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ADVANSTAR EMPLOYEES' 401(K) PLAN 401k Plan overview

Plan NameADVANSTAR EMPLOYEES' 401(K) PLAN
Plan identification number 001

ADVANSTAR EMPLOYEES' 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ADVANSTAR HOLDINGS CORP has sponsored the creation of one or more 401k plans.

Company Name:ADVANSTAR HOLDINGS CORP
Employer identification number (EIN):134138355
NAIC Classification:511120
NAIC Description:Periodical Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANSTAR EMPLOYEES' 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01LYNDA WALLIN ADELE HARTWICK2015-10-27
0012014-01-01LYNDA WALLIN ADELE HARTWICK2015-07-28
0012013-01-01LYNDA WALLIN ADELE HARTWICK2014-09-05
0012012-01-01LYNDA WALLIN ADELE D HARTWICK2013-07-22
0012011-01-01LYNDA WALLIN ADELE HARTWICK2012-07-27
0012010-01-01LYNDA WALLIN TED ALPERT2011-09-08
0012009-01-01LYNDA WALLIN TED ALPERT2010-08-13
0012009-01-01LYNDA WALLIN TED ALPERT2010-08-19

Plan Statistics for ADVANSTAR EMPLOYEES' 401(K) PLAN

401k plan membership statisitcs for ADVANSTAR EMPLOYEES' 401(K) PLAN

Measure Date Value
2015: ADVANSTAR EMPLOYEES' 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,473
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ADVANSTAR EMPLOYEES' 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,042
Total number of active participants reported on line 7a of the Form 55002014-01-01556
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01915
Total of all active and inactive participants2014-01-011,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,473
Number of participants with account balances2014-01-01917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0151
2013: ADVANSTAR EMPLOYEES' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,100
Total number of active participants reported on line 7a of the Form 55002013-01-01565
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01473
Total of all active and inactive participants2013-01-011,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,047
Number of participants with account balances2013-01-01898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ADVANSTAR EMPLOYEES' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,062
Total number of active participants reported on line 7a of the Form 55002012-01-01540
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01482
Total of all active and inactive participants2012-01-011,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,029
Number of participants with account balances2012-01-01880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ADVANSTAR EMPLOYEES' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,106
Total number of active participants reported on line 7a of the Form 55002011-01-01585
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-01482
Total of all active and inactive participants2011-01-011,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,075
Number of participants with account balances2011-01-01922
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: ADVANSTAR EMPLOYEES' 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,195
Total number of active participants reported on line 7a of the Form 55002010-01-01579
Number of retired or separated participants receiving benefits2010-01-016
Number of other retired or separated participants entitled to future benefits2010-01-01520
Total of all active and inactive participants2010-01-011,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,106
Number of participants with account balances2010-01-01965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0127
2009: ADVANSTAR EMPLOYEES' 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,338
Total number of active participants reported on line 7a of the Form 55002009-01-01686
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-01493
Total of all active and inactive participants2009-01-011,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,184
Number of participants with account balances2009-01-011,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0162

