401k Plan data: NATIONAL MS SOCIETY 401(K) PLAN plan

NATIONAL MS SOCIETY 401(K) PLAN 401k Plan overview

Plan Name	NATIONAL MS SOCIETY 401(K) PLAN
Plan identification number	002

NATIONAL MS SOCIETY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATIONAL MULTIPLE SCLEROSIS SO has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL MULTIPLE SCLEROSIS SO

Employer identification number (EIN): 135661935

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about NATIONAL MULTIPLE SCLEROSIS SO

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1946-03-11

Company Identification Number: 46823

Legal Registered Office Address: 80 STATE STREET
New York
ALBANY
United States of America (USA)
122072543

More information about NATIONAL MULTIPLE SCLEROSIS SO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL MS SOCIETY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 MARIANNE CETNAR MARIANNE CETNAR 2018-07-05
002 2016-01-01 MARIANNE CETNAR MARIANNE CETNAR 2017-07-28
002 2015-10-01 MARIANNE CETNAR
002 2014-10-01 MARIANNE CETNAR
002 2013-10-01 MARIANNE CETNAR
002 2012-10-01 MARIANNE CETNAR
002 2011-10-01 MARIANNE CETNAR
002 2010-10-01 MARIANNE CETNAR
002 2009-10-01 ROSETTA BLOUNT LISA GOLDFARB 2011-10-19
002 2009-10-01 ROSETTA BLOUNT LISA GOLDFARB 2011-10-13
002 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	MARIANNE CETNAR	MARIANNE CETNAR	2018-07-05
002	2016-01-01	MARIANNE CETNAR	MARIANNE CETNAR	2017-07-28
002	2015-10-01	MARIANNE CETNAR
002	2014-10-01	MARIANNE CETNAR
002	2013-10-01	MARIANNE CETNAR
002	2012-10-01	MARIANNE CETNAR
002	2011-10-01	MARIANNE CETNAR
002	2010-10-01	MARIANNE CETNAR
002	2009-10-01	ROSETTA BLOUNT	LISA GOLDFARB	2011-10-19
002	2009-10-01	ROSETTA BLOUNT	LISA GOLDFARB	2011-10-13
002	2008-10-01

