Logo

JDRF INTERNATIONAL RETIREMENT PLAN 401k Plan overview

Plan NameJDRF INTERNATIONAL RETIREMENT PLAN
Plan identification number 001

JDRF INTERNATIONAL RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JDRF INTERNATIONAL has sponsored the creation of one or more 401k plans.

Company Name:JDRF INTERNATIONAL
Employer identification number (EIN):231907729
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about JDRF INTERNATIONAL

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1974-12-04
Company Identification Number: 0003685107
Legal Registered Office Address: 26 BROADWAY

NEW YORK
United States of America (USA)
10004

More information about JDRF INTERNATIONAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JDRF INTERNATIONAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01SUSAN YUN
0012015-07-01SUSAN YUN MARK GREENE2017-04-16
0012014-07-01MARK GREENE
0012013-07-01GERRI BOSTICK MARK GREENE2015-04-10
0012012-07-01GERRI BOSTICK EDWARD SEBALD2014-04-01
0012011-07-01GERRI BOSTICK EDWARD SEBALD2013-04-12
0012010-07-01GERRI BOSTICK EDWARD SEBALD2012-02-07
0012009-07-01GERRI BOSTICK EDWARD SEBALD2011-04-15

Plan Statistics for JDRF INTERNATIONAL RETIREMENT PLAN

401k plan membership statisitcs for JDRF INTERNATIONAL RETIREMENT PLAN

Measure Date Value
2019: JDRF INTERNATIONAL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01506
Total number of active participants reported on line 7a of the Form 55002019-07-010
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-010
Number of participants with account balances2019-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: JDRF INTERNATIONAL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01821
Total number of active participants reported on line 7a of the Form 55002018-07-01164
Number of retired or separated participants receiving benefits2018-07-016
Number of other retired or separated participants entitled to future benefits2018-07-01336
Total of all active and inactive participants2018-07-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01506
Number of participants with account balances2018-07-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: JDRF INTERNATIONAL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01855
Total number of active participants reported on line 7a of the Form 55002017-07-01458
Number of retired or separated participants receiving benefits2017-07-018
Number of other retired or separated participants entitled to future benefits2017-07-01353
Total of all active and inactive participants2017-07-01819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01821
Number of participants with account balances2017-07-01821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-011
2016: JDRF INTERNATIONAL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01820
Total number of active participants reported on line 7a of the Form 55002016-07-01549
Number of retired or separated participants receiving benefits2016-07-018
Number of other retired or separated participants entitled to future benefits2016-07-01297
Total of all active and inactive participants2016-07-01854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01855
Number of participants with account balances2016-07-01762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0152
2015: JDRF INTERNATIONAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01806
Total number of active participants reported on line 7a of the Form 55002015-07-01548
Number of retired or separated participants receiving benefits2015-07-016
Number of other retired or separated participants entitled to future benefits2015-07-01265
Total of all active and inactive participants2015-07-01819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01820
Number of participants with account balances2015-07-01725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0170
2014: JDRF INTERNATIONAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01789
Total number of active participants reported on line 7a of the Form 55002014-07-01560
Number of retired or separated participants receiving benefits2014-07-018
Number of other retired or separated participants entitled to future benefits2014-07-01236
Total of all active and inactive participants2014-07-01804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01806
Number of participants with account balances2014-07-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0173
2013: JDRF INTERNATIONAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01750
Total number of active participants reported on line 7a of the Form 55002013-07-01561
Number of retired or separated participants receiving benefits2013-07-016
Number of other retired or separated participants entitled to future benefits2013-07-01217
Total of all active and inactive participants2013-07-01784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-013
Total participants2013-07-01787
Number of participants with account balances2013-07-01665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0165
2012: JDRF INTERNATIONAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01621
Total number of active participants reported on line 7a of the Form 55002012-07-01561
Number of retired or separated participants receiving benefits2012-07-014
Number of other retired or separated participants entitled to future benefits2012-07-01182
Total of all active and inactive participants2012-07-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-013
Total participants2012-07-01750
Number of participants with account balances2012-07-01656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0168
2011: JDRF INTERNATIONAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01874
Number of retired or separated participants receiving benefits2011-07-012
Number of other retired or separated participants entitled to future benefits2011-07-01187
Total of all active and inactive participants2011-07-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-013
Total participants2011-07-01192
Number of participants with account balances2011-07-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0152
2010: JDRF INTERNATIONAL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01669
Total number of active participants reported on line 7a of the Form 55002010-07-01696
Number of retired or separated participants receiving benefits2010-07-012
Number of other retired or separated participants entitled to future benefits2010-07-01175
Total of all active and inactive participants2010-07-01873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-01874
Number of participants with account balances2010-07-01598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0130
2009: JDRF INTERNATIONAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01813
Total number of active participants reported on line 7a of the Form 55002009-07-01502
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01166
Total of all active and inactive participants2009-07-01668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01669
Number of participants with account balances2009-07-01587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0140

