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THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 401k Plan overview

Plan NameTHE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN
Plan identification number 001

THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY has sponsored the creation of one or more 401k plans.

Company Name:THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY
Employer identification number (EIN):236434390
NAIC Classification:621510
NAIC Description: Medical and Diagnostic Laboratories

Additional information about THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 649277

More information about THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ANDREW GAMBLE2023-10-10
0012021-01-01JOSEPH TRAINOR2022-10-11
0012020-01-01JOSEPH TRAINOR2021-10-12
0012019-01-01JOSEPH TRAINOR2020-10-10
0012018-01-01JOSEPH TRAINOR2019-10-09
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JOSEPH TRAINOR
0012013-01-01JOSEPH TRAINOR
0012012-01-01STEPHEN E. TUSTIN
0012011-01-01STEPHEN E TUSTIN
0012009-01-01SHARON HARRIS

Plan Statistics for THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN

401k plan membership statisitcs for THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN

Measure Date Value
2022: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3116,145,017
Acturial value of plan assets2022-12-3115,115,191
Funding target for retired participants and beneficiaries receiving payment2022-12-314,308,916
Number of terminated vested participants2022-12-31277
Fundng target for terminated vested participants2022-12-315,519,126
Active participant vested funding target2022-12-311,697,735
Number of active participants2022-12-3157
Total funding liabilities for active participants2022-12-311,720,466
Total participant count2022-12-31389
Total funding target for all participants2022-12-3111,548,508
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-313,273,821
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-31584,976
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-312,688,845
Present value of excess contributions2022-12-31439,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31493,890
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31493,890
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-313,515,883
Total employer contributions2022-12-311,000,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31962,147
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3134,572
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-31324,986
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31962,147
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01389
Total number of active participants reported on line 7a of the Form 55002022-01-0150
Number of retired or separated participants receiving benefits2022-01-0152
Number of other retired or separated participants entitled to future benefits2022-01-01276
Total of all active and inactive participants2022-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3114,721,680
Acturial value of plan assets2021-12-3113,540,242
Funding target for retired participants and beneficiaries receiving payment2021-12-314,786,513
Number of terminated vested participants2021-12-31280
Fundng target for terminated vested participants2021-12-315,654,351
Active participant vested funding target2021-12-311,951,635
Number of active participants2021-12-3165
Total funding liabilities for active participants2021-12-311,977,688
Total participant count2021-12-31402
Total funding target for all participants2021-12-3112,418,552
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-313,058,478
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31589,540
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-312,468,938
Present value of excess contributions2021-12-31377,121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31433,802
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31433,802
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-313,273,821
Total employer contributions2021-12-31525,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31504,438
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3165,980
Net shortfall amortization installment of oustanding balance2021-12-312,152,131
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31649,971
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-31584,976
Additional cash requirement2021-12-3164,995
Contributions allocatedtoward minimum required contributions for current year2021-12-31504,438
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01402
Total number of active participants reported on line 7a of the Form 55002021-01-0157
Number of retired or separated participants receiving benefits2021-01-0151
Number of other retired or separated participants entitled to future benefits2021-01-01277
Total of all active and inactive participants2021-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3113,190,941
Acturial value of plan assets2020-12-3112,852,905
Funding target for retired participants and beneficiaries receiving payment2020-12-314,545,032
Number of terminated vested participants2020-12-31286
Fundng target for terminated vested participants2020-12-315,395,836
Active participant vested funding target2020-12-311,931,451
Number of active participants2020-12-3169
Total funding liabilities for active participants2020-12-311,975,773
Total participant count2020-12-31410
Total funding target for all participants2020-12-3111,916,641
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-312,201,219
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-31232,296
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-311,968,923
Present value of excess contributions2020-12-31656,259
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31723,335
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31723,335
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-313,058,478
Total employer contributions2020-12-31475,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31442,623
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31138,294
Net shortfall amortization installment of oustanding balance2020-12-312,122,214
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31655,042
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31589,540
Additional cash requirement2020-12-3165,502
Contributions allocatedtoward minimum required contributions for current year2020-12-31442,623
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01410
Total number of active participants reported on line 7a of the Form 55002020-01-0165
Number of retired or separated participants receiving benefits2020-01-0154
Number of other retired or separated participants entitled to future benefits2020-01-01280
Total of all active and inactive participants2020-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3111,310,332
Acturial value of plan assets2019-12-3112,009,763
Funding target for retired participants and beneficiaries receiving payment2019-12-314,703,057
Number of terminated vested participants2019-12-31292
Fundng target for terminated vested participants2019-12-315,495,990
Active participant vested funding target2019-12-312,007,298
Number of active participants2019-12-3180
Total funding liabilities for active participants2019-12-312,061,633
Total participant count2019-12-31429
Total funding target for all participants2019-12-3112,260,680
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,538,093
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31241,127
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-311,296,966
Present value of excess contributions2019-12-311,020,942
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,047,074
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-311,047,074
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-3140,101
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-312,201,219
Total employer contributions2019-12-311,280,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,190,616
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31140,806
Net shortfall amortization installment of oustanding balance2019-12-312,452,136
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31766,653
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-31232,296
Additional cash requirement2019-12-31534,357
Contributions allocatedtoward minimum required contributions for current year2019-12-311,190,616