Plan Statistics for NATIONAL MS SOCIETY 401(K) PLAN

401k plan membership statisitcs for NATIONAL MS SOCIETY 401(K) PLAN

Measure Date Value
2022: NATIONAL MS SOCIETY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,338
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 787
Number of retired or separated participants receiving benefits 2022-01-01 24
Number of other retired or separated participants entitled to future benefits 2022-01-01 584
Total of all active and inactive participants 2022-01-01 1,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 1,398
Number of participants with account balances 2022-01-01 1,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NATIONAL MS SOCIETY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,403
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 716
Number of retired or separated participants receiving benefits 2021-01-01 22
Number of other retired or separated participants entitled to future benefits 2021-01-01 600
Total of all active and inactive participants 2021-01-01 1,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,338
Number of participants with account balances 2021-01-01 1,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NATIONAL MS SOCIETY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,451
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 758
Number of retired or separated participants receiving benefits 2020-01-01 23
Number of other retired or separated participants entitled to future benefits 2020-01-01 621
Total of all active and inactive participants 2020-01-01 1,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,402
Number of participants with account balances 2020-01-01 1,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: NATIONAL MS SOCIETY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,554
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 936
Number of retired or separated participants receiving benefits 2019-01-01 20
Number of other retired or separated participants entitled to future benefits 2019-01-01 627
Total of all active and inactive participants 2019-01-01 1,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,583
Number of participants with account balances 2019-01-01 1,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NATIONAL MS SOCIETY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,515
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 918
Number of retired or separated participants receiving benefits 2018-01-01 8
Number of other retired or separated participants entitled to future benefits 2018-01-01 625
Total of all active and inactive participants 2018-01-01 1,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,551
Number of participants with account balances 2018-01-01 1,430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NATIONAL MS SOCIETY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,538
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 932
Number of retired or separated participants receiving benefits 2017-01-01 13
Number of other retired or separated participants entitled to future benefits 2017-01-01 570
Total of all active and inactive participants 2017-01-01 1,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,515
Number of participants with account balances 2017-01-01 1,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NATIONAL MS SOCIETY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,555
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,033
Number of retired or separated participants receiving benefits 2016-01-01 13
Number of other retired or separated participants entitled to future benefits 2016-01-01 492
Total of all active and inactive participants 2016-01-01 1,538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,538
Number of participants with account balances 2016-01-01 1,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NATIONAL MS SOCIETY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 1,115
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 1,114
Number of retired or separated participants receiving benefits 2015-10-01 3
Number of other retired or separated participants entitled to future benefits 2015-10-01 437
Total of all active and inactive participants 2015-10-01 1,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 1,554
Number of participants with account balances 2015-10-01 1,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 200
2014: NATIONAL MS SOCIETY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 1,265
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 604
Number of retired or separated participants receiving benefits 2014-10-01 6
Number of other retired or separated participants entitled to future benefits 2014-10-01 493
Total of all active and inactive participants 2014-10-01 1,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 11
Total participants 2014-10-01 1,114
Number of participants with account balances 2014-10-01 1,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 92
2013: NATIONAL MS SOCIETY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 1,246
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 673
Number of retired or separated participants receiving benefits 2013-10-01 7
Number of other retired or separated participants entitled to future benefits 2013-10-01 606
Total of all active and inactive participants 2013-10-01 1,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 7
Total participants 2013-10-01 1,293
Number of participants with account balances 2013-10-01 1,148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 72
2012: NATIONAL MS SOCIETY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 1,180
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 656
Number of retired or separated participants receiving benefits 2012-10-01 3
Number of other retired or separated participants entitled to future benefits 2012-10-01 556
Total of all active and inactive participants 2012-10-01 1,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 7
Total participants 2012-10-01 1,222
Number of participants with account balances 2012-10-01 1,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 87
2011: NATIONAL MS SOCIETY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 1,121
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 760
Number of retired or separated participants receiving benefits 2011-10-01 2
Number of other retired or separated participants entitled to future benefits 2011-10-01 416
Total of all active and inactive participants 2011-10-01 1,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 2
Total participants 2011-10-01 1,180
Number of participants with account balances 2011-10-01 1,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 46
2010: NATIONAL MS SOCIETY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 321
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 715
Number of retired or separated participants receiving benefits 2010-10-01 2
Number of other retired or separated participants entitled to future benefits 2010-10-01 361
Total of all active and inactive participants 2010-10-01 1,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 2
Total participants 2010-10-01 1,080
Number of participants with account balances 2010-10-01 847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 39
2009: NATIONAL MS SOCIETY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 1,327
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 1,353
Number of retired or separated participants receiving benefits 2009-10-01 8
Number of other retired or separated participants entitled to future benefits 2009-10-01 403
Total of all active and inactive participants 2009-10-01 1,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 1,764
Number of participants with account balances 2009-10-01 1,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 36