Financial Data on JDRF INTERNATIONAL RETIREMENT PLAN

Measure Date Value
2020 : JDRF INTERNATIONAL RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-03-03$63,162
Total of all expenses incurred2020-03-03$7,276,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-03$7,263,916
Value of total assets at end of year2020-03-03$0
Value of total assets at beginning of year2020-03-03$7,212,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-03$12,167
Total dividends received (eg from common stock, registered investment company shares)2020-03-03$2,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-03Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-03-03$0
Total dividends received from registered investment company shares (eg mutual funds)2020-03-03$2,000
Administrative expenses professional fees incurred2020-03-03$1,854
Was this plan covered by a fidelity bond2020-03-03Yes
Value of fidelity bond cover2020-03-03$3,000,000
If this is an individual account plan, was there a blackout period2020-03-03No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-03-03$0
Were there any nonexempt tranactions with any party-in-interest2020-03-03No
Assets. Other investments not covered elsewhere at end of year2020-03-03$0
Assets. Other investments not covered elsewhere at beginning of year2020-03-03$3
Administrative expenses (other) incurred2020-03-03$8,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-03No
Value of net income/loss2020-03-03$-7,212,921
Value of net assets at end of year (total assets less liabilities)2020-03-03$0
Value of net assets at beginning of year (total assets less liabilities)2020-03-03$7,212,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-03No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-03No
Were any leases to which the plan was party in default or uncollectible2020-03-03No
Investment advisory and management fees2020-03-03$2,115
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-03$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-03$6,584,652
Value of interest in pooled separate accounts at end of year2020-03-03$0
Value of interest in pooled separate accounts at beginning of year2020-03-03$623,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-03$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-03$4,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-03$60,927
Net investment gain/loss from pooled separate accounts2020-03-03$235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-03No
Was there a failure to transmit to the plan any participant contributions2020-03-03No
Has the plan failed to provide any benefit when due under the plan2020-03-03No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-03$7,263,916
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-03-03No
Did the plan have assets held for investment2020-03-03No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-03No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-03Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-03Yes
Opinion of an independent qualified public accountant for this plan2020-03-03Disclaimer
Accountancy firm name2020-03-03BDO USA, LLP
Accountancy firm EIN2020-03-03135381590
2019 : JDRF INTERNATIONAL RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$1,138,104
Total of all expenses incurred2019-06-30$11,728,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$11,626,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$48,753
Value of total assets at end of year2019-06-30$7,212,921
Value of total assets at beginning of year2019-06-30$17,803,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$101,777
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$381,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$381,343
Administrative expenses professional fees incurred2019-06-30$6,677
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$3,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$3
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$56,580
Administrative expenses (other) incurred2019-06-30$77,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-10,590,304
Value of net assets at end of year (total assets less liabilities)2019-06-30$7,212,921
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$17,803,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$17,623
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$6,584,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$16,206,105
Value of interest in pooled separate accounts at end of year2019-06-30$623,933
Value of interest in pooled separate accounts at beginning of year2019-06-30$1,509,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$4,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$30,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$683,302
Net investment gain/loss from pooled separate accounts2019-06-30$24,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$48,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$11,626,631
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BDO USA, LLP
Accountancy firm EIN2019-06-30135381590
2018 : JDRF INTERNATIONAL RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$1,653,035
Total of all expenses incurred2018-06-30$2,106,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,996,279
Value of total assets at end of year2018-06-30$17,803,225
Value of total assets at beginning of year2018-06-30$18,256,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$109,940
Total interest from all sources2018-06-30$124
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$345,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$345,887
Administrative expenses professional fees incurred2018-06-30$30,259
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$3,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$56,580
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$0
Other income not declared elsewhere2018-06-30$17,939
Administrative expenses (other) incurred2018-06-30$71,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-453,184
Value of net assets at end of year (total assets less liabilities)2018-06-30$17,803,225
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$18,256,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$8,300
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$16,206,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$16,380,911
Value of interest in pooled separate accounts at end of year2018-06-30$1,509,543
Value of interest in pooled separate accounts at beginning of year2018-06-30$1,469,376
Interest earned on other investments2018-06-30$124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$21,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$21,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$30,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$341,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,270,744
Net investment gain/loss from pooled separate accounts2018-06-30$18,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,996,279
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$43,113
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BDO USA, LLP
Accountancy firm EIN2018-06-30135381590
2017 : JDRF INTERNATIONAL RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$2,061,475
Total of all expenses incurred2017-06-30$1,874,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,753,901
Value of total assets at end of year2017-06-30$18,256,409
Value of total assets at beginning of year2017-06-30$18,069,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$120,800
