Logo

JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameJDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN
Plan identification number 002

JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN Benefits

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01SUSAN YUN
0022015-07-01SUSAN YUN MARK GREENE2017-04-16
0022014-07-01MARK GREENE
0022013-07-01GERRI BOSTICK MARK GREENE2015-04-10
0022012-07-01GERRI BOSTICK EDWARD SEBALD2014-04-01
0022011-07-01GERRI BOSTICK EDWARD SEBALD2013-04-12
0022009-07-01GERRI BOSTICK EDWARD SEBALD2011-04-15

Plan Statistics for JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN

Measure Date Value
2021: JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01782
Total number of active participants reported on line 7a of the Form 55002021-07-01386
Number of retired or separated participants receiving benefits2021-07-015
Number of other retired or separated participants entitled to future benefits2021-07-01420
Total of all active and inactive participants2021-07-01811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-014
Total participants2021-07-01815
Number of participants with account balances2021-07-01815
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0119
2020: JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01950
Total number of active participants reported on line 7a of the Form 55002020-07-01367
Number of retired or separated participants receiving benefits2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-01410
Total of all active and inactive participants2020-07-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-014
Total participants2020-07-01782
Number of participants with account balances2020-07-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-019
2019: JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,015
Total number of active participants reported on line 7a of the Form 55002019-07-01590
Number of retired or separated participants receiving benefits2019-07-013
Number of other retired or separated participants entitled to future benefits2019-07-01354
Total of all active and inactive participants2019-07-01947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-013
Total participants2019-07-01950
Number of participants with account balances2019-07-01950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0122
2018: JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,059
Total number of active participants reported on line 7a of the Form 55002018-07-01670
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 participants2018-07-011,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-013
Total participants2018-07-011,015
Number of participants with account balances2018-07-01930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0129
2017: JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01924
Total number of active participants reported on line 7a of the Form 55002017-07-01794
Number of retired or separated participants receiving benefits2017-07-013
Number of other retired or separated participants entitled to future benefits2017-07-01260
Total of all active and inactive participants2017-07-011,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-011,059
Number of participants with account balances2017-07-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0135
2016: JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01914
Total number of active participants reported on line 7a of the Form 55002016-07-01687
Number of retired or separated participants receiving benefits2016-07-013
Number of other retired or separated participants entitled to future benefits2016-07-01232
Total of all active and inactive participants2016-07-01922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-01924
Number of participants with account balances2016-07-01751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0128
2015: JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01916
Total number of active participants reported on line 7a of the Form 55002015-07-01682
Number of retired or separated participants receiving benefits2015-07-013
Number of other retired or separated participants entitled to future benefits2015-07-01227
Total of all active and inactive participants2015-07-01912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01914
Number of participants with account balances2015-07-01706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01623
Total number of active participants reported on line 7a of the Form 55002014-07-01701
Number of retired or separated participants receiving benefits2014-07-015
Number of other retired or separated participants entitled to future benefits2014-07-01208
Total of all active and inactive participants2014-07-01914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01916
Number of participants with account balances2014-07-01629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01612
Total number of active participants reported on line 7a of the Form 55002013-07-01410
Number of retired or separated participants receiving benefits2013-07-012
Number of other retired or separated participants entitled to future benefits2013-07-01206
Total of all active and inactive participants2013-07-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-012
Total participants2013-07-01620
Number of participants with account balances2013-07-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01579
Total number of active participants reported on line 7a of the Form 55002012-07-01421
Number of retired or separated participants receiving benefits2012-07-012
Number of other retired or separated participants entitled to future benefits2012-07-01186
Total of all active and inactive participants2012-07-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-013
Total participants2012-07-01612
Number of participants with account balances2012-07-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01558
Total number of active participants reported on line 7a of the Form 55002011-07-01394
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-01180
Total of all active and inactive participants2011-07-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-014
Total participants2011-07-01579
Number of participants with account balances2011-07-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01590
Total number of active participants reported on line 7a of the Form 55002009-07-01372
Number of retired or separated participants receiving benefits2009-07-012
Number of other retired or separated participants entitled to future benefits2009-07-01160
Total of all active and inactive participants2009-07-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-01536
Number of participants with account balances2009-07-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-1,699,084
Total of all expenses incurred2022-06-30$3,725,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$3,560,022
Expenses. Certain deemed distributions of participant loans2022-06-30$13
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$4,992,722
Value of total assets at end of year2022-06-30$44,700,811
Value of total assets at beginning of year2022-06-30$50,125,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$165,645
Total interest from all sources2022-06-30$114,853
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,036,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,036,946
Administrative expenses professional fees incurred2022-06-30$21,945
