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MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 401k Plan overview

Plan NameMERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS
Plan identification number 004

MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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)).
  • Life insurance

401k Sponsoring company profile

HACKENSACK MERIDIAN HEALTH has sponsored the creation of one or more 401k plans.

Company Name:HACKENSACK MERIDIAN HEALTH
Employer identification number (EIN):223474145
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042019-01-01
0042018-01-01
0042017-01-01NANCY R. CORCORAN-DAVIDOFF ROBERT LIOTTO2018-10-11
0042016-01-01DAVID WORKS ROBERT LIOTTO2017-10-12
0042015-01-01SHERRIE J. STRING ROBERT LIOTTO2016-10-13
0042014-01-01SHERRIE J. STRING ROBERT LIOTTO2015-10-06
0042013-01-01SHERRIE J. STRING
0042012-01-01SHERRIE J. STRING SHERRIE J. STRING2013-10-15
0042011-01-01SHERRIE STRING
0042010-01-01KATHLEEN L. BOUSHIE SHERRIE STRING2011-10-11
0042009-01-01JOHN E SINDONI
0042008-01-01

Plan Statistics for MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS

401k plan membership statisitcs for MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS

Measure Date Value
2019: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2019 401k membership
Total participants, beginning-of-year2019-01-014,853
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2018 401k membership
Total participants, beginning-of-year2018-01-014,966
Total number of active participants reported on line 7a of the Form 55002018-01-013,833
Number of retired or separated participants receiving benefits2018-01-01143
Number of other retired or separated participants entitled to future benefits2018-01-01877
Total of all active and inactive participants2018-01-014,853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014,853
Number of participants with account balances2018-01-014,252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2017 401k membership
Total participants, beginning-of-year2017-01-014,984
Total number of active participants reported on line 7a of the Form 55002017-01-014,098
Number of retired or separated participants receiving benefits2017-01-0131
Number of other retired or separated participants entitled to future benefits2017-01-01716
Total of all active and inactive participants2017-01-014,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-014,850
Number of participants with account balances2017-01-014,422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2016 401k membership
Total participants, beginning-of-year2016-01-015,251
Total number of active participants reported on line 7a of the Form 55002016-01-014,371
Number of retired or separated participants receiving benefits2016-01-0126
Number of other retired or separated participants entitled to future benefits2016-01-01587
Total of all active and inactive participants2016-01-014,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-014,989
Number of participants with account balances2016-01-014,559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2015 401k membership
Total participants, beginning-of-year2015-01-015,689
Total number of active participants reported on line 7a of the Form 55002015-01-014,612
Number of retired or separated participants receiving benefits2015-01-0120
Number of other retired or separated participants entitled to future benefits2015-01-01610
Total of all active and inactive participants2015-01-015,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-015,251
Number of participants with account balances2015-01-014,709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2014 401k membership
Total participants, beginning-of-year2014-01-016,495
Total number of active participants reported on line 7a of the Form 55002014-01-015,075
Number of retired or separated participants receiving benefits2014-01-0117
Number of other retired or separated participants entitled to future benefits2014-01-01586
Total of all active and inactive participants2014-01-015,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0111
Total participants2014-01-015,689
Number of participants with account balances2014-01-014,835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2013 401k membership
Total participants, beginning-of-year2013-01-016,868
Total number of active participants reported on line 7a of the Form 55002013-01-015,860
Number of retired or separated participants receiving benefits2013-01-0127
Number of other retired or separated participants entitled to future benefits2013-01-01603
Total of all active and inactive participants2013-01-016,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-016,495
Number of participants with account balances2013-01-014,992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2012 401k membership
Total participants, beginning-of-year2012-01-017,883
Total number of active participants reported on line 7a of the Form 55002012-01-016,119
Number of retired or separated participants receiving benefits2012-01-0124
Number of other retired or separated participants entitled to future benefits2012-01-01720
Total of all active and inactive participants2012-01-016,863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-016,868
Number of participants with account balances2012-01-015,078
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2011 401k membership
Total participants, beginning-of-year2011-01-018,225
Total number of active participants reported on line 7a of the Form 55002011-01-016,617
Number of retired or separated participants receiving benefits2011-01-01137
Number of other retired or separated participants entitled to future benefits2011-01-011,119
Total of all active and inactive participants2011-01-017,873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-017,883
Number of participants with account balances2011-01-015,508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2010 401k membership
Total participants, beginning-of-year2010-01-018,470
Total number of active participants reported on line 7a of the Form 55002010-01-017,115
Number of retired or separated participants receiving benefits2010-01-016
Number of other retired or separated participants entitled to future benefits2010-01-011,096
Total of all active and inactive participants2010-01-018,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-018
Total participants2010-01-018,225
Number of participants with account balances2010-01-015,750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2009 401k membership
Total participants, beginning-of-year2009-01-016,924
Total number of active participants reported on line 7a of the Form 55002009-01-017,078
Number of retired or separated participants receiving benefits2009-01-0127
Number of other retired or separated participants entitled to future benefits2009-01-011,365
Total of all active and inactive participants2009-01-018,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018,470
Number of participants with account balances2009-01-015,470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS

