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AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameAMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN
Plan identification number 001

AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

AMERICAN ACADEMY OF PEDIATRICS has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN ACADEMY OF PEDIATRICS
Employer identification number (EIN):362275597
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about AMERICAN ACADEMY OF PEDIATRICS

Jurisdiction of Incorporation: District of Columbia Corporations Division
Incorporation Date:
Company Identification Number: 850820

More information about AMERICAN ACADEMY OF PEDIATRICS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01MICHELE GRYZIK MICHELE GRYZIK2018-11-26
0012016-07-01MICHELE GRYZIK MICHELE GRYZIK2017-11-07
0012015-07-01MICHELE GRYZIK MICHELE GRYZIK2016-12-22
0012014-07-01MICHELE GRYZIK MICHELE GRYZIK2016-01-08
0012013-07-01MICHELE GRYZIK MICHELE GRYZIK2014-12-19
0012012-07-01MICHELE GRYZIK
0012011-07-01MICHELE GRYZIK MICHELE GRYZIK2013-01-04
0012009-07-01MICHELE GRYZIK MICHELE GRYZIK2011-01-21

Plan Statistics for AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01716
Total number of active participants reported on line 7a of the Form 55002022-07-01526
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-01236
Total of all active and inactive participants2022-07-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01762
Number of participants with account balances2022-07-01735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0123
2021: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01685
Total number of active participants reported on line 7a of the Form 55002021-07-01476
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01225
Total of all active and inactive participants2021-07-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-012
Total participants2021-07-01703
Number of participants with account balances2021-07-01698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0121
2020: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01662
Total number of active participants reported on line 7a of the Form 55002020-07-01470
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01200
Total of all active and inactive participants2020-07-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01671
Number of participants with account balances2020-07-01665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0115
2019: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01645
Total number of active participants reported on line 7a of the Form 55002019-07-01454
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01199
Total of all active and inactive participants2019-07-01653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01653
Number of participants with account balances2019-07-01649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0110
2018: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01653
Total number of active participants reported on line 7a of the Form 55002018-07-01440
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01195
Total of all active and inactive participants2018-07-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01635
Number of participants with account balances2018-07-01633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0118
2017: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01641
Total number of active participants reported on line 7a of the Form 55002017-07-01462
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01173
Total of all active and inactive participants2017-07-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01635
Number of participants with account balances2017-07-01626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0120
2016: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01611
Total number of active participants reported on line 7a of the Form 55002016-07-01455
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01158
Total of all active and inactive participants2016-07-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-01615
Number of participants with account balances2016-07-01604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0114
2015: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01597
Total number of active participants reported on line 7a of the Form 55002015-07-01458
Number of other retired or separated participants entitled to future benefits2015-07-01140
Total of all active and inactive participants2015-07-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01600
Number of participants with account balances2015-07-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01583
Total number of active participants reported on line 7a of the Form 55002014-07-01442
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01133
Total of all active and inactive participants2014-07-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01576
Number of participants with account balances2014-07-01569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0120
2013: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01563
Total number of active participants reported on line 7a of the Form 55002013-07-01449
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01119
Total of all active and inactive participants2013-07-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01569
Number of participants with account balances2013-07-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0112
2012: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01553
Total number of active participants reported on line 7a of the Form 55002012-07-01432
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01114
Total of all active and inactive participants2012-07-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01547
Number of participants with account balances2012-07-01537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0118
2011: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01531
Total number of active participants reported on line 7a of the Form 55002011-07-01421
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01105
Total of all active and inactive participants2011-07-01526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-01528
Number of participants with account balances2011-07-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0114
2009: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01502
Total number of active participants reported on line 7a of the Form 55002009-07-01369
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01110
Total of all active and inactive participants2009-07-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01479
Number of participants with account balances2009-07-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0113

