NELCWIT has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2016: NELCWIT 403(B) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 26 |
| Total of all active and inactive participants | 2016-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 37 |
| Number of participants with account balances | 2016-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: NELCWIT 403(B) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 26 |
| Total of all active and inactive participants | 2015-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 39 |
| 2014: NELCWIT 403(B) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 15 |
| 2013: NELCWIT 403(B) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 19 |
| 2012: NELCWIT 403(B) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 16 |
| Total participants | 2012-01-01 | 16 |
| 2011: NELCWIT 403(B) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 23 |
| Total participants | 2011-01-01 | 23 |
| 2010: NELCWIT 403(B) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 35 |
| Total of all active and inactive participants | 2010-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: NELCWIT 403(B) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 37 |
| Total of all active and inactive participants | 2009-01-01 | 56 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 56 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2016 : NELCWIT 403(B) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $14,011 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $5,435 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $5,130 |
| Total plan assets at end of year | 2016-12-31 | $145,225 |
| Total plan assets at beginning of year | 2016-12-31 | $136,649 |
| Total contributions received or receivable from participants | 2016-12-31 | $5,020 |
| Other income received | 2016-12-31 | $5,037 |
| Net income (gross income less expenses) | 2016-12-31 | $8,576 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $145,225 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $136,649 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $3,954 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $305 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : NELCWIT 403(B) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $82,168 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $96,643 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $92,698 |
| Total plan assets at end of year | 2015-12-31 | $136,649 |
| Total plan assets at beginning of year | 2015-12-31 | $151,124 |
| Total contributions received or receivable from participants | 2015-12-31 | $39,843 |
| Other income received | 2015-12-31 | $-16,998 |
| Net income (gross income less expenses) | 2015-12-31 | $-14,475 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $136,649 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $151,124 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $59,323 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,945 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : NELCWIT 403(B) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $10,269 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $12,500 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $12,155 |
| Total plan assets at end of year | 2014-12-31 | $151,124 |
| Total plan assets at beginning of year | 2014-12-31 | $153,355 |
| Total contributions received or receivable from participants | 2014-12-31 | $1,567 |
| Other income received | 2014-12-31 | $4,170 |
| Net income (gross income less expenses) | 2014-12-31 | $-2,231 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $151,124 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $153,355 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $4,532 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $345 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : NELCWIT 403(B) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $32,204 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $10,748 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $10,423 |
| Total plan assets at end of year | 2013-12-31 | $153,355 |
| Total plan assets at beginning of year | 2013-12-31 | $131,899 |
| Total contributions received or receivable from participants | 2013-12-31 | $1,906 |
| Other income received | 2013-12-31 | $24,050 |
| Net income (gross income less expenses) | 2013-12-31 | $21,456 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $153,355 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $131,899 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $6,248 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $325 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : NELCWIT 403(B) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $18,982 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $9,151 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $8,806 |
| Total plan assets at end of year | 2012-12-31 | $131,899 |
| Total plan assets at beginning of year | 2012-12-31 | $122,068 |
| Total contributions received or receivable from participants | 2012-12-31 | $1,372 |
| Other income received | 2012-12-31 | $13,056 |
| Net income (gross income less expenses) | 2012-12-31 | $9,831 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $131,899 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $122,068 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $4,554 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $345 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : NELCWIT 403(B) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $7,143 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $4,037 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $4,037 |
| Total plan assets at end of year | 2011-12-31 | $122,068 |
| Total plan assets at beginning of year | 2011-12-31 | $118,962 |
| Total contributions received or receivable from participants | 2011-12-31 | $1,780 |
| Other income received | 2011-12-31 | $601 |
| Net income (gross income less expenses) | 2011-12-31 | $3,106 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $122,068 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $118,962 |
| Assets. Value of participant loans | 2011-12-31 | $1,471 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $4,762 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $365 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : NELCWIT 403(B) PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $19,756 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,855 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $2,485 |
| Total plan assets at end of year | 2010-12-31 | $118,962 |
| Total plan assets at beginning of year | 2010-12-31 | $102,061 |
| Total contributions received or receivable from participants | 2010-12-31 | $2,627 |
| Other income received | 2010-12-31 | $12,136 |
| Net income (gross income less expenses) | 2010-12-31 | $16,901 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $118,962 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $102,061 |
| Assets. Value of participant loans | 2010-12-31 | $1,471 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $4,993 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $370 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : NELCWIT 403(B) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2016: NELCWIT 403(B) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: NELCWIT 403(B) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | Yes |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: NELCWIT 403(B) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: NELCWIT 403(B) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: NELCWIT 403(B) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: NELCWIT 403(B) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: NELCWIT 403(B) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: NELCWIT 403(B) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | VF7108 |
| Policy instance | 1 |
| Insurance contract or identification number | VF7108 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Commission paid to Insurance Broker | USD $210 | | Insurance broker organization code? | 7 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | VF7108 |
| Policy instance | 1 |
| Insurance contract or identification number | VF7108 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Commission paid to Insurance Broker | USD $193 | | Insurance broker organization code? | 7 | | Insurance broker name | LPL FINANCIAL CORP |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | VF7108 |
| Policy instance | 1 |
| Insurance contract or identification number | VF7108 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Commission paid to Insurance Broker | USD $193 | | Insurance broker organization code? | 7 | | Insurance broker name | LPL FINANCIAL CORP |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | VF7108 |
| Policy instance | 1 |
| Insurance contract or identification number | VF7108 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | VF7108 |
| Policy instance | 1 |
| Insurance contract or identification number | VF7108 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | VF7108 |
| Policy instance | 1 |
| Insurance contract or identification number | VF7108 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | ING FINANCIAL PARTNERS INC. |
|
