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401k Plan overview

Plan NameBATES COLLEGE 403(B) RETIREMENT PLAN
Plan identification number 002

BATES COLLEGE 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PRESIDENT AND TRUSTEES OF BATES COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:PRESIDENT AND TRUSTEES OF BATES COLLEGE
Employer identification number (EIN):010211781
NAIC Classification:611000

Additional information about PRESIDENT AND TRUSTEES OF BATES COLLEGE

Jurisdiction of Incorporation: Maine Bureau of Corporations, Elections & Commissions
Incorporation Date:
Company Identification Number: 18550001ND

More information about PRESIDENT AND TRUSTEES OF BATES COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BATES COLLEGE 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01GEOFFREY SWIFT GEOFFREY SWIFT2018-10-04
0022016-01-01GEOFFREY SWIFT GEOFFREY SWIFT2017-10-10
0022015-01-01GEOFFREY SWIFT GEOFFREY SWIFT2016-10-05
0022014-01-01GEOFFREY SWIFT GEOFFREY SWIFT2015-10-07
0022013-01-01NATALIE WILLIAMSON NATALIE WILLIAMSON2014-10-13
0022012-01-01TERRY JO BECKMANN TERRY JO BECKMANN2013-10-08
0022011-01-01TERRY JO BECKMAN
0022009-01-01TERRY JO BECKMANN

Plan Statistics for BATES COLLEGE 403(B) RETIREMENT PLAN

401k plan membership statisitcs for BATES COLLEGE 403(B) RETIREMENT PLAN

Measure Date Value
2017
Total participants, beginning-of-year2017-01-011,683
Total number of active participants reported on line 7a of the Form 55002017-01-01991
Number of retired or separated participants receiving benefits2017-01-01142
Number of other retired or separated participants entitled to future benefits2017-01-01551
Total of all active and inactive participants2017-01-011,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,687
Number of participants with account balances2017-01-011,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016
Total participants, beginning-of-year2016-01-011,645
Total number of active participants reported on line 7a of the Form 55002016-01-011,025
Number of retired or separated participants receiving benefits2016-01-01120
Number of other retired or separated participants entitled to future benefits2016-01-01530
Total of all active and inactive participants2016-01-011,675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,678
Number of participants with account balances2016-01-011,306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015
Total participants, beginning-of-year2015-01-011,595
Total number of active participants reported on line 7a of the Form 55002015-01-011,007
Number of retired or separated participants receiving benefits2015-01-01101
Number of other retired or separated participants entitled to future benefits2015-01-01532
Total of all active and inactive participants2015-01-011,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-011,645
Number of participants with account balances2015-01-011,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014
Total participants, beginning-of-year2014-01-011,583
Total number of active participants reported on line 7a of the Form 55002014-01-01975
Number of retired or separated participants receiving benefits2014-01-0187
Number of other retired or separated participants entitled to future benefits2014-01-01532
Total of all active and inactive participants2014-01-011,594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,595
Number of participants with account balances2014-01-011,269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013
Total participants, beginning-of-year2013-01-011,230
Total number of active participants reported on line 7a of the Form 55002013-01-01988
Number of retired or separated participants receiving benefits2013-01-0192
Number of other retired or separated participants entitled to future benefits2013-01-01502
Total of all active and inactive participants2013-01-011,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,583
Number of participants with account balances2013-01-011,254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012
Total participants, beginning-of-year2012-01-011,206
Total number of active participants reported on line 7a of the Form 55002012-01-01991
Number of retired or separated participants receiving benefits2012-01-0172
Number of other retired or separated participants entitled to future benefits2012-01-01494
Total of all active and inactive participants2012-01-011,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,557
Number of participants with account balances2012-01-011,230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011
Total participants, beginning-of-year2011-01-011,278
Total number of active participants reported on line 7a of the Form 55002011-01-01975
Number of retired or separated participants receiving benefits2011-01-0170
Number of other retired or separated participants entitled to future benefits2011-01-01487
Total of all active and inactive participants2011-01-011,532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,533
Number of participants with account balances2011-01-011,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009
Total participants, beginning-of-year2009-01-01641
Total number of active participants reported on line 7a of the Form 55002009-01-01628
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01628
Number of participants with account balances2009-01-01628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BATES COLLEGE 403(B) RETIREMENT PLAN

