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PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 401k Plan overview

Plan NamePENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE
Plan identification number 002

PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

ADRIAN COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:ADRIAN COLLEGE
Employer identification number (EIN):381357980
NAIC Classification:611000

Additional information about ADRIAN COLLEGE

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 715031

More information about ADRIAN COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01JERRY WRIGHT2020-04-08 JERRY WRIGHT2020-04-08
0022018-07-01 JERRY L WRIGHT2020-04-07
0022017-07-01
0022016-07-01DAVID DREWS DAVID DREWS2018-02-23
0022015-07-01DAVID DREWS DAVID DREWS2017-03-29
0022014-07-01DAVID DREWS DAVID DREWS2016-03-02
0022013-07-01DAVID DREWS DAVID DREWS2015-03-23
0022012-07-01DAVID DREWS DAVID DREWS2014-04-14
0022011-07-01DAVID DREWS DAVID DREWS2013-04-10
0022009-07-01DAVID DREWS
0022007-07-01DAVID DREWS
0022006-07-01DAVID DREWS
0022005-07-01DAVID DREWS

Plan Statistics for PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE

401k plan membership statisitcs for PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE

Measure Date Value
2023: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2023 401k membership
Market value of plan assets2023-06-302,243,897
Acturial value of plan assets2023-06-302,242,363
Funding target for retired participants and beneficiaries receiving payment2023-06-302,245,610
Number of terminated vested participants2023-06-3028
Fundng target for terminated vested participants2023-06-30352,882
Active participant vested funding target2023-06-30149,834
Number of active participants2023-06-309
Total funding liabilities for active participants2023-06-30166,183
Total participant count2023-06-30116
Total funding target for all participants2023-06-302,764,675
Balance at beginning of prior year after applicable adjustments2023-06-300
Prefunding balance at beginning of prior year after applicable adjustments2023-06-3033,450
Amount remaining of carryover balance2023-06-300
Amount remaining of prefunding balance2023-06-3033,450
Present value of excess contributions2023-06-30526
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-30552
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-3033,570
Total employer contributions2023-06-30138,900
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-30134,025
Liquidity shortfalls end of Q12023-06-300
Liquidity shortfalls end of Q22023-06-300
Liquidity shortfalls end of Q32023-06-300
Liquidity shortfalls end of Q42023-06-300
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-3010,000
Net shortfall amortization installment of oustanding balance2023-06-30555,882
Total funding amount beforereflecting carryover/prefunding balances2023-06-3061,370
Additional cash requirement2023-06-3061,370
Contributions allocatedtoward minimum required contributions for current year2023-06-30134,025
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2022 401k membership
Total participants, beginning-of-year2022-07-01116
Total number of active participants reported on line 7a of the Form 55002022-07-019
Number of retired or separated participants receiving benefits2022-07-0152
Number of other retired or separated participants entitled to future benefits2022-07-0128
Total of all active and inactive participants2022-07-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-014
Total participants2022-07-0193
Number of participants with account balances2022-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
Market value of plan assets2022-06-302,305,259
Acturial value of plan assets2022-06-302,305,181
Funding target for retired participants and beneficiaries receiving payment2022-06-302,431,212
Number of terminated vested participants2022-06-3030
Fundng target for terminated vested participants2022-06-30391,195
Active participant vested funding target2022-06-30149,676
Number of active participants2022-06-309
Total funding liabilities for active participants2022-06-30165,995
Total participant count2022-06-30120
Total funding target for all participants2022-06-302,988,402
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-3032,593
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-3032,593
Present value of excess contributions2022-06-3017,114
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-3018,016
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-3033,450
Total employer contributions2022-06-30193,800
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30185,706
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-3010,000
Net shortfall amortization installment of oustanding balance2022-06-30716,671
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-30185,180
Additional cash requirement2022-06-30185,180
Contributions allocatedtoward minimum required contributions for current year2022-06-30185,706
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2021 401k membership
Total participants, beginning-of-year2021-07-01120
Total number of active participants reported on line 7a of the Form 55002021-07-019
Number of retired or separated participants receiving benefits2021-07-0171
Number of other retired or separated participants entitled to future benefits2021-07-0128
Total of all active and inactive participants2021-07-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-018
Total participants2021-07-01116
Number of participants with account balances2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-302,331,107
Acturial value of plan assets2021-06-302,328,758
Funding target for retired participants and beneficiaries receiving payment2021-06-302,321,846
Number of terminated vested participants2021-06-3030
Fundng target for terminated vested participants2021-06-30375,508
Active participant vested funding target2021-06-30248,084
Number of active participants2021-06-3012
Total funding liabilities for active participants2021-06-30263,201
Total participant count2021-06-30124
Total funding target for all participants2021-06-302,960,555
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-3031,776
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-3031,776
Present value of excess contributions2021-06-301,496
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-301,577
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-3032,593
Total employer contributions2021-06-30171,600
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30165,860
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3010,000
Net shortfall amortization installment of oustanding balance2021-06-30664,390
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-30148,746
Additional cash requirement2021-06-30148,746