Financial Data on AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN

Measure Date Value
2023 : AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$29,552,409
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$9,435,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$9,412,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$10,713,952
Value of total assets at end of year2023-06-30$167,831,934
Value of total assets at beginning of year2023-06-30$147,715,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$23,188
Total interest from all sources2023-06-30$274,623
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$4,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$4,934,050
Participant contributions at end of year2023-06-30$1,100,380
Participant contributions at beginning of year2023-06-30$968,680
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$276,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$20,116,835
Value of net assets at end of year (total assets less liabilities)2023-06-30$167,831,934
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$147,715,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in pooled separate accounts at end of year2023-06-30$159,355,117
Value of interest in pooled separate accounts at beginning of year2023-06-30$139,040,631
Interest on participant loans2023-06-30$56,773
Interest earned on other investments2023-06-30$217,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$7,376,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$7,705,788
Net investment gain/loss from pooled separate accounts2023-06-30$18,563,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$5,503,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$9,412,386
Contract administrator fees2023-06-30$23,188
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2023-06-30381357951
2022 : AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-16,352,269
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$5,841,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$5,820,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$9,996,075
Value of total assets at end of year2022-06-30$147,715,099
Value of total assets at beginning of year2022-06-30$169,908,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$21,126
Total interest from all sources2022-06-30$274,052
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$4,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$4,516,599
Participant contributions at end of year2022-06-30$968,680
Participant contributions at beginning of year2022-06-30$994,369
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$462,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-22,193,549
Value of net assets at end of year (total assets less liabilities)2022-06-30$147,715,099
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$169,908,648
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
Value of interest in pooled separate accounts at end of year2022-06-30$139,040,631
Value of interest in pooled separate accounts at beginning of year2022-06-30$161,758,708
Interest on participant loans2022-06-30$55,722
Interest earned on other investments2022-06-30$218,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$7,705,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$7,155,571
Net investment gain/loss from pooled separate accounts2022-06-30$-26,622,396
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$5,016,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$5,820,154
Contract administrator fees2022-06-30$21,126
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 name2022-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2022-06-30381357951
2021 : AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$48,273,815
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$6,036,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$6,014,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$9,115,068
Value of total assets at end of year2021-06-30$169,908,648
Value of total assets at beginning of year2021-06-30$127,671,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$22,000
Total interest from all sources2021-06-30$284,584
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$4,000,000
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$3,854,254
Participant contributions at end of year2021-06-30$994,369
Participant contributions at beginning of year2021-06-30$1,060,000
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$401,818
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$42,237,423
Value of net assets at end of year (total assets less liabilities)2021-06-30$169,908,648
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$127,671,225
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 pooled separate accounts at end of year2021-06-30$161,758,708
Value of interest in pooled separate accounts at beginning of year2021-06-30$119,503,491
Interest on participant loans2021-06-30$61,303
Interest earned on other investments2021-06-30$223,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$7,155,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$7,107,734
Net investment gain/loss from pooled separate accounts2021-06-30$38,874,163
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$4,858,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$6,014,392
Contract administrator fees2021-06-30$22,000
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 plan2021-06-30Disclaimer
Accountancy firm name2021-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2021-06-30381357951
2020 : AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$13,019,905
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$6,384,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$6,362,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$8,749,343
Value of total assets at end of year2020-06-30$127,671,225
Value of total assets at beginning of year2020-06-30$121,035,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$21,096
Total interest from all sources2020-06-30$298,301
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$4,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-06-30$0
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$3,665,380
Participant contributions at end of year2020-06-30$1,060,000
Participant contributions at beginning of year2020-06-30$1,268,000
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$520,819
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$6,635,889
Value of net assets at end of year (total assets less liabilities)2020-06-30$127,671,225
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$121,035,336
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 pooled separate accounts at end of year2020-06-30$119,503,491
Value of interest in pooled separate accounts at beginning of year2020-06-30$113,263,525
Interest on participant loans2020-06-30$72,715
Interest earned on other investments2020-06-30$225,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$7,107,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$6,503,811
Net investment gain/loss from pooled separate accounts2020-06-30$3,972,261
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
Contributions received in cash from employer2020-06-30$4,563,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$6,362,920
Contract administrator fees2020-06-30$21,096
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 name2020-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2020-06-30381357951
2019 : AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$14,629,961
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$6,890,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$6,869,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$7,992,788
Value of total assets at end of year2019-06-30$121,035,336
Value of total assets at beginning of year2019-06-30$113,295,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$20,754
Total interest from all sources2019-06-30$294,801
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$4,000,000
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$3,267,709
Participant contributions at end of year2019-06-30$1,268,000
Participant contributions at beginning of year2019-06-30$1,440,476
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$164,211
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$7,739,356
Value of net assets at end of year (total assets less liabilities)2019-06-30$121,035,336
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$113,295,980
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 pooled separate accounts at end of year2019-06-30$113,263,525
Value of interest in pooled separate accounts at beginning of year2019-06-30$105,906,136
Interest on participant loans2019-06-30$78,398
Interest earned on other investments2019-06-30$216,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$6,503,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$5,949,368
Net investment gain/loss from pooled separate accounts2019-06-30$6,342,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$4,560,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$6,869,851
Contract administrator fees2019-06-30$20,754
