Logo

THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 401k Plan overview

Plan NameTHE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST
Plan identification number 501

THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE INSTITUTE OF PROFESSIONAL PRACTICE, INC.
Employer identification number (EIN):030341067
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012019-07-01LOUIS GIRAMMA2020-10-01 LOUIS GIRAMMA2020-10-01
5012019-07-01LOUIS GIRAMMA2020-10-01 LOUIS GIRAMMA2020-10-01
5012018-07-01LOUIS GIRAMMA2020-01-30 LOUIS GIRAMMA2020-01-30
5012017-07-01LOIS M. NIAL2019-04-12 LOIS M. NIAL2019-04-12
5012016-07-01
5012015-07-01
5012014-07-01
5012013-07-01SARAH I. MILLER
5012012-07-01SARAH I. MILLER
5012011-07-01SARAH I. MILLER
5012009-07-01SARAH MILLER
5012007-07-01SARAH I. MILLER ROGER STRAUSS2010-04-21

Plan Statistics for THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST

401k plan membership statisitcs for THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST

Measure Date Value
2019: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-07-01627
Total number of active participants reported on line 7a of the Form 55002019-07-010
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-010
2018: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-01588
Total number of active participants reported on line 7a of the Form 55002018-07-01618
Number of retired or separated participants receiving benefits2018-07-016
Number of other retired or separated participants entitled to future benefits2018-07-013
Total of all active and inactive participants2018-07-01627
2017: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-01620
Total number of active participants reported on line 7a of the Form 55002017-07-01588
Number of retired or separated participants receiving benefits2017-07-012
Total of all active and inactive participants2017-07-01590
2016: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-01584
Total number of active participants reported on line 7a of the Form 55002016-07-01613
Number of retired or separated participants receiving benefits2016-07-017
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01620
2015: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-01591
Total number of active participants reported on line 7a of the Form 55002015-07-01577
Number of retired or separated participants receiving benefits2015-07-017
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01584
2014: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-01668
Total number of active participants reported on line 7a of the Form 55002014-07-01583
Number of retired or separated participants receiving benefits2014-07-018
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01591
2013: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-01773
Total number of active participants reported on line 7a of the Form 55002013-07-01660
Number of retired or separated participants receiving benefits2013-07-018
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01668
2012: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-01774
Total number of active participants reported on line 7a of the Form 55002012-07-01773
Number of retired or separated participants receiving benefits2012-07-015
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01778
2011: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-01775
Total number of active participants reported on line 7a of the Form 55002011-07-01767
Number of retired or separated participants receiving benefits2011-07-017
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01774
2009: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-01817
Total number of active participants reported on line 7a of the Form 55002009-07-01769
Number of retired or separated participants receiving benefits2009-07-018
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01777
2007: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2007 401k membership
Total participants, beginning-of-year2007-07-01749
Total number of active participants reported on line 7a of the Form 55002007-07-01758
Number of retired or separated participants receiving benefits2007-07-018
Total of all active and inactive participants2007-07-01766