Contributions allocatedtoward minimum required contributions for current year2021-06-30165,860
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2020 401k membership
Total participants, beginning-of-year2020-07-01124
Total number of active participants reported on line 7a of the Form 55002020-07-019
Number of retired or separated participants receiving benefits2020-07-0172
Number of other retired or separated participants entitled to future benefits2020-07-0130
Total of all active and inactive participants2020-07-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-019
Total participants2020-07-01120
Number of participants with account balances2020-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-302,349,283
Acturial value of plan assets2020-06-302,349,228
Funding target for retired participants and beneficiaries receiving payment2020-06-302,195,299
Number of terminated vested participants2020-06-3028
Fundng target for terminated vested participants2020-06-30330,871
Active participant vested funding target2020-06-30442,526
Number of active participants2020-06-3019
Total funding liabilities for active participants2020-06-30472,008
Total participant count2020-06-30127
Total funding target for all participants2020-06-302,998,178
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-3030,874
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-3030,874
Present value of excess contributions2020-06-307,952
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-308,396
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-3031,776
Total employer contributions2020-06-30182,684
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30172,910
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3010,000
Net shortfall amortization installment of oustanding balance2020-06-30680,726
Total funding amount beforereflecting carryover/prefunding balances2020-06-30171,414
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-30171,414
Contributions allocatedtoward minimum required contributions for current year2020-06-30172,910
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2019 401k membership
Total participants, beginning-of-year2019-07-01127
Total number of active participants reported on line 7a of the Form 55002019-07-0112
Number of retired or separated participants receiving benefits2019-07-0172
Number of other retired or separated participants entitled to future benefits2019-07-0130
Total of all active and inactive participants2019-07-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0110
Total participants2019-07-01124
Number of participants with account balances2019-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-302,488,852
Acturial value of plan assets2019-06-302,448,175
Funding target for retired participants and beneficiaries receiving payment2019-06-302,178,644
Number of terminated vested participants2019-06-3024
Fundng target for terminated vested participants2019-06-30242,072
Active participant vested funding target2019-06-30440,404
Number of active participants2019-06-3023
Total funding liabilities for active participants2019-06-30481,771
Total participant count2019-06-30128
Total funding target for all participants2019-06-302,902,487
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-3029,975
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-3029,975
Present value of excess contributions2019-06-30361
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30382
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-3030,874
Total employer contributions2019-06-3080,100
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-3077,435
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3010,000
Net shortfall amortization installment of oustanding balance2019-06-30485,186
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-3069,483
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-3069,483
Contributions allocatedtoward minimum required contributions for current year2019-06-3077,435
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2018 401k membership
Total participants, beginning-of-year2018-07-01128
Total number of active participants reported on line 7a of the Form 55002018-07-0119
Number of retired or separated participants receiving benefits2018-07-0171
Number of other retired or separated participants entitled to future benefits2018-07-0128
Total of all active and inactive participants2018-07-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-019
Total participants2018-07-01127
Number of participants with account balances2018-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-302,510,865
Acturial value of plan assets2018-06-302,510,813
Funding target for retired participants and beneficiaries receiving payment2018-06-302,012,855
Number of terminated vested participants2018-06-3011
Fundng target for terminated vested participants2018-06-30346,547
Active participant vested funding target2018-06-30439,770
Number of active participants2018-06-3041
Total funding liabilities for active participants2018-06-30477,820
Total participant count2018-06-30132
Total funding target for all participants2018-06-302,837,222
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-3029,068
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-3029,068
Present value of excess contributions2018-06-3010,278
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3010,894
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-3029,975
Total employer contributions2018-06-30110,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30105,427
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3010,000
Net shortfall amortization installment of oustanding balance2018-06-30356,384
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30105,066
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-30105,066
Contributions allocatedtoward minimum required contributions for current year2018-06-30105,427
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2017 401k membership
Total participants, beginning-of-year2017-07-01132
Total number of active participants reported on line 7a of the Form 55002017-07-0123
Number of retired or separated participants receiving benefits2017-07-0171
Number of other retired or separated participants entitled to future benefits2017-07-0124
Total of all active and inactive participants2017-07-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0110
Total participants2017-07-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-302,561,917
Acturial value of plan assets2017-06-302,561,917
Funding target for retired participants and beneficiaries receiving payment2017-06-302,090,413
Number of terminated vested participants2017-06-3015
Fundng target for terminated vested participants2017-06-30348,052
Active participant vested funding target2017-06-30417,093