Measure	Date	Value
2022: NATIONAL MS SOCIETY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,338
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	787
Number of retired or separated participants receiving benefits	2022-01-01	24
Number of other retired or separated participants entitled to future benefits	2022-01-01	584
Total of all active and inactive participants	2022-01-01	1,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	1,398
Number of participants with account balances	2022-01-01	1,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NATIONAL MS SOCIETY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,403
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	716
Number of retired or separated participants receiving benefits	2021-01-01	22
Number of other retired or separated participants entitled to future benefits	2021-01-01	600
Total of all active and inactive participants	2021-01-01	1,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,338
Number of participants with account balances	2021-01-01	1,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NATIONAL MS SOCIETY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,451
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	758
Number of retired or separated participants receiving benefits	2020-01-01	23
Number of other retired or separated participants entitled to future benefits	2020-01-01	621
Total of all active and inactive participants	2020-01-01	1,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,402
Number of participants with account balances	2020-01-01	1,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: NATIONAL MS SOCIETY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,554
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	936
Number of retired or separated participants receiving benefits	2019-01-01	20
Number of other retired or separated participants entitled to future benefits	2019-01-01	627
Total of all active and inactive participants	2019-01-01	1,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,583
Number of participants with account balances	2019-01-01	1,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NATIONAL MS SOCIETY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,515
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	918
Number of retired or separated participants receiving benefits	2018-01-01	8
Number of other retired or separated participants entitled to future benefits	2018-01-01	625
Total of all active and inactive participants	2018-01-01	1,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,551
Number of participants with account balances	2018-01-01	1,430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NATIONAL MS SOCIETY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,538
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	932
Number of retired or separated participants receiving benefits	2017-01-01	13
Number of other retired or separated participants entitled to future benefits	2017-01-01	570
Total of all active and inactive participants	2017-01-01	1,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,515
Number of participants with account balances	2017-01-01	1,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NATIONAL MS SOCIETY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,555
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,033
Number of retired or separated participants receiving benefits	2016-01-01	13
Number of other retired or separated participants entitled to future benefits	2016-01-01	492
Total of all active and inactive participants	2016-01-01	1,538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,538
Number of participants with account balances	2016-01-01	1,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NATIONAL MS SOCIETY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	1,115
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	1,114
Number of retired or separated participants receiving benefits	2015-10-01	3
Number of other retired or separated participants entitled to future benefits	2015-10-01	437
Total of all active and inactive participants	2015-10-01	1,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	1,554
Number of participants with account balances	2015-10-01	1,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	200
2014: NATIONAL MS SOCIETY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	1,265
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	604
Number of retired or separated participants receiving benefits	2014-10-01	6
Number of other retired or separated participants entitled to future benefits	2014-10-01	493
Total of all active and inactive participants	2014-10-01	1,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	11
Total participants	2014-10-01	1,114
Number of participants with account balances	2014-10-01	1,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	92
2013: NATIONAL MS SOCIETY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	1,246
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	673
Number of retired or separated participants receiving benefits	2013-10-01	7
Number of other retired or separated participants entitled to future benefits	2013-10-01	606
Total of all active and inactive participants	2013-10-01	1,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	7
Total participants	2013-10-01	1,293
Number of participants with account balances	2013-10-01	1,148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	72
2012: NATIONAL MS SOCIETY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	1,180
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	656
Number of retired or separated participants receiving benefits	2012-10-01	3
Number of other retired or separated participants entitled to future benefits	2012-10-01	556
Total of all active and inactive participants	2012-10-01	1,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	7
Total participants	2012-10-01	1,222
Number of participants with account balances	2012-10-01	1,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	87
2011: NATIONAL MS SOCIETY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	1,121
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	760
Number of retired or separated participants receiving benefits	2011-10-01	2
Number of other retired or separated participants entitled to future benefits	2011-10-01	416
Total of all active and inactive participants	2011-10-01	1,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	2
Total participants	2011-10-01	1,180
Number of participants with account balances	2011-10-01	1,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	46
2010: NATIONAL MS SOCIETY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	321
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	715
Number of retired or separated participants receiving benefits	2010-10-01	2
Number of other retired or separated participants entitled to future benefits	2010-10-01	361
Total of all active and inactive participants	2010-10-01	1,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	2
Total participants	2010-10-01	1,080
Number of participants with account balances	2010-10-01	847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	39
2009: NATIONAL MS SOCIETY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	1,327
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	1,353
Number of retired or separated participants receiving benefits	2009-10-01	8
Number of other retired or separated participants entitled to future benefits	2009-10-01	403
Total of all active and inactive participants	2009-10-01	1,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	1,764
Number of participants with account balances	2009-10-01	1,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	36

