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PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 401k Plan overview

Plan NamePLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN
Plan identification number 002

PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC.
Employer identification number (EIN):160743115
NAIC Classification:621410
NAIC Description:Family Planning Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01CHRISTIAN OLECK
0022015-01-01CHRISTIAN OLECK
0022014-01-01CHRISTIAN OLECK
0022013-01-01SHARON BARTELL
0022012-01-01SHARON BARTELL SHARON BARTELL2014-05-22
0022011-01-01SHARON BARTELL SHARON BARTELL2014-05-21
0022010-01-01SHARON BARTELL SHARON BARTELL2014-05-21
0022009-01-01SHARON BARTELL SHARON BARTELL2014-05-21
0022009-01-01KAREN NELSON
0022008-01-01SHARON BARTELL SHARON BARTELL2014-05-21
0022007-01-01SHARON BARTELL SHARON BARTELL2014-05-22
0022006-01-01KAREN NELSON

Plan Statistics for PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN

401k plan membership statisitcs for PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN

Measure Date Value
2016: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0195
Total number of active participants reported on line 7a of the Form 55002016-01-0186
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0186
Number of participants with account balances2016-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0195
Total number of active participants reported on line 7a of the Form 55002015-01-0195
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 participants2015-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0195
Number of participants with account balances2015-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0197
Total number of active participants reported on line 7a of the Form 55002014-01-0195
Number of retired or separated participants receiving benefits2014-01-010
Total of all active and inactive participants2014-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0195
Number of participants with account balances2014-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0188
Total number of active participants reported on line 7a of the Form 55002013-01-0197
Total of all active and inactive participants2013-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0197
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0191
Total number of active participants reported on line 7a of the Form 55002012-01-0188
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0188
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0189
Total number of active participants reported on line 7a of the Form 55002011-01-0191
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0191
Number of participants with account balances2011-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0185
Total number of active participants reported on line 7a of the Form 55002010-01-0189
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0189
Number of participants with account balances2010-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0178
Total number of active participants reported on line 7a of the Form 55002009-01-0190
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0190
Number of participants with account balances2009-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0170
Total number of active participants reported on line 7a of the Form 55002008-01-0178
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0178
Number of participants with account balances2008-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0164
Total number of active participants reported on line 7a of the Form 55002007-01-0170
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0170
Number of participants with account balances2007-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-0167