Number of active participants2017-06-3040
Total funding liabilities for active participants2017-06-30450,417
Total participant count2017-06-30134
Total funding target for all participants2017-06-302,888,882
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-3028,055
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-3028,055
Present value of excess contributions2017-06-3051,979
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3055,202
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-3029,068
Total employer contributions2017-06-30108,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30104,270
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3010,000
Net shortfall amortization installment of oustanding balance2017-06-30356,033
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-3093,992
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-3093,992
Contributions allocatedtoward minimum required contributions for current year2017-06-30104,270
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2016 401k membership
Total participants, beginning-of-year2016-07-01134
Total number of active participants reported on line 7a of the Form 55002016-07-0128
Number of retired or separated participants receiving benefits2016-07-0170
Number of other retired or separated participants entitled to future benefits2016-07-0124
Total of all active and inactive participants2016-07-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0110
Total participants2016-07-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2015 401k membership
Total participants, beginning-of-year2015-07-01136
Total number of active participants reported on line 7a of the Form 55002015-07-0129
Number of retired or separated participants receiving benefits2015-07-0168
Number of other retired or separated participants entitled to future benefits2015-07-0126
Total of all active and inactive participants2015-07-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0111
Total participants2015-07-01134
2014: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2014 401k membership
Total participants, beginning-of-year2014-07-01135
Total number of active participants reported on line 7a of the Form 55002014-07-0131
Number of retired or separated participants receiving benefits2014-07-0168
Number of other retired or separated participants entitled to future benefits2014-07-0125
Total of all active and inactive participants2014-07-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0110
Total participants2014-07-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2013 401k membership
Total participants, beginning-of-year2013-07-01138
Total number of active participants reported on line 7a of the Form 55002013-07-0133
Number of retired or separated participants receiving benefits2013-07-0167
Number of other retired or separated participants entitled to future benefits2013-07-0127
Total of all active and inactive participants2013-07-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-018
Total participants2013-07-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-013
2012: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2012 401k membership
Total participants, beginning-of-year2012-07-01135
Total number of active participants reported on line 7a of the Form 55002012-07-0137
Number of retired or separated participants receiving benefits2012-07-0165
Number of other retired or separated participants entitled to future benefits2012-07-0128
Total of all active and inactive participants2012-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-018
Total participants2012-07-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-014
2011: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2011 401k membership
Total participants, beginning-of-year2011-07-01136
Total number of active participants reported on line 7a of the Form 55002011-07-0136
Number of retired or separated participants receiving benefits2011-07-0167
Number of other retired or separated participants entitled to future benefits2011-07-0126
Total of all active and inactive participants2011-07-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-016
Total participants2011-07-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2009: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2009 401k membership
Total participants, beginning-of-year2009-07-01134
Total number of active participants reported on line 7a of the Form 55002009-07-0131
Number of retired or separated participants receiving benefits2009-07-0168
Number of other retired or separated participants entitled to future benefits2009-07-0126
Total of all active and inactive participants2009-07-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-018
Total participants2009-07-01133
Number of participants with account balances2009-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
2007: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2007 401k membership
Total participants, beginning-of-year2007-07-01131
Total number of active participants reported on line 7a of the Form 55002007-07-0137
Number of retired or separated participants receiving benefits2007-07-0165
Number of other retired or separated participants entitled to future benefits2007-07-0125
Total of all active and inactive participants2007-07-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-07-018
Total participants2007-07-01135
Number of participants with account balances2007-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-07-011
2006: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2006 401k membership
Total participants, beginning-of-year2006-07-01130
Total number of active participants reported on line 7a of the Form 55002006-07-0135
Number of retired or separated participants receiving benefits2006-07-0160
Number of other retired or separated participants entitled to future benefits2006-07-0128
Total of all active and inactive participants2006-07-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-07-018
Total participants2006-07-01131
Number of participants with account balances2006-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-07-011
2005: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2005 401k membership
Total participants, beginning-of-year2005-07-01131
Total number of active participants reported on line 7a of the Form 55002005-07-0131
Number of retired or separated participants receiving benefits2005-07-0158
Number of other retired or separated participants entitled to future benefits2005-07-0132
Total of all active and inactive participants2005-07-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-07-018
Total participants2005-07-01129
Number of participants with account balances2005-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-07-010