Measure Date Value
2018
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,517,856
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,808,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,749,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,848,958
Value of total assets at end of year2018-12-31$92,896,791
Value of total assets at beginning of year2018-12-31$95,187,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,676
Total interest from all sources2018-12-31$903,695
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$962,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$962,590
Administrative expenses professional fees incurred2018-12-31$11,800
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,142,629
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,502,713
Other income not declared elsewhere2018-12-31$97,637
Administrative expenses (other) incurred2018-12-31$24,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,290,947
Value of net assets at end of year (total assets less liabilities)2018-12-31$92,896,791
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$95,187,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$23,523
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$60,993,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$64,280,550
Value of interest in pooled separate accounts at end of year2018-12-31$5,745,452
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,190,695
Interest earned on other investments2018-12-31$903,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$26,157,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$25,716,493
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$432,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,546,329
Net investment gain/loss from pooled separate accounts2018-12-31$251,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,203,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,316,451
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2018-12-31010523282
2017
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$17,380,404
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,011,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,991,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,517,409
Value of total assets at end of year2017-12-31$95,187,738
Value of total assets at beginning of year2017-12-31$80,818,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,194
Total interest from all sources2017-12-31$851,834
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$590,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$590,572
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,839,225
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$542,980
Other income not declared elsewhere2017-12-31$19,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$14,369,218
Value of net assets at end of year (total assets less liabilities)2017-12-31$95,187,738
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$80,818,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$19,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$64,280,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$51,774,412
Value of interest in pooled separate accounts at end of year2017-12-31$5,190,695
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,767,970
Interest earned on other investments2017-12-31$851,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$25,716,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$24,276,138
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$201,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,186,021
Net investment gain/loss from pooled separate accounts2017-12-31$215,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,135,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,790,017
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2017-12-31010523282
2016
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$10,785,943
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,362,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,341,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,167,468
Value of total assets at end of year2016-12-31$80,818,520
Value of total assets at beginning of year2016-12-31$73,394,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,604
Total interest from all sources2016-12-31$854,090
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$349,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$349,042
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,747,520
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,330,080
Other income not declared elsewhere2016-12-31$20,388
Administrative expenses (other) incurred2016-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,423,828
Value of net assets at end of year (total assets less liabilities)2016-12-31$80,818,520
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$73,394,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$20,602
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$51,774,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$46,753,045
Value of interest in pooled separate accounts at end of year2016-12-31$4,767,970
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,408,068
Interest earned on other investments2016-12-31$854,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$24,276,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$22,233,579
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$148,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,164,301
Net investment gain/loss from pooled separate accounts2016-12-31$230,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,089,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,192,706
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2016-12-31010523282
2015
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,956,253
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,202,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,192,961
Expenses. Certain deemed distributions of participant loans2015-12-31$1,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,753,448
Value of total assets at end of year2015-12-31$73,394,692
Value of total assets at beginning of year2015-12-31$70,640,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,328
Total interest from all sources2015-12-31$765,255
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$270,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$270,149
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,582,642
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,145,996
Other income not declared elsewhere2015-12-31$7,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,754,070
Value of net assets at end of year (total assets less liabilities)2015-12-31$73,394,692
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$70,640,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$7,328
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$46,753,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,180,816
Value of interest in pooled separate accounts at end of year2015-12-31$4,408,068
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,026,155
Interest earned on other investments2015-12-31$765,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$22,233,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$21,433,651
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$452,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-168,377
Net investment gain/loss from pooled separate accounts2015-12-31$328,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,024,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,740,791
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2015-12-31010523282
2014
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$18,884
Total income from all sources (including contributions)2014-12-31$9,250,194
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,234,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,219,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,005,722
Value of total assets at end of year2014-12-31$70,640,622
Value of total assets at beginning of year2014-12-31$64,643,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,988
Total interest from all sources2014-12-31$764,031
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$175,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$175,010
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,469,581
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$574,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$18,884
Other income not declared elsewhere2014-12-31$14,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,015,624
Value of net assets at end of year (total assets less liabilities)2014-12-31$70,640,622
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$64,624,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$14,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$45,180,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$40,523,491
