401k Plan data: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN plan

WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 401k Plan overview

Plan Name	WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN
Plan identification number	001

WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WEST VIRGINIA EDUCATION ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: WEST VIRGINIA EDUCATION ASSOCIATION

Employer identification number (EIN): 550334400

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-09-01 DENISHA SMITH 2023-06-16
001 2021-09-01 DENISHA R SMITH 2023-03-28
001 2020-09-01 DAVID A. HANEY 2022-05-18
001 2019-09-01 DAVID A. HANEY 2021-03-03
001 2018-09-01 DAVID A. HANEY 2020-02-25
001 2017-09-01 DAVID A. HANEY 2019-01-30
001 2016-09-01 DAVID A. HANEY 2018-03-08
001 2015-09-01 DAVID A. HANEY 2017-03-24
001 2014-09-01 DAVID A. HANEY
001 2013-09-01 DAVID A. HANEY
001 2012-09-01 DAVID A. HANEY
001 2011-09-01 DAVID A. HANEY DALE LEE 2013-03-25
001 2010-09-01 DAVID A. HANEY DALE LEE 2012-03-28
001 2009-09-01 DAVID A. HANEY DALE LEE 2011-06-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-09-01	DENISHA SMITH	2023-06-16
001	2021-09-01	DENISHA R SMITH	2023-03-28
001	2020-09-01	DAVID A. HANEY	2022-05-18
001	2019-09-01	DAVID A. HANEY	2021-03-03
001	2018-09-01	DAVID A. HANEY	2020-02-25
001	2017-09-01	DAVID A. HANEY	2019-01-30
001	2016-09-01	DAVID A. HANEY	2018-03-08
001	2015-09-01	DAVID A. HANEY	2017-03-24
001	2014-09-01	DAVID A. HANEY
001	2013-09-01	DAVID A. HANEY
001	2012-09-01	DAVID A. HANEY
001	2011-09-01	DAVID A. HANEY		DALE LEE	2013-03-25
001	2010-09-01	DAVID A. HANEY		DALE LEE	2012-03-28
001	2009-09-01	DAVID A. HANEY		DALE LEE	2011-06-03

Plan Statistics for WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN

401k plan membership statisitcs for WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN

Measure Date Value
2022: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2022 401k membership
Market value of plan assets 2022-08-31 12,322,605
Acturial value of plan assets 2022-08-31 11,269,253
Funding target for retired participants and beneficiaries receiving payment 2022-08-31 9,448,594
Number of terminated vested participants 2022-08-31 2
Fundng target for terminated vested participants 2022-08-31 115,924
Active participant vested funding target 2022-08-31 770,090
Number of active participants 2022-08-31 2
Total funding liabilities for active participants 2022-08-31 770,090
Total participant count 2022-08-31 35
Total funding target for all participants 2022-08-31 10,334,608
Balance at beginning of prior year after applicable adjustments 2022-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-08-31 0
Prefunding balanced used to offset prior years funding requirement 2022-08-31 0
Amount remaining of carryover balance 2022-08-31 0
Amount remaining of prefunding balance 2022-08-31 0
Present value of excess contributions 2022-08-31 386,380
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-08-31 406,549
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-08-31 0
Reductions in caryover balances due to elections or deemed elections 2022-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-08-31 0
Balance of carryovers at beginning of current year 2022-08-31 0
Balance of prefunding at beginning of current year 2022-08-31 0
Total employer contributions 2022-08-31 100,000
Total employee contributions 2022-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-08-31 98,499
Unpaid minimum required contributions for all prior years 2022-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-08-31 0
Remaining amount of unpaid minimum required contributions 2022-08-31 0
Minimum required contributions for current year target normal cost 2022-08-31 52,816
Net shortfall amortization installment of oustanding balance 2022-08-31 0
Waiver amortization installment 2022-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-08-31 0
Carryover balance elected to use to offset funding requirement 2022-08-31 0
Prefunding balance elected to use to offset funding requirement 2022-08-31 0
Additional cash requirement 2022-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-08-31 98,499
Unpaid minimum required contributions for current year 2022-08-31 0
Unpaid minimum required contributions for all years 2022-08-31 0
2021: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-08-31 10,803,719
Acturial value of plan assets 2021-08-31 10,663,819
Funding target for retired participants and beneficiaries receiving payment 2021-08-31 8,838,282
Number of terminated vested participants 2021-08-31 2
Fundng target for terminated vested participants 2021-08-31 96,917
Active participant vested funding target 2021-08-31 1,410,279
Number of active participants 2021-08-31 3
Total funding liabilities for active participants 2021-08-31 1,410,279
Total participant count 2021-08-31 36
Total funding target for all participants 2021-08-31 10,345,478
Balance at beginning of prior year after applicable adjustments 2021-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-08-31 0
Prefunding balanced used to offset prior years funding requirement 2021-08-31 0
Amount remaining of carryover balance 2021-08-31 0