Financial Data on NATIONAL MS SOCIETY 401(K) PLAN

Measure	Date	Value
2022 : NATIONAL MS SOCIETY 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-5,190,503
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$7,397,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,995,532
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$7,553,706
Value of total assets at end of year	2022-12-31	$76,573,919
Value of total assets at beginning of year	2022-12-31	$89,162,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$402,128
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$315,294
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,994,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,994,337
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,381,839
Participant contributions at end of year	2022-12-31	$435,901
Participant contributions at beginning of year	2022-12-31	$503,005
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,156,823
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$22,477
Administrative expenses (other) incurred	2022-12-31	$50,256
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-12,588,163
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$76,573,919
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$89,162,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$341,820
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$67,105,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$80,716,381
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$26,151
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$289,143
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$9,032,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$7,942,696
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-16,076,317
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$2,015,044
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$6,995,532
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$10,052
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GRANT THORTON,LLP
Accountancy firm EIN	2022-12-31	366055558
2021 : NATIONAL MS SOCIETY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$18,121,540
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$7,816,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,447,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,463,008
Value of total assets at end of year	2021-12-31	$89,162,082
Value of total assets at beginning of year	2021-12-31	$78,857,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$368,896
Total interest from all sources	2021-12-31	$295,272
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,907,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$3,907,458
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,896,648
Participant contributions at end of year	2021-12-31	$503,005
Participant contributions at beginning of year	2021-12-31	$569,914
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$794,964
Administrative expenses (other) incurred	2021-12-31	$674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$10,304,666
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$89,162,082
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$78,857,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$355,475
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$80,716,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$69,490,323
Interest on participant loans	2021-12-31	$28,692
Interest earned on other investments	2021-12-31	$266,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$7,942,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$8,797,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$7,455,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,771,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,447,978
Contract administrator fees	2021-12-31	$12,747
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
2020 : NATIONAL MS SOCIETY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$18,032,862
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$8,206,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$7,895,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$6,550,999
Value of total assets at end of year	2020-12-31	$78,857,416
Value of total assets at beginning of year	2020-12-31	$69,030,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$310,544
Total interest from all sources	2020-12-31	$343,213
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,628,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$3,628,460
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$4,104,566
Participant contributions at end of year	2020-12-31	$569,914
Participant contributions at beginning of year	2020-12-31	$665,698
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$472,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$9,826,654
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$78,857,416
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$69,030,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$298,864
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$69,490,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$61,093,858
Interest on participant loans	2020-12-31	$39,509
Interest earned on other investments	2020-12-31	$303,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$8,797,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$7,271,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,510,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,973,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$7,895,664
Contract administrator fees	2020-12-31	$11,680
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
2019 : NATIONAL MS SOCIETY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$19,715,299
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$7,716,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$7,426,484
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,925,263
Value of total assets at end of year	2019-12-31	$69,030,762
Value of total assets at beginning of year	2019-12-31	$57,031,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$289,575
Total interest from all sources	2019-12-31	$313,584
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,085,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,085,366
Administrative expenses professional fees incurred	2019-12-31	$1,018
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,220,990
Participant contributions at end of year	2019-12-31	$665,698
Participant contributions at beginning of year	2019-12-31	$689,935
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,740,611
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$1,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$11,999,240
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$69,030,762
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$57,031,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$274,172
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$61,093,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$49,393,627
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$40,284
Interest earned on other investments	2019-12-31	$273,300
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$7,271,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$6,947,960
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,391,086
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$1,963,662
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$7,426,484
Contract administrator fees	2019-12-31	$13,367
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2019-12-31	366055558
