401k Plan data: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN plan

THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan Name	THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN
Plan identification number	503

THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Vision

401k Sponsoring company profile

UNIVERSITY OF FINDLAY has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY OF FINDLAY

Employer identification number (EIN): 344431169

NAIC Classification: 611000

Additional information about UNIVERSITY OF FINDLAY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1882-01-28

Company Identification Number: 1515

Legal Registered Office Address: 1000 N MAIN ST
-
FINDLAY
United States of America (USA)
45840

More information about UNIVERSITY OF FINDLAY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
503 2015-07-01 ROBERT LINK, DIR. HUMAN RESOURCES
503 2014-07-01 ROBERT LINK, DIR. HUMAN RESOURCES
503 2013-07-01 MARTIN L. TERRY
503 2012-07-01 MARTIN L. TERRY
503 2011-07-01 MARTIN L. TERRY
503 2009-07-01 MARTIN L. TERRY

Plan id#	Filing Submission Date	Name of Administrator
503	2015-07-01	ROBERT LINK, DIR. HUMAN RESOURCES
503	2014-07-01	ROBERT LINK, DIR. HUMAN RESOURCES
503	2013-07-01	MARTIN L. TERRY
503	2012-07-01	MARTIN L. TERRY
503	2011-07-01	MARTIN L. TERRY
503	2009-07-01	MARTIN L. TERRY

Plan Statistics for THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN

Measure Date Value
2015: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 482
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 500
Number of retired or separated participants receiving benefits 2015-07-01 6
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 506
2014: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 480
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 480
Number of retired or separated participants receiving benefits 2014-07-01 2
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 482
2013: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 436
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 458
Number of retired or separated participants receiving benefits 2013-07-01 2
Total of all active and inactive participants 2013-07-01 460
2012: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 426
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 427
Number of retired or separated participants receiving benefits 2012-07-01 12
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 439
2011: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 426
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 418
Number of retired or separated participants receiving benefits 2011-07-01 8
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 426
2009: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 400
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 402
Number of retired or separated participants receiving benefits 2009-07-01 7
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 409

Measure	Date	Value
2015: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	482
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	500
Number of retired or separated participants receiving benefits	2015-07-01	6
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	506
2014: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	480
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	480
Number of retired or separated participants receiving benefits	2014-07-01	2
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	482
2013: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	436
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	458
Number of retired or separated participants receiving benefits	2013-07-01	2
Total of all active and inactive participants	2013-07-01	460
2012: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	426
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	427
Number of retired or separated participants receiving benefits	2012-07-01	12
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	439
2011: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	426
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	418
Number of retired or separated participants receiving benefits	2011-07-01	8
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	426
2009: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	400
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	402
Number of retired or separated participants receiving benefits	2009-07-01	7
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	409