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 name2019-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2019-06-30381357951
2018 : AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$19,822,786
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$4,489,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$4,470,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$8,796,539
Value of total assets at end of year2018-06-30$113,295,980
Value of total assets at beginning of year2018-06-30$97,962,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$18,643
Total interest from all sources2018-06-30$275,035
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
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$3,321,312
Participant contributions at end of year2018-06-30$1,440,476
Participant contributions at beginning of year2018-06-30$1,399,545
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$874,326
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$15,333,187
Value of net assets at end of year (total assets less liabilities)2018-06-30$113,295,980
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$97,962,793
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 pooled separate accounts at end of year2018-06-30$105,906,136
Value of interest in pooled separate accounts at beginning of year2018-06-30$90,952,205
Interest on participant loans2018-06-30$75,542
Interest earned on other investments2018-06-30$199,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$5,949,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$5,611,043
Net investment gain/loss from pooled separate accounts2018-06-30$10,751,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$4,600,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$4,470,956
Contract administrator fees2018-06-30$18,643
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 name2018-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2018-06-30381357951
2017 : AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$20,597,086
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$7,637,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$7,618,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$7,913,850
Value of total assets at end of year2017-06-30$97,962,793
Value of total assets at beginning of year2017-06-30$85,002,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$18,460
Total interest from all sources2017-06-30$276,712
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$18,460
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$3,245,932
Participant contributions at end of year2017-06-30$1,399,545
Participant contributions at beginning of year2017-06-30$1,409,350
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$483,429
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$12,959,857
Value of net assets at end of year (total assets less liabilities)2017-06-30$97,962,793
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$85,002,936
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 pooled separate accounts at end of year2017-06-30$90,952,205
Value of interest in pooled separate accounts at beginning of year2017-06-30$78,016,240
Interest on participant loans2017-06-30$73,009
Interest earned on other investments2017-06-30$203,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$5,611,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$5,577,346
Net investment gain/loss from pooled separate accounts2017-06-30$12,406,524
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$4,184,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$7,618,769
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 name2017-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2017-06-30381357951
2016 : AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$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$6,851,850
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$5,518,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$5,501,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$6,823,588
Value of total assets at end of year2016-06-30$85,002,936
Value of total assets at beginning of year2016-06-30$83,669,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$17,421
Total interest from all sources2016-06-30$273,192
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 year2016-06-30No
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$2,858,993
Participant contributions at end of year2016-06-30$1,409,350
Participant contributions at beginning of year2016-06-30$1,222,850
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$37,121
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$1,333,221
Value of net assets at end of year (total assets less liabilities)2016-06-30$85,002,936
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$83,669,715
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 pooled separate accounts at end of year2016-06-30$78,016,240
Value of interest in pooled separate accounts at beginning of year2016-06-30$77,092,905
Interest on participant loans2016-06-30$63,760
Interest earned on other investments2016-06-30$209,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$5,577,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$5,353,960
Net investment gain/loss from pooled separate accounts2016-06-30$-244,930
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$3,927,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$5,501,208
Contract administrator fees2016-06-30$17,421
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 name2016-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2016-06-30381357951
2015 : AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$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$10,469,311
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$6,782,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$6,764,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$6,845,068
Value of total assets at end of year2015-06-30$83,669,715
Value of total assets at beginning of year2015-06-30$79,983,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$18,076
Total interest from all sources2015-06-30$263,814
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 year2015-06-30No
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$2,702,003
Participant contributions at end of year2015-06-30$1,222,850
Participant contributions at beginning of year2015-06-30$1,428,144
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$274,278
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$3,686,663
Value of net assets at end of year (total assets less liabilities)2015-06-30$83,669,715
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$79,983,052
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 pooled separate accounts at end of year2015-06-30$77,092,905
Value of interest in pooled separate accounts at beginning of year2015-06-30$73,302,997
Income. Interest from loans (other than to participants)2015-06-30$59,519
Interest earned on other investments2015-06-30$204,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$5,353,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$5,251,911
Net investment gain/loss from pooled separate accounts2015-06-30$3,360,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$3,868,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$6,764,572
Contract administrator fees2015-06-30$18,076
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 name2015-06-30PLANTE & MORAN,PLLC
Accountancy firm EIN2015-06-30381357951
2014 : AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$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$18,550,950
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$2,707,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,686,739
Value of total corrective distributions2014-06-30$3,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$6,428,309
Value of total assets at end of year2014-06-30$79,983,052
Value of total assets at beginning of year2014-06-30$64,139,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$16,995
Total interest from all sources2014-06-30$262,495
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 year2014-06-30No
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$2,551,612
Participant contributions at end of year2014-06-30$1,428,144
Participant contributions at beginning of year2014-06-30$1,378,039
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$159,954
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$15,843,263
Value of net assets at end of year (total assets less liabilities)2014-06-30$79,983,052
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$64,139,789
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 pooled separate accounts at end of year2014-06-30$73,302,997
Value of interest in pooled separate accounts at beginning of year2014-06-30$57,876,462
Interest on participant loans2014-06-30$65,264
Interest earned on other investments2014-06-30$197,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$5,251,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$4,885,288
Net investment gain/loss from pooled separate accounts2014-06-30$11,860,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$3,716,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,686,739
