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401k Plan overview

Plan NameBATES COLLEGE MONEY PURCHASE PENSION PLAN
Plan identification number 005

BATES COLLEGE MONEY PURCHASE PENSION PLAN Benefits

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

401k Sponsoring company profile

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 MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052017-01-01GEOFFREY SWIFT GEOFFREY SWIFT2018-10-04
0052016-01-01GEOFFREY SWIFT GEOFFREY SWIFT2017-10-10
0052015-01-01GEOFFREY SWIFT GEOFFREY SWIFT2016-10-05
0052014-01-01GEOFFREY SWIFT GEOFFREY SWIFT2015-10-07
0052013-01-01NATALIE WILLIAMSON NATALIE WILLIAMSON2014-10-13
0052012-01-01TERRY JO BECKMAN TERRY JO BECKMAN2013-10-08
0052011-01-01TERRY JO BECKMAN
0052009-01-01TERRY JO BECKMANN

Plan Statistics for BATES COLLEGE MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for BATES COLLEGE MONEY PURCHASE PENSION PLAN

Measure Date Value
2017
Total participants, beginning-of-year2017-01-011,682
Total number of active participants reported on line 7a of the Form 55002017-01-01704
Number of retired or separated participants receiving benefits2017-01-01241
Number of other retired or separated participants entitled to future benefits2017-01-01784
Total of all active and inactive participants2017-01-011,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-011,735
Number of participants with account balances2017-01-011,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016
Total participants, beginning-of-year2016-01-011,651
Total number of active participants reported on line 7a of the Form 55002016-01-01687
Number of retired or separated participants receiving benefits2016-01-01223
Number of other retired or separated participants entitled to future benefits2016-01-01763
Total of all active and inactive participants2016-01-011,673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-011,680
Number of participants with account balances2016-01-011,680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015
Total participants, beginning-of-year2015-01-011,624
Total number of active participants reported on line 7a of the Form 55002015-01-01692
Number of retired or separated participants receiving benefits2015-01-01205
Number of other retired or separated participants entitled to future benefits2015-01-01744
Total of all active and inactive participants2015-01-011,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-011,651
Number of participants with account balances2015-01-011,651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014
Total participants, beginning-of-year2014-01-011,617
Total number of active participants reported on line 7a of the Form 55002014-01-01685
Number of retired or separated participants receiving benefits2014-01-01185
Number of other retired or separated participants entitled to future benefits2014-01-01748
Total of all active and inactive participants2014-01-011,618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-011,624
Number of participants with account balances2014-01-011,624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013
Total participants, beginning-of-year2013-01-011,625
Total number of active participants reported on line 7a of the Form 55002013-01-01711
Number of retired or separated participants receiving benefits2013-01-01178
Number of other retired or separated participants entitled to future benefits2013-01-01722
Total of all active and inactive participants2013-01-011,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-011,617
Number of participants with account balances2013-01-011,617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012
Total participants, beginning-of-year2012-01-011,589
Total number of active participants reported on line 7a of the Form 55002012-01-01759
Number of retired or separated participants receiving benefits2012-01-01160
Number of other retired or separated participants entitled to future benefits2012-01-01703
Total of all active and inactive participants2012-01-011,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,625
Number of participants with account balances2012-01-011,625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011
Total participants, beginning-of-year2011-01-011,542
Total number of active participants reported on line 7a of the Form 55002011-01-01747
Number of retired or separated participants receiving benefits2011-01-01147
Number of other retired or separated participants entitled to future benefits2011-01-01691
Total of all active and inactive participants2011-01-011,585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-011,589
Number of participants with account balances2011-01-011,589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009
Total participants, beginning-of-year2009-01-01731
Total number of active participants reported on line 7a of the Form 55002009-01-01728
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 participants2009-01-01728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01728
Number of participants with account balances2009-01-01728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BATES COLLEGE MONEY PURCHASE PENSION 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$975,836
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,799,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,739,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,441,738
Value of total assets at end of year2018-12-31$110,515,541
Value of total assets at beginning of year2018-12-31$115,339,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,985
Total interest from all sources2018-12-31$1,453,333
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$746,861
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$746,861
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$4,121,398
Amount contributed by the employer to the plan for this plan year2018-12-31$4,121,398
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$320,340
Other income not declared elsewhere2018-12-31$121,568
Administrative expenses (other) incurred2018-12-31$19,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,824,112
Value of net assets at end of year (total assets less liabilities)2018-12-31$110,515,541
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$115,339,653
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$28,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$69,155,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$75,383,538
Value of interest in pooled separate accounts at end of year2018-12-31$5,819,528
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,589,458
Interest earned on other investments2018-12-31$1,453,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$35,540,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$34,366,657
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$510,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,055,793
Net investment gain/loss from pooled separate accounts2018-12-31$268,129
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$4,121,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,229,175
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$18,813,454
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,203,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,175,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,177,398
Value of total assets at end of year2017-12-31$115,339,653
Value of total assets at beginning of year2017-12-31$100,729,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$28,134
Total interest from all sources2017-12-31$1,364,094
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$433,694
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$433,694
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$4,004,737
Amount contributed by the employer to the plan for this plan year2017-12-31$4,004,737
