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PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE
Plan identification number 002

PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:ALBION COLLEGE
Employer identification number (EIN):381359081
NAIC Classification:611000

Additional information about ALBION COLLEGE

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 855031
Legal Registered Office Address: 611 E. PORTER ST. ALBION


United States of America (USA)
49224

More information about ALBION COLLEGE

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-07-01
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01MARK S. HOLBROOK2021-03-24 MARK S. HOLBROOK2021-03-24
0022018-07-01
0022017-07-01MARK S HOLBROOK2019-04-15
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01JERRY L. WHITE
0022012-07-01MICHAEL L FRANDSEN
0022011-07-01MICHAEL L FRANDSEN
0022010-07-01MICHAEL L FRANDSEN

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE

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

Measure Date Value
2023: PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE 2023 401k membership
Market value of plan assets2023-06-305,074,562
Acturial value of plan assets2023-06-305,074,562
Funding target for retired participants and beneficiaries receiving payment2023-06-301,704,569
Number of terminated vested participants2023-06-3032
Fundng target for terminated vested participants2023-06-30727,304
Active participant vested funding target2023-06-30370,287
Number of active participants2023-06-309
Total funding liabilities for active participants2023-06-30370,287
Total participant count2023-06-3091
Total funding target for all participants2023-06-302,802,160
Balance at beginning of prior year after applicable adjustments2023-06-300
Prefunding balance at beginning of prior year after applicable adjustments2023-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-06-300
Prefunding balanced used to offset prior years funding requirement2023-06-300
Amount remaining of carryover balance2023-06-300
Amount remaining of prefunding balance2023-06-300
Present value of excess contributions2023-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-300
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-300
Total employer contributions2023-06-300
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 date2023-06-300
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 cost2023-06-3039,921
Net shortfall amortization installment of oustanding balance2023-06-300
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-300
Additional cash requirement2023-06-300
Contributions allocatedtoward minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE 2022 401k membership
Market value of plan assets2022-06-305,613,945
Acturial value of plan assets2022-06-305,613,945
Funding target for retired participants and beneficiaries receiving payment2022-06-301,693,975
Number of terminated vested participants2022-06-3032
Fundng target for terminated vested participants2022-06-30678,895
Active participant vested funding target2022-06-30361,049
Number of active participants2022-06-3010
Total funding liabilities for active participants2022-06-30361,049
Total participant count2022-06-3091
Total funding target for all participants2022-06-302,733,919
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
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 balance2022-06-300
Present value of excess contributions2022-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-300
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 date2022-06-300
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 cost2022-06-3038,360
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE 2021 401k membership
Market value of plan assets2021-06-304,635,521
Acturial value of plan assets2021-06-304,635,521
Funding target for retired participants and beneficiaries receiving payment2021-06-301,465,119
Number of terminated vested participants2021-06-3034
Fundng target for terminated vested participants2021-06-30743,645
Active participant vested funding target2021-06-30500,615
Number of active participants2021-06-3014
Total funding liabilities for active participants2021-06-30500,615
Total participant count2021-06-3092
Total funding target for all participants2021-06-302,709,379
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
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 balance2021-06-300
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
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 year2021-06-300
Total employer contributions2021-06-300
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 date2021-06-300
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 cost2021-06-3069,514
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE 2020 401k membership
Market value of plan assets2020-06-304,994,152
Acturial value of plan assets2020-06-304,944,152
Funding target for retired participants and beneficiaries receiving payment2020-06-301,488,113
Number of terminated vested participants2020-06-3036
Fundng target for terminated vested participants2020-06-30815,579
Active participant vested funding target2020-06-30539,508
Number of active participants2020-06-3016
Total funding liabilities for active participants2020-06-30539,508
Total participant count2020-06-30103
Total funding target for all participants2020-06-302,843,200
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
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 year2020-06-300
Total employer contributions2020-06-300
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 date2020-06-300
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 cost2020-06-3044,061
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE 2019 401k membership
Total participants, beginning-of-year2019-07-01103
Total number of active participants reported on line 7a of the Form 55002019-07-0114
Number of retired or separated participants receiving benefits2019-07-0146
Number of other retired or separated participants entitled to future benefits2019-07-0134
Total of all active and inactive participants2019-07-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-017
Total participants2019-07-01101
Market value of plan assets2019-06-304,792,913
Acturial value of plan assets2019-06-304,792,913
Funding target for retired participants and beneficiaries receiving payment2019-06-301,500,715
Number of terminated vested participants2019-06-3038
Fundng target for terminated vested participants2019-06-30798,456
Active participant vested funding target2019-06-30529,778
Number of active participants2019-06-3016
Total funding liabilities for active participants2019-06-30529,778
Total participant count2019-06-30106
Total funding target for all participants2019-06-302,828,949
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-300