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$3,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$3,136,279
Participant contributions at end of year2022-06-30$235,092
Participant contributions at beginning of year2022-06-30$280,805
Participant contributions at end of year2022-06-30$141,958
Participant contributions at beginning of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$470,750
Other income not declared elsewhere2022-06-30$734
Administrative expenses (other) incurred2022-06-30$92,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-5,424,764
Value of net assets at end of year (total assets less liabilities)2022-06-30$44,700,811
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$50,125,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$51,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$37,365,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$43,262,760
Value of interest in pooled separate accounts at beginning of year2022-06-30$0
Interest on participant loans2022-06-30$9,291
Interest earned on other investments2022-06-30$105,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$5,567,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$5,502,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-7,844,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,385,693
Employer contributions (assets) at end of year2022-06-30$1,390,972
Employer contributions (assets) at beginning of year2022-06-30$1,079,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$3,560,022
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BDO USA, LLP
Accountancy firm EIN2022-06-30125381590
2021 : JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$14,694,928
Total of all expenses incurred2021-06-30$10,220,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$10,056,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$3,915,688
Value of total assets at end of year2021-06-30$50,125,575
Value of total assets at beginning of year2021-06-30$45,650,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$163,499
Total interest from all sources2021-06-30$85,105
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$701,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$701,388
Administrative expenses professional fees incurred2021-06-30$25,194
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$3,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$2,674,744
Participant contributions at end of year2021-06-30$280,805
Participant contributions at beginning of year2021-06-30$327,283
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$95,824
Assets. Other investments not covered elsewhere at end of year2021-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$57,983
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$161,155
Administrative expenses (other) incurred2021-06-30$138,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$4,474,769
Value of net assets at end of year (total assets less liabilities)2021-06-30$50,125,575
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$45,650,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$43,262,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$41,393,898
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$3,658,458
Interest on participant loans2021-06-30$16,164
Interest earned on other investments2021-06-30$68,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$5,502,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$117,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$9,992,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,079,789
Employer contributions (assets) at end of year2021-06-30$1,079,789
Employer contributions (assets) at beginning of year2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$10,056,660
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BDO USA, LLP
Accountancy firm EIN2021-06-30135381590
2020 : JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$8,324,504
Total of all expenses incurred2020-06-30$5,328,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$5,161,004
Expenses. Certain deemed distributions of participant loans2020-06-30$1,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$5,924,016
Value of total assets at end of year2020-06-30$45,650,806
Value of total assets at beginning of year2020-06-30$42,654,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$166,326
Total interest from all sources2020-06-30$17,684
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$836,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$836,985
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$3,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$3,752,593
Participant contributions at end of year2020-06-30$327,283
Participant contributions at beginning of year2020-06-30$418,846
Participant contributions at end of year2020-06-30$95,824
Assets. Other investments not covered elsewhere at end of year2020-06-30$57,983
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$260,140
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$2,171,423
Other income not declared elsewhere2020-06-30$21,610
Administrative expenses (other) incurred2020-06-30$166,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$2,996,144
Value of net assets at end of year (total assets less liabilities)2020-06-30$45,650,806
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$42,654,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$41,393,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$37,040,110
Value of interest in pooled separate accounts at end of year2020-06-30$3,658,458
Value of interest in pooled separate accounts at beginning of year2020-06-30$3,007,200
Interest on participant loans2020-06-30$17,452
Interest earned on other investments2020-06-30$232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$117,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$92,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$1,470,180
Net investment gain/loss from pooled separate accounts2020-06-30$54,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$1,835,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$5,161,004
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BDO USA, LLP
Accountancy firm EIN2020-06-30135381590
2019 : JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$13,084,901
Total of all expenses incurred2019-06-30$6,292,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$6,150,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$10,587,371
Value of total assets at end of year2019-06-30$42,654,662
Value of total assets at beginning of year2019-06-30$35,862,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$142,238
Total interest from all sources2019-06-30$16,377
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$814,355
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$814,355
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
Contributions received from participants2019-06-30$3,942,329
Participant contributions at end of year2019-06-30$418,846
Participant contributions at beginning of year2019-06-30$350,772
Participant contributions at beginning of year2019-06-30$151,137
Assets. Other investments not covered elsewhere at end of year2019-06-30$260,140
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$4,788,224
Other income not declared elsewhere2019-06-30$37,973
Administrative expenses (other) incurred2019-06-30$142,238
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$6,792,421
Value of net assets at end of year (total assets less liabilities)2019-06-30$42,654,662