Value of interest in pooled separate accounts at end of year2014-12-31$4,026,155
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,601,309
Interest earned on other investments2014-12-31$764,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$21,433,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$20,519,082
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$326,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,848,667
Net investment gain/loss from pooled separate accounts2014-12-31$441,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$961,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,893,308
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2014-12-31010523282
2013
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18,884
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$12,327,617
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,801,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,788,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,020,369
Value of total assets at end of year2013-12-31$64,643,882
Value of total assets at beginning of year2013-12-31$54,099,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,681
Total interest from all sources2013-12-31$711,487
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$51,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$51,185
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,266,899
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$23,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$18,884
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$14,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,525,736
Value of net assets at end of year (total assets less liabilities)2013-12-31$64,624,998
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$54,099,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$13,681
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$40,523,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$32,115,094
Value of interest in pooled separate accounts at end of year2013-12-31$3,601,309
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,976,944
Interest earned on other investments2013-12-31$711,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$20,519,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$19,007,224
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$19,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,227,924
Net investment gain/loss from pooled separate accounts2013-12-31$302,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$729,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,768,954
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2013-12-31010523282
2012
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,273,284
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,647,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,641,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,335,318
Value of total assets at end of year2012-12-31$54,099,262
Value of total assets at beginning of year2012-12-31$48,473,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,324
Total interest from all sources2012-12-31$651,778
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,843,613
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$115,746
Other income not declared elsewhere2012-12-31$6,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,625,478
Value of net assets at end of year (total assets less liabilities)2012-12-31$54,099,262
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$48,473,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$6,324
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$32,115,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,064,903
Value of interest in pooled separate accounts at end of year2012-12-31$2,976,944
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,518,329
Interest earned on other investments2012-12-31$651,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$19,007,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$17,890,552
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$915,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,019,318
Net investment gain/loss from pooled separate accounts2012-12-31$260,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$375,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,725,499
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2012-12-31010523282
2011
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,071,699
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,329,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,329,198
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,542,340
Value of total assets at end of year2011-12-31$48,473,784
Value of total assets at beginning of year2011-12-31$45,731,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$604,116
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,826,753
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$348,834
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other income not declared elsewhere2011-12-31$88,528
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,742,501
Value of net assets at end of year (total assets less liabilities)2011-12-31$48,473,784
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$45,731,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$28,064,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$27,708,379
Value of interest in pooled separate accounts at end of year2011-12-31$2,518,329
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,958,057
Interest earned on other investments2011-12-31$604,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$17,890,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$16,064,847
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-438,776
Net investment gain/loss from pooled separate accounts2011-12-31$275,491
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$366,753
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,329,198
Contract administrator fees2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2011-12-31010523282
2010
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,232,522
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,393,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,393,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,246,429
Value of total assets at end of year2010-12-31$45,731,283
Value of total assets at beginning of year2010-12-31$39,892,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$525,774
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,735,628
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$15,665
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$159,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,838,649
Value of net assets at end of year (total assets less liabilities)2010-12-31$45,731,283
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$39,892,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$27,708,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$23,431,577
Value of interest in pooled separate accounts at end of year2010-12-31$1,958,057
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,475,402
Interest earned on other investments2010-12-31$525,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$16,064,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$14,967,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,244,095
Net investment gain/loss from pooled separate accounts2010-12-31$216,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$351,556
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$2,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,393,873
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BERRY DUNN
Accountancy firm EIN2010-12-31010523282
2009
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses

2017
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150237
Policy instance 1
Insurance contract or identification number150237
Number of Individuals Covered1079
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150237
Policy instance 1
Insurance contract or identification number150237
Number of Individuals Covered1139
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150237
Policy instance 1
Insurance contract or identification number150237
Number of Individuals Covered1179
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150237
Policy instance 1
Insurance contract or identification number150237
Number of Individuals Covered1254
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150237
Policy instance 1
Insurance contract or identification number150237
Number of Individuals Covered1230
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150237
Policy instance 1
Insurance contract or identification number150237
Number of Individuals Covered1206
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150237
Policy instance 1
Insurance contract or identification number150237
Number of Individuals Covered1169
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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