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UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameUNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN
Plan identification number 001

UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

UNIVERSITY OF MARYLAND EYE ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF MARYLAND EYE ASSOCIATES, P.A.
Employer identification number (EIN):526148737
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01LAWRENCE K THOMPSON IV2024-04-05
0012021-07-01LAWRENCE K THOMPSON IV2023-04-17 LAWRENCE K THOMPSON IV2023-04-17
0012020-07-01LAWRENCE K THOMPSON IV2022-02-17 LAWRENCE K THOMPSON IV2022-02-17
0012019-07-01LAWRENCE K. THOMPSON IV2021-04-06 LAWRENCE K. THOMPSON IV2021-04-06
0012018-07-01LAWRENCE K. THOMPSON IV2020-04-08 LAWRENCE K. THOMPSON IV2020-04-08
0012017-07-01LAWRENCE K. THOMPSON IV2019-02-13 LAWRENCE K. THOMPSON IV2019-02-13
0012016-07-01LAWRENCE K. THOMPSON IV LAWRENCE K. THOMPSON IV2018-01-31
0012015-07-01LAWRENCE K THOMPSON IV LAWRENCE K THOMPSON IV2017-01-27
0012014-07-01LAWRENCE K. THOMPSON LAWRENCE K. THOMPSON2016-01-15
0012013-07-01LAWRENCE K. THOMPSON LAWRENCE K. THOMPSON2015-03-26
0012012-07-01LAWRENCE K THOMPSON LAWRENCE K THOMPSON2014-03-31
0012011-07-01CYNTHIA R LIPSCOMB
0012010-07-01CYNTHIA R LIPSCOMB
0012009-07-01CYNTHIA LIPSCOMB, MBA, PHR CYNTHIA LIPSCOMB, MBA, PHR2011-03-30