Measure Date Value
2019 : MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$556,529,292
Total transfer of assets from this plan2019-12-31$556,529,292
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$100,079,227
Total income from all sources (including contributions)2019-12-31$100,079,227
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$44,069,078
Total of all expenses incurred2019-12-31$44,069,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$43,887,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$500,519,143
Value of total assets at beginning of year2019-12-31$500,519,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$181,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$181,114
Total interest from all sources2019-12-31$1,137,531
Total interest from all sources2019-12-31$1,137,531
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$14,182,946
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$14,182,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$14,182,946
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$14,182,946
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$13,706,992
Participant contributions at beginning of year2019-12-31$13,706,992
Other income not declared elsewhere2019-12-31$63,824
Other income not declared elsewhere2019-12-31$63,824
Administrative expenses (other) incurred2019-12-31$181,114
Administrative expenses (other) incurred2019-12-31$181,114
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$56,010,149
Value of net income/loss2019-12-31$56,010,149
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$500,519,143
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$500,519,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$396,434,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$396,434,817
Interest on participant loans2019-12-31$596,081
Interest on participant loans2019-12-31$596,081
Interest earned on other investments2019-12-31$532,077
Interest earned on other investments2019-12-31$532,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,853,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,853,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,853,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,853,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$81,523,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$81,523,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$84,694,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$84,694,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$43,887,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$43,887,964
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm name2019-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2019-12-31830414789
Accountancy firm EIN2019-12-31830414789
2018 : MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$8,839,331
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$48,510,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$48,312,831
Expenses. Certain deemed distributions of participant loans2018-12-31$165,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$31,880,262
Value of total assets at end of year2018-12-31$500,519,143
Value of total assets at beginning of year2018-12-31$540,190,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,126
Total interest from all sources2018-12-31$2,292,974
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$32,878,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$32,878,231
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$25,091,871
Participant contributions at end of year2018-12-31$13,706,992
Participant contributions at beginning of year2018-12-31$12,071,120
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$657
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,276,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-39,670,862
Value of net assets at end of year (total assets less liabilities)2018-12-31$500,519,143
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$540,190,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$27,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$396,434,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$442,144,816
Interest on participant loans2018-12-31$607,264
Interest earned on other investments2018-12-31$1,561,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,853,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,497,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,497,467
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$124,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$81,523,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$78,469,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-58,212,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,511,584
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$5,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$48,312,831
Contract administrator fees2018-12-31$4,818
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2018-12-31830414789
2017 : MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$108,945,335
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$26,157,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$25,975,949
Expenses. Certain deemed distributions of participant loans2017-12-31$165,418
Value of total corrective distributions2017-12-31$3,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$31,103,564
Value of total assets at end of year2017-12-31$540,190,005
Value of total assets at beginning of year2017-12-31$457,401,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,349
Total interest from all sources2017-12-31$1,854,949
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$25,131,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$25,131,348
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$24,591,365
Participant contributions at end of year2017-12-31$12,071,120
Participant contributions at beginning of year2017-12-31$11,210,757
Participant contributions at end of year2017-12-31$657
Participant contributions at beginning of year2017-12-31$473
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$973,965
Administrative expenses (other) incurred2017-12-31$3,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$82,788,157
Value of net assets at end of year (total assets less liabilities)2017-12-31$540,190,005
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$457,401,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$9,084
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$442,144,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$361,660,610
Interest on participant loans2017-12-31$500,297
Interest earned on other investments2017-12-31$1,299,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,497,467
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,002,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,002,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$54,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$78,469,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$77,527,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$50,855,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,538,234
Employer contributions (assets) at end of year2017-12-31$5,998
Employer contributions (assets) at beginning of year2017-12-31$127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$25,975,949
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2017-12-31830414789
2016 : MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$60,320,381
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$23,637,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$23,474,885
Expenses. Certain deemed distributions of participant loans2016-12-31$155,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$32,438,890
Value of total assets at end of year2016-12-31$457,401,848
Value of total assets at beginning of year2016-12-31$420,719,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,211
Total interest from all sources2016-12-31$1,660,706
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$14,252,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$14,252,210
Administrative expenses professional fees incurred2016-12-31$4,200
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$23,988,379
Participant contributions at end of year2016-12-31$11,210,757
Participant contributions at beginning of year2016-12-31$10,574,634
Participant contributions at end of year2016-12-31$473
Participant contributions at beginning of year2016-12-31$36,180
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,973,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$36,682,665
Value of net assets at end of year (total assets less liabilities)2016-12-31$457,401,848
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$420,719,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$3,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$361,660,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$330,545,600
Interest on participant loans2016-12-31$463,926
Interest earned on other investments2016-12-31$1,181,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,002,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,680,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,680,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$15,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$77,527,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$72,874,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,968,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,476,624
Employer contributions (assets) at end of year2016-12-31$127
Employer contributions (assets) at beginning of year2016-12-31$8,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$23,474,885
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2016-12-31830414789
2015 : MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$34,528,749
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$22,842,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$22,615,191
Expenses. Certain deemed distributions of participant loans2015-12-31$201,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$30,624,749
Value of total assets at end of year2015-12-31$420,719,183
Value of total assets at beginning of year2015-12-31$409,032,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,533
Total interest from all sources2015-12-31$1,511,761
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$15,478,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$15,478,062
Administrative expenses professional fees incurred2015-12-31$1,699
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$23,981,374
Participant contributions at end of year2015-12-31$10,574,634
Participant contributions at beginning of year2015-12-31$9,945,015
Participant contributions at end of year2015-12-31$36,180
Participant contributions at beginning of year2015-12-31$36,182
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,134,459
Other income not declared elsewhere2015-12-31$19,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$11,686,447
Value of net assets at end of year (total assets less liabilities)2015-12-31$420,719,183
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$409,032,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$23,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$330,545,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$320,886,373
Interest on participant loans2015-12-31$426,764
Interest earned on other investments2015-12-31$1,083,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,680,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,642,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,642,736
