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EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 401k Plan overview

Plan NameEMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY
Plan identification number 506

EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

401k Sponsoring company profile

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

Company Name:NORTHWOOD UNIVERSITY
Employer identification number (EIN):381624684
NAIC Classification:611000

Additional information about NORTHWOOD UNIVERSITY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1966-02-07
Company Identification Number: 0002536507
Legal Registered Office Address: 4000 WHITING DR

MIDLAND
United States of America (USA)
48640

More information about NORTHWOOD UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062023-01-01
5062022-01-01
5062021-01-01
5062020-01-01
5062019-01-01
5062018-01-01
5062017-01-01WILLIAM STEPHAN
5062016-01-01WILLIAM STEPHAN
5062015-01-01WILLIAM STEPHAN
5062014-01-01WILLIAM STEPHAN
5062013-01-01WILLIAM STEPHAN
5062012-01-01WILLIAM STEPHAN
5062011-01-01WILLIAM STEPHAN
5062010-01-01WILLIAM STEPHAN
5062009-01-01WILLIAM STEPHAN

Plan Statistics for EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY

401k plan membership statisitcs for EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY

Measure Date Value
2023: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2023 401k membership
Total participants, beginning-of-year2023-01-01563
Total number of active participants reported on line 7a of the Form 55002023-01-01279
Number of retired or separated participants receiving benefits2023-01-01316
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01595
2022: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2022 401k membership
Total participants, beginning-of-year2022-01-01549
Total number of active participants reported on line 7a of the Form 55002022-01-01264
Number of retired or separated participants receiving benefits2022-01-01299
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01563
2021: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2021 401k membership
Total participants, beginning-of-year2021-01-01535
Total number of active participants reported on line 7a of the Form 55002021-01-01269
Number of retired or separated participants receiving benefits2021-01-01280
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01549
2020: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2020 401k membership
Total participants, beginning-of-year2020-01-01551
Total number of active participants reported on line 7a of the Form 55002020-01-01276
Number of retired or separated participants receiving benefits2020-01-01259
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01535
2019: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2019 401k membership
Total participants, beginning-of-year2019-01-01553
Total number of active participants reported on line 7a of the Form 55002019-01-01322
Number of retired or separated participants receiving benefits2019-01-01229
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01551
2018: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2018 401k membership
Total participants, beginning-of-year2018-01-01568
Total number of active participants reported on line 7a of the Form 55002018-01-01338
Number of retired or separated participants receiving benefits2018-01-01215
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01553
2017: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2017 401k membership
Total participants, beginning-of-year2017-01-01587
Total number of active participants reported on line 7a of the Form 55002017-01-01331
Number of retired or separated participants receiving benefits2017-01-01237
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01568
2016: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2016 401k membership
Total participants, beginning-of-year2016-01-01599
Total number of active participants reported on line 7a of the Form 55002016-01-01343
Number of retired or separated participants receiving benefits2016-01-01244
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01587
2015: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2015 401k membership
Total participants, beginning-of-year2015-01-01635
Total number of active participants reported on line 7a of the Form 55002015-01-01346
Number of retired or separated participants receiving benefits2015-01-01253
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01599
2014: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2014 401k membership
Total participants, beginning-of-year2014-01-01666
Total number of active participants reported on line 7a of the Form 55002014-01-01413
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01222
Total of all active and inactive participants2014-01-01635
2013: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2013 401k membership
Total participants, beginning-of-year2013-01-01672
Total number of active participants reported on line 7a of the Form 55002013-01-01466
Number of retired or separated participants receiving benefits2013-01-01200
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01666
2012: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2012 401k membership
Total participants, beginning-of-year2012-01-01500
Total number of active participants reported on line 7a of the Form 55002012-01-01456
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01213
Total of all active and inactive participants2012-01-01672
2011: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2011 401k membership
Total participants, beginning-of-year2011-01-01587
Total number of active participants reported on line 7a of the Form 55002011-01-01498
Number of retired or separated participants receiving benefits2011-01-01109
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01607
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2010 401k membership
Total participants, beginning-of-year2010-01-01560
Total number of active participants reported on line 7a of the Form 55002010-01-01502
Number of retired or separated participants receiving benefits2010-01-0185
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01587
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2009 401k membership
Total participants, beginning-of-year2009-01-01646
Total number of active participants reported on line 7a of the Form 55002009-01-01477
Number of retired or separated participants receiving benefits2009-01-0183
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01560
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY

