401k Plan data: UNIVERSITY MEDICAL PHARMACEUTICALS 401(K) PROFIT S plan

UNIVERSITY MEDICAL PHARMACEUTICALS 401(K) PROFIT S 401k Plan overview

Plan Name	UNIVERSITY MEDICAL PHARMACEUTICALS 401(K) PROFIT S
Plan identification number	002

UNIVERSITY MEDICAL PHARMACEUTICALS 401(K) PROFIT S Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNIVERSITY MEDICAL PHARM. has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY MEDICAL PHARM.

Employer identification number (EIN): 330592442

NAIC Classification: 446190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY MEDICAL PHARMACEUTICALS 401(K) PROFIT S

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 CAROLINE BOULTINGHOUSE 2023-07-20
002 2021-01-01 CAROLINE BOULTINGHOUSE 2022-10-14 CAROLINE BOULTINGHOUSE 2022-10-14
002 2020-01-01 PAULA EVANS 2021-06-25 PAULA EVANS 2021-06-25
002 2019-01-01 PAULA EVANS 2020-07-06 PAULA EVANS 2020-07-06
002 2018-01-01 PAULA EVANS 2019-07-12 PAULA EVANS 2019-07-12
002 2017-01-01 PAULA EVANS 2018-07-03 PAULA EVANS 2018-07-03
002 2016-01-01 PAULA EVANS 2017-07-13
002 2015-01-01 WENDY SOBESKI 2016-07-08 WENDY SOBESKI 2016-07-08
002 2014-01-01 WENDY SOBESKI 2015-07-13 WENDY SOBESKI 2015-07-13
002 2013-01-01 WENDY SOBESKI 2014-07-16 WENDY SOBESKI 2014-07-16
002 2012-01-01 WENDY SOBESKI 2013-06-25 WENDY SOBESKI 2013-06-25
002 2011-01-01 WENDY SOBESKI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	CAROLINE BOULTINGHOUSE	2023-07-20
002	2021-01-01	CAROLINE BOULTINGHOUSE	2022-10-14	CAROLINE BOULTINGHOUSE	2022-10-14
002	2020-01-01	PAULA EVANS	2021-06-25	PAULA EVANS	2021-06-25
002	2019-01-01	PAULA EVANS	2020-07-06	PAULA EVANS	2020-07-06
002	2018-01-01	PAULA EVANS	2019-07-12	PAULA EVANS	2019-07-12
002	2017-01-01	PAULA EVANS	2018-07-03	PAULA EVANS	2018-07-03
002	2016-01-01	PAULA EVANS	2017-07-13
002	2015-01-01	WENDY SOBESKI	2016-07-08	WENDY SOBESKI	2016-07-08
002	2014-01-01	WENDY SOBESKI	2015-07-13	WENDY SOBESKI	2015-07-13
002	2013-01-01	WENDY SOBESKI	2014-07-16	WENDY SOBESKI	2014-07-16
002	2012-01-01	WENDY SOBESKI	2013-06-25	WENDY SOBESKI	2013-06-25
002	2011-01-01	WENDY SOBESKI

Plan Statistics for UNIVERSITY MEDICAL PHARMACEUTICALS 401(K) PROFIT S

401k plan membership statisitcs for UNIVERSITY MEDICAL PHARMACEUTICALS 401(K) PROFIT S

Measure Date Value
2011: UNIVERSITY MEDICAL PHARMACEUTICALS 401(K) PROFIT S 2011 401k membership
Total participants, beginning-of-year 2011-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 58
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 61
Number of participants with account balances 2011-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7

Measure	Date	Value
2011: UNIVERSITY MEDICAL PHARMACEUTICALS 401(K) PROFIT S 2011 401k membership
Total participants, beginning-of-year	2011-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	58
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	61
Number of participants with account balances	2011-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7

Financial Data on UNIVERSITY MEDICAL PHARMACEUTICALS 401(K) PROFIT S

Measure	Date	Value
2011 : UNIVERSITY MEDICAL PHARMACEUTICALS 401(K) PROFIT S 2011 401k financial data
Total income from all sources	2011-12-31	$466,588
Expenses. Total of all expenses incurred	2011-12-31	$511,017
Benefits paid (including direct rollovers)	2011-12-31	$486,525
Total plan assets at end of year	2011-12-31	$1,244,004
Total plan assets at beginning of year	2011-12-31	$1,288,433
Total contributions received or receivable from participants	2011-12-31	$215,422
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$78,661
Other income received	2011-12-31	$1,082
Net income (gross income less expenses)	2011-12-31	$-44,429
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,244,004
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,288,433
Assets. Value of participant loans	2011-12-31	$82,052
Total contributions received or receivable from employer(s)	2011-12-31	$171,423
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$12,969
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$11,523
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : UNIVERSITY MEDICAL PHARMACEUTICALS 401(K) PROFIT S 2010 401k financial data
Transfers to/from the plan	2010-12-31	$954,114
Total income from all sources	2010-12-31	$450,459
Expenses. Total of all expenses incurred	2010-12-31	$116,140
Benefits paid (including direct rollovers)	2010-12-31	$108,110
Total plan assets at end of year	2010-12-31	$1,288,433
Total plan assets at beginning of year	2010-12-31	$0
Value of fidelity bond covering the plan	2010-12-31	$125,000
Total contributions received or receivable from participants	2010-12-31	$122,209
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$74,062
Other income received	2010-12-31	$161,309
Net income (gross income less expenses)	2010-12-31	$334,319
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,288,433
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Assets. Value of participant loans	2010-12-31	$100,206
Total contributions received or receivable from employer(s)	2010-12-31	$92,879
Value of certain deemed distributions of participant loans	2010-12-31	$2,910
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5,120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for UNIVERSITY MEDICAL PHARMACEUTICALS 401(K) PROFIT S

2011: UNIVERSITY MEDICAL PHARMACEUTICALS 401(K) PROFIT S 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

FL 52171

Policy instance

Insurance contract or identification number	FL 52171
Number of Individuals Covered	61
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $15,844
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

FL 52171

Policy instance

Insurance contract or identification number	FL 52171
Number of Individuals Covered	64
Insurance policy start date	2010-07-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $8,769
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,769
Insurance broker organization code?	1
Insurance broker name	LPL FINANCIAL CORPORATION

Potentially related plans

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

Company Name:	UNIVERSITY MEDICAL PHARM.
Employer identification number (EIN):	330592442
NAIC Classification:	446190