Amount remaining of prefunding balance 2021-08-31 0
Present value of excess contributions 2021-08-31 384,472
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-08-31 405,157
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-08-31 0
Reductions in caryover balances due to elections or deemed elections 2021-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-08-31 0
Balance of carryovers at beginning of current year 2021-08-31 0
Balance of prefunding at beginning of current year 2021-08-31 0
Total employer contributions 2021-08-31 400,000
Total employee contributions 2021-08-31 7,877
Contributions allocated toward unpaid minimum require contributions from prior years 2021-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-08-31 386,380
Unpaid minimum required contributions for all prior years 2021-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-08-31 0
Remaining amount of unpaid minimum required contributions 2021-08-31 0
Minimum required contributions for current year target normal cost 2021-08-31 68,906
Net shortfall amortization installment of oustanding balance 2021-08-31 0
Waiver amortization installment 2021-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-08-31 0
Carryover balance elected to use to offset funding requirement 2021-08-31 0
Prefunding balance elected to use to offset funding requirement 2021-08-31 0
Additional cash requirement 2021-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-08-31 386,380
Unpaid minimum required contributions for current year 2021-08-31 0
Unpaid minimum required contributions for all years 2021-08-31 0
2020: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-08-31 10,209,263
Acturial value of plan assets 2020-08-31 10,387,561
Funding target for retired participants and beneficiaries receiving payment 2020-08-31 8,393,923
Number of terminated vested participants 2020-08-31 2
Fundng target for terminated vested participants 2020-08-31 87,511
Active participant vested funding target 2020-08-31 1,807,183
Number of active participants 2020-08-31 5
Total funding liabilities for active participants 2020-08-31 1,807,183
Total participant count 2020-08-31 37
Total funding target for all participants 2020-08-31 10,288,617
Balance at beginning of prior year after applicable adjustments 2020-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-08-31 0
Prefunding balanced used to offset prior years funding requirement 2020-08-31 0
Amount remaining of carryover balance 2020-08-31 0
Amount remaining of prefunding balance 2020-08-31 0
Present value of excess contributions 2020-08-31 385,507
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-08-31 406,980
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-08-31 0
Reductions in caryover balances due to elections or deemed elections 2020-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-08-31 0
Balance of carryovers at beginning of current year 2020-08-31 0
Balance of prefunding at beginning of current year 2020-08-31 0
Total employer contributions 2020-08-31 400,000
Total employee contributions 2020-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-08-31 384,472
Unpaid minimum required contributions for all prior years 2020-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-08-31 0
Remaining amount of unpaid minimum required contributions 2020-08-31 0
Minimum required contributions for current year target normal cost 2020-08-31 55,927
Net shortfall amortization installment of oustanding balance 2020-08-31 0
Waiver amortization installment 2020-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-08-31 0
Carryover balance elected to use to offset funding requirement 2020-08-31 0
Prefunding balance elected to use to offset funding requirement 2020-08-31 0
Additional cash requirement 2020-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-08-31 384,472
Unpaid minimum required contributions for current year 2020-08-31 0
Unpaid minimum required contributions for all years 2020-08-31 0
2019: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-08-31 10,311,373
Acturial value of plan assets 2019-08-31 10,013,182
Funding target for retired participants and beneficiaries receiving payment 2019-08-31 7,837,738
Number of terminated vested participants 2019-08-31 2
Fundng target for terminated vested participants 2019-08-31 79,134
Active participant vested funding target 2019-08-31 1,959,024
Number of active participants 2019-08-31 6
Total funding liabilities for active participants 2019-08-31 1,959,024
Total participant count 2019-08-31 38
Total funding target for all participants 2019-08-31 9,875,896
Balance at beginning of prior year after applicable adjustments 2019-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-08-31 0
Prefunding balanced used to offset prior years funding requirement 2019-08-31 0
Amount remaining of carryover balance 2019-08-31 0
Amount remaining of prefunding balance 2019-08-31 0
Present value of excess contributions 2019-08-31 521,421
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-08-31 551,455
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-08-31 0
Reductions in caryover balances due to elections or deemed elections 2019-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-08-31 0