Financial Data on PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE

Measure Date Value
2023 : PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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$218,179
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$351,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$345,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$138,900
Value of total assets at end of year2023-06-30$2,110,505
Value of total assets at beginning of year2023-06-30$2,243,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$5,836
Total interest from all sources2023-06-30$48,112
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$1,000,000
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Total non interest bearing cash at end of year2023-06-30$10,593
Total non interest bearing cash at beginning of year2023-06-30$2,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$-133,392
Value of net assets at end of year (total assets less liabilities)2023-06-30$2,110,505
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$2,243,897
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
Investment advisory and management fees2023-06-30$5,836
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$322,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$343,361
Value of interest in pooled separate accounts at end of year2023-06-30$15,226
Value of interest in pooled separate accounts at beginning of year2023-06-30$14,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$48,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$1,715,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$1,800,924
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$104,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$31,167
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$138,900
Employer contributions (assets) at end of year2023-06-30$46,300
Employer contributions (assets) at beginning of year2023-06-30$82,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$240,816
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 : PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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$201,678
Total loss/gain on sale of assets2022-06-30$-39,671
Total of all expenses incurred2022-06-30$263,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$252,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$193,800
Value of total assets at end of year2022-06-30$2,243,897
Value of total assets at beginning of year2022-06-30$2,305,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$10,306
Total interest from all sources2022-06-30$47,549
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$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Total non interest bearing cash at end of year2022-06-30$2,993
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-61,362
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,243,897
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,305,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$10,306
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$343,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$0
Value of interest in pooled separate accounts at end of year2022-06-30$14,419
Value of interest in pooled separate accounts at beginning of year2022-06-30$16,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$47,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,800,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$2,245,872
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$193,800
Employer contributions (assets) at end of year2022-06-30$82,200
Employer contributions (assets) at beginning of year2022-06-30$42,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$252,734
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$-39,671
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2022-06-30381357951
2021 : PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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$229,948
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$255,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$244,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$171,600
Value of total assets at end of year2021-06-30$2,305,259
Value of total assets at beginning of year2021-06-30$2,331,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$10,938
Total interest from all sources2021-06-30$0
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$1,000,000
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
Other income not declared elsewhere2021-06-30$55,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-25,848
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,305,259
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,331,107
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
Investment advisory and management fees2021-06-30$10,938
Value of interest in pooled separate accounts at end of year2021-06-30$16,487
Value of interest in pooled separate accounts at beginning of year2021-06-30$14,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$2,245,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$2,238,001
Net investment gain/loss from pooled separate accounts2021-06-30$2,482
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$171,600
Employer contributions (assets) at end of year2021-06-30$42,900
Employer contributions (assets) at beginning of year2021-06-30$79,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$244,858
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 : PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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$240,134
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$258,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$247,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$182,684
Value of total assets at end of year2020-06-30$2,331,107
Value of total assets at beginning of year2020-06-30$2,349,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$11,207
Total interest from all sources2020-06-30$0
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$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Other income not declared elsewhere2020-06-30$57,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-18,176
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,331,107
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,349,283
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
Investment advisory and management fees2020-06-30$11,207
Value of interest in pooled separate accounts at end of year2020-06-30$14,006
Value of interest in pooled separate accounts at beginning of year2020-06-30$13,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$2,238,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$2,309,372
Net investment gain/loss from pooled separate accounts2020-06-30$395
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$182,684
Employer contributions (assets) at end of year2020-06-30$79,100
Employer contributions (assets) at beginning of year2020-06-30$26,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$247,103