Financial Data on THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST

Measure Date Value
2020 : THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2020 401k financial data
Total transfer of assets from this plan2020-06-30$410,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$1,038,478
Total income from all sources (including contributions)2020-06-30$9,207,511
Total of all expenses incurred2020-06-30$9,255,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$8,493,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$8,500,289
Value of total assets at beginning of year2020-06-30$1,086,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$762,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-06-30$410,902
Administrative expenses professional fees incurred2020-06-30$9,916
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,600,777
Participant contributions at beginning of year2020-06-30$3,856
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$1,098,826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$482,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$600,218
Administrative expenses (other) incurred2020-06-30$410,902
Total non interest bearing cash at beginning of year2020-06-30$600,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-48,005
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$48,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$245,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$707,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$6,899,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$7,149,251
Contract administrator fees2020-06-30$341,399
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$438,260
Did the plan have assets held for investment2020-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30MCSOLEY MCCOY & CO.
Accountancy firm EIN2020-06-30030327374
2019 : THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$1,038,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$1,169,306
Total income from all sources (including contributions)2019-06-30$8,691,008
Total of all expenses incurred2019-06-30$8,427,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$8,066,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$8,078,060
Value of total assets at end of year2019-06-30$1,086,483
Value of total assets at beginning of year2019-06-30$953,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$361,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$11,646
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,516,128
Participant contributions at end of year2019-06-30$3,856
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$1,032,909
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$482,546
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$796,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$600,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$504,589
Other income not declared elsewhere2019-06-30$209,000
Total non interest bearing cash at end of year2019-06-30$600,081
Total non interest bearing cash at beginning of year2019-06-30$156,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$263,903
Value of net assets at end of year (total assets less liabilities)2019-06-30$48,005
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$-215,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$235,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$403,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$6,561,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$6,798,085
Contract administrator fees2019-06-30$349,355
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Liabilities. Value of benefit claims payable at end of year2019-06-30$438,260
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$664,717
Did the plan have assets held for investment2019-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30MCSOLEY MCCOY & CO.
Accountancy firm EIN2019-06-30030327374
2018 : THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1,169,306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1,083,205
Total income from all sources (including contributions)2018-06-30$8,142,288
Total of all expenses incurred2018-06-30$8,270,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$7,902,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$7,770,679
Value of total assets at end of year2018-06-30$953,408
Value of total assets at beginning of year2018-06-30$995,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$367,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$40,114
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,478,894
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$1,016,689
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$796,696
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$933,964
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$504,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$485,030
Total non interest bearing cash at end of year2018-06-30$156,712
Total non interest bearing cash at beginning of year2018-06-30$61,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-127,830
Value of net assets at end of year (total assets less liabilities)2018-06-30$-215,898
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$-88,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$203,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$371,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$6,291,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$6,682,212
Contract administrator fees2018-06-30$327,834
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Liabilities. Value of benefit claims payable at end of year2018-06-30$664,717
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$598,175
Did the plan have assets held for investment2018-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30MCSOLEY MCCOY & CO.
Accountancy firm EIN2018-06-30030327374
2017 : THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$1,083,205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$502,536
Total income from all sources (including contributions)2017-06-30$10,140,701
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$10,231,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$9,821,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$9,145,631
Value of total assets at end of year2017-06-30$995,137
Value of total assets at beginning of year2017-06-30$505,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$410,471
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$66,855
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,467,008
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$1,451,204
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$933,964
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$445,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$485,030
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Total non interest bearing cash at end of year2017-06-30$61,173
Total non interest bearing cash at beginning of year2017-06-30$60,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-91,102
Value of net assets at end of year (total assets less liabilities)2017-06-30$-88,068
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$281,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$995,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$7,678,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$8,088,720
Contract administrator fees2017-06-30$343,616
Liabilities. Value of benefit claims payable at end of year2017-06-30$598,175
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$502,536
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30RSM US LLP
Accountancy firm EIN2017-06-30420714325
2016 : THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$502,536
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$458,962
Total income from all sources (including contributions)2016-06-30$9,699,021
Total of all expenses incurred2016-06-30$9,734,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$9,344,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$9,261,871
Value of total assets at end of year2016-06-30$505,570
Value of total assets at beginning of year2016-06-30$497,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$390,058
Total interest from all sources2016-06-30$5
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$36,064
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,519,093
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$961,321
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$445,450
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$405,016
Total non interest bearing cash at end of year2016-06-30$60,120
Total non interest bearing cash at beginning of year2016-06-30$92,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-35,229
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,034
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$38,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$5
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$273,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$437,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$7,742,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$8,109,578
Contract administrator fees2016-06-30$353,994
Liabilities. Value of benefit claims payable at end of year2016-06-30$502,536
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$458,962
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30RSM US LLP
Accountancy firm EIN2016-06-30420714325
2015 : THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$458,962
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$664,305