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 date2019-06-300
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 cost2019-06-3038,504
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE 2018 401k membership
Total participants, beginning-of-year2018-07-01106
Total number of active participants reported on line 7a of the Form 55002018-07-0116
Number of retired or separated participants receiving benefits2018-07-0145
Number of other retired or separated participants entitled to future benefits2018-07-0136
Total of all active and inactive participants2018-07-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-016
Total participants2018-07-01103
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 assets2018-06-304,586,778
Acturial value of plan assets2018-06-304,586,778
Funding target for retired participants and beneficiaries receiving payment2018-06-301,486,866
Number of terminated vested participants2018-06-3039
Fundng target for terminated vested participants2018-06-30725,060
Active participant vested funding target2018-06-30492,681
Number of active participants2018-06-3017
Total funding liabilities for active participants2018-06-30492,681
Total participant count2018-06-30112
Total funding target for all participants2018-06-302,704,607
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-300
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 date2018-06-300
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 cost2018-06-3027,530
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE 2017 401k membership
Total participants, beginning-of-year2017-07-01112
Total number of active participants reported on line 7a of the Form 55002017-07-0116
Number of retired or separated participants receiving benefits2017-07-0146
Number of other retired or separated participants entitled to future benefits2017-07-0138
Total of all active and inactive participants2017-07-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-016
Total participants2017-07-01106
Number of participants with account balances2017-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-304,072,666
Acturial value of plan assets2017-06-304,072,666
Funding target for retired participants and beneficiaries receiving payment2017-06-301,678,129
Number of terminated vested participants2017-06-3040
Fundng target for terminated vested participants2017-06-30686,207
Active participant vested funding target2017-06-30451,066
Number of active participants2017-06-3017
Total funding liabilities for active participants2017-06-30451,066
Total participant count2017-06-30118
Total funding target for all participants2017-06-302,815,402
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-300
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 date2017-06-300
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 cost2017-06-3020,292
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE 2016 401k membership
Total participants, beginning-of-year2016-07-01118
Total number of active participants reported on line 7a of the Form 55002016-07-0117
Number of retired or separated participants receiving benefits2016-07-0150
Number of other retired or separated participants entitled to future benefits2016-07-0139
Total of all active and inactive participants2016-07-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-016
Total participants2016-07-01112
Number of participants with account balances2016-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE 2015 401k membership
Total participants, beginning-of-year2015-07-01119
Total number of active participants reported on line 7a of the Form 55002015-07-0117
Number of retired or separated participants receiving benefits2015-07-0155
Number of other retired or separated participants entitled to future benefits2015-07-0140
Total of all active and inactive participants2015-07-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-016
Total participants2015-07-01118
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE 2014 401k membership
Total participants, beginning-of-year2014-07-01120
Total number of active participants reported on line 7a of the Form 55002014-07-0117
Number of retired or separated participants receiving benefits2014-07-0155
Number of other retired or separated participants entitled to future benefits2014-07-0141
Total of all active and inactive participants2014-07-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-016
Total participants2014-07-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE 2013 401k membership
Total participants, beginning-of-year2013-07-01123
Total number of active participants reported on line 7a of the Form 55002013-07-0118
Number of retired or separated participants receiving benefits2013-07-0156
Number of other retired or separated participants entitled to future benefits2013-07-0141
Total of all active and inactive participants2013-07-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-015
Total participants2013-07-01120
Number of participants with account balances2013-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE 2012 401k membership
Total participants, beginning-of-year2012-07-01126
Total number of active participants reported on line 7a of the Form 55002012-07-0120
Number of retired or separated participants receiving benefits2012-07-0159
Number of other retired or separated participants entitled to future benefits2012-07-0139
Total of all active and inactive participants2012-07-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-015
Total participants2012-07-01123
Number of participants with account balances2012-07-010
2011: PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE 2011 401k membership
Total participants, beginning-of-year2011-07-01133
Total number of active participants reported on line 7a of the Form 55002011-07-0122
Number of retired or separated participants receiving benefits2011-07-0157
Number of other retired or separated participants entitled to future benefits2011-07-0142
Total of all active and inactive participants2011-07-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-015
Total participants2011-07-01126
Number of participants with account balances2011-07-010
2010: PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE 2010 401k membership
Total participants, beginning-of-year2010-07-01106
Total number of active participants reported on line 7a of the Form 55002010-07-0125
Number of retired or separated participants receiving benefits2010-07-0157
Number of other retired or separated participants entitled to future benefits2010-07-0146
Total of all active and inactive participants2010-07-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-015
Total participants2010-07-01133
Number of participants with account balances2010-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010