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$72,874,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$70,513,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,105,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,508,916
Employer contributions (assets) at end of year2015-12-31$8,568
Employer contributions (assets) at beginning of year2015-12-31$8,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$22,615,191
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2015-12-31830414789
2014 : MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 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$55,618,063
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$19,495,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$19,130,313
Expenses. Certain deemed distributions of participant loans2014-12-31$164,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$30,916,826
Value of total assets at end of year2014-12-31$409,032,736
Value of total assets at beginning of year2014-12-31$372,910,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$200,528
Total interest from all sources2014-12-31$1,454,834
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,715,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$14,715,112
Administrative expenses professional fees incurred2014-12-31$200,451
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$24,378,584
Participant contributions at end of year2014-12-31$9,945,015
Participant contributions at beginning of year2014-12-31$7,809,744
Participant contributions at end of year2014-12-31$36,182
Participant contributions at beginning of year2014-12-31$16,111
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,358,251
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$36,122,276
Value of net assets at end of year (total assets less liabilities)2014-12-31$409,032,736
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$372,910,460
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$320,886,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$286,470,265
Interest on participant loans2014-12-31$375,185
Interest earned on other investments2014-12-31$1,078,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,642,736
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,310,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,310,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$70,513,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$71,299,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$8,531,291
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$5,179,991
Employer contributions (assets) at end of year2014-12-31$8,619
Employer contributions (assets) at beginning of year2014-12-31$4,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$19,130,313
Contract administrator fees2014-12-31$77
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2014-12-31830414789
2013 : MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$92,347,250
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$18,865,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$18,421,945
Expenses. Certain deemed distributions of participant loans2013-12-31$354,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$33,687,095
Value of total assets at end of year2013-12-31$372,910,460
Value of total assets at beginning of year2013-12-31$299,429,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$89,290
Total interest from all sources2013-12-31$2,389,360
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,011,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$8,011,071
Administrative expenses professional fees incurred2013-12-31$25,298
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$24,740,954
Participant contributions at end of year2013-12-31$7,809,744
Participant contributions at beginning of year2013-12-31$5,667,082
Participant contributions at end of year2013-12-31$16,111
Participant contributions at beginning of year2013-12-31$806,417
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,204,450
Other income not declared elsewhere2013-12-31$102,157
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$73,481,341
Value of net assets at end of year (total assets less liabilities)2013-12-31$372,910,460
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$299,429,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$63,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$286,470,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$225,901,497
Interest on participant loans2013-12-31$329,891
Interest earned on other investments2013-12-31$2,058,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,310,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$71,299,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$66,854,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$48,157,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,741,691
Employer contributions (assets) at end of year2013-12-31$4,067
Employer contributions (assets) at beginning of year2013-12-31$199,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$18,421,945
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2013-12-31830414789
2012 : MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 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$8,266
Total income from all sources (including contributions)2012-12-31$65,673,543
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$26,225,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,905,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$30,549,093
Value of total assets at end of year2012-12-31$299,429,119
Value of total assets at beginning of year2012-12-31$259,988,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,319,473
Total interest from all sources2012-12-31$1,770,275
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,221,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,221,701
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 period2012-12-31Yes
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$24,136,498
Participant contributions at end of year2012-12-31$5,667,082
Participant contributions at beginning of year2012-12-31$4,848,205
Participant contributions at end of year2012-12-31$806,417
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$736,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$8,266
Other income not declared elsewhere2012-12-31$1,383,798
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$39,448,508
Value of net assets at end of year (total assets less liabilities)2012-12-31$299,429,119
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$259,980,611
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$225,901,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$192,566,301
Interest on participant loans2012-12-31$268,981
Interest earned on other investments2012-12-31$1,501,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$66,854,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$62,574,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$26,748,676
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$5,676,514
Employer contributions (assets) at end of year2012-12-31$199,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,905,562
Contract administrator fees2012-12-31$1,319,473
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2012-12-31830414789
2011 : MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$27,720,042
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$15,930,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,977,088
Expenses. Certain deemed distributions of participant loans2011-12-31$250,078
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$32,378,717
Value of total assets at end of year2011-12-31$259,988,877
Value of total assets at beginning of year2011-12-31$248,191,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$703,275
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$2,011,806
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,622,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,622,998
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
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$23,975,429
Participant contributions at end of year2011-12-31$4,848,205
Participant contributions at beginning of year2011-12-31$4,595,978
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,769,618
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$8,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$710,237
Administrative expenses (other) incurred2011-12-31$2,360
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$11,789,601
Value of net assets at end of year (total assets less liabilities)2011-12-31$259,980,611
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$248,191,010
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$192,566,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$190,188,038
Interest on participant loans2011-12-31$256,218
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$1,755,588
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$62,574,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$53,406,994
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$46,022
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-11,003,716
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$5,633,670
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,931,066
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$700,915
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
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2011-12-31830414789
2010 : MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$55,007,154
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$9,527,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,105,573
Expenses. Certain deemed distributions of participant loans2010-12-31$240,005
Value of total corrective distributions2010-12-31$4,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$30,160,051
Value of total assets at end of year2010-12-31$248,191,010
Value of total assets at beginning of year2010-12-31$202,711,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$177,758
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$1,869,539
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,684,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,684,386
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
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$23,319,949
Participant contributions at end of year2010-12-31$4,595,978
Participant contributions at beginning of year2010-12-31$3,256,138
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,456,649
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$45,479,721
Value of net assets at end of year (total assets less liabilities)2010-12-31$248,191,010
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$202,711,289
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$190,188,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$157,706,384
Interest on participant loans2010-12-31$225,621
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$1,643,918
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$53,406,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$41,748,767
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$20,293,178
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$5,383,453
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,105,573
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$177,758
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
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2010-12-31830414789
2009 : MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 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 MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS

2019: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 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: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 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: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 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 – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 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 – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 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: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 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: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 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: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 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: MERIDIAN 403(B) SAVINGS PLAN FOR CASH BALANCE PARTICIPANTS 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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407686
Policy instance 2
Insurance contract or identification number407686
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893456-007
Policy instance 1
Insurance contract or identification number893456-007
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893456-007
Policy instance 1
Insurance contract or identification number893456-007
Number of Individuals Covered1694
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893456-007
Policy instance 1
Insurance contract or identification number893456-007
Number of Individuals Covered1767
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893456-007
Policy instance 1
Insurance contract or identification number893456-007
Number of Individuals Covered1948
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893456-007
Policy instance 1
Insurance contract or identification number893456-007
Number of Individuals Covered2040
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893456-007
Policy instance 1
Insurance contract or identification number893456-007
Number of Individuals Covered2205
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1013641-01
Policy instance 1
Insurance contract or identification number1013641-01
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-10-08
Total amount of commissions paid to insurance brokerUSD $57,077
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,077
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number2822
Policy instance 4
Insurance contract or identification number2822
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-10-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare 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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number08760
Policy instance 3
Insurance contract or identification number08760
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-10-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893456-007
Policy instance 2
Insurance contract or identification number893456-007
Number of Individuals Covered2281
Insurance policy start date2012-10-09
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1013641-01
Policy instance 1
Insurance contract or identification number1013641-01
Number of Individuals Covered5508
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $94,860
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number08760
Policy instance 2
Insurance contract or identification number08760
Number of Individuals Covered120
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $46,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number2822
Policy instance 3
Insurance contract or identification number2822
Number of Individuals Covered6
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1013641-01
Policy instance 1
Insurance contract or identification number1013641-01
Number of Individuals Covered2383
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $40,765
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number08760
Policy instance 2
Insurance contract or identification number08760
Number of Individuals Covered122
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $49,870
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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