Total income from all sources (including contributions)2015-06-30$11,075,234
Total of all expenses incurred2015-06-30$10,916,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$10,531,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$9,423,713
Value of total assets at end of year2015-06-30$497,225
Value of total assets at beginning of year2015-06-30$543,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$385,589
Total interest from all sources2015-06-30$18
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$43,086
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$300,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,571,615
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$818,933
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$405,016
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$475,000
Total non interest bearing cash at end of year2015-06-30$92,209
Total non interest bearing cash at beginning of year2015-06-30$68,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$158,642
Value of net assets at end of year (total assets less liabilities)2015-06-30$38,263
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$-120,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$18
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$266,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$1,651,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$7,852,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$9,445,902
Contract administrator fees2015-06-30$342,503
Liabilities. Value of benefit claims payable at end of year2015-06-30$458,962
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$664,305
Did the plan have assets held for investment2015-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30RSM US LLP
Accountancy firm EIN2015-06-30420714325
2014 : THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$664,305
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$451,234
Total income from all sources (including contributions)2014-06-30$9,999,025
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$10,313,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$10,005,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$8,753,046
Value of total assets at end of year2014-06-30$543,926
Value of total assets at beginning of year2014-06-30$645,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$307,905
Total interest from all sources2014-06-30$18
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$37,905
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$300,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,286,542
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$831,519
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$475,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$559,973
Total non interest bearing cash at end of year2014-06-30$68,926
Total non interest bearing cash at beginning of year2014-06-30$85,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-314,731
Value of net assets at end of year (total assets less liabilities)2014-06-30$-120,379
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$194,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$18
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$256,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,245,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$7,466,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$8,917,361
Contract administrator fees2014-06-30$270,000
Liabilities. Value of benefit claims payable at end of year2014-06-30$664,305
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$451,234
Did the plan have assets held for investment2014-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30MCGLADREY LLP
Accountancy firm EIN2014-06-30420714325
2013 : THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$451,234
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$774,316
Total income from all sources (including contributions)2013-06-30$9,086,748
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$8,587,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$8,292,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$7,994,896
Value of total assets at end of year2013-06-30$645,586
Value of total assets at beginning of year2013-06-30$469,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$294,838
Total interest from all sources2013-06-30$26
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$40,324
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$300,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,206,224
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$700,434
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$559,973
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$394,198
Total non interest bearing cash at end of year2013-06-30$85,613
Total non interest bearing cash at beginning of year2013-06-30$75,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$499,355
Value of net assets at end of year (total assets less liabilities)2013-06-30$194,352
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$-305,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$26
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$207,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,091,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$6,788,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$7,384,458
Contract administrator fees2013-06-30$254,514
Liabilities. Value of benefit claims payable at end of year2013-06-30$451,234
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$774,316
Did the plan have assets held for investment2013-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30MCGLADREY LLP
Accountancy firm EIN2013-06-30420714325
2012 : THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$774,316
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$570,193
Total income from all sources (including contributions)2012-06-30$7,812,930
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$8,122,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$7,840,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$7,597,418
Value of total assets at end of year2012-06-30$469,313
Value of total assets at beginning of year2012-06-30$574,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$281,967
Total interest from all sources2012-06-30$63
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$37,467
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$300,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,284,395
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$394,198
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$429,742
Other income not declared elsewhere2012-06-30$215,449
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Total non interest bearing cash at end of year2012-06-30$75,115
Total non interest bearing cash at beginning of year2012-06-30$144,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-309,219
Value of net assets at end of year (total assets less liabilities)2012-06-30$-305,003
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$63
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$844,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$6,313,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$6,995,656
Contract administrator fees2012-06-30$244,500
Liabilities. Value of benefit claims payable at end of year2012-06-30$774,316
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$570,193
Did the plan have assets held for investment2012-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30MCGLADREY LLP
Accountancy firm EIN2012-06-30420714325
2011 : THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$570,193
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$453,546
Total income from all sources (including contributions)2011-06-30$7,529,787
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$7,644,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$7,348,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$6,710,711
Value of total assets at end of year2011-06-30$574,409
Value of total assets at beginning of year2011-06-30$572,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$295,743
Total interest from all sources2011-06-30$194
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$30,829
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$300,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$904,519
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$429,742
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$480,278
Other income not declared elsewhere2011-06-30$818,882
Liabilities. Value of operating payables at end of year2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$214
Total non interest bearing cash at end of year2011-06-30$144,667
Total non interest bearing cash at beginning of year2011-06-30$92,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-114,664
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,216
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$118,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$194
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$794,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$5,806,192
Employer contributions (assets) at beginning of year2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$6,554,145
Contract administrator fees2011-06-30$264,914
Liabilities. Value of benefit claims payable at end of year2011-06-30$570,193
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$453,332
Did the plan have assets held for investment2011-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30MCGLADREY & PULLEN, LLP
Accountancy firm EIN2011-06-30420714325