Financial Data on PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE

Measure Date Value
2020 : PENSION PLAN FOR EMPLOYEES OF ALBION 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$17,182
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$221,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$151,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$0
Value of total assets at end of year2020-06-30$4,740,164
Value of total assets at beginning of year2020-06-30$4,944,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$69,514
Total interest from all sources2020-06-30$17,182
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$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Administrative expenses (other) incurred2020-06-30$69,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-203,988
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,740,164
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,944,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$4,651,158
Value of interest in pooled separate accounts at beginning of year2020-06-30$4,898,306
Interest earned on other investments2020-06-30$17,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$89,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$45,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$151,656
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 EMPLOYEES OF ALBION 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$375,677
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$224,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$150,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$4,944,152
Value of total assets at beginning of year2019-06-30$4,792,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$73,900
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$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Administrative expenses (other) incurred2019-06-30$59,678
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$151,239
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,944,152
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,792,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$4,898,306
Value of interest in pooled separate accounts at beginning of year2019-06-30$4,675,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$45,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$117,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$2,960
Net investment gain/loss from pooled separate accounts2019-06-30$372,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$150,538
Contract administrator fees2019-06-30$14,222
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 EMPLOYEES OF ALBION 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$406,947
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$200,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$162,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$0
Value of total assets at end of year2018-06-30$4,792,913
Value of total assets at beginning of year2018-06-30$4,586,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$38,504
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
Administrative expenses professional fees incurred2018-06-30$24,133
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
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$206,135
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,792,913
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,586,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$4,675,068
Value of interest in pooled separate accounts at beginning of year2018-06-30$4,391,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$117,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$194,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$5,035
Net investment gain/loss from pooled separate accounts2018-06-30$401,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$162,308
Contract administrator fees2018-06-30$14,371
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 EMPLOYEES OF ALBION COLLEGE 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$720,693
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$206,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$179,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$0
Value of total assets at end of year2017-06-30$4,586,778
Value of total assets at beginning of year2017-06-30$4,072,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$27,530
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$13,812
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
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$514,112
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,586,778
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,072,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$4,391,823
Value of interest in pooled separate accounts at beginning of year2017-06-30$3,825,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$194,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$246,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$6,772
Net investment gain/loss from pooled separate accounts2017-06-30$713,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$179,051
Contract administrator fees2017-06-30$13,718
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 EMPLOYEES OF ALBION COLLEGE 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$-133,009
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$206,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$186,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$4,072,666
Value of total assets at beginning of year2016-06-30$4,412,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$20,291
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$7,157
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Other income not declared elsewhere2016-06-30$9,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-339,877
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,072,666
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,412,543
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$13,134
Value of interest in pooled separate accounts at end of year2016-06-30$3,825,726
Value of interest in pooled separate accounts at beginning of year2016-06-30$4,189,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$246,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$223,257
Net investment gain/loss from pooled separate accounts2016-06-30$-142,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$186,577
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 EMPLOYEES OF ALBION COLLEGE 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$185,784
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$200,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$180,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$4,412,543
Value of total assets at beginning of year2015-06-30$4,427,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$20,532
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$6,898
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Other income not declared elsewhere2015-06-30$10,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-14,852
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,412,543
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,427,395
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$13,634
Value of interest in pooled separate accounts at end of year2015-06-30$4,189,286
Value of interest in pooled separate accounts at beginning of year2015-06-30$4,130,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$223,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$296,773
Net investment gain/loss from pooled separate accounts2015-06-30$175,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$180,104
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 EMPLOYEES OF ALBION 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$821,997
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$209,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$183,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$0
Value of total assets at end of year2014-06-30$4,427,395
Value of total assets at beginning of year2014-06-30$3,815,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$25,974
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
Administrative expenses professional fees incurred2014-06-30$12,220
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Other income not declared elsewhere2014-06-30$9,812
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$612,064
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,427,395
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,815,331
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$13,754
Value of interest in pooled separate accounts at end of year2014-06-30$4,130,622
Value of interest in pooled separate accounts at beginning of year2014-06-30$3,552,577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$296,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$262,754
Net investment gain/loss from pooled separate accounts2014-06-30$812,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$183,959
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 EMPLOYEES OF ALBION 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$699,504
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$208,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$186,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$0
Value of total assets at end of year2013-06-30$3,815,331
Value of total assets at beginning of year2013-06-30$3,324,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$22,436
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
Administrative expenses professional fees incurred2013-06-30$9,350
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Other income not declared elsewhere2013-06-30$12,786
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$490,985
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,815,331
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,324,346
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$13,086
Value of interest in pooled separate accounts at end of year2013-06-30$3,552,577
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,982,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$262,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$341,746
Net investment gain/loss from pooled separate accounts2013-06-30$686,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$186,083
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2013-06-30381357951
2012 : PENSION PLAN FOR EMPLOYEES OF ALBION 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$0
Total income from all sources (including contributions)2012-06-30$-176,628
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$196,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$174,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$0
Value of total assets at end of year2012-06-30$3,324,346
Value of total assets at beginning of year2012-06-30$3,697,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$21,754
Total interest from all sources2012-06-30$14,247
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
Administrative expenses professional fees incurred2012-06-30$8,970
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-373,170
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,324,346
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,697,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$2,982,600
Value of interest in pooled separate accounts at beginning of year2012-06-30$3,287,214
Interest earned on other investments2012-06-30$14,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$341,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$410,302
Net investment gain/loss from pooled separate accounts2012-06-30$-190,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$174,788
Contract administrator fees2012-06-30$12,784
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2012-06-30381357951
2011 : PENSION PLAN FOR EMPLOYEES OF ALBION 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$1,038,538
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$188,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$167,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$216,972
Value of total assets at end of year2011-06-30$3,697,516
Value of total assets at beginning of year2011-06-30$2,847,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$21,153
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$7,720
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$-229
Other income not declared elsewhere2011-06-30$27,207
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$849,809
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,697,516
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,847,707
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$13,433
Value of interest in pooled separate accounts at end of year2011-06-30$3,287,214
Value of interest in pooled separate accounts at beginning of year2011-06-30$2,442,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$410,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$405,111
Net investment gain/loss from pooled separate accounts2011-06-30$794,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$216,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$167,805
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 name2011-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2011-06-30381357951