Total interest from all sources2017-06-30$13
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$321,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$319,668
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$3,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Administrative expenses (other) incurred2017-06-30$120,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$186,774
Value of net assets at end of year (total assets less liabilities)2017-06-30$18,256,409
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$18,069,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$16,380,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$16,195,517
Value of interest in pooled separate accounts at end of year2017-06-30$1,469,376
Value of interest in pooled separate accounts at beginning of year2017-06-30$1,475,695
Interest earned on other investments2017-06-30$13
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$21,982
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$21,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$21,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$341,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$287,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,723,808
Net investment gain/loss from pooled separate accounts2017-06-30$16,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$50,801
Income. Dividends from common stock2017-06-30$1,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,753,901
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$43,113
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$37,919
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BDO USA, LLP
Accountancy firm EIN2017-06-30135381590
2016 : JDRF INTERNATIONAL RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$66,237
Total of all expenses incurred2016-06-30$2,148,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,087,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$56,412
Value of total assets at end of year2016-06-30$18,069,635
Value of total assets at beginning of year2016-06-30$20,151,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$60,384
Total interest from all sources2016-06-30$449
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$252,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$243,089
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$5,611
Administrative expenses (other) incurred2016-06-30$60,384
Total non interest bearing cash at beginning of year2016-06-30$16,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-2,081,807
Value of net assets at end of year (total assets less liabilities)2016-06-30$18,069,635
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$20,151,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$16,195,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$17,241,080
Value of interest in pooled separate accounts at end of year2016-06-30$1,475,695
Value of interest in pooled separate accounts at beginning of year2016-06-30$899,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$21,971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$255,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$255,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$287,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-227,696
Net investment gain/loss from pooled separate accounts2016-06-30$-15,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$50,801
Employer contributions (assets) at end of year2016-06-30$50,801
Employer contributions (assets) at beginning of year2016-06-30$1,708,664
Income. Dividends from common stock2016-06-30$9,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,087,660
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$37,919
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$28,837
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BDO USA, LLP
Accountancy firm EIN2016-06-30135381590
2015 : JDRF INTERNATIONAL RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$1,741
Total unrealized appreciation/depreciation of assets2015-06-30$1,741
Total income from all sources (including contributions)2015-06-30$2,475,206
Total of all expenses incurred2015-06-30$1,728,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,652,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,708,664
Value of total assets at end of year2015-06-30$20,151,442
Value of total assets at beginning of year2015-06-30$19,405,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$76,352
Total interest from all sources2015-06-30$16,525
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$300,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$299,005
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Other income not declared elsewhere2015-06-30$84,917
Administrative expenses (other) incurred2015-06-30$76,352
Total non interest bearing cash at end of year2015-06-30$16,962
Total non interest bearing cash at beginning of year2015-06-30$6,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$746,426
Value of net assets at end of year (total assets less liabilities)2015-06-30$20,151,442
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$19,405,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$17,241,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$16,631,250
Value of interest in pooled separate accounts at end of year2015-06-30$899,947
Value of interest in pooled separate accounts at beginning of year2015-06-30$903,136
Interest earned on other investments2015-06-30$16,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$255,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$187,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$187,541
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$364,948
Net investment gain/loss from pooled separate accounts2015-06-30$-1,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,708,664
Employer contributions (assets) at end of year2015-06-30$1,708,664
Employer contributions (assets) at beginning of year2015-06-30$1,646,872
Income. Dividends from common stock2015-06-30$1,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,652,428
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$28,837
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$29,456
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BDO USA, LLP
Accountancy firm EIN2015-06-30135381590
2014 : JDRF INTERNATIONAL RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$2,380
Total unrealized appreciation/depreciation of assets2014-06-30$2,380
Total income from all sources (including contributions)2014-06-30$4,466,267
Total of all expenses incurred2014-06-30$2,001,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,926,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,647,539
Value of total assets at end of year2014-06-30$19,405,016
Value of total assets at beginning of year2014-06-30$16,940,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$75,305
Total interest from all sources2014-06-30$15
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$225,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$224,358
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$667
Other income not declared elsewhere2014-06-30$81,103
Administrative expenses (other) incurred2014-06-30$75,305
Total non interest bearing cash at end of year2014-06-30$6,761
Total non interest bearing cash at beginning of year2014-06-30$763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,464,476
Value of net assets at end of year (total assets less liabilities)2014-06-30$19,405,016