Financial Data on PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN

Measure Date Value
2016 : PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2016 401k financial data
Total income from all sources2016-12-31$267,286
Expenses. Total of all expenses incurred2016-12-31$205,986
Benefits paid (including direct rollovers)2016-12-31$159,167
Total plan assets at end of year2016-12-31$2,100,627
Total plan assets at beginning of year2016-12-31$2,039,327
Total contributions received or receivable from participants2016-12-31$66,665
Other income received2016-12-31$170,972
Net income (gross income less expenses)2016-12-31$61,300
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,100,627
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,039,327
Assets. Value of participant loans2016-12-31$7,478
Total contributions received or receivable from employer(s)2016-12-31$29,649
Value of certain deemed distributions of participant loans2016-12-31$6,212
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$40,607
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2015 401k financial data
Total income from all sources2015-12-31$233,140
Expenses. Total of all expenses incurred2015-12-31$377,614
Benefits paid (including direct rollovers)2015-12-31$334,609
Total plan assets at end of year2015-12-31$2,039,327
Total plan assets at beginning of year2015-12-31$2,183,801
Total contributions received or receivable from participants2015-12-31$143,154
Contributions received from other sources (not participants or employers)2015-12-31$20,467
Other income received2015-12-31$7,831
Net income (gross income less expenses)2015-12-31$-144,474
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,039,327
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,183,801
Assets. Value of participant loans2015-12-31$16,721
Total contributions received or receivable from employer(s)2015-12-31$61,688
Value of certain deemed distributions of participant loans2015-12-31$5,141
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$37,864
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2014 401k financial data
Total income from all sources2014-12-31$411,950
Expenses. Total of all expenses incurred2014-12-31$388,139
Benefits paid (including direct rollovers)2014-12-31$344,246
Total plan assets at end of year2014-12-31$2,183,801
Total plan assets at beginning of year2014-12-31$2,159,990
Total contributions received or receivable from participants2014-12-31$156,505
Contributions received from other sources (not participants or employers)2014-12-31$50,404
Other income received2014-12-31$139,954
Net income (gross income less expenses)2014-12-31$23,811
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,183,801
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,159,990
Assets. Value of participant loans2014-12-31$18,844
Total contributions received or receivable from employer(s)2014-12-31$65,087
Value of certain deemed distributions of participant loans2014-12-31$3,177
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$40,716
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2013 401k financial data
Total income from all sources2013-12-31$679,396
Expenses. Total of all expenses incurred2013-12-31$211,005
Benefits paid (including direct rollovers)2013-12-31$171,056
Total plan assets at end of year2013-12-31$2,159,990
Total plan assets at beginning of year2013-12-31$1,691,599
Total contributions received or receivable from participants2013-12-31$172,254
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$60,528
Other income received2013-12-31$378,993
Net income (gross income less expenses)2013-12-31$468,391
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,159,990
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,691,599
Assets. Value of participant loans2013-12-31$23,723
Total contributions received or receivable from employer(s)2013-12-31$67,621
Value of certain deemed distributions of participant loans2013-12-31$1,052
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$38,897
2012 : PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2012 401k financial data
Total income from all sources2012-12-31$365,082
Expenses. Total of all expenses incurred2012-12-31$121,956
Benefits paid (including direct rollovers)2012-12-31$121,956
Total plan assets at end of year2012-12-31$1,691,599
Total plan assets at beginning of year2012-12-31$1,448,473
Total contributions received or receivable from participants2012-12-31$122,166
Contributions received from other sources (not participants or employers)2012-12-31$48,579
Other income received2012-12-31$149,701
Net income (gross income less expenses)2012-12-31$243,126
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,691,599
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,448,473
Assets. Value of participant loans2012-12-31$25,735
Total contributions received or receivable from employer(s)2012-12-31$44,636
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2011 401k financial data
Total income from all sources2011-12-31$150,049
Expenses. Total of all expenses incurred2011-12-31$213,300
Benefits paid (including direct rollovers)2011-12-31$205,385
Total plan assets at end of year2011-12-31$1,448,473
Total plan assets at beginning of year2011-12-31$1,511,724
Total contributions received or receivable from participants2011-12-31$136,699
Expenses. Other expenses not covered elsewhere2011-12-31$3,443
Contributions received from other sources (not participants or employers)2011-12-31$3,907
Other income received2011-12-31$-49,383
Net income (gross income less expenses)2011-12-31$-63,251
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,448,473
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,511,724
Assets. Value of participant loans2011-12-31$17,226
Total contributions received or receivable from employer(s)2011-12-31$58,826
Value of certain deemed distributions of participant loans2011-12-31$4,472
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2010 401k financial data
Total income from all sources2010-12-31$332,859
Expenses. Total of all expenses incurred2010-12-31$47,890
Benefits paid (including direct rollovers)2010-12-31$35,818
Total plan assets at end of year2010-12-31$337,251
Total plan assets at beginning of year2010-12-31$1,226,755
Total contributions received or receivable from participants2010-12-31$124,964
Expenses. Other expenses not covered elsewhere2010-12-31$3,577
Contributions received from other sources (not participants or employers)2010-12-31$2,280
Other income received2010-12-31$149,582
Net income (gross income less expenses)2010-12-31$284,969
Net plan assets at end of year (total assets less liabilities)2010-12-31$337,251
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,226,755
Assets. Value of participant loans2010-12-31$10,074
Total contributions received or receivable from employer(s)2010-12-31$56,033
Value of certain deemed distributions of participant loans2010-12-31$8,495
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2009 401k financial data
Total income from all sources2009-12-31$401,991
Expenses. Total of all expenses incurred2009-12-31$64,641
Benefits paid (including direct rollovers)2009-12-31$62,398
Total plan assets at end of year2009-12-31$1,226,755
Total plan assets at beginning of year2009-12-31$889,405
Total contributions received or receivable from participants2009-12-31$122,105
Expenses. Other expenses not covered elsewhere2009-12-31$2,243
Contributions received from other sources (not participants or employers)2009-12-31$19,458
Other income received2009-12-31$203,257
Net income (gross income less expenses)2009-12-31$337,350
Net plan assets at end of year (total assets less liabilities)2009-12-31$1,226,755
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$889,405
Assets. Value of participant loans2009-12-31$10,718
Total contributions received or receivable from employer(s)2009-12-31$57,171
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2008 401k financial data
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-233,732
Expenses. Total of all expenses incurred2008-12-31$163,058
Benefits paid (including direct rollovers)2008-12-31$159,439
Total plan assets at end of year2008-12-31$889,405
Total plan assets at beginning of year2008-12-31$1,286,195
Total contributions received or receivable from participants2008-12-31$118,891
Contributions received from other sources (not participants or employers)2008-12-31$26,825
Other income received2008-12-31$-420,335
Net income (gross income less expenses)2008-12-31$-396,790
Net plan assets at end of year (total assets less liabilities)2008-12-31$889,405
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$1,286,195
Assets. Value of participant loans2008-12-31$10,679
Total contributions received or receivable from employer(s)2008-12-31$40,887
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$3,619
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
2007 : PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2007 401k financial data
Total income from all sources2007-12-31$216,051
Expenses. Total of all expenses incurred2007-12-31$61,558
Benefits paid (including direct rollovers)2007-12-31$45,376
Total plan assets at end of year2007-12-31$1,286,195
Total plan assets at beginning of year2007-12-31$1,131,702
Total contributions received or receivable from participants2007-12-31$116,038
Contributions received from other sources (not participants or employers)2007-12-31$1,896
Other income received2007-12-31$56,844
Net income (gross income less expenses)2007-12-31$154,493
Net plan assets at end of year (total assets less liabilities)2007-12-31$1,286,195
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$1,131,702
Assets. Value of participant loans2007-12-31$7,336
Total contributions received or receivable from employer(s)2007-12-31$41,273
Value of certain deemed distributions of participant loans2007-12-31$12,495
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$3,687
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0
2006 : PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2006 401k financial data
Total plan assets at end of year2006-12-31$215,533
Net plan assets at end of year (total assets less liabilities)2006-12-31$215,533