Balance of carryovers at beginning of current year 2019-08-31 0
Balance of prefunding at beginning of current year 2019-08-31 0
Total employer contributions 2019-08-31 400,000
Total employee contributions 2019-08-31 13,205
Contributions allocated toward unpaid minimum require contributions from prior years 2019-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-08-31 385,507
Unpaid minimum required contributions for all prior years 2019-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-08-31 0
Remaining amount of unpaid minimum required contributions 2019-08-31 0
Minimum required contributions for current year target normal cost 2019-08-31 62,404
Net shortfall amortization installment of oustanding balance 2019-08-31 0
Waiver amortization installment 2019-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-08-31 0
Carryover balance elected to use to offset funding requirement 2019-08-31 0
Prefunding balance elected to use to offset funding requirement 2019-08-31 0
Additional cash requirement 2019-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-08-31 385,507
Unpaid minimum required contributions for current year 2019-08-31 0
Unpaid minimum required contributions for all years 2019-08-31 0
2018: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-08-31 9,561,886
Acturial value of plan assets 2018-08-31 9,329,148
Funding target for retired participants and beneficiaries receiving payment 2018-08-31 7,617,652
Number of terminated vested participants 2018-08-31 2
Fundng target for terminated vested participants 2018-08-31 68,393
Active participant vested funding target 2018-08-31 1,781,129
Number of active participants 2018-08-31 6
Total funding liabilities for active participants 2018-08-31 1,781,129
Total participant count 2018-08-31 38
Total funding target for all participants 2018-08-31 9,467,174
Balance at beginning of prior year after applicable adjustments 2018-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-08-31 0
Prefunding balanced used to offset prior years funding requirement 2018-08-31 0
Amount remaining of carryover balance 2018-08-31 0
Amount remaining of prefunding balance 2018-08-31 0
Present value of excess contributions 2018-08-31 542,343
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-08-31 574,612
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-08-31 0
Reductions in caryover balances due to elections or deemed elections 2018-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-08-31 0
Balance of carryovers at beginning of current year 2018-08-31 0
Balance of prefunding at beginning of current year 2018-08-31 0
Total employer contributions 2018-08-31 612,000
Total employee contributions 2018-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-08-31 588,615
Unpaid minimum required contributions for all prior years 2018-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-08-31 0
Remaining amount of unpaid minimum required contributions 2018-08-31 0
Minimum required contributions for current year target normal cost 2018-08-31 67,194
Net shortfall amortization installment of oustanding balance 2018-08-31 138,026
Waiver amortization installment 2018-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-08-31 67,194
Carryover balance elected to use to offset funding requirement 2018-08-31 0
Prefunding balance elected to use to offset funding requirement 2018-08-31 0
Additional cash requirement 2018-08-31 67,194
Contributions allocatedtoward minimum required contributions for current year 2018-08-31 588,615
Unpaid minimum required contributions for current year 2018-08-31 0
Unpaid minimum required contributions for all years 2018-08-31 0
2017: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-08-31 8,748,878
Acturial value of plan assets 2017-08-31 9,007,438
Funding target for retired participants and beneficiaries receiving payment 2017-08-31 7,499,328
Number of terminated vested participants 2017-08-31 4
Fundng target for terminated vested participants 2017-08-31 79,234
Active participant vested funding target 2017-08-31 1,484,372
Number of active participants 2017-08-31 7
Total funding liabilities for active participants 2017-08-31 1,484,372
Total participant count 2017-08-31 40
Total funding target for all participants 2017-08-31 9,062,934
Balance at beginning of prior year after applicable adjustments 2017-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-08-31 0
Prefunding balanced used to offset prior years funding requirement 2017-08-31 0
Amount remaining of carryover balance 2017-08-31 0
Amount remaining of prefunding balance 2017-08-31 0
Present value of excess contributions 2017-08-31 532,806
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-08-31 565,627
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-08-31 0
Reductions in caryover balances due to elections or deemed elections 2017-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-08-31 0
Balance of carryovers at beginning of current year 2017-08-31 0
Balance of prefunding at beginning of current year 2017-08-31 0
Total employer contributions 2017-08-31 612,000
Total employee contributions 2017-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-08-31 589,506