Financial Data on THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN

Measure	Date	Value
2016 : THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets to this plan	2016-06-30	$0
Total transfer of assets from this plan	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$6,285,951
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$6,285,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$6,168,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$6,285,951
Value of total assets at end of year	2016-06-30	$0
Value of total assets at beginning of year	2016-06-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$117,770
Total interest from all sources	2016-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$2,236,079
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$489,971
Administrative expenses (other) incurred	2016-06-30	$3,850
Total non interest bearing cash at end of year	2016-06-30	$0
Total non interest bearing cash at beginning of year	2016-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$0
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$98,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$3,559,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$6,069,910
Contract administrator fees	2016-06-30	$113,920
Liabilities. Value of benefit claims payable at end of year	2016-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-06-30	$0
Did the plan have assets held for investment	2016-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	HIRTH NORRIS & GARRISON, LLP
Accountancy firm EIN	2016-06-30	311158488
2015 : THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total transfer of assets to this plan	2015-06-30	$0
Total transfer of assets from this plan	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$5,662,651
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$5,662,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$5,543,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$5,662,651
Value of total assets at end of year	2015-06-30	$0
Value of total assets at beginning of year	2015-06-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$119,494
Total interest from all sources	2015-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$1,919,667
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$1,257,685
Administrative expenses (other) incurred	2015-06-30	$3,466
Total non interest bearing cash at end of year	2015-06-30	$0
Total non interest bearing cash at beginning of year	2015-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$0
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$2,485,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$5,543,157
Contract administrator fees	2015-06-30	$116,028
Liabilities. Value of benefit claims payable at end of year	2015-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$0
Did the plan have assets held for investment	2015-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Unqualified
Accountancy firm name	2015-06-30	HIRTH NORRIS & GARRISON, LLP
Accountancy firm EIN	2015-06-30	311158488
2014 : THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total transfer of assets to this plan	2014-06-30	$0
Total transfer of assets from this plan	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$6,490,996
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$6,490,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$6,375,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$6,490,996
Value of total assets at end of year	2014-06-30	$0
Value of total assets at beginning of year	2014-06-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$115,770
Total interest from all sources	2014-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$1,816,843
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$210,294
Administrative expenses (other) incurred	2014-06-30	$2,461
Total non interest bearing cash at end of year	2014-06-30	$0
Total non interest bearing cash at beginning of year	2014-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$0
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$4,463,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$6,375,226
Contract administrator fees	2014-06-30	$113,309
Liabilities. Value of benefit claims payable at end of year	2014-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$0
Did the plan have assets held for investment	2014-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	HIRTH NORRIS & GARRISON, LLP
Accountancy firm EIN	2014-06-30	311158488
2013 : THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total transfer of assets to this plan	2013-06-30	$0
Total transfer of assets from this plan	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$4,552,989
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$4,552,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$4,454,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$4,552,989
Value of total assets at end of year	2013-06-30	$0
Value of total assets at beginning of year	2013-06-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$98,869
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$1,751,216
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$132,762
Administrative expenses (other) incurred	2013-06-30	$2,284
Total non interest bearing cash at end of year	2013-06-30	$0
Total non interest bearing cash at beginning of year	2013-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$0
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$2,669,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$4,454,120
Contract administrator fees	2013-06-30	$96,585
Liabilities. Value of benefit claims payable at end of year	2013-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$0
Did the plan have assets held for investment	2013-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	HIRTH NORRIS & GARRISON, LLP
Accountancy firm EIN	2013-06-30	311158488
2012 : THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total transfer of assets to this plan	2012-06-30	$0
Total transfer of assets from this plan	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$4,728,918
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$4,728,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$4,627,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$4,728,918
Value of total assets at end of year	2012-06-30	$0
Value of total assets at beginning of year	2012-06-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$101,213
Total interest from all sources	2012-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$1,685,690
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$90,085
Administrative expenses (other) incurred	2012-06-30	$2,270
Total non interest bearing cash at end of year	2012-06-30	$0
Total non interest bearing cash at beginning of year	2012-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$0
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$2,953,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$4,627,705
Contract administrator fees	2012-06-30	$98,943
Liabilities. Value of benefit claims payable at end of year	2012-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2012-06-30	$0
Did the plan have assets held for investment	2012-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	HIRTH NORRIS & GARRISON, LLP
Accountancy firm EIN	2012-06-30	311158488
2011 : THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total transfer of assets to this plan	2011-06-30	$0
Total transfer of assets from this plan	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$4,165,766
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$4,165,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$4,065,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$4,165,766
Value of total assets at end of year	2011-06-30	$0
Value of total assets at beginning of year	2011-06-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$99,893
Total interest from all sources	2011-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$1,570,720
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$32,265
Administrative expenses (other) incurred	2011-06-30	$2,799
Total non interest bearing cash at end of year	2011-06-30	$0
Total non interest bearing cash at beginning of year	2011-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$0
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$2,562,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$4,065,873
Contract administrator fees	2011-06-30	$97,094
Liabilities. Value of benefit claims payable at end of year	2011-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-06-30	$0
Did the plan have assets held for investment	2011-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	HIRTH NORRIS & GARRISON, LLP
Accountancy firm EIN	2011-06-30	311158488

Form 5500 Responses for THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN

2015: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )

Policy contract number

12225656

Policy instance

Insurance contract or identification number	12225656
Number of Individuals Covered	377
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $98,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	UNIVERSITY OF FINDLAY
Employer identification number (EIN):	344431169
NAIC Classification:	611000

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1882-01-28
Company Identification Number:	1515
Legal Registered Office Address:	1000 N MAIN ST - FINDLAY United States of America (USA) 45840