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 : PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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$148,286
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$247,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$236,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$80,100
Value of total assets at end of year2019-06-30$2,349,283
Value of total assets at beginning of year2019-06-30$2,448,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$11,051
Total interest from all sources2019-06-30$0
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$1,000,000
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
Other income not declared elsewhere2019-06-30$67,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-99,569
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,349,283
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,448,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$11,051
Value of interest in pooled separate accounts at end of year2019-06-30$13,611
Value of interest in pooled separate accounts at beginning of year2019-06-30$12,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$2,309,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$2,396,523
Net investment gain/loss from pooled separate accounts2019-06-30$783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
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
Assets. Invements in employer securities at end of year2019-06-30$0
Assets. Invements in employer securities at beginning of year2019-06-30$0
Contributions received in cash from employer2019-06-30$80,100
Employer contributions (assets) at end of year2019-06-30$26,300
Employer contributions (assets) at beginning of year2019-06-30$39,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$236,804
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 : PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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$182,582
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$244,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$232,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$110,000
Value of total assets at end of year2018-06-30$2,448,852
Value of total assets at beginning of year2018-06-30$2,510,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$12,361
Total interest from all sources2018-06-30$0
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$1,000,000
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
Other income not declared elsewhere2018-06-30$71,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-62,013
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,448,852
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,510,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$12,361
Value of interest in pooled separate accounts at end of year2018-06-30$12,829
Value of interest in pooled separate accounts at beginning of year2018-06-30$12,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$2,396,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$2,473,808
Net investment gain/loss from pooled separate accounts2018-06-30$772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
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
Assets. Invements in employer securities at end of year2018-06-30$0
Assets. Invements in employer securities at beginning of year2018-06-30$0
Contributions received in cash from employer2018-06-30$110,000
Employer contributions (assets) at end of year2018-06-30$39,500
Employer contributions (assets) at beginning of year2018-06-30$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$232,234
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 : PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$185,409
Total of all expenses incurred2017-06-30$236,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$226,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$108,000
Value of total assets at end of year2017-06-30$2,510,865
Value of total assets at beginning of year2017-06-30$2,561,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$9,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Other income not declared elsewhere2017-06-30$76,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-51,052
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,510,865
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,561,917
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
Investment advisory and management fees2017-06-30$9,555
Value of interest in pooled separate accounts at end of year2017-06-30$12,057
Value of interest in pooled separate accounts at beginning of year2017-06-30$10,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,473,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,551,062
Net investment gain/loss from pooled separate accounts2017-06-30$1,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
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$108,000
Employer contributions (assets) at end of year2017-06-30$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$226,906
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 : PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$247,268
Total of all expenses incurred2016-06-30$240,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$230,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$157,200
Value of total assets at end of year2016-06-30$2,561,917
Value of total assets at beginning of year2016-06-30$2,554,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$9,738
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$1,000,000
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
Other income not declared elsewhere2016-06-30$90,282
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$7,215
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,561,917
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,554,702
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
Investment advisory and management fees2016-06-30$9,738
Value of interest in pooled separate accounts at end of year2016-06-30$10,855
Value of interest in pooled separate accounts at beginning of year2016-06-30$11,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,551,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$2,543,633
Net investment gain/loss from pooled separate accounts2016-06-30$-214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
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$157,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$230,315
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 : PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$334,715
Total of all expenses incurred2015-06-30$252,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$226,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$240,800
Value of total assets at end of year2015-06-30$2,554,702
Value of total assets at beginning of year2015-06-30$2,472,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$26,027
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$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Other income not declared elsewhere2015-06-30$93,859
Administrative expenses (other) incurred2015-06-30$16,372