Unpaid minimum required contributions for all prior years 2017-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-08-31 0
Remaining amount of unpaid minimum required contributions 2017-08-31 0
Minimum required contributions for current year target normal cost 2017-08-31 47,163
Net shortfall amortization installment of oustanding balance 2017-08-31 55,496
Waiver amortization installment 2017-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-08-31 47,163
Carryover balance elected to use to offset funding requirement 2017-08-31 0
Prefunding balance elected to use to offset funding requirement 2017-08-31 0
Additional cash requirement 2017-08-31 47,163
Contributions allocatedtoward minimum required contributions for current year 2017-08-31 589,506
Unpaid minimum required contributions for current year 2017-08-31 0
Unpaid minimum required contributions for all years 2017-08-31 0
2014: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 41
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 8
Number of retired or separated participants receiving benefits 2014-09-01 28
Number of other retired or separated participants entitled to future benefits 2014-09-01 4
Total of all active and inactive participants 2014-09-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 1
Total participants 2014-09-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 41
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 9
Number of retired or separated participants receiving benefits 2013-09-01 26
Number of other retired or separated participants entitled to future benefits 2013-09-01 5
Total of all active and inactive participants 2013-09-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 1
Total participants 2013-09-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 43
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 13
Number of retired or separated participants receiving benefits 2012-09-01 24
Number of other retired or separated participants entitled to future benefits 2012-09-01 3
Total of all active and inactive participants 2012-09-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 1
Total participants 2012-09-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 45
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 13
Number of retired or separated participants receiving benefits 2011-09-01 25
Number of other retired or separated participants entitled to future benefits 2011-09-01 3
Total of all active and inactive participants 2011-09-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 2
Total participants 2011-09-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2010: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 46
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 14
Number of retired or separated participants receiving benefits 2010-09-01 25
Number of other retired or separated participants entitled to future benefits 2010-09-01 4
Total of all active and inactive participants 2010-09-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-01 2
Total participants 2010-09-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-09-01 0
2009: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 46
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 14
Number of retired or separated participants receiving benefits 2009-09-01 26
Number of other retired or separated participants entitled to future benefits 2009-09-01 4
Total of all active and inactive participants 2009-09-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 2
Total participants 2009-09-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 0

Measure	Date	Value
2022: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-08-31	12,322,605
Acturial value of plan assets	2022-08-31	11,269,253
Funding target for retired participants and beneficiaries receiving payment	2022-08-31	9,448,594
Number of terminated vested participants	2022-08-31	2
Fundng target for terminated vested participants	2022-08-31	115,924
Active participant vested funding target	2022-08-31	770,090
Number of active participants	2022-08-31	2
Total funding liabilities for active participants	2022-08-31	770,090
Total participant count	2022-08-31	35
Total funding target for all participants	2022-08-31	10,334,608
Balance at beginning of prior year after applicable adjustments	2022-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-08-31	0
Prefunding balanced used to offset prior years funding requirement	2022-08-31	0
Amount remaining of carryover balance	2022-08-31	0
Amount remaining of prefunding balance	2022-08-31	0
Present value of excess contributions	2022-08-31	386,380
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-08-31	406,549
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-08-31	0
Reductions in caryover balances due to elections or deemed elections	2022-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-08-31	0
Balance of carryovers at beginning of current year	2022-08-31	0
Balance of prefunding at beginning of current year	2022-08-31	0
Total employer contributions	2022-08-31	100,000
Total employee contributions	2022-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-08-31	98,499