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$35,862,241
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$37,040,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$31,101,551
Value of interest in pooled separate accounts at end of year2019-06-30$3,007,200
Value of interest in pooled separate accounts at beginning of year2019-06-30$2,536,562
Interest on participant loans2019-06-30$16,129
Interest earned on other investments2019-06-30$248
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$92,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$94,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$1,586,775
Net investment gain/loss from pooled separate accounts2019-06-30$42,050
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 contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,856,818
Employer contributions (assets) at end of year2019-06-30$1,835,842
Employer contributions (assets) at beginning of year2019-06-30$1,627,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$6,150,242
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
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 TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$8,351,378
Total of all expenses incurred2018-06-30$3,211,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$3,059,593
Expenses. Certain deemed distributions of participant loans2018-06-30$1,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$5,344,053
Value of total assets at end of year2018-06-30$35,862,241
Value of total assets at beginning of year2018-06-30$30,722,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$151,028
Total interest from all sources2018-06-30$12,697
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$596,953
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$596,953
Administrative expenses professional fees incurred2018-06-30$24,700
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
Contributions received from participants2018-06-30$3,502,498
Participant contributions at end of year2018-06-30$350,772
Participant contributions at beginning of year2018-06-30$306,254
Participant contributions at end of year2018-06-30$151,137
Participant contributions at beginning of year2018-06-30$147,587
Assets. Other investments not covered elsewhere at end of year2018-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$213,614
Administrative expenses (other) incurred2018-06-30$126,328
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$5,139,743
Value of net assets at end of year (total assets less liabilities)2018-06-30$35,862,241
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$30,722,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$31,101,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$26,368,107
Value of interest in pooled separate accounts at end of year2018-06-30$2,536,562
Value of interest in pooled separate accounts at beginning of year2018-06-30$2,325,584
Interest on participant loans2018-06-30$12,604
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$607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$93
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$94,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$106,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$2,367,953
Net investment gain/loss from pooled separate accounts2018-06-30$29,722
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 contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,627,941
Employer contributions (assets) at end of year2018-06-30$1,627,941
Employer contributions (assets) at beginning of year2018-06-30$1,467,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$3,059,593
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
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 TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$8,047,802
Total of all expenses incurred2017-06-30$3,406,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$3,299,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$4,879,683
Value of total assets at end of year2017-06-30$30,722,498
Value of total assets at beginning of year2017-06-30$26,081,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$107,076
Total interest from all sources2017-06-30$10,234
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$463,824
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$463,824
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
Contributions received from participants2017-06-30$3,295,617
Participant contributions at end of year2017-06-30$306,254
Participant contributions at beginning of year2017-06-30$278,886
Participant contributions at end of year2017-06-30$147,587
Participant contributions at beginning of year2017-06-30$141,245
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$116,391
Administrative expenses (other) incurred2017-06-30$107,076
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$4,641,237
Value of net assets at end of year (total assets less liabilities)2017-06-30$30,722,498
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$26,081,261
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$26,368,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$21,993,867
Value of interest in pooled separate accounts at end of year2017-06-30$2,325,584
Value of interest in pooled separate accounts at beginning of year2017-06-30$2,169,878
Interest on participant loans2017-06-30$10,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$37,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$37,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$106,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$38,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,668,064
Net investment gain/loss from pooled separate accounts2017-06-30$25,997
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
Contributions received in cash from employer2017-06-30$1,467,675
Employer contributions (assets) at end of year2017-06-30$1,467,675
Employer contributions (assets) at beginning of year2017-06-30$1,421,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,299,489
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
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 TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$5,122,143
Total of all expenses incurred2016-06-30$2,819,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,744,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$4,967,683
Value of total assets at end of year2016-06-30$26,081,261
Value of total assets at beginning of year2016-06-30$23,778,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$75,356
Total interest from all sources2016-06-30$9,600
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$342,112
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$342,112
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
Contributions received from participants2016-06-30$3,090,375
Participant contributions at end of year2016-06-30$278,886
Participant contributions at beginning of year2016-06-30$304,722
Participant contributions at end of year2016-06-30$141,245
Participant contributions at beginning of year2016-06-30$120,189
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$455,476
Other income not declared elsewhere2016-06-30$16,556
Administrative expenses (other) incurred2016-06-30$75,356
Total non interest bearing cash at beginning of year2016-06-30$22,199
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$2,302,394