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$16,940,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$16,631,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$14,104,731
Value of interest in pooled separate accounts at end of year2014-06-30$903,136
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,050,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$187,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$267,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$267,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,487,268
Net investment gain/loss from pooled separate accounts2014-06-30$22,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,646,872
Employer contributions (assets) at end of year2014-06-30$1,646,872
Employer contributions (assets) at beginning of year2014-06-30$1,491,385
Income. Dividends from common stock2014-06-30$1,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,926,486
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$29,456
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$26,194
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BDO USA, LLP
Accountancy firm EIN2014-06-30135381590
2013 : JDRF INTERNATIONAL RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$3,147,035
Total of all expenses incurred2013-06-30$950,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$948,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,491,385
Value of total assets at end of year2013-06-30$16,940,540
Value of total assets at beginning of year2013-06-30$14,744,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$2,638
Total interest from all sources2013-06-30$19
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$214,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$213,375
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Other income not declared elsewhere2013-06-30$1,411
Administrative expenses (other) incurred2013-06-30$2,638
Total non interest bearing cash at end of year2013-06-30$763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,196,371
Value of net assets at end of year (total assets less liabilities)2013-06-30$16,940,540
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$14,744,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$14,104,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$12,156,165
Value of interest in pooled separate accounts at end of year2013-06-30$1,050,419
Value of interest in pooled separate accounts at beginning of year2013-06-30$793,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$267,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$172,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$172,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,431,637
Net investment gain/loss from pooled separate accounts2013-06-30$8,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,491,385
Employer contributions (assets) at end of year2013-06-30$1,491,385
Employer contributions (assets) at beginning of year2013-06-30$1,597,773
Income. Dividends from common stock2013-06-30$995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$948,026
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$26,194
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$24,012
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BDO USA, LLP
Accountancy firm EIN2013-06-30135381590
2012 : JDRF INTERNATIONAL RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$1,698,818
Total of all expenses incurred2012-06-30$1,494,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,494,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,633,240
Value of total assets at end of year2012-06-30$14,744,169
Value of total assets at beginning of year2012-06-30$14,539,678
Total interest from all sources2012-06-30$5
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$169,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$168,931
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$35,467
Other income not declared elsewhere2012-06-30$4,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$204,491
Value of net assets at end of year (total assets less liabilities)2012-06-30$14,744,169
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$14,539,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$12,156,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$12,183,120
Value of interest in pooled separate accounts at end of year2012-06-30$793,927
Value of interest in pooled separate accounts at beginning of year2012-06-30$695,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$172,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$88,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$88,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-130,094
Net investment gain/loss from pooled separate accounts2012-06-30$21,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,597,773
Employer contributions (assets) at end of year2012-06-30$1,597,773
Employer contributions (assets) at beginning of year2012-06-30$1,554,140
Income. Dividends from common stock2012-06-30$861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,494,327
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$24,012
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$18,987
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BDO USA, LLP
Accountancy firm EIN2012-06-30135831590
2011 : JDRF INTERNATIONAL RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$3,723,455
Total of all expenses incurred2011-06-30$1,564,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,564,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,554,140
Value of total assets at end of year2011-06-30$14,539,678
Value of total assets at beginning of year2011-06-30$12,380,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$200
Total interest from all sources2011-06-30$9
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$176,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$175,327
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$4,309
Administrative expenses (other) incurred2011-06-30$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,159,142
Value of net assets at end of year (total assets less liabilities)2011-06-30$14,539,678
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$12,380,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$12,183,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$10,494,719
Value of interest in pooled separate accounts at end of year2011-06-30$695,107
Value of interest in pooled separate accounts at beginning of year2011-06-30$700,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$88,324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$172,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$172,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$9
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,970,339
Net investment gain/loss from pooled separate accounts2011-06-30$18,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,554,140
Employer contributions (assets) at end of year2011-06-30$1,554,140
Employer contributions (assets) at beginning of year2011-06-30$993,837
Income. Dividends from common stock2011-06-30$795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,564,113
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$18,987
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$19,332
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30SALIBELLO & BRODER LLP
Accountancy firm EIN2011-06-30133051814
2010 : JDRF INTERNATIONAL RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for JDRF INTERNATIONAL RETIREMENT PLAN