Unpaid minimum required contributions for all prior years	2022-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-08-31	0
Remaining amount of unpaid minimum required contributions	2022-08-31	0
Minimum required contributions for current year target normal cost	2022-08-31	52,816
Net shortfall amortization installment of oustanding balance	2022-08-31	0
Waiver amortization installment	2022-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-08-31	0
Carryover balance elected to use to offset funding requirement	2022-08-31	0
Prefunding balance elected to use to offset funding requirement	2022-08-31	0
Additional cash requirement	2022-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-08-31	98,499
Unpaid minimum required contributions for current year	2022-08-31	0
Unpaid minimum required contributions for all years	2022-08-31	0
2021: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-08-31	10,803,719
Acturial value of plan assets	2021-08-31	10,663,819
Funding target for retired participants and beneficiaries receiving payment	2021-08-31	8,838,282
Number of terminated vested participants	2021-08-31	2
Fundng target for terminated vested participants	2021-08-31	96,917
Active participant vested funding target	2021-08-31	1,410,279
Number of active participants	2021-08-31	3
Total funding liabilities for active participants	2021-08-31	1,410,279
Total participant count	2021-08-31	36
Total funding target for all participants	2021-08-31	10,345,478
Balance at beginning of prior year after applicable adjustments	2021-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-08-31	0
Prefunding balanced used to offset prior years funding requirement	2021-08-31	0
Amount remaining of carryover balance	2021-08-31	0
Amount remaining of prefunding balance	2021-08-31	0
Present value of excess contributions	2021-08-31	384,472
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-08-31	405,157
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-08-31	0
Reductions in caryover balances due to elections or deemed elections	2021-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-08-31	0
Balance of carryovers at beginning of current year	2021-08-31	0
Balance of prefunding at beginning of current year	2021-08-31	0
Total employer contributions	2021-08-31	400,000
Total employee contributions	2021-08-31	7,877
Contributions allocated toward unpaid minimum require contributions from prior years	2021-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-08-31	386,380
Unpaid minimum required contributions for all prior years	2021-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-08-31	0
Remaining amount of unpaid minimum required contributions	2021-08-31	0
Minimum required contributions for current year target normal cost	2021-08-31	68,906
Net shortfall amortization installment of oustanding balance	2021-08-31	0
Waiver amortization installment	2021-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-08-31	0
Carryover balance elected to use to offset funding requirement	2021-08-31	0
Prefunding balance elected to use to offset funding requirement	2021-08-31	0
Additional cash requirement	2021-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-08-31	386,380
Unpaid minimum required contributions for current year	2021-08-31	0
Unpaid minimum required contributions for all years	2021-08-31	0
2020: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-08-31	10,209,263
Acturial value of plan assets	2020-08-31	10,387,561
Funding target for retired participants and beneficiaries receiving payment	2020-08-31	8,393,923
Number of terminated vested participants	2020-08-31	2
Fundng target for terminated vested participants	2020-08-31	87,511
Active participant vested funding target	2020-08-31	1,807,183
Number of active participants	2020-08-31	5
Total funding liabilities for active participants	2020-08-31	1,807,183
Total participant count	2020-08-31	37
Total funding target for all participants	2020-08-31	10,288,617
Balance at beginning of prior year after applicable adjustments	2020-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-08-31	0
Prefunding balanced used to offset prior years funding requirement	2020-08-31	0
Amount remaining of carryover balance	2020-08-31	0
Amount remaining of prefunding balance	2020-08-31	0
Present value of excess contributions	2020-08-31	385,507
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-08-31	406,980
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-08-31	0
Reductions in caryover balances due to elections or deemed elections	2020-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-08-31	0
Balance of carryovers at beginning of current year	2020-08-31	0
Balance of prefunding at beginning of current year	2020-08-31	0
Total employer contributions	2020-08-31	400,000
Total employee contributions	2020-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-08-31	384,472
Unpaid minimum required contributions for all prior years	2020-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-08-31	0
Remaining amount of unpaid minimum required contributions	2020-08-31	0
Minimum required contributions for current year target normal cost	2020-08-31	55,927
Net shortfall amortization installment of oustanding balance	2020-08-31	0