2018 : NATIONAL MS SOCIETY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$3,865,989
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$5,791,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,513,574
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,847,834
Value of total assets at end of year	2018-12-31	$57,031,522
Value of total assets at beginning of year	2018-12-31	$58,956,622
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$277,515
Total interest from all sources	2018-12-31	$303,592
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,850,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,850,442
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$4,204,815
Participant contributions at end of year	2018-12-31	$689,935
Participant contributions at beginning of year	2018-12-31	$503,470
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$612,595
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,925,100
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$57,031,522
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$58,956,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$261,763
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$49,393,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$52,244,167
Interest on participant loans	2018-12-31	$41,085
Interest earned on other investments	2018-12-31	$262,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$6,947,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$6,208,985
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-5,135,879
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$2,030,424
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,513,574
Contract administrator fees	2018-12-31	$15,627
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2018-12-31	366055558
2017 : NATIONAL MS SOCIETY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$16,406,337
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$6,918,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,665,287
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$167
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$8,352,270
Value of total assets at end of year	2017-12-31	$58,956,622
Value of total assets at beginning of year	2017-12-31	$49,468,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$253,111
Total interest from all sources	2017-12-31	$239,373
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,489,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,489,108
Administrative expenses professional fees incurred	2017-12-31	$5,741
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$4,150,452
Participant contributions at end of year	2017-12-31	$503,470
Participant contributions at beginning of year	2017-12-31	$449,019
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,375,023
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$1,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$9,487,772
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$58,956,622
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$49,468,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$231,093
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$52,244,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$43,177,200
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$25,344
Interest earned on other investments	2017-12-31	$214,029
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$6,208,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$5,842,631
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,325,586
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$1,826,795
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,665,287
Contract administrator fees	2017-12-31	$15,045
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2017-12-31	366055558
2016 : NATIONAL MS SOCIETY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$33,890,267
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,081,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,732,561
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$30,788,280
Value of total assets at end of year	2016-12-31	$49,468,850
Value of total assets at beginning of year	2016-12-31	$19,659,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$348,679
Total interest from all sources	2016-12-31	$168,011
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$809,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$809,101
Administrative expenses professional fees incurred	2016-12-31	$171,402
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$4,531,670
Participant contributions at end of year	2016-12-31	$449,019
Participant contributions at beginning of year	2016-12-31	$162,864
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$23,634,073
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$29,809,027
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$49,468,850
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,659,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$161,315
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$43,177,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$16,293,876
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$19,948
Interest earned on other investments	2016-12-31	$148,063
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$5,842,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,203,083
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,124,875
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$2,622,537
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,732,561
Contract administrator fees	2016-12-31	$15,962
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2016-12-31	366055558
2015 : NATIONAL MS SOCIETY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,511,786
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$264,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$255,996
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,450,669
Value of total assets at end of year	2015-12-31	$19,659,823
Value of total assets at beginning of year	2015-12-31	$18,412,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$8,896
Total interest from all sources	2015-12-31	$24,957
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$300,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$300,387
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Participant contributions at end of year	2015-12-31	$162,864
Participant contributions at beginning of year	2015-12-31	$177,727
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$372,835
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$17,856
Administrative expenses (other) incurred	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,246,894
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,659,823
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,412,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$7,182
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$16,293,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$15,118,285
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$2,802
Interest earned on other investments	2015-12-31	$22,155
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,203,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$3,116,917
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,057,127
Net investment gain/loss from pooled separate accounts	2015-12-31	$775,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,077,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$255,996
Contract administrator fees	2015-12-31	$1,714
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GRANT THORTON LLP