Measure Date Value
2023 : EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$460,908
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$105,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$63,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$105,775
Value of total assets at end of year2023-12-31$2,783,199
Value of total assets at beginning of year2023-12-31$2,427,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$42,448
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$55,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$55,890
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$22,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$355,375
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,783,199
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$2,427,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,617,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$2,303,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$165,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$124,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$124,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$299,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$83,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$63,085
Contract administrator fees2023-12-31$42,448
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2023-12-31381357951
2022 : EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-308,088
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$141,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$102,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$116,443
Value of total assets at end of year2022-12-31$2,427,824
Value of total assets at beginning of year2022-12-31$2,877,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$39,720
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$135,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$135,367
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$24,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-449,822
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,427,824
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,877,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,303,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,748,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$124,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$129,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$129,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-559,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$91,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$102,014
Contract administrator fees2022-12-31$39,720
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$394,791
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$143,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$105,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$112,992
Value of total assets at end of year2021-12-31$2,877,646
Value of total assets at beginning of year2021-12-31$2,626,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,854
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$212,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$212,063
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$26,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$251,431
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,877,646
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,626,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,748,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,474,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$129,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$151,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$151,357
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$19,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$69,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$86,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$85,906
Contract administrator fees2021-12-31$37,854
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$424,225
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$156,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$120,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$113,587
Value of total assets at end of year2020-12-31$2,626,215
Value of total assets at beginning of year2020-12-31$2,358,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,498
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$126,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$126,501
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$30,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$267,226
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,626,215
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,358,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,474,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,277,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$151,357
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$81,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$81,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$184,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$83,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$120,501
Contract administrator fees2020-12-31$36,498
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$518,609
Total income from all sources (including contributions)2019-12-31$518,609
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$116,249
Total of all expenses incurred2019-12-31$116,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$83,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$83,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$127,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$127,346
Value of total assets at end of year2019-12-31$2,358,989
Value of total assets at end of year2019-12-31$2,358,989
Value of total assets at beginning of year2019-12-31$1,956,629
Value of total assets at beginning of year2019-12-31$1,956,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,905
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$86,115
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$86,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$86,115
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$86,115
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$24,396
Contributions received from participants2019-12-31$24,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$402,360
Value of net income/loss2019-12-31$402,360
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,358,989
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,358,989
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,956,629
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,956,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,277,291
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,277,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,866,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,866,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$81,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$81,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$89,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$89,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$89,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$89,676
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$17,896
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$17,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$305,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$305,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$102,950
Contributions received in cash from employer2019-12-31$102,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$65,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$65,448
Contract administrator fees2019-12-31$32,905
Contract administrator fees2019-12-31$32,905
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE AND MORAN, PLLC
Accountancy firm name2019-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
Accountancy firm EIN2019-12-31381357951
2018 : EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-52,857
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$137,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$104,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$89,190
Value of total assets at end of year2018-12-31$1,956,629
Value of total assets at beginning of year2018-12-31$2,146,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,447
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$113,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$113,076
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$21,056
Administrative expenses (other) incurred2018-12-31$32,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-190,213
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,956,629
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,146,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,866,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,080,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$89,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$66,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$66,585
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$16,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-255,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$68,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$88,838
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$441,277
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$129,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$98,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$117,571
Value of total assets at end of year2017-12-31$2,146,842
Value of total assets at beginning of year2017-12-31$1,834,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,314
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$87,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$87,464
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$18,090
Administrative expenses (other) incurred2017-12-31$31,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$311,865
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,146,842
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,834,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,080,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,786,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$66,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$48,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$48,756
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$14,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$236,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$99,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$83,189
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$218,537
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$98,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$63,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$102,934
Value of total assets at end of year2016-12-31$1,834,977
Value of total assets at beginning of year2016-12-31$1,714,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$35,226
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$82,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$82,085
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$18,353
Administrative expenses (other) incurred2016-12-31$35,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$120,116
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,834,977
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,714,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,786,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,666,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$48,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$48,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$48,323
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$18,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$33,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$84,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$44,764
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$29,839
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$130,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$92,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$28,979
Value of total assets at end of year2015-12-31$1,714,861
Value of total assets at beginning of year2015-12-31$1,815,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,836
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$99,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$24,627
Administrative expenses (other) incurred2015-12-31$37,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-100,844
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,714,861
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,815,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,666,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,673,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$48,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$141,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$141,892
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$17,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-98,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,352
Income. Dividends from common stock2015-12-31$99,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$75,413
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$206,393
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$95,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$59,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$134,436
Value of total assets at end of year2014-12-31$1,815,705
Value of total assets at beginning of year2014-12-31$1,704,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,249
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$93,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$93,424
Administrative expenses professional fees incurred2014-12-31$35,249
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$32,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$111,238
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,815,705
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,704,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,673,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,580,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$141,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$124,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$124,229
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$17,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-21,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$102,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$42,764
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$440,232
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$61,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$25,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$193,771
Value of total assets at end of year2013-12-31$1,704,467
Value of total assets at beginning of year2013-12-31$1,325,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,666
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$80,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$80,183
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$25,732
Administrative expenses (other) incurred2013-12-31$35,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$378,970
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,704,467
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,325,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,580,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,231,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$124,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$93,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$93,514
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$14,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$166,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$168,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,038
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$338,163
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$74,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$32,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$179,401
Value of total assets at end of year2012-12-31$1,325,497
Value of total assets at beginning of year2012-12-31$1,062,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$42,088
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$45,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$45,340
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$15,932
Administrative expenses (other) incurred2012-12-31$42,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$263,228
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,325,497
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,062,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,231,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,051,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$93,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$11,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$11,049
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$10,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$113,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$163,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$21,897
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$156,613
Total of all expenses incurred2011-12-31$48,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$184,005
Value of total assets at end of year2011-12-31$1,062,269
Value of total assets at beginning of year2011-12-31$953,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$37,710
Total interest from all sources2011-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$36,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$36,798
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$12,293
Administrative expenses (other) incurred2011-12-31$37,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$108,413
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,062,269
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$953,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,051,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$943,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$11,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$9,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$9,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$7,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-64,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$171,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,571
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$296,595
Total of all expenses incurred2010-12-31$18,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$190,825
Value of total assets at end of year2010-12-31$953,856
Value of total assets at beginning of year2010-12-31$675,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,055
Total interest from all sources2010-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$22,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$22,556
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$8,374
Administrative expenses (other) incurred2010-12-31$11,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$278,409
Value of net assets at end of year (total assets less liabilities)2010-12-31$953,856
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$675,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$943,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$668,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$9,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,951
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$83,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$182,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,846
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2010-12-31381357951