Waiver amortization installment	2020-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-08-31	0
Carryover balance elected to use to offset funding requirement	2020-08-31	0
Prefunding balance elected to use to offset funding requirement	2020-08-31	0
Additional cash requirement	2020-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-08-31	384,472
Unpaid minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for all years	2020-08-31	0
2019: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-08-31	10,311,373
Acturial value of plan assets	2019-08-31	10,013,182
Funding target for retired participants and beneficiaries receiving payment	2019-08-31	7,837,738
Number of terminated vested participants	2019-08-31	2
Fundng target for terminated vested participants	2019-08-31	79,134
Active participant vested funding target	2019-08-31	1,959,024
Number of active participants	2019-08-31	6
Total funding liabilities for active participants	2019-08-31	1,959,024
Total participant count	2019-08-31	38
Total funding target for all participants	2019-08-31	9,875,896
Balance at beginning of prior year after applicable adjustments	2019-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-08-31	0
Prefunding balanced used to offset prior years funding requirement	2019-08-31	0
Amount remaining of carryover balance	2019-08-31	0
Amount remaining of prefunding balance	2019-08-31	0
Present value of excess contributions	2019-08-31	521,421
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-08-31	551,455
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-08-31	0
Reductions in caryover balances due to elections or deemed elections	2019-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-08-31	0
Balance of carryovers at beginning of current year	2019-08-31	0
Balance of prefunding at beginning of current year	2019-08-31	0
Total employer contributions	2019-08-31	400,000
Total employee contributions	2019-08-31	13,205
Contributions allocated toward unpaid minimum require contributions from prior years	2019-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-08-31	385,507
Unpaid minimum required contributions for all prior years	2019-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-08-31	0
Remaining amount of unpaid minimum required contributions	2019-08-31	0
Minimum required contributions for current year target normal cost	2019-08-31	62,404
Net shortfall amortization installment of oustanding balance	2019-08-31	0
Waiver amortization installment	2019-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-08-31	0
Carryover balance elected to use to offset funding requirement	2019-08-31	0
Prefunding balance elected to use to offset funding requirement	2019-08-31	0
Additional cash requirement	2019-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-08-31	385,507
Unpaid minimum required contributions for current year	2019-08-31	0
Unpaid minimum required contributions for all years	2019-08-31	0
2018: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-08-31	9,561,886
Acturial value of plan assets	2018-08-31	9,329,148
Funding target for retired participants and beneficiaries receiving payment	2018-08-31	7,617,652
Number of terminated vested participants	2018-08-31	2
Fundng target for terminated vested participants	2018-08-31	68,393
Active participant vested funding target	2018-08-31	1,781,129
Number of active participants	2018-08-31	6
Total funding liabilities for active participants	2018-08-31	1,781,129
Total participant count	2018-08-31	38
Total funding target for all participants	2018-08-31	9,467,174
Balance at beginning of prior year after applicable adjustments	2018-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-08-31	0
Prefunding balanced used to offset prior years funding requirement	2018-08-31	0
Amount remaining of carryover balance	2018-08-31	0
Amount remaining of prefunding balance	2018-08-31	0
Present value of excess contributions	2018-08-31	542,343
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-31	574,612
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-08-31	0
Reductions in caryover balances due to elections or deemed elections	2018-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-08-31	0
Balance of carryovers at beginning of current year	2018-08-31	0
Balance of prefunding at beginning of current year	2018-08-31	0
Total employer contributions	2018-08-31	612,000
Total employee contributions	2018-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-08-31	588,615
Unpaid minimum required contributions for all prior years	2018-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-08-31	0
Remaining amount of unpaid minimum required contributions	2018-08-31	0
Minimum required contributions for current year target normal cost	2018-08-31	67,194
Net shortfall amortization installment of oustanding balance	2018-08-31	138,026
Waiver amortization installment	2018-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-08-31	67,194
Carryover balance elected to use to offset funding requirement	2018-08-31	0
Prefunding balance elected to use to offset funding requirement	2018-08-31	0
Additional cash requirement	2018-08-31	67,194
Contributions allocatedtoward minimum required contributions for current year	2018-08-31	588,615