Accountancy firm EIN	2015-12-31	133112110
Total unrealized appreciation/depreciation of assets	2015-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$0
Total income from all sources (including contributions)	2015-09-30	$1,209,200
Total loss/gain on sale of assets	2015-09-30	$0
Total of all expenses incurred	2015-09-30	$4,997,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-09-30	$4,995,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-09-30	$1,241,751
Value of total assets at end of year	2015-09-30	$18,412,929
Value of total assets at beginning of year	2015-09-30	$22,200,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-09-30	$1,907
Total interest from all sources	2015-09-30	$113,335
Total dividends received (eg from common stock, registered investment company shares)	2015-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-09-30	No
Was this plan covered by a fidelity bond	2015-09-30	Yes
Value of fidelity bond cover	2015-09-30	$2,000,000
If this is an individual account plan, was there a blackout period	2015-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-09-30	No
Participant contributions at end of year	2015-09-30	$177,727
Participant contributions at beginning of year	2015-09-30	$190,061
Income. Received or receivable in cash from other sources (including rollovers)	2015-09-30	$37,850
Administrative expenses (other) incurred	2015-09-30	$1,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-30	No
Value of net income/loss	2015-09-30	$-3,788,035
Value of net assets at end of year (total assets less liabilities)	2015-09-30	$18,412,929
Value of net assets at beginning of year (total assets less liabilities)	2015-09-30	$22,200,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-09-30	No
Were any leases to which the plan was party in default or uncollectible	2015-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-09-30	$15,118,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-09-30	$18,439,124
Interest on participant loans	2015-09-30	$9,053
Interest earned on other investments	2015-09-30	$104,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-09-30	$3,116,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-09-30	$3,571,779
Net investment gain/loss from pooled separate accounts	2015-09-30	$-145,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-09-30	No
Was there a failure to transmit to the plan any participant contributions	2015-09-30	No
Has the plan failed to provide any benefit when due under the plan	2015-09-30	No
Contributions received in cash from employer	2015-09-30	$1,203,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-09-30	$4,995,328
Did the plan have assets held for investment	2015-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-09-30	Disclaimer
Accountancy firm name	2015-09-30	GRANT THORNTON LLP
Accountancy firm EIN	2015-09-30	133112110
2014 : NATIONAL MS SOCIETY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total income from all sources (including contributions)	2014-09-30	$3,007,694
Total loss/gain on sale of assets	2014-09-30	$0
Total of all expenses incurred	2014-09-30	$2,143,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-30	$2,141,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-30	$1,205,140
Value of total assets at end of year	2014-09-30	$23,405,075
Value of total assets at beginning of year	2014-09-30	$22,541,034
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-30	$1,987
Total interest from all sources	2014-09-30	$116,725
Total dividends received (eg from common stock, registered investment company shares)	2014-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	No
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$2,000,000
If this is an individual account plan, was there a blackout period	2014-09-30	No
Funding deficiency by the employer to the plan for this plan year	2014-09-30	$0
Minimum employer required contribution for this plan year	2014-09-30	$0
Amount contributed by the employer to the plan for this plan year	2014-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Contributions received from participants	2014-09-30	$0
Participant contributions at end of year	2014-09-30	$190,061
Participant contributions at beginning of year	2014-09-30	$230,005
Income. Received or receivable in cash from other sources (including rollovers)	2014-09-30	$1,239
Administrative expenses (other) incurred	2014-09-30	$1,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Value of net income/loss	2014-09-30	$864,041
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$23,405,075
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$22,541,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-09-30	$18,439,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-09-30	$17,549,929
Interest on participant loans	2014-09-30	$7,994
Interest earned on other investments	2014-09-30	$108,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-09-30	$3,571,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-09-30	$3,571,987
Net investment gain/loss from pooled separate accounts	2014-09-30	$1,685,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	No
Was there a failure to transmit to the plan any participant contributions	2014-09-30	No
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Contributions received in cash from employer	2014-09-30	$1,203,901
Employer contributions (assets) at end of year	2014-09-30	$1,203,901
Employer contributions (assets) at beginning of year	2014-09-30	$1,189,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-30	$2,141,666
Did the plan have assets held for investment	2014-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-30	Disclaimer
Accountancy firm name	2014-09-30	GRANT THORNTON LLP
Accountancy firm EIN	2014-09-30	366055558
2013 : NATIONAL MS SOCIETY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total income from all sources (including contributions)	2013-09-30	$3,666,938
Total loss/gain on sale of assets	2013-09-30	$0
Total of all expenses incurred	2013-09-30	$1,770,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$1,768,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$1,207,203
Value of total assets at end of year	2013-09-30	$22,541,034
Value of total assets at beginning of year	2013-09-30	$20,644,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$1,837
Total interest from all sources	2013-09-30	$116,080
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$2,000,000
If this is an individual account plan, was there a blackout period	2013-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Contributions received from participants	2013-09-30	$0
Participant contributions at end of year	2013-09-30	$230,005
Participant contributions at beginning of year	2013-09-30	$240,072
Income. Received or receivable in cash from other sources (including rollovers)	2013-09-30	$18,090
Administrative expenses (other) incurred	2013-09-30	$1,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$1,896,197
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$22,541,034
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$20,644,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-09-30	$17,549,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-09-30	$16,006,630
Interest on participant loans	2013-09-30	$13,811
Interest earned on other investments	2013-09-30	$102,269
Value of interest in common/collective trusts at beginning of year	2013-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-09-30	$3,571,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-09-30	$3,183,176
Net investment gain/loss from pooled separate accounts	2013-09-30	$2,343,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	No