2019: JDRF INTERNATIONAL RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01This submission is the final filingYes
2019-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: JDRF INTERNATIONAL RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: JDRF INTERNATIONAL RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: JDRF INTERNATIONAL RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: JDRF INTERNATIONAL RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: JDRF INTERNATIONAL RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: JDRF INTERNATIONAL RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: JDRF INTERNATIONAL RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: JDRF INTERNATIONAL RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: JDRF INTERNATIONAL RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: JDRF INTERNATIONAL RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA180079
Policy instance 1
Insurance contract or identification numberTA180079
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2019-10-03
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA180079
Policy instance 1
Insurance contract or identification numberTA180079
Number of Individuals Covered506
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA180079
Policy instance 1
Insurance contract or identification numberTA180079
Number of Individuals Covered821
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA180079
Policy instance 1
Insurance contract or identification numberTA180079
Number of Individuals Covered820
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA180079
Policy instance 1
Insurance contract or identification numberTA180079
Number of Individuals Covered692
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA180079
Policy instance 1
Insurance contract or identification numberTA180079
Number of Individuals Covered665
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA180079
Policy instance 1
Insurance contract or identification numberTA180079
Number of Individuals Covered656
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA180079
Policy instance 1
Insurance contract or identification numberTA180079
Number of Individuals Covered620
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA180079
Policy instance 1
Insurance contract or identification numberTA180079
Number of Individuals Covered598
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1