Form 5500 Responses for PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN

2016: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) 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 filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) 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: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) 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: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) 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: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) 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: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) 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
2008: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01First time form 5500 has been submittedYes
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes
2006: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01First time form 5500 has been submittedYes
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number750673
Policy instance 1
Insurance contract or identification number750673
Number of Individuals Covered95
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $114
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $89
Insurance broker organization code?3
Insurance broker nameL. NUCHERENO
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number750673
Policy instance 1
Insurance contract or identification number750673
Number of Individuals Covered95
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,180
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $7,542
Insurance broker organization code?3
Insurance broker nameK. CAFFERY
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number750673
Policy instance 1
Insurance contract or identification number750673
Number of Individuals Covered97
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,656
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $7,367
Insurance broker organization code?3
Insurance broker nameH. STEINWALD
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number750673
Policy instance 1
Insurance contract or identification number750673
Number of Individuals Covered91
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,881
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,822
Insurance broker organization code?3
Insurance broker nameP. SCILINGO
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number750673
Policy instance 1
Insurance contract or identification number750673
Number of Individuals Covered91
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,304
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number750673
Policy instance 1
Insurance contract or identification number750673
Number of Individuals Covered89
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,944
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number750673
Policy instance 1
Insurance contract or identification number750673
Number of Individuals Covered85
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $3,782
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,896
Insurance broker organization code?3
Insurance broker nameK. KENYON
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number750673
Policy instance 1
Insurance contract or identification number750673
Number of Individuals Covered78
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $2,839
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,209
Insurance broker organization code?3
Insurance broker nameK. KENYON
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number750673
Policy instance 1
Insurance contract or identification number750673
Number of Individuals Covered70
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $2,421
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $791
Insurance broker organization code?3
Insurance broker nameK. KENYON
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number750673 001
Policy instance 1
Insurance contract or identification number750673 001
Number of Individuals Covered67
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Total amount of commissions paid to insurance brokerUSD $3,316
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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