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE

2019: PENSION PLAN FOR EMPLOYEES OF ALBION 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 planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: PENSION PLAN FOR EMPLOYEES OF ALBION 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 planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: PENSION PLAN FOR EMPLOYEES OF ALBION 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 planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: PENSION PLAN FOR EMPLOYEES OF ALBION 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 planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: PENSION PLAN FOR EMPLOYEES OF ALBION 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 planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: PENSION PLAN FOR EMPLOYEES OF ALBION 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 planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
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 planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: PENSION PLAN FOR EMPLOYEES OF ALBION 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 planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: PENSION PLAN FOR EMPLOYEES OF ALBION 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 planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: PENSION PLAN FOR EMPLOYEES OF ALBION COLLEGE 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 978
Policy instance 1
Insurance contract or identification numberPF 978
Number of Individuals Covered103
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 978
Policy instance 1
Insurance contract or identification numberPF 978
Number of Individuals Covered103
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 978
Policy instance 1
Insurance contract or identification numberPF 978
Number of Individuals Covered106
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 numberPF 978
Policy instance 1
Insurance contract or identification numberPF 978
Number of Individuals Covered118
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 978
Policy instance 1
Insurance contract or identification numberPF 978
Number of Individuals Covered119
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 978
Policy instance 1
Insurance contract or identification numberPF 978
Number of Individuals Covered120
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 978
Policy instance 1
Insurance contract or identification numberPF 978
Number of Individuals Covered123
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 978
Policy instance 1
Insurance contract or identification numberPF 978
Number of Individuals Covered126
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $59
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 numberPF 978
Policy instance 1
Insurance contract or identification numberPF 978
Number of Individuals Covered133
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $571
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

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