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$172,661
Other income not declared elsewhere2017-12-31$29,014
Administrative expenses (other) incurred2017-12-31$692
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$14,609,977
Value of net assets at end of year (total assets less liabilities)2017-12-31$115,339,653
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$100,729,676
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$27,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$75,383,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$62,034,097
Value of interest in pooled separate accounts at end of year2017-12-31$5,589,458
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,524,327
Interest earned on other investments2017-12-31$1,364,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$34,366,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$33,171,252
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$683,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,573,962
Net investment gain/loss from pooled separate accounts2017-12-31$235,292
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$4,004,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,492,262
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$9,756,381
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,535,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,506,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,915,232
Value of total assets at end of year2016-12-31$100,729,676
Value of total assets at beginning of year2016-12-31$95,508,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,554
Total interest from all sources2016-12-31$1,435,140
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$270,385
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$270,385
Administrative expenses professional fees incurred2016-12-31$8,950
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$3,915,232
Amount contributed by the employer to the plan for this plan year2016-12-31$3,915,232
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$28,074
Administrative expenses (other) incurred2016-12-31$215
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$5,220,856
Value of net assets at end of year (total assets less liabilities)2016-12-31$100,729,676
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$95,508,820
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$19,389
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$62,034,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$58,268,549
Value of interest in pooled separate accounts at end of year2016-12-31$5,524,327
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,142,460
Interest earned on other investments2016-12-31$1,435,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$33,171,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$32,097,811
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$438,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,838,297
Net investment gain/loss from pooled separate accounts2016-12-31$269,253
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$3,915,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,068,551
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$5,614,798
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,702,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,686,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,789,294
Value of total assets at end of year2015-12-31$95,508,820
Value of total assets at beginning of year2015-12-31$93,596,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,723
Total interest from all sources2015-12-31$1,304,688
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$238,270
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$238,270
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$3,777,513
Amount contributed by the employer to the plan for this plan year2015-12-31$3,777,513
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,781
Other income not declared elsewhere2015-12-31$15,555
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$1,912,252
Value of net assets at end of year (total assets less liabilities)2015-12-31$95,508,820
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$93,596,568
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$15,723
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$58,268,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$57,526,811
Value of interest in pooled separate accounts at end of year2015-12-31$5,142,460
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,752,301
Interest earned on other investments2015-12-31$1,304,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$32,097,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$31,317,456
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$398,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-119,118
Net investment gain/loss from pooled separate accounts2015-12-31$386,109
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$3,777,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,288,002
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$27,849
Total income from all sources (including contributions)2014-12-31$9,285,057
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,241,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,222,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,705,477
Value of total assets at end of year2014-12-31$93,596,568
Value of total assets at beginning of year2014-12-31$87,581,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$19,594
Total interest from all sources2014-12-31$1,305,331
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$161,059
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$161,059
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$3,705,090
Amount contributed by the employer to the plan for this plan year2014-12-31$3,705,090
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$387
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$27,849
Other income not declared elsewhere2014-12-31$19,370
Administrative expenses (other) incurred2014-12-31$64
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$6,043,336
Value of net assets at end of year (total assets less liabilities)2014-12-31$93,596,568
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$87,553,232
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$19,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$57,526,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$53,341,123
Value of interest in pooled separate accounts at end of year2014-12-31$4,752,301
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,070,898
Interest earned on other investments2014-12-31$1,305,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$31,317,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$30,169,060
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$666,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,586,283
Net investment gain/loss from pooled separate accounts2014-12-31$507,537
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$3,705,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,555,425
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$27,849
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$14,916,681
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,589,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,572,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,684,623
Value of total assets at end of year2013-12-31$87,581,081
Value of total assets at beginning of year2013-12-31$75,225,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,676
Total interest from all sources2013-12-31$1,219,593
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$79,244
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$79,244
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$3,683,759