Form 5500 Responses for EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY

2023: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMERITI RETIREE HEALTH PLAN FOR NORTHWOOD UNIVERSITY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 2
Insurance contract or identification number820363
Number of Individuals Covered11
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Welfare Benefit Premiums Paid to CarrierUSD $13,752
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number82036382038622
Policy instance 1
Insurance contract or identification number82036382038622
Number of Individuals Covered9
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $4,630
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 2
Insurance contract or identification number820363
Number of Individuals Covered12
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Welfare Benefit Premiums Paid to CarrierUSD $14,593
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number82036382038622
Policy instance 1
Insurance contract or identification number82036382038622
Number of Individuals Covered10
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $5,415
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 2
Insurance contract or identification number820363
Number of Individuals Covered10
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Welfare Benefit Premiums Paid to CarrierUSD $14,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number82036382038622
Policy instance 1
Insurance contract or identification number82036382038622
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $5,606
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 2
Insurance contract or identification number820363
Number of Individuals Covered12
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Welfare Benefit Premiums Paid to CarrierUSD $21,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number82036382038622
Policy instance 1
Insurance contract or identification number82036382038622
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $5,606
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 2
Insurance contract or identification number820363
Number of Individuals Covered11
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Welfare Benefit Premiums Paid to CarrierUSD $13,929
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number82036382038622
Policy instance 1
Insurance contract or identification number82036382038622
Number of Individuals Covered10
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $5,604
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 2
Insurance contract or identification number820363
Number of Individuals Covered8
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Welfare Benefit Premiums Paid to CarrierUSD $12,454
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number82036382038622
Policy instance 1
Insurance contract or identification number82036382038622
Number of Individuals Covered10
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $5,606
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 2
Insurance contract or identification number820363
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Welfare Benefit Premiums Paid to CarrierUSD $9,611
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number82036382038622
Policy instance 1
Insurance contract or identification number82036382038622
Number of Individuals Covered7
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $5,606
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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