Financial Data on ADVANSTAR EMPLOYEES' 401(K) PLAN

Measure Date Value
2015 : ADVANSTAR EMPLOYEES' 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-03$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-03$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-03$0
Total income from all sources (including contributions)2015-03-03$1,625,919
Total loss/gain on sale of assets2015-03-03$0
Total of all expenses incurred2015-03-03$64,786,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-03$64,763,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-03$14,444
Value of total assets at end of year2015-03-03$0
Value of total assets at beginning of year2015-03-03$63,160,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-03$22,874
Total interest from all sources2015-03-03$3,632
Total dividends received (eg from common stock, registered investment company shares)2015-03-03$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-03Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-03-03$0
Was this plan covered by a fidelity bond2015-03-03Yes
Value of fidelity bond cover2015-03-03$5,000,000
If this is an individual account plan, was there a blackout period2015-03-03No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-03$0
Were there any nonexempt tranactions with any party-in-interest2015-03-03No
Participant contributions at end of year2015-03-03$0
Participant contributions at beginning of year2015-03-03$402,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-03No
Value of net income/loss2015-03-03$-63,160,621
Value of net assets at end of year (total assets less liabilities)2015-03-03$0
Value of net assets at beginning of year (total assets less liabilities)2015-03-03$63,160,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-03No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-03No
Were any leases to which the plan was party in default or uncollectible2015-03-03No
Value of interest in pooled separate accounts at end of year2015-03-03$0
Value of interest in pooled separate accounts at beginning of year2015-03-03$62,758,118
Interest on participant loans2015-03-03$3,632
Net investment gain/loss from pooled separate accounts2015-03-03$1,607,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-03No
Was there a failure to transmit to the plan any participant contributions2015-03-03No
Has the plan failed to provide any benefit when due under the plan2015-03-03No
Contributions received in cash from employer2015-03-03$14,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-03$64,763,666
Contract administrator fees2015-03-03$22,874
Did the plan have assets held for investment2015-03-03No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-03No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-03Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-03Yes
Opinion of an independent qualified public accountant for this plan2015-03-03Disclaimer
Accountancy firm name2015-03-03MCGLADREY LLP
Accountancy firm EIN2015-03-03420714325
2014 : ADVANSTAR EMPLOYEES' 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,696,217
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,612,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,583,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,874,972
Value of total assets at end of year2014-12-31$63,160,621
Value of total assets at beginning of year2014-12-31$61,077,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,577
Total interest from all sources2014-12-31$18,672
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$9,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,171,268
Participant contributions at end of year2014-12-31$402,503
Participant contributions at beginning of year2014-12-31$394,856
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$52,005
Other income not declared elsewhere2014-12-31$12,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,083,469
Value of net assets at end of year (total assets less liabilities)2014-12-31$63,160,621
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$61,077,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$62,758,118
Value of interest in pooled separate accounts at beginning of year2014-12-31$60,682,296
Interest on participant loans2014-12-31$18,672
Net investment gain/loss from pooled separate accounts2014-12-31$3,790,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$651,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,583,171
Contract administrator fees2014-12-31$20,577
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
2013 : ADVANSTAR EMPLOYEES' 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$1,855,716
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$14,173,997
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,216,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,167,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,982,647
Value of total assets at end of year2013-12-31$61,077,152
Value of total assets at beginning of year2013-12-31$52,263,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$48,585
Total interest from all sources2013-12-31$25,071
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,745,044
Participant contributions at end of year2013-12-31$394,856
Participant contributions at beginning of year2013-12-31$532,785
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$237,603
Other income not declared elsewhere2013-12-31$10,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,957,905
Value of net assets at end of year (total assets less liabilities)2013-12-31$61,077,152
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$52,263,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$60,682,296
Value of interest in pooled separate accounts at beginning of year2013-12-31$51,730,746
Interest on participant loans2013-12-31$25,071
Net investment gain/loss from pooled separate accounts2013-12-31$11,155,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,167,507
Contract administrator fees2013-12-31$48,585
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : ADVANSTAR EMPLOYEES' 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$9,018,474
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,214,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,166,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,126,321
Value of total assets at end of year2012-12-31$52,263,531
Value of total assets at beginning of year2012-12-31$48,460,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$48,138
Total interest from all sources2012-12-31$28,273
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,712,674
Participant contributions at end of year2012-12-31$532,785
Participant contributions at beginning of year2012-12-31$579,755
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$411,144
Other income not declared elsewhere2012-12-31$18,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,803,505
Value of net assets at end of year (total assets less liabilities)2012-12-31$52,263,531
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$48,460,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$51,730,746
Value of interest in pooled separate accounts at beginning of year2012-12-31$47,880,271
Interest on participant loans2012-12-31$28,273
Net investment gain/loss from pooled separate accounts2012-12-31$5,844,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,166,831
Contract administrator fees2012-12-31$48,138
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : ADVANSTAR EMPLOYEES' 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,666,095
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,856,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,792,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,892,954
Value of total assets at end of year2011-12-31$48,460,026
Value of total assets at beginning of year2011-12-31$51,650,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$63,850
Total interest from all sources2011-12-31$35,045
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,834,298
Participant contributions at end of year2011-12-31$579,755
Participant contributions at beginning of year2011-12-31$690,108
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$58,062
Other income not declared elsewhere2011-12-31$34,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,190,709
Value of net assets at end of year (total assets less liabilities)2011-12-31$48,460,026
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$51,650,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$47,880,271
Value of interest in pooled separate accounts at beginning of year2011-12-31$50,960,627
Interest on participant loans2011-12-31$35,045
Net investment gain/loss from pooled separate accounts2011-12-31$-1,296,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,792,954
Contract administrator fees2011-12-31$63,850
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADRY & PULLEN
Accountancy firm EIN2011-12-31420714325
2010 : ADVANSTAR EMPLOYEES' 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,451,797
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,692,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,638,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,979,518
Value of total assets at end of year2010-12-31$51,650,735
Value of total assets at beginning of year2010-12-31$51,891,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$53,706
Total interest from all sources2010-12-31$42,914
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$40,500
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,803,501
Participant contributions at end of year2010-12-31$690,108
Participant contributions at beginning of year2010-12-31$781,943
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$176,017
Other income not declared elsewhere2010-12-31$1,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-240,750
Value of net assets at end of year (total assets less liabilities)2010-12-31$51,650,735
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$51,891,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$50,960,627
Value of interest in pooled separate accounts at beginning of year2010-12-31$51,109,542
Interest on participant loans2010-12-31$42,914
Net investment gain/loss from pooled separate accounts2010-12-31$5,427,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,638,841
Contract administrator fees2010-12-31$13,206
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLC
Accountancy firm EIN2010-12-31420714325
2009 : ADVANSTAR EMPLOYEES' 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ADVANSTAR EMPLOYEES' 401(K) PLAN

2015: ADVANSTAR EMPLOYEES' 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ADVANSTAR EMPLOYEES' 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ADVANSTAR EMPLOYEES' 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ADVANSTAR EMPLOYEES' 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ADVANSTAR EMPLOYEES' 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ADVANSTAR EMPLOYEES' 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ADVANSTAR EMPLOYEES' 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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