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Contributions received in cash from employer	2013-09-30	$1,189,113
Employer contributions (assets) at end of year	2013-09-30	$1,189,113
Employer contributions (assets) at beginning of year	2013-09-30	$1,214,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$1,768,904
Did the plan have assets held for investment	2013-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-09-30	Disclaimer
Accountancy firm name	2013-09-30	GRANT THORNTON LLP
Accountancy firm EIN	2013-09-30	366055558
2012 : NATIONAL MS SOCIETY 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total income from all sources (including contributions)	2012-09-30	$3,800,072
Total loss/gain on sale of assets	2012-09-30	$0
Total of all expenses incurred	2012-09-30	$2,066,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$2,064,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$1,214,959
Value of total assets at end of year	2012-09-30	$20,644,837
Value of total assets at beginning of year	2012-09-30	$18,910,787
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$1,516
Total interest from all sources	2012-09-30	$111,914
Total dividends received (eg from common stock, registered investment company shares)	2012-09-30	$367,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-09-30	$367,305
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$2,000,000
If this is an individual account plan, was there a blackout period	2012-09-30	No
Funding deficiency by the employer to the plan for this plan year	2012-09-30	$0
Minimum employer required contribution for this plan year	2012-09-30	$0
Amount contributed by the employer to the plan for this plan year	2012-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Contributions received from participants	2012-09-30	$0
Participant contributions at end of year	2012-09-30	$240,072
Participant contributions at beginning of year	2012-09-30	$244,171
Administrative expenses (other) incurred	2012-09-30	$1,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Value of net income/loss	2012-09-30	$1,734,050
Value of net assets at end of year (total assets less liabilities)	2012-09-30	$20,644,837
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$18,910,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-09-30	$16,006,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-09-30	$14,556,395
Interest on participant loans	2012-09-30	$13,435
Interest earned on other investments	2012-09-30	$98,479
Value of interest in common/collective trusts at end of year	2012-09-30	$0
Value of interest in common/collective trusts at beginning of year	2012-09-30	$836,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-09-30	$3,183,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-09-30	$2,664,303
Net investment gain/loss from pooled separate accounts	2012-09-30	$2,105,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	No
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Contributions received in cash from employer	2012-09-30	$1,214,959
Employer contributions (assets) at end of year	2012-09-30	$1,214,959
Employer contributions (assets) at beginning of year	2012-09-30	$609,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$2,064,506
Did the plan have assets held for investment	2012-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-09-30	Disclaimer
Accountancy firm name	2012-09-30	MITCHELL & TITUS LLP
Accountancy firm EIN	2012-09-30	132781641
2011 : NATIONAL MS SOCIETY 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-09-30	$0
Total transfer of assets from this plan	2011-09-30	$241,445
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total income from all sources (including contributions)	2011-09-30	$1,073,071
Total loss/gain on sale of assets	2011-09-30	$0
Total of all expenses incurred	2011-09-30	$3,306,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-09-30	$3,299,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-09-30	$709,398
Value of total assets at end of year	2011-09-30	$18,891,120
Value of total assets at beginning of year	2011-09-30	$21,366,377
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-09-30	$7,701
Total interest from all sources	2011-09-30	$54,167
Total dividends received (eg from common stock, registered investment company shares)	2011-09-30	$248,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-09-30	$248,034
Was this plan covered by a fidelity bond	2011-09-30	Yes
Value of fidelity bond cover	2011-09-30	$2,000,000
If this is an individual account plan, was there a blackout period	2011-09-30	Yes
Funding deficiency by the employer to the plan for this plan year	2011-09-30	$0
Minimum employer required contribution for this plan year	2011-09-30	$0
Amount contributed by the employer to the plan for this plan year	2011-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-09-30	No
Contributions received from participants	2011-09-30	$0
Participant contributions at end of year	2011-09-30	$244,171
Participant contributions at beginning of year	2011-09-30	$171,436
Income. Received or receivable in cash from other sources (including rollovers)	2011-09-30	$99,990
Other income not declared elsewhere	2011-09-30	$-54,747
Administrative expenses (other) incurred	2011-09-30	$7,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Value of net income/loss	2011-09-30	$-2,233,812
Value of net assets at end of year (total assets less liabilities)	2011-09-30	$18,891,120
Value of net assets at beginning of year (total assets less liabilities)	2011-09-30	$21,366,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-09-30	No
Were any leases to which the plan was party in default or uncollectible	2011-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-09-30	$15,373,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-09-30	$16,321,620
Interest on participant loans	2011-09-30	$12,591
Interest earned on other investments	2011-09-30	$41,436
Value of interest in common/collective trusts at end of year	2011-09-30	$0
Value of interest in common/collective trusts at beginning of year	2011-09-30	$2,953,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-09-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-09-30	$1,920,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-09-30	$1,920,188
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-09-30	$140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-09-30	$2,664,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-09-30	$2,036,093
Net investment gain/loss from pooled separate accounts	2011-09-30	$-1,935,448
Net investment gain or loss from common/collective trusts	2011-09-30	$15,574
Net gain/loss from 103.12 investment entities	2011-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-09-30	No
Was there a failure to transmit to the plan any participant contributions	2011-09-30	No
Has the plan failed to provide any benefit when due under the plan	2011-09-30	No
Contributions received in cash from employer	2011-09-30	$609,408
Employer contributions (assets) at end of year	2011-09-30	$609,408
Employer contributions (assets) at beginning of year	2011-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-09-30	$3,299,182
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-09-30	Yes
Did the plan have assets held for investment	2011-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-09-30	Disclaimer
Accountancy firm name	2011-09-30	MITCHELL & TITUS, LLP
Accountancy firm EIN	2011-09-30	132781641
2010 : NATIONAL MS SOCIETY 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for NATIONAL MS SOCIETY 401(K) PLAN