Value of net assets at end of year (total assets less liabilities)2016-06-30$26,081,261
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$23,778,867
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$21,993,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$21,938,735
Value of interest in pooled separate accounts at end of year2016-06-30$2,169,878
Value of interest in pooled separate accounts at beginning of year2016-06-30$1,373,026
Interest on participant loans2016-06-30$9,574
Income. Interest from US Government securities2016-06-30$23
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$37,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$19,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$19,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$38,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-214,566
Net investment gain/loss from pooled separate accounts2016-06-30$758
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$1,421,832
Employer contributions (assets) at end of year2016-06-30$1,421,832
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,744,393
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
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 TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$3,984,467
Total of all expenses incurred2015-06-30$2,683,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,583,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,921,473
Value of total assets at end of year2015-06-30$23,778,867
Value of total assets at beginning of year2015-06-30$22,478,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$100,085
Total interest from all sources2015-06-30$32,238
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$380,324
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$380,324
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
Contributions received from participants2015-06-30$2,717,785
Participant contributions at end of year2015-06-30$304,722
Participant contributions at beginning of year2015-06-30$336,031
Participant contributions at end of year2015-06-30$120,189
Participant contributions at beginning of year2015-06-30$108,216
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$203,688
Other income not declared elsewhere2015-06-30$108,862
Administrative expenses (other) incurred2015-06-30$100,085
Total non interest bearing cash at end of year2015-06-30$22,199
Total non interest bearing cash at beginning of year2015-06-30$10,631
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$1,300,595
Value of net assets at end of year (total assets less liabilities)2015-06-30$23,778,867
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$22,478,272
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$21,938,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$20,514,317
Value of interest in pooled separate accounts at end of year2015-06-30$1,373,026
Value of interest in pooled separate accounts at beginning of year2015-06-30$1,457,402
Interest on participant loans2015-06-30$8,917
Interest earned on other investments2015-06-30$23,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$19,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$51,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$51,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$545,791
Net investment gain/loss from pooled separate accounts2015-06-30$-4,221
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,583,787
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
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 TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$6,211,980
Total of all expenses incurred2014-06-30$2,761,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,670,021
Expenses. Certain deemed distributions of participant loans2014-06-30$60
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,737,829
Value of total assets at end of year2014-06-30$22,478,272
Value of total assets at beginning of year2014-06-30$19,028,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$91,866
Total interest from all sources2014-06-30$44,947
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$270,246
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$270,246
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
Contributions received from participants2014-06-30$2,583,196
Participant contributions at end of year2014-06-30$336,031
Participant contributions at beginning of year2014-06-30$221,606
Participant contributions at end of year2014-06-30$108,216
Participant contributions at beginning of year2014-06-30$105,317
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$154,633
Other income not declared elsewhere2014-06-30$98,055
Administrative expenses (other) incurred2014-06-30$91,866
Total non interest bearing cash at end of year2014-06-30$10,631
Total non interest bearing cash at beginning of year2014-06-30$1,787
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$3,450,033
Value of net assets at end of year (total assets less liabilities)2014-06-30$22,478,272
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$19,028,239
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$20,514,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$16,782,388
Value of interest in pooled separate accounts at end of year2014-06-30$1,457,402
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,909,672
Interest on participant loans2014-06-30$9,733
Interest earned on other investments2014-06-30$35,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$51,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$7,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$7,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$3,056,379
Net investment gain/loss from pooled separate accounts2014-06-30$4,524
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,670,021
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
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 TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$4,744,085
Total of all expenses incurred2013-06-30$1,003,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$999,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,805,922
Value of total assets at end of year2013-06-30$19,028,239
Value of total assets at beginning of year2013-06-30$15,288,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$4,486
Total interest from all sources2013-06-30$10,681
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$240,852
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$240,852
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
Contributions received from participants2013-06-30$2,442,670
Participant contributions at end of year2013-06-30$221,606
Participant contributions at beginning of year2013-06-30$351,864
Participant contributions at end of year2013-06-30$105,317
Participant contributions at beginning of year2013-06-30$98,249
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$363,252
Administrative expenses (other) incurred2013-06-30$4,486
Total non interest bearing cash at end of year2013-06-30$1,787
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$3,740,142
Value of net assets at end of year (total assets less liabilities)2013-06-30$19,028,239
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$15,288,097
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$16,782,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$13,062,647
Value of interest in pooled separate accounts at end of year2013-06-30$1,909,672