Form 5500 Responses for THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST

2019: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01This submission is the final filingYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan funding arrangement – General assets of the sponsorYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2019-07-01Plan benefit arrangement – General assets of the sponsorYes
2018: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan funding arrangement – General assets of the sponsorYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2018-07-01Plan benefit arrangement – General assets of the sponsorYes
2017: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan funding arrangement – General assets of the sponsorYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2017-07-01Plan benefit arrangement – General assets of the sponsorYes
2016: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan funding arrangement – General assets of the sponsorYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2016-07-01Plan benefit arrangement – General assets of the sponsorYes
2015: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedYes
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan funding arrangement – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2015-07-01Plan benefit arrangement – General assets of the sponsorYes
2014: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan funding arrangement – General assets of the sponsorYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2014-07-01Plan benefit arrangement – General assets of the sponsorYes
2013: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan funding arrangement – General assets of the sponsorYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2013-07-01Plan benefit arrangement – General assets of the sponsorYes
2012: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan funding arrangement – General assets of the sponsorYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2012-07-01Plan benefit arrangement – General assets of the sponsorYes
2011: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan funding arrangement – General assets of the sponsorYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2011-07-01Plan benefit arrangement – General assets of the sponsorYes
2009: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2007: THE INSTITUTE OF PROFESSIONAL PRACTICE, INC. EMPLOYEE BENEFIT PLAN TRUST 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedYes
2007-07-01This submission is the final filingNo
2007-07-01Plan funding arrangement – InsuranceYes
2007-07-01Plan funding arrangement – TrustYes
2007-07-01Plan benefit arrangement – InsuranceYes
2007-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number158042
Policy instance 1
Insurance contract or identification number158042
Number of Individuals Covered886
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,873
Total amount of fees paid to insurance companyUSD $11,198
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $137,805
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,873
Amount paid for insurance broker fees11198
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number129057
Policy instance 2
Insurance contract or identification number129057
Number of Individuals Covered886
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,637
Total amount of fees paid to insurance companyUSD $12,603
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $151,367
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,637
Amount paid for insurance broker fees12603
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-013701-000
Policy instance 3
Insurance contract or identification number16-013701-000
Number of Individuals Covered598
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $56,650
Total amount of fees paid to insurance companyUSD $38,539
Welfare Benefit Premiums Paid to CarrierUSD $2,265,992
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56,650
Amount paid for insurance broker fees38539
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number826071
Policy instance 4
Insurance contract or identification number826071
Number of Individuals Covered123
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,566
Total amount of fees paid to insurance companyUSD $1,752
Other welfare benefits providedVAI
Welfare Benefit Premiums Paid to CarrierUSD $23,771
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,566
Amount paid for insurance broker fees1752
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number801002
Policy instance 5
Insurance contract or identification number801002
Number of Individuals Covered163
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,904
Total amount of fees paid to insurance companyUSD $1,449
Other welfare benefits providedVCI
Welfare Benefit Premiums Paid to CarrierUSD $19,357
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,904
Amount paid for insurance broker fees1449
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number158042
Policy instance 1
Insurance contract or identification number158042
Number of Individuals Covered868
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $3,714
Total amount of fees paid to insurance companyUSD $10,999
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $132,830
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,714
Amount paid for insurance broker fees10999
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number70172-6
Policy instance 2
Insurance contract or identification number70172-6
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEXRK
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number129057
Policy instance 3
Insurance contract or identification number129057
Number of Individuals Covered868
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $5,472
Total amount of fees paid to insurance companyUSD $12,439
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $147,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,472
Amount paid for insurance broker fees12439
Insurance broker organization code?4
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-013701-000
Policy instance 4
Insurance contract or identification number16-013701-000
Number of Individuals Covered571
Insurance policy start date2018-07-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $17,039
Total amount of fees paid to insurance companyUSD $8,698
Welfare Benefit Premiums Paid to CarrierUSD $340,773
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,039
Amount paid for insurance broker fees8698
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number158042
Policy instance 1
Insurance contract or identification number158042
Number of Individuals Covered899
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $9,032
Total amount of fees paid to insurance companyUSD $11,174
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $256,348
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number
Policy instance 2
Number of Individuals Covered0
Insurance policy start date2017-07-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $643
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number70172-6
Policy instance 3
Insurance contract or identification number70172-6
Number of Individuals Covered593
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $80,264
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEXRK
Welfare Benefit Premiums Paid to CarrierUSD $1,005,281
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract number0
Policy instance 2
Insurance contract or identification number0
Number of Individuals Covered587
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $298,624
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $961,097
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees298624
Additional information about fees paid to insurance brokerFEES PAID
Insurance broker organization code?5
Insurance broker nameCBA BLUE
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0508257-001 8
Policy instance 1
Insurance contract or identification number0508257-001 8
Number of Individuals Covered845
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $273,042
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract number0
Policy instance 2
Insurance contract or identification number0
Number of Individuals Covered589
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $311,065
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $812,058
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees311065
Additional information about fees paid to insurance brokerFEES PAID
Insurance broker organization code?5
Insurance broker nameCBA BLUE
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0508257-001 8
Policy instance 1
Insurance contract or identification number0508257-001 8
Number of Individuals Covered840
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $266,173
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract number0
Policy instance 2
Insurance contract or identification number0
Number of Individuals Covered621
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $308,937
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $801,716
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees308937
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATOR
Insurance broker organization code?5
Insurance broker nameCBA BLUE
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0508257-001 8
Policy instance 1
Insurance contract or identification number0508257-001 8
Number of Individuals Covered792
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $255,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract number0
Policy instance 2
Insurance contract or identification number0
Number of Individuals Covered609
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $337,834
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $633,956
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees337834
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATOR
Insurance broker organization code?5
Insurance broker nameCBA BLUE
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0508257-001 8
Policy instance 1
Insurance contract or identification number0508257-001 8
Number of Individuals Covered787
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $204,021
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number0
Policy instance 1
Insurance contract or identification number0
Number of Individuals Covered767
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $322,937
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $582,208
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0508257-001 8
Policy instance 2
Insurance contract or identification number0508257-001 8
Number of Individuals Covered767
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $200,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number0
Policy instance 1
Insurance contract or identification number0
Number of Individuals Covered666
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $324,369
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $553,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0508257-001 8
Policy instance 2
Insurance contract or identification number0508257-001 8
Number of Individuals Covered786
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $179,595
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1