all active and inactive participants2011-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01329
Number of participants with account balances2011-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01502
Total number of active participants reported on line 7a of the Form 55002010-01-01171
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-01177
Total of all active and inactive participants2010-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01351
Number of participants with account balances2010-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01349
Total number of active participants reported on line 7a of the Form 55002009-01-01347
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01153
Total of all active and inactive participants2009-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01502
Number of participants with account balances2009-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN

Measure Date Value
2022 : HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,124,765
Total of all expenses incurred2022-12-31$1,660,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,644,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,025,625
Value of total assets at end of year2022-12-31$24,281,249
Value of total assets at beginning of year2022-12-31$28,066,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,833
Total interest from all sources2022-12-31$51,250
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$411,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$411,073
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,427,867
Participant contributions at end of year2022-12-31$126,984
Participant contributions at beginning of year2022-12-31$119,751
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19,948
Administrative expenses (other) incurred2022-12-31$15,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,785,331
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,281,249
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,066,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,416,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,286,988
Interest on participant loans2022-12-31$4,294
Interest earned on other investments2022-12-31$46,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,737,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,659,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,612,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$577,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,644,733
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$5,551,396
Total of all expenses incurred2021-12-31$1,575,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,557,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,860,963
Value of total assets at end of year2021-12-31$28,066,580
Value of total assets at beginning of year2021-12-31$24,090,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,086
Total interest from all sources2021-12-31$54,173
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$567,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$567,391
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,367,268
Participant contributions at end of year2021-12-31$119,751
Participant contributions at beginning of year2021-12-31$171,112
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,224
Administrative expenses (other) incurred2021-12-31$18,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,975,949
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,066,580
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,090,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,286,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,199,719
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$6,869
Interest earned on other investments2021-12-31$47,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,659,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,719,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,068,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$491,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,557,361
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RSM US, LLP
Accountancy firm EIN2021-12-31420714325
2020 : HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,964,074
Total of all expenses incurred2020-12-31$1,252,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,237,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,580,520
Value of total assets at end of year2020-12-31$24,090,631
Value of total assets at beginning of year2020-12-31$20,378,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,457
Total interest from all sources2020-12-31$41,460
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$366,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$366,574
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,210,733
Participant contributions at end of year2020-12-31$171,112
Participant contributions at beginning of year2020-12-31$170,056
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$437
Administrative expenses (other) incurred2020-12-31$14,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,711,993
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,090,631
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,378,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,199,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,906,768
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,289,256
Interest on participant loans2020-12-31$9,445
Interest earned on other investments2020-12-31$32,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,719,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,963,984
Net investment gain/loss from pooled separate accounts2020-12-31$11,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$369,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,237,624
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US, LLP
Accountancy firm EIN2020-12-31420714325
2019 : HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$201,997
Total transfer of assets to this plan2019-12-31$201,997
Total income from all sources (including contributions)2019-12-31$5,234,467
Total income from all sources (including contributions)2019-12-31$5,234,467
Total of all expenses incurred2019-12-31$1,644,862
Total of all expenses incurred2019-12-31$1,644,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,630,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,630,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,572,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,572,790
Value of total assets at end of year2019-12-31$20,378,638
Value of total assets at end of year2019-12-31$20,378,638
Value of total assets at beginning of year2019-12-31$16,587,036
Value of total assets at beginning of year2019-12-31$16,587,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,312
Total interest from all sources2019-12-31$8,431
Total interest from all sources2019-12-31$8,431
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$303,937
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$303,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$303,937
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$303,937
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,133,295
Contributions received from participants2019-12-31$1,133,295
Participant contributions at end of year2019-12-31$170,056
Participant contributions at end of year2019-12-31$170,056
Participant contributions at beginning of year2019-12-31$126,589
Participant contributions at beginning of year2019-12-31$126,589
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$39,072
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$39,072
Administrative expenses (other) incurred2019-12-31$14,312
Administrative expenses (other) incurred2019-12-31$14,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,589,605
Value of net income/loss2019-12-31$3,589,605
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,378,638
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,378,638
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,587,036
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,587,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,906,768
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,906,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,992,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,992,292
Value of interest in pooled separate accounts at end of year2019-12-31$2,289,256
Value of interest in pooled separate accounts at end of year2019-12-31$2,289,256
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,385,836
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,385,836
Interest on participant loans2019-12-31$8,012
Interest on participant loans2019-12-31$8,012
Interest earned on other investments2019-12-31$419
Interest earned on other investments2019-12-31$419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$82,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$82,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,304,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,304,285
Net investment gain/loss from pooled separate accounts2019-12-31$45,024