Unpaid minimum required contributions for current year	2018-08-31	0
Unpaid minimum required contributions for all years	2018-08-31	0
2017: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-08-31	8,748,878
Acturial value of plan assets	2017-08-31	9,007,438
Funding target for retired participants and beneficiaries receiving payment	2017-08-31	7,499,328
Number of terminated vested participants	2017-08-31	4
Fundng target for terminated vested participants	2017-08-31	79,234
Active participant vested funding target	2017-08-31	1,484,372
Number of active participants	2017-08-31	7
Total funding liabilities for active participants	2017-08-31	1,484,372
Total participant count	2017-08-31	40
Total funding target for all participants	2017-08-31	9,062,934
Balance at beginning of prior year after applicable adjustments	2017-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-08-31	0
Prefunding balanced used to offset prior years funding requirement	2017-08-31	0
Amount remaining of carryover balance	2017-08-31	0
Amount remaining of prefunding balance	2017-08-31	0
Present value of excess contributions	2017-08-31	532,806
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-08-31	565,627
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-08-31	0
Reductions in caryover balances due to elections or deemed elections	2017-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-08-31	0
Balance of carryovers at beginning of current year	2017-08-31	0
Balance of prefunding at beginning of current year	2017-08-31	0
Total employer contributions	2017-08-31	612,000
Total employee contributions	2017-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-08-31	589,506
Unpaid minimum required contributions for all prior years	2017-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-08-31	0
Remaining amount of unpaid minimum required contributions	2017-08-31	0
Minimum required contributions for current year target normal cost	2017-08-31	47,163
Net shortfall amortization installment of oustanding balance	2017-08-31	55,496
Waiver amortization installment	2017-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-08-31	47,163
Carryover balance elected to use to offset funding requirement	2017-08-31	0
Prefunding balance elected to use to offset funding requirement	2017-08-31	0
Additional cash requirement	2017-08-31	47,163
Contributions allocatedtoward minimum required contributions for current year	2017-08-31	589,506
Unpaid minimum required contributions for current year	2017-08-31	0
Unpaid minimum required contributions for all years	2017-08-31	0
2014: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	41
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	8
Number of retired or separated participants receiving benefits	2014-09-01	28
Number of other retired or separated participants entitled to future benefits	2014-09-01	4
Total of all active and inactive participants	2014-09-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	1
Total participants	2014-09-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	41
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	9
Number of retired or separated participants receiving benefits	2013-09-01	26
Number of other retired or separated participants entitled to future benefits	2013-09-01	5
Total of all active and inactive participants	2013-09-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	1
Total participants	2013-09-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	43
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	13
Number of retired or separated participants receiving benefits	2012-09-01	24
Number of other retired or separated participants entitled to future benefits	2012-09-01	3
Total of all active and inactive participants	2012-09-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	1
Total participants	2012-09-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	45
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	13
Number of retired or separated participants receiving benefits	2011-09-01	25
Number of other retired or separated participants entitled to future benefits	2011-09-01	3
Total of all active and inactive participants	2011-09-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	2
Total participants	2011-09-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2010: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	46
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	14
Number of retired or separated participants receiving benefits	2010-09-01	25
Number of other retired or separated participants entitled to future benefits	2010-09-01	4
Total of all active and inactive participants	2010-09-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-01	2
Total participants	2010-09-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-09-01	0
2009: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	46
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	14
Number of retired or separated participants receiving benefits	2009-09-01	26
Number of other retired or separated participants entitled to future benefits	2009-09-01	4
Total of all active and inactive participants	2009-09-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	2