Contract administrator fees2014-06-30$16,995
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 name2014-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2014-06-30381357951
2013 : AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$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$14,129,609
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$3,911,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$3,894,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$6,560,549
Value of total assets at end of year2013-06-30$64,139,789
Value of total assets at beginning of year2013-06-30$53,921,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$16,665
Total interest from all sources2013-06-30$261,045
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 year2013-06-30No
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$2,428,607
Participant contributions at end of year2013-06-30$1,378,039
Participant contributions at beginning of year2013-06-30$1,274,245
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$263,520
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$10,218,277
Value of net assets at end of year (total assets less liabilities)2013-06-30$64,139,789
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$53,921,512
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 pooled separate accounts at end of year2013-06-30$57,876,462
Value of interest in pooled separate accounts at beginning of year2013-06-30$47,728,673
Interest on participant loans2013-06-30$58,422
Interest earned on other investments2013-06-30$202,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$4,885,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$4,918,594
Net investment gain/loss from pooled separate accounts2013-06-30$7,308,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$3,868,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$3,894,667
Contract administrator fees2013-06-30$16,665
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 name2013-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2013-06-30381357951
2012 : AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$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$6,078,967
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$1,937,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,921,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$5,741,479
Value of total assets at end of year2012-06-30$53,921,512
Value of total assets at beginning of year2012-06-30$49,779,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$15,765
Total interest from all sources2012-06-30$267,385
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 year2012-06-30No
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$2,052,469
Participant contributions at end of year2012-06-30$1,274,245
Participant contributions at beginning of year2012-06-30$1,287,791
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$120,006
Other income not declared elsewhere2012-06-30$4,134
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$4,141,933
Value of net assets at end of year (total assets less liabilities)2012-06-30$53,921,512
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$49,779,579
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 pooled separate accounts at end of year2012-06-30$47,728,673
Value of interest in pooled separate accounts at beginning of year2012-06-30$43,838,358
Interest on participant loans2012-06-30$55,347
Interest earned on other investments2012-06-30$212,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$4,918,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$4,653,430
Net investment gain/loss from pooled separate accounts2012-06-30$65,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$3,569,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,921,269
Contract administrator fees2012-06-30$15,765
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 name2012-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2012-06-30381357951
2011 : AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$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$13,293,873
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$2,331,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,315,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$4,495,536
Value of total assets at end of year2011-06-30$49,779,579
Value of total assets at beginning of year2011-06-30$38,817,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$16,200
Total interest from all sources2011-06-30$279,273
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 year2011-06-30No
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$1,721,141
Participant contributions at end of year2011-06-30$1,287,791
Participant contributions at beginning of year2011-06-30$1,267,910
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$136,120
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$10,962,482
Value of net assets at end of year (total assets less liabilities)2011-06-30$49,779,579
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$38,817,097
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 pooled separate accounts at end of year2011-06-30$43,838,358
Value of interest in pooled separate accounts at beginning of year2011-06-30$33,036,618
Interest on participant loans2011-06-30$60,209
Interest earned on other investments2011-06-30$219,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$4,653,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$4,512,569
Net investment gain/loss from pooled separate accounts2011-06-30$8,519,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$2,638,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,315,191
Contract administrator fees2011-06-30$16,200
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 name2011-06-30BLACKMAN KALLICK
Accountancy firm EIN2011-06-30363468829
2010 : AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN

2022: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
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: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
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: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
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: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
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: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
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: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
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: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
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: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
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: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
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: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
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: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
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: AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number060029
Policy instance 1
Insurance contract or identification number060029
Number of Individuals Covered762
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number060029
Policy instance 1
Insurance contract or identification number060029
Number of Individuals Covered703
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number060029
Policy instance 1
Insurance contract or identification number060029
Number of Individuals Covered671
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number060029
Policy instance 1
Insurance contract or identification number060029
Number of Individuals Covered653
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number060029
Policy instance 1
Insurance contract or identification number060029
Number of Individuals Covered635
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number060029
Policy instance 1
Insurance contract or identification number060029
Number of Individuals Covered635
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number60029
Policy instance 1
Insurance contract or identification number60029
Number of Individuals Covered600
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number60029
Policy instance 1
Insurance contract or identification number60029
Number of Individuals Covered576
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number60029
Policy instance 1
Insurance contract or identification number60029
Number of Individuals Covered569
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number60029
Policy instance 1
Insurance contract or identification number60029
Number of Individuals Covered547
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number60029
Policy instance 1
Insurance contract or identification number60029
Number of Individuals Covered528
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number60029
Policy instance 1
Insurance contract or identification number60029
Number of Individuals Covered502
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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