Net investment gain/loss from pooled separate accounts2019-12-31$45,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$400,423
Contributions received in cash from employer2019-12-31$400,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,630,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,630,550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US, LLP
Accountancy firm name2019-12-31RSM US, LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$710,750
Total of all expenses incurred2018-12-31$2,216,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,193,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,481,132
Value of total assets at end of year2018-12-31$16,587,036
Value of total assets at beginning of year2018-12-31$18,092,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,085
Total interest from all sources2018-12-31$5,334
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$306,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$306,019
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,058,660
Participant contributions at end of year2018-12-31$126,589
Participant contributions at beginning of year2018-12-31$124,870
Administrative expenses (other) incurred2018-12-31$23,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,505,380
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,587,036
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,092,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,992,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,062,841
Value of interest in pooled separate accounts at end of year2018-12-31$2,385,836
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,876,376
Interest on participant loans2018-12-31$4,841
Interest earned on other investments2018-12-31$493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$82,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$28,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,115,607
Net investment gain/loss from pooled separate accounts2018-12-31$33,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$422,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,193,045
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,799,697
Total of all expenses incurred2017-12-31$1,713,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,694,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,378,992
Value of total assets at end of year2017-12-31$18,092,416
Value of total assets at beginning of year2017-12-31$16,006,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,484
Total interest from all sources2017-12-31$5,921
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$251,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$251,204
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$973,822
Participant contributions at end of year2017-12-31$124,870
Participant contributions at beginning of year2017-12-31$161,935
Administrative expenses (other) incurred2017-12-31$19,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,085,737
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,092,416
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,006,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,062,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,965,502
Value of interest in pooled separate accounts at end of year2017-12-31$2,876,376
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,868,459
Interest on participant loans2017-12-31$5,721
Interest earned on other investments2017-12-31$200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$28,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,133,855
Net investment gain/loss from pooled separate accounts2017-12-31$29,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$405,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,694,476
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$2,920
Total transfer of assets from this plan2016-12-31$164
Total income from all sources (including contributions)2016-12-31$2,289,393
Total of all expenses incurred2016-12-31$1,895,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,877,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,350,505
Value of total assets at end of year2016-12-31$16,006,679
Value of total assets at beginning of year2016-12-31$15,610,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,800
Total interest from all sources2016-12-31$6,161
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$194,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$194,210
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$956,114
Participant contributions at end of year2016-12-31$161,935
Participant contributions at beginning of year2016-12-31$210,078
Administrative expenses (other) incurred2016-12-31$17,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$393,827
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,006,679
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,610,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,965,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,033,950
Value of interest in pooled separate accounts at end of year2016-12-31$2,868,459
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,361,625
Interest on participant loans2016-12-31$6,107
Interest earned on other investments2016-12-31$54
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$705,640
Net investment gain/loss from pooled separate accounts2016-12-31$32,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$394,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,877,766
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,558,575
Total of all expenses incurred2015-12-31$1,576,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,560,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,480,478
Value of total assets at end of year2015-12-31$15,610,096
Value of total assets at beginning of year2015-12-31$15,628,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,120
Total interest from all sources2015-12-31$4,126
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$197,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$197,902
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,062,575
Participant contributions at end of year2015-12-31$210,078
Participant contributions at beginning of year2015-12-31$122,625
Administrative expenses (other) incurred2015-12-31$16,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-18,066
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,610,096
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,628,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,033,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,305,394
Value of interest in pooled separate accounts at end of year2015-12-31$2,361,625
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,179,529
Interest on participant loans2015-12-31$4,109
Interest earned on other investments2015-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$20,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-150,374
Net investment gain/loss from pooled separate accounts2015-12-31$26,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$417,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,560,521
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,310,520
Total of all expenses incurred2014-12-31$1,154,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,142,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,371,364
Value of total assets at end of year2014-12-31$15,628,162
Value of total assets at beginning of year2014-12-31$14,472,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,323
Total interest from all sources2014-12-31$31,271
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$226,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$226,411
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$992,888
Participant contributions at end of year2014-12-31$122,625
Participant contributions at beginning of year2014-12-31$128,346
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$119
Administrative expenses (other) incurred2014-12-31$12,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,155,927
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,628,162
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,472,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,305,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,024,490
Value of interest in pooled separate accounts at end of year2014-12-31$2,179,529
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$3,818
Interest earned on other investments2014-12-31$27,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$20,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,319,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$681,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$378,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,142,270
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,543,288
Total of all expenses incurred2013-12-31$559,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$550,694
Value of total corrective distributions2013-12-31$1,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,350,290