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$81,996
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,554,702
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,472,706
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
Investment advisory and management fees2015-06-30$9,655
Value of interest in pooled separate accounts at end of year2015-06-30$11,069
Value of interest in pooled separate accounts at beginning of year2015-06-30$11,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$2,543,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$2,461,693
Net investment gain/loss from pooled separate accounts2015-06-30$56
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
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$240,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$226,692
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 : PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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$267,990
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$224,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$214,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$177,059
Value of total assets at end of year2014-06-30$2,472,706
Value of total assets at beginning of year2014-06-30$2,428,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$9,714
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
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
Other income not declared elsewhere2014-06-30$89,339
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$43,722
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,472,706
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,428,984
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
Investment advisory and management fees2014-06-30$9,714
Value of interest in pooled separate accounts at end of year2014-06-30$11,013
Value of interest in pooled separate accounts at beginning of year2014-06-30$9,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$2,461,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$2,380,063
Net investment gain/loss from pooled separate accounts2014-06-30$1,592
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$177,059
Employer contributions (assets) at beginning of year2014-06-30$39,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$214,554
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 : PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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$202,439
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$225,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$215,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$111,300
Value of total assets at end of year2013-06-30$2,428,984
Value of total assets at beginning of year2013-06-30$2,451,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$9,373
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Other income not declared elsewhere2013-06-30$90,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-22,878
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,428,984
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,451,862
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
Investment advisory and management fees2013-06-30$9,373
Value of interest in common/collective trusts at end of year2013-06-30$9,421
Value of interest in common/collective trusts at beginning of year2013-06-30$8,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$2,380,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,443,527
Net investment gain/loss from pooled separate accounts2013-06-30$1,086
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$111,300
Employer contributions (assets) at end of year2013-06-30$39,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$215,944
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 name2013-06-30ENNIS, PELLUM & ASSOCIATES, PA
Accountancy firm EIN2013-06-30591843700
2012 : PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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$341,405
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$227,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$217,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$235,931
Value of total assets at end of year2012-06-30$2,451,862
Value of total assets at beginning of year2012-06-30$2,337,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$9,866
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
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
Other income not declared elsewhere2012-06-30$104,805
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$114,049
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,451,862
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,337,813
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
Investment advisory and management fees2012-06-30$9,866
Value of interest in pooled separate accounts at end of year2012-06-30$8,335
Value of interest in pooled separate accounts at beginning of year2012-06-30$59,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,443,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,278,458
Net investment gain/loss from pooled separate accounts2012-06-30$669
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$235,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$217,490
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 name2012-06-30ENNIS, PELLUM AND ASSOCIATES, PA
Accountancy firm EIN2012-06-30591843700
2011 : PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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$114,477
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$226,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$211,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$0
Value of total assets at end of year2011-06-30$2,337,813
Value of total assets at beginning of year2011-06-30$2,449,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$14,952
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$5,638
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
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
Other income not declared elsewhere2011-06-30$102,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-111,903
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,337,813
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,449,716
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
Investment advisory and management fees2011-06-30$9,314
Value of interest in pooled separate accounts at end of year2011-06-30$59,355
Value of interest in pooled separate accounts at beginning of year2011-06-30$47,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,278,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,402,344
Net investment gain/loss from pooled separate accounts2011-06-30$11,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$211,428
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 name2011-06-30ENNIS, PELLUM AND ASSOCIATES, PA
Accountancy firm EIN2011-06-30591843700
2010 : PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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 PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE

2022: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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 benefit arrangement – InsuranceYes
2021: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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 benefit arrangement – InsuranceYes
2020: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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 benefit arrangement – InsuranceYes
2019: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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 benefit arrangement – InsuranceYes
2018: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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 benefit arrangement – InsuranceYes
2017: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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 benefit arrangement – InsuranceYes
2016: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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 benefit arrangement – InsuranceYes
2015: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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 benefit arrangement – InsuranceYes
2014: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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 benefit arrangement – InsuranceYes
2013: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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 benefit arrangement – InsuranceYes
2012: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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 benefit arrangement – InsuranceYes
2011: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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 benefit arrangement – InsuranceYes
2009: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 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 benefit arrangement – InsuranceYes
2007: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedYes
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – InsuranceYes
2007-07-01Plan benefit arrangement – InsuranceYes
2006: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01Submission has been amendedYes
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planNo
2006-07-01Plan funding arrangement – InsuranceYes
2006-07-01Plan benefit arrangement – InsuranceYes
2005: PENSION PLAN FOR CLERICAL EMPLOYEES OF ADRIAN COLLEGE 2005 form 5500 responses
2005-07-01Type of plan entitySingle employer plan
2005-07-01Submission has been amendedYes
2005-07-01This submission is the final filingNo
2005-07-01This return/report is a short plan year return/report (less than 12 months)No
2005-07-01Plan is a collectively bargained planNo
2005-07-01Plan funding arrangement – InsuranceYes
2005-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781933-D1
Policy instance 1
Insurance contract or identification number781933-D1
Number of Individuals Covered1
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 1343
Policy instance 1
Insurance contract or identification numberPF 1343
Number of Individuals Covered83
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 1343
Policy instance 1
Insurance contract or identification numberPF 1343
Number of Individuals Covered123
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 1343
Policy instance 1
Insurance contract or identification numberPF 1343
Number of Individuals Covered123
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 1343
Policy instance 1
Insurance contract or identification numberPF 1343
Number of Individuals Covered126
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 1343
Policy instance 1
Insurance contract or identification numberPF 1343
Number of Individuals Covered129
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIP 1343
Policy instance 1
Insurance contract or identification numberIP 1343
Number of Individuals Covered134
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 unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIP 1343
Policy instance 1
Insurance contract or identification numberIP 1343
Number of Individuals Covered134
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIP 1343
Policy instance 1
Insurance contract or identification numberIP 1343
Number of Individuals Covered135
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIP 1343
Policy instance 1
Insurance contract or identification numberIP 1343
Number of Individuals Covered138
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIP 1343
Policy instance 1
Insurance contract or identification numberIP 1343
Number of Individuals Covered135
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberIP1343
Policy instance 1
Insurance contract or identification numberIP1343
Number of Individuals Covered133
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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

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