Amount contributed by the employer to the plan for this plan year2013-12-31$3,683,759
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$864
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$27,849
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$16,581
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$12,327,315
Value of net assets at end of year (total assets less liabilities)2013-12-31$87,553,232
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$75,225,917
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$16,676
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$53,341,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$42,958,216
Value of interest in pooled separate accounts at end of year2013-12-31$4,070,898
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,411,285
Interest earned on other investments2013-12-31$1,219,593
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$30,169,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$28,856,416
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$275,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,565,138
Net investment gain/loss from pooled separate accounts2013-12-31$351,502
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$3,683,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,296,833
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$10,700,188
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,027,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,019,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,091,848
Value of total assets at end of year2012-12-31$75,225,917
Value of total assets at beginning of year2012-12-31$67,552,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,259
Total interest from all sources2012-12-31$1,139,099
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$4,090,524
Amount contributed by the employer to the plan for this plan year2012-12-31$4,090,524
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,324
Other income not declared elsewhere2012-12-31$7,311
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$7,673,169
Value of net assets at end of year (total assets less liabilities)2012-12-31$75,225,917
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$67,552,748
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$7,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$42,958,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$36,868,648
Value of interest in pooled separate accounts at end of year2012-12-31$3,411,285
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,973,178
Interest earned on other investments2012-12-31$1,139,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$28,856,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$27,710,922
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$850,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,156,908
Net investment gain/loss from pooled separate accounts2012-12-31$305,022
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$4,090,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,168,922
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
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
Total income from all sources (including contributions)2011-12-31$4,677,057
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,422,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,422,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,958,957
Value of total assets at end of year2011-12-31$67,552,748
Value of total assets at beginning of year2011-12-31$64,298,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,083,696
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
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$3,942,955
Amount contributed by the employer to the plan for this plan year2011-12-31$3,942,955
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,534
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$3,254,731
Value of net assets at end of year (total assets less liabilities)2011-12-31$67,552,748
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$64,298,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$36,868,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$36,068,376
Value of interest in pooled separate accounts at end of year2011-12-31$2,973,178
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,274,837
Interest earned on other investments2011-12-31$1,083,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$27,710,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$25,954,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-680,357
Net investment gain/loss from pooled separate accounts2011-12-31$314,761
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$3,952,423
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$1,422,326
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$9,012,818
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,367,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,367,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,778,559
Value of total assets at end of year2010-12-31$64,298,017
Value of total assets at beginning of year2010-12-31$56,653,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$963,277
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$3,770,565
Amount contributed by the employer to the plan for this plan year2010-12-31$3,770,565
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,644,960
Value of net assets at end of year (total assets less liabilities)2010-12-31$64,298,017
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$56,653,057
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$36,068,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$30,997,150
Value of interest in pooled separate accounts at end of year2010-12-31$2,274,837
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,562,101
Interest earned on other investments2010-12-31$963,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$25,954,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$24,058,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,030,613
Net investment gain/loss from pooled separate accounts2010-12-31$240,369
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$3,778,559
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$35,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,367,858
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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$3,710,533
Amount contributed by the employer to the plan for this plan year2009-12-31$3,710,533

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 number150259
Policy instance 1
Insurance contract or identification number150259
Number of Individuals Covered1426
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 number406043
Policy instance 1
Insurance contract or identification number406043
Number of Individuals Covered1511
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 number150259
Policy instance 1
Insurance contract or identification number150259
Number of Individuals Covered1561
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 number150259
Policy instance 1
Insurance contract or identification number150259
Number of Individuals Covered1617
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 number150259
Policy instance 1
Insurance contract or identification number150259
Number of Individuals Covered1625
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 number150259
Policy instance 1
Insurance contract or identification number150259
Number of Individuals Covered1590
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 number150259
Policy instance 1
Insurance contract or identification number150259
Number of Individuals Covered1542
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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