Value of total assets at end of year2013-12-31$14,472,235
Value of total assets at beginning of year2013-12-31$11,488,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,438
Total interest from all sources2013-12-31$39,013
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$197,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$197,717
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$960,186
Participant contributions at end of year2013-12-31$128,346
Participant contributions at beginning of year2013-12-31$87,927
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$119
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$69
Administrative expenses (other) incurred2013-12-31$7,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,983,614
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,472,235
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,488,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,024,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,053,121
Interest on participant loans2013-12-31$3,606
Interest earned on other investments2013-12-31$35,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,319,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,347,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,956,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$390,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$550,694
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,162,447
Total of all expenses incurred2012-12-31$1,511,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,500,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,118,612
Value of total assets at end of year2012-12-31$11,488,621
Value of total assets at beginning of year2012-12-31$10,837,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,869
Total interest from all sources2012-12-31$40,525
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$171,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$171,986
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$797,479
Participant contributions at end of year2012-12-31$87,927
Participant contributions at beginning of year2012-12-31$66,755
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$69
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$27
Administrative expenses (other) incurred2012-12-31$10,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$651,303
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,488,621
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,837,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,053,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,321,044
Interest on participant loans2012-12-31$2,601
Interest earned on other investments2012-12-31$37,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,347,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,449,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$831,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$321,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,500,275
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,173,278
Total of all expenses incurred2011-12-31$1,641,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,629,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,203,460
Value of total assets at end of year2011-12-31$10,837,318
Value of total assets at beginning of year2011-12-31$11,305,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,416
Total interest from all sources2011-12-31$44,646
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$152,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$152,290
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$833,169
Participant contributions at end of year2011-12-31$66,755
Participant contributions at beginning of year2011-12-31$86,385
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$27
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$39
Administrative expenses (other) incurred2011-12-31$12,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-468,599
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,837,318
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,305,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,321,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,782,034
Interest on participant loans2011-12-31$3,200
Interest earned on other investments2011-12-31$41,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,449,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,437,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-227,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$370,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,629,461
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,465,822
Total of all expenses incurred2010-12-31$742,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$731,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,303,185
Value of total assets at end of year2010-12-31$11,305,917
Value of total assets at beginning of year2010-12-31$9,582,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,266
Total interest from all sources2010-12-31$46,499
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$148,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$148,370
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$912,082
Participant contributions at end of year2010-12-31$86,385
Participant contributions at beginning of year2010-12-31$79,167
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$39
Administrative expenses (other) incurred2010-12-31$11,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,723,061
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,305,917
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,582,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,782,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,209,758
Interest on participant loans2010-12-31$3,838
Interest earned on other investments2010-12-31$42,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,437,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,293,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$967,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$391,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$731,495
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN

2022: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080135
Policy instance 2
Insurance contract or identification numberTA080135
Number of Individuals Covered280
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135
Policy instance 1
Insurance contract or identification numberTA080135
Number of Individuals Covered280
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080135
Policy instance 2
Insurance contract or identification numberTA080135
Number of Individuals Covered310
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135
Policy instance 1
Insurance contract or identification numberTA080135
Number of Individuals Covered310
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA080135
Policy instance 2
Insurance contract or identification numberTA080135
Number of Individuals Covered352
Insurance policy start date2020-04-29
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135
Policy instance 1
Insurance contract or identification numberTA080135
Number of Individuals Covered352
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135
Policy instance 1
Insurance contract or identification numberTA080135
Number of Individuals Covered341
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135
Policy instance 1
Insurance contract or identification numberTA080135
Number of Individuals Covered339
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135
Policy instance 1
Insurance contract or identification numberTA080135
Number of Individuals Covered335
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135
Policy instance 1
Insurance contract or identification numberTA080135
Number of Individuals Covered342
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135
Policy instance 1
Insurance contract or identification numberTA080135
Number of Individuals Covered342
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135
Policy instance 1
Insurance contract or identification numberTA080135
Number of Individuals Covered349
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135
Policy instance 1
Insurance contract or identification numberTA080135
Number of Individuals Covered345
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $412
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $412
Insurance broker organization code?3
Insurance broker nameUSI SECURITIES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135
Policy instance 1
Insurance contract or identification numberTA080135
Number of Individuals Covered329
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,518
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135
Policy instance 1
Insurance contract or identification numberTA080135
Number of Individuals Covered348
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,819
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,819
Insurance broker organization code?3
Insurance broker nameUSI SECURITIES, INC.

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