Total participants	2009-09-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	0

Financial Data on WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN

Measure	Date	Value
2015 : WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-08-31	$546,930
Expenses. Total of all expenses incurred	2015-08-31	$743,531
Benefits paid (including direct rollovers)	2015-08-31	$679,894
Total plan assets at end of year	2015-08-31	$8,283,654
Total plan assets at beginning of year	2015-08-31	$8,480,255
Value of fidelity bond covering the plan	2015-08-31	$500,000
Expenses. Other expenses not covered elsewhere	2015-08-31	$63,637
Other income received	2015-08-31	$-65,071
Net income (gross income less expenses)	2015-08-31	$-196,601
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$8,283,654
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$8,480,255
Total contributions received or receivable from employer(s)	2015-08-31	$612,001
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-08-31	$0
2014 : WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-08-31	$1,671,902
Expenses. Total of all expenses incurred	2014-08-31	$665,399
Benefits paid (including direct rollovers)	2014-08-31	$619,025
Total plan assets at end of year	2014-08-31	$8,480,255
Total plan assets at beginning of year	2014-08-31	$7,473,752
Value of fidelity bond covering the plan	2014-08-31	$500,000
Expenses. Other expenses not covered elsewhere	2014-08-31	$10,127
Other income received	2014-08-31	$1,059,902
Net income (gross income less expenses)	2014-08-31	$1,006,503
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$8,480,255
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$7,473,752
Total contributions received or receivable from employer(s)	2014-08-31	$612,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-08-31	$36,247
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-08-31	$0
2013 : WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-08-31	$1,359,123
Expenses. Total of all expenses incurred	2013-08-31	$648,377
Benefits paid (including direct rollovers)	2013-08-31	$598,929
Total plan assets at end of year	2013-08-31	$7,473,752
Total plan assets at beginning of year	2013-08-31	$6,763,006
Value of fidelity bond covering the plan	2013-08-31	$500,000
Expenses. Other expenses not covered elsewhere	2013-08-31	$49,448
Other income received	2013-08-31	$747,123
Net income (gross income less expenses)	2013-08-31	$710,746
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$7,473,752
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$6,763,006
Total contributions received or receivable from employer(s)	2013-08-31	$612,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0
2012 : WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-08-31	$1,109,255
Expenses. Total of all expenses incurred	2012-08-31	$664,603
Benefits paid (including direct rollovers)	2012-08-31	$620,882
Total plan assets at end of year	2012-08-31	$6,763,006
Total plan assets at beginning of year	2012-08-31	$6,318,354
Value of fidelity bond covering the plan	2012-08-31	$500,000
Expenses. Other expenses not covered elsewhere	2012-08-31	$43,721
Other income received	2012-08-31	$499,785
Net income (gross income less expenses)	2012-08-31	$444,652
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$6,763,006
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$6,318,354
Total contributions received or receivable from employer(s)	2012-08-31	$609,470
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
2011 : WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-08-31	$1,217,350
Expenses. Total of all expenses incurred	2011-08-31	$655,933
Benefits paid (including direct rollovers)	2011-08-31	$616,663
Total plan assets at end of year	2011-08-31	$6,318,354
Total plan assets at beginning of year	2011-08-31	$5,756,937
Value of fidelity bond covering the plan	2011-08-31	$500,000
Expenses. Other expenses not covered elsewhere	2011-08-31	$39,270
Other income received	2011-08-31	$616,410
Net income (gross income less expenses)	2011-08-31	$561,417
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$6,318,354
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$5,756,937
Total contributions received or receivable from employer(s)	2011-08-31	$600,940
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-08-31	$0
2010 : WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-08-31	$0

Form 5500 Responses for WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN

2014: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	Yes
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	Yes
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	Yes
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	Yes
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Submission has been amended	No
2010-09-01	This submission is the final filing	No
2010-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-09-01	Plan is a collectively bargained plan	Yes
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	Yes
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WEST VIRGINIA EDUCATION ASSOCIATION
Employer identification number (EIN):	550334400
NAIC Classification:	611000