Value of interest in pooled separate accounts at beginning of year2013-06-30$1,774,599
Interest on participant loans2013-06-30$10,676
Interest earned on other investments2013-06-30$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$7,469
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,675,683
Net investment gain/loss from pooled separate accounts2013-06-30$10,947
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$999,457
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
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 TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$2,598,643
Total of all expenses incurred2012-06-30$1,350,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,348,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,594,684
Value of total assets at end of year2012-06-30$15,288,097
Value of total assets at beginning of year2012-06-30$14,040,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,235
Total interest from all sources2012-06-30$12,923
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$168,346
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$168,346
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
Contributions received from participants2012-06-30$2,166,691
Participant contributions at end of year2012-06-30$351,864
Participant contributions at beginning of year2012-06-30$289,187
Participant contributions at end of year2012-06-30$98,249
Participant contributions at beginning of year2012-06-30$94,797
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$427,993
Administrative expenses (other) incurred2012-06-30$2,235
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$1,247,765
Value of net assets at end of year (total assets less liabilities)2012-06-30$15,288,097
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$14,040,332
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$13,062,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$12,098,374
Value of interest in pooled separate accounts at end of year2012-06-30$1,774,599
Value of interest in pooled separate accounts at beginning of year2012-06-30$1,554,002
Interest on participant loans2012-06-30$12,891
Interest earned on other investments2012-06-30$32
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$2,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$2,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-247,645
Net investment gain/loss from pooled separate accounts2012-06-30$70,335
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,348,643
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
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 EIN2012-06-30135381590
2011 : JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$4,455,403
Total of all expenses incurred2011-06-30$1,626,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,624,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$2,201,501
Value of total assets at end of year2011-06-30$14,040,332
Value of total assets at beginning of year2011-06-30$11,211,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,910
Total interest from all sources2011-06-30$13,383
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$161,512
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$161,512
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
Contributions received from participants2011-06-30$2,152,658
Participant contributions at end of year2011-06-30$289,187
Participant contributions at beginning of year2011-06-30$287,519
Participant contributions at end of year2011-06-30$94,797
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$48,843
Administrative expenses (other) incurred2011-06-30$1,910
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$2,828,848
Value of net assets at end of year (total assets less liabilities)2011-06-30$14,040,332
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$11,211,484
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$12,098,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$9,420,193
Value of interest in pooled separate accounts at end of year2011-06-30$1,554,002
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,468,821
Interest on participant loans2011-06-30$13,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$2,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$32,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$32,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$2,037,492
Net investment gain/loss from pooled separate accounts2011-06-30$41,515
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,624,645
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
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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY PLAN

2021: JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: JDRF INTERNATIONAL TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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
2009: JDRF INTERNATIONAL TAX DEFERRED ANNUITY 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 numberTA080079
Policy instance 1
Insurance contract or identification numberTA080079
Number of Individuals Covered815
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 numberTA080079
Policy instance 1
Insurance contract or identification numberTA080079
Number of Individuals Covered759
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 numberTA080079
Policy instance 1
Insurance contract or identification numberTA080079
Number of Individuals Covered950
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 numberTA080079
Policy instance 1
Insurance contract or identification numberTA080079
Number of Individuals Covered930
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 numberTA080079
Policy instance 1
Insurance contract or identification numberTA080079
Number of Individuals Covered825
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 numberTA080079
Policy instance 1
Insurance contract or identification numberTA080079
Number of Individuals Covered706
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $12,750
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,750
Insurance broker organization code?3
Insurance broker nameNFP ADVISORY SERVICES LLC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080079
Policy instance 1
Insurance contract or identification numberTA080079
Number of Individuals Covered629
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $25,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,500
Insurance broker organization code?3
Insurance broker nameNFP ADVISORY SERVICES LLC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080079
Policy instance 1
Insurance contract or identification numberTA080079
Number of Individuals Covered620
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 numberTA080079
Policy instance 1
Insurance contract or identification numberTA080079
Number of Individuals Covered612
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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 numberTA080079
Policy instance 1
Insurance contract or identification numberTA080079
Number of Individuals Covered579
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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 numberTA080079
Policy instance 1
Insurance contract or identification numberTA080079
Number of Individuals Covered558
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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

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