2022: NATIONAL MS SOCIETY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NATIONAL MS SOCIETY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NATIONAL MS SOCIETY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NATIONAL MS SOCIETY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NATIONAL MS SOCIETY 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NATIONAL MS SOCIETY 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NATIONAL MS SOCIETY 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NATIONAL MS SOCIETY 401(K) PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Insurance	Yes
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement – Insurance	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: NATIONAL MS SOCIETY 401(K) PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2013: NATIONAL MS SOCIETY 401(K) PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2012: NATIONAL MS SOCIETY 401(K) PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2011: NATIONAL MS SOCIETY 401(K) PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2010: NATIONAL MS SOCIETY 401(K) PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	Yes
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Insurance	Yes
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement – Insurance	Yes
2009: NATIONAL MS SOCIETY 401(K) PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	First time form 5500 has been submitted	Yes
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: NATIONAL MS SOCIETY 401(K) PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

775942-01

Policy instance

Insurance contract or identification number	775942-01
Number of Individuals Covered	1281
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61954

Policy instance

Insurance contract or identification number	MR 61954
Number of Individuals Covered	1338
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61954

Policy instance

Insurance contract or identification number	MR 61954
Number of Individuals Covered	1402
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61954

Policy instance

Insurance contract or identification number	MR 61954
Number of Individuals Covered	1583
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61954

Policy instance

Insurance contract or identification number	MR 61954
Number of Individuals Covered	1551
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61954

Policy instance

Insurance contract or identification number	MR 61954
Number of Individuals Covered	1515
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61954

Policy instance

Insurance contract or identification number	MR 61954
Number of Individuals Covered	1554
Insurance policy start date	2015-10-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-752757

Policy instance

Insurance contract or identification number	GA-752757
Number of Individuals Covered	1265
Insurance policy start date	2014-10-01
Insurance policy end date	2015-09-30
Total amount of commissions paid to insurance broker	USD $44,783
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $44,783
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES INC.

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-752757

Policy instance

Insurance contract or identification number	GA-752757
Insurance policy start date	2013-10-01
Insurance policy end date	2014-09-30
Total amount of commissions paid to insurance broker	USD $33,556
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $33,556
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES INC.

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-752757

Policy instance

Insurance contract or identification number	GA-752757
Number of Individuals Covered	1130
Insurance policy start date	2012-10-01
Insurance policy end date	2013-09-30
Total amount of commissions paid to insurance broker	USD $40,909
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $40,909
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SVCS INS AGCY

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-752757

Policy instance

Insurance contract or identification number	GA-752757
Number of Individuals Covered	1100
Insurance policy start date	2012-07-26
Insurance policy end date	2012-09-30
Total amount of commissions paid to insurance broker	USD $37,574
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-752757

Policy instance

Insurance contract or identification number	GA-752757
Number of Individuals Covered	847
Insurance policy start date	2011-07-26
Insurance policy end date	2011-09-30
Total amount of commissions paid to insurance broker	USD $27,786
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	NATIONAL MULTIPLE SCLEROSIS SO
Employer identification number (EIN):	135661935
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1946-03-11
Company Identification Number:	46823
Legal Registered Office Address:	80 STATE STREET New York ALBANY United States of America (USA) 122072543