Plan Statistics for UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2016: UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0129
Total number of active participants reported on line 7a of the Form 55002016-07-0122
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-017
Total of all active and inactive participants2016-07-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0129
Number of participants with account balances2016-07-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-011
2015: UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0121
Total number of active participants reported on line 7a of the Form 55002015-07-0123
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-016
Total of all active and inactive participants2015-07-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0129
Number of participants with account balances2015-07-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0117
Total number of active participants reported on line 7a of the Form 55002014-07-0116
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-015
Total of all active and inactive participants2014-07-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0121
Number of participants with account balances2014-07-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0119
Total number of active participants reported on line 7a of the Form 55002013-07-0112
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-015
Total of all active and inactive participants2013-07-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0117
Number of participants with account balances2013-07-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0121
Total number of active participants reported on line 7a of the Form 55002012-07-0114
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-015
Total of all active and inactive participants2012-07-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0119
Number of participants with account balances2012-07-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0124
Total number of active participants reported on line 7a of the Form 55002011-07-0116
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-015
Total of all active and inactive participants2011-07-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0121
Number of participants with account balances2011-07-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0123
Total number of active participants reported on line 7a of the Form 55002010-07-0120
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-014
Total of all active and inactive participants2010-07-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0124
Number of participants with account balances2010-07-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0122
Total number of active participants reported on line 7a of the Form 55002009-07-0119
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-014
Total of all active and inactive participants2009-07-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0123
Number of participants with account balances2009-07-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2017 : UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources2017-06-30$233,602
Expenses. Total of all expenses incurred2017-06-30$5,977
Benefits paid (including direct rollovers)2017-06-30$5,897
Total plan assets at end of year2017-06-30$848,777
Total plan assets at beginning of year2017-06-30$621,152
Value of fidelity bond covering the plan2017-06-30$500,000
Total contributions received or receivable from participants2017-06-30$0
Expenses. Other expenses not covered elsewhere2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$105,899
Net income (gross income less expenses)2017-06-30$227,625
Net plan assets at end of year (total assets less liabilities)2017-06-30$848,777
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$621,152
Total contributions received or receivable from employer(s)2017-06-30$127,703
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$80
2016 : UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources2016-06-30$100,951
Expenses. Total of all expenses incurred2016-06-30$0
Benefits paid (including direct rollovers)2016-06-30$0
Total plan assets at end of year2016-06-30$621,152
Total plan assets at beginning of year2016-06-30$520,201
Value of fidelity bond covering the plan2016-06-30$500,000
Total contributions received or receivable from participants2016-06-30$0
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$1,038
Net income (gross income less expenses)2016-06-30$100,951
Net plan assets at end of year (total assets less liabilities)2016-06-30$621,152
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$520,201
Total contributions received or receivable from employer(s)2016-06-30$99,913
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$127,703
Amount contributed by the employer to the plan for this plan year2016-06-30$127,703
2015 : UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources2015-06-30$54,465
Expenses. Total of all expenses incurred2015-06-30$4
Benefits paid (including direct rollovers)2015-06-30$4
Total plan assets at end of year2015-06-30$520,201
Total plan assets at beginning of year2015-06-30$465,740
Value of fidelity bond covering the plan2015-06-30$500,000
Total contributions received or receivable from participants2015-06-30$0
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$14,711
Net income (gross income less expenses)2015-06-30$54,461
Net plan assets at end of year (total assets less liabilities)2015-06-30$520,201
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$465,740
Total contributions received or receivable from employer(s)2015-06-30$39,754
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$99,913
Amount contributed by the employer to the plan for this plan year2015-06-30$99,913
2014 : UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources2014-06-30$80,741
Expenses. Total of all expenses incurred2014-06-30$35,785
Benefits paid (including direct rollovers)2014-06-30$35,705
Total plan assets at end of year2014-06-30$465,740
Total plan assets at beginning of year2014-06-30$420,784
Value of fidelity bond covering the plan2014-06-30$500,000
Total contributions received or receivable from participants2014-06-30$0
Expenses. Other expenses not covered elsewhere2014-06-30$0
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$71,428
Net income (gross income less expenses)2014-06-30$44,956
Net plan assets at end of year (total assets less liabilities)2014-06-30$465,740
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$420,784
Total contributions received or receivable from employer(s)2014-06-30$9,313
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$80
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$39,754
Amount contributed by the employer to the plan for this plan year2014-06-30$39,754
2013 : UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources2013-06-30$56,210
Expenses. Total of all expenses incurred2013-06-30$7,950
Benefits paid (including direct rollovers)2013-06-30$7,832
Total plan assets at end of year2013-06-30$420,784
Total plan assets at beginning of year2013-06-30$372,524
Value of fidelity bond covering the plan2013-06-30$500,000
Total contributions received or receivable from participants2013-06-30$0
Expenses. Other expenses not covered elsewhere2013-06-30$38
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$45,104
Net income (gross income less expenses)2013-06-30$48,260
Net plan assets at end of year (total assets less liabilities)2013-06-30$420,784
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$372,524
Total contributions received or receivable from employer(s)2013-06-30$11,106
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$80
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
2012 : UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources2012-06-30$22,790
Expenses. Total of all expenses incurred2012-06-30$2,122
Benefits paid (including direct rollovers)2012-06-30$2,077
Total plan assets at end of year2012-06-30$372,524
Total plan assets at beginning of year2012-06-30$351,856
Value of fidelity bond covering the plan2012-06-30$500,000
Total contributions received or receivable from participants2012-06-30$0
Expenses. Other expenses not covered elsewhere2012-06-30$0
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$654
Net income (gross income less expenses)2012-06-30$20,668
Net plan assets at end of year (total assets less liabilities)2012-06-30$372,524
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$351,856
Total contributions received or receivable from employer(s)2012-06-30$22,136
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$45
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$0
Amount contributed by the employer to the plan for this plan year2012-06-30$0
2011 : UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-06-30$74,608
Expenses. Total of all expenses incurred2011-06-30$0
Benefits paid (including direct rollovers)2011-06-30$0
Total plan assets at end of year2011-06-30$351,856
Total plan assets at beginning of year2011-06-30$277,248
Value of fidelity bond covering the plan2011-06-30$500,000
Total contributions received or receivable from participants2011-06-30$0
Expenses. Other expenses not covered elsewhere2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$61,510
Net income (gross income less expenses)2011-06-30$74,608
Net plan assets at end of year (total assets less liabilities)2011-06-30$351,856
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$277,248
Total contributions received or receivable from employer(s)2011-06-30$13,098
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$0
Amount contributed by the employer to the plan for this plan year2011-06-30$0
2010 : UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$12,962
Amount contributed by the employer to the plan for this plan year2010-06-30$12,962

Form 5500 Responses for UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN

2016: UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60173
Policy instance 1
Insurance contract or identification numberMR 60173
Number of Individuals Covered29
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60173
Policy instance 1
Insurance contract or identification numberMR 60173
Number of Individuals Covered21
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60173
Policy instance 1
Insurance contract or identification numberMR 60173
Number of Individuals Covered17
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60173
Policy instance 1
Insurance contract or identification numberMR 60173
Number of Individuals Covered19
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60173
Policy instance 1
Insurance contract or identification numberMR 60173
Number of Individuals Covered21
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60173
Policy instance 1
Insurance contract or identification numberMR 60173
Number of Individuals Covered24
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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