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01429
Total number of active participants reported on line 7a of the Form 55002019-01-0169
Number of retired or separated participants receiving benefits2019-01-0152
Number of other retired or separated participants entitled to future benefits2019-01-01286
Total of all active and inactive participants2019-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3112,504,536
Acturial value of plan assets2018-12-3111,728,709
Funding target for retired participants and beneficiaries receiving payment2018-12-314,434,755
Number of terminated vested participants2018-12-31308
Fundng target for terminated vested participants2018-12-315,787,295
Active participant vested funding target2018-12-312,003,087
Number of active participants2018-12-3184
Total funding liabilities for active participants2018-12-312,082,057
Total participant count2018-12-31448
Total funding target for all participants2018-12-3112,304,107
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31331,226
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31200,194
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31131,032
Present value of excess contributions2018-12-311,285,689
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,384,812
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-311,384,812
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-311,538,093
Total employer contributions2018-12-311,169,689
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,089,542
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-312,113,491
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31309,727
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31241,127
Additional cash requirement2018-12-3168,600
Contributions allocatedtoward minimum required contributions for current year2018-12-311,089,542
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01448
Total number of active participants reported on line 7a of the Form 55002018-01-0180
Number of retired or separated participants receiving benefits2018-01-0153
Number of other retired or separated participants entitled to future benefits2018-01-01289
Total of all active and inactive participants2018-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-319,942,711
Acturial value of plan assets2017-12-3110,197,946
Funding target for retired participants and beneficiaries receiving payment2017-12-314,288,068
Number of terminated vested participants2017-12-31301
Fundng target for terminated vested participants2017-12-315,267,853
Active participant vested funding target2017-12-311,949,297
Number of active participants2017-12-3199
Total funding liabilities for active participants2017-12-312,224,455
Total participant count2017-12-31458
Total funding target for all participants2017-12-3111,780,376
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31513,974
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-31351,090
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31162,884
Present value of excess contributions2017-12-31145,290
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31156,158
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31156,158
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31331,226
Total employer contributions2017-12-311,659,721
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,562,816
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31127,896
Net shortfall amortization installment of oustanding balance2017-12-311,913,656
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31477,321
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31200,194
Additional cash requirement2017-12-31277,127
Contributions allocatedtoward minimum required contributions for current year2017-12-311,562,816
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01458
Total number of active participants reported on line 7a of the Form 55002017-01-0184
Number of retired or separated participants receiving benefits2017-01-0152
Number of other retired or separated participants entitled to future benefits2017-01-01307
Total of all active and inactive participants2017-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3110,600,768
Acturial value of plan assets2016-12-3111,457,215
Funding target for retired participants and beneficiaries receiving payment2016-12-313,939,808
Number of terminated vested participants2016-12-31345
Fundng target for terminated vested participants2016-12-315,795,728
Active participant vested funding target2016-12-312,038,617
Number of active participants2016-12-3174
Total funding liabilities for active participants2016-12-312,170,182
Total participant count2016-12-31474
Total funding target for all participants2016-12-3111,905,718
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31781,482
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-31603,204
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31178,278
Present value of excess contributions2016-12-31356,721
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31342,702
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31342,702
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31513,974
Total employer contributions2016-12-31205,060
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31194,586
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3116,083
Net shortfall amortization installment of oustanding balance2016-12-31962,477
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31400,386
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-31351,090
Additional cash requirement2016-12-3149,296
Contributions allocatedtoward minimum required contributions for current year2016-12-31194,586
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01474
Total number of active participants reported on line 7a of the Form 55002016-01-0156
Number of retired or separated participants receiving benefits2016-01-0155
Number of other retired or separated participants entitled to future benefits2016-01-01343
Total of all active and inactive participants2016-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01489
Total number of active participants reported on line 7a of the Form 55002015-01-0174
Number of retired or separated participants receiving benefits2015-01-0151
Number of other retired or separated participants entitled to future benefits2015-01-01344
Total of all active and inactive participants2015-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01493
Total number of active participants reported on line 7a of the Form 55002014-01-0188
Number of retired or separated participants receiving benefits2014-01-0149
Number of other retired or separated participants entitled to future benefits2014-01-01335
Total of all active and inactive participants2014-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01503
Total number of active participants reported on line 7a of the Form 55002013-01-0199
Number of retired or separated participants receiving benefits2013-01-0149
Number of other retired or separated participants entitled to future benefits2013-01-01331
Total of all active and inactive participants2013-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0125
2012: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01508
Total number of active participants reported on line 7a of the Form 55002012-01-01105
Number of retired or separated participants receiving benefits2012-01-0147
Number of other retired or separated participants entitled to future benefits2012-01-01331
Total of all active and inactive participants2012-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0130
2011: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01502
Total number of active participants reported on line 7a of the Form 55002011-01-01133
Number of retired or separated participants receiving benefits2011-01-0139
Number of other retired or separated participants entitled to future benefits2011-01-01320
Total of all active and inactive participants2011-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2009: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01493
Total number of active participants reported on line 7a of the Form 55002009-01-01130
Number of retired or separated participants receiving benefits2009-01-0133
Number of other retired or separated participants entitled to future benefits2009-01-01319
Total of all active and inactive participants2009-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN

Measure Date Value
2022 : THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,726,227
Total unrealized appreciation/depreciation of assets2022-12-31$-2,726,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,960
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,800
Total income from all sources (including contributions)2022-12-31$-1,460,528
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$663,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$620,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,000,000
Value of total assets at end of year2022-12-31$14,021,057
Value of total assets at beginning of year2022-12-31$16,145,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$43,547
Total interest from all sources2022-12-31$265,699
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$7,399
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,018,408
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,358,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$6,752
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$16,408
Administrative expenses (other) incurred2022-12-31$34,392
Liabilities. Value of operating payables at end of year2022-12-31$1,960
Liabilities. Value of operating payables at beginning of year2022-12-31$1,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,124,120
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,019,097
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,143,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,543,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,739,847
Interest earned on other investments2022-12-31$265,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,045,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,029,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,029,992
Asset value of US Government securities at end of year2022-12-31$1,406,717
Asset value of US Government securities at beginning of year2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,000,000
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$620,045
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$122,162
Total unrealized appreciation/depreciation of assets2021-12-31$122,162
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$950
Total income from all sources (including contributions)2021-12-31$2,297,613
Total loss/gain on sale of assets2021-12-31$-100
Total of all expenses incurred2021-12-31$883,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$838,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$525,000
Value of total assets at end of year2021-12-31$16,145,017
Value of total assets at beginning of year2021-12-31$14,730,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,340
Total interest from all sources2021-12-31$189
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$384,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$384,725
Administrative expenses professional fees incurred2021-12-31$8,696
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,358,770
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,238,778
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$16,408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,971
Administrative expenses (other) incurred2021-12-31$34,574
Liabilities. Value of operating payables at end of year2021-12-31$1,800
Liabilities. Value of operating payables at beginning of year2021-12-31$950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,413,745
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,143,217
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,729,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$2,070
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,739,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,285,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,029,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$729,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$729,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,265,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$525,000
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$475,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$838,528
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate carrying amount (costs) on sale of assets2021-12-31$100
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$260,504
Total unrealized appreciation/depreciation of assets2020-12-31$260,504
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$950
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,200
Total income from all sources (including contributions)2020-12-31$2,356,562
Total loss/gain on sale of assets2020-12-31$63
Total of all expenses incurred2020-12-31$841,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$749,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$475,000
Value of total assets at end of year2020-12-31$14,730,422
Value of total assets at beginning of year2020-12-31$13,216,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$92,284
Total interest from all sources2020-12-31$2,652
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$187,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$187,192
Administrative expenses professional fees incurred2020-12-31$6,908
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,238,778
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,980,231
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,971
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,270
Other income not declared elsewhere2020-12-31$-299
Administrative expenses (other) incurred2020-12-31$83,357
Liabilities. Value of operating payables at end of year2020-12-31$950
Liabilities. Value of operating payables at beginning of year2020-12-31$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,514,655
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,729,472
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,214,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$2,019
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,285,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,745,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$729,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$427,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$427,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,431,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$475,000
Employer contributions (assets) at end of year2020-12-31$475,000
Employer contributions (assets) at beginning of year2020-12-31$1,060,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$749,623
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$63
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$195,095
Total unrealized appreciation/depreciation of assets2019-12-31$195,095
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,501
Total income from all sources (including contributions)2019-12-31$3,214,435
Total loss/gain on sale of assets2019-12-31$77
Total of all expenses incurred2019-12-31$1,329,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,181,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,280,000
Value of total assets at end of year2019-12-31$13,216,017
Value of total assets at beginning of year2019-12-31$11,330,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$147,085
Total interest from all sources2019-12-31$9,183
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$204,277
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$204,277
Administrative expenses professional fees incurred2019-12-31$6,892
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,980,231
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,786,958
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,097
Other income not declared elsewhere2019-12-31$901
Administrative expenses (other) incurred2019-12-31$138,294
Liabilities. Value of operating payables at end of year2019-12-31$1,200
Liabilities. Value of operating payables at beginning of year2019-12-31$1,501
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$1,885,392
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,214,817
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,329,425
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,899
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,745,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,147,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$427,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$514,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$514,117
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,524,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$1,280,000
Employer contributions (assets) at end of year2019-12-31$1,060,000
Employer contributions (assets) at beginning of year2019-12-31$880,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,181,958
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Aggregate proceeds on sale of assets2019-12-31$1,899
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,822
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
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 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$1,501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$160,224
Total income from all sources (including contributions)2018-12-31$265,157
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,305,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,158,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,169,689
Value of total assets at end of year2018-12-31$11,330,926
Value of total assets at beginning of year2018-12-31$12,529,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$146,866
Total interest from all sources2018-12-31$7,495
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$192,160
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$192,160
Administrative expenses professional fees incurred2018-12-31$5,745
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,786,958
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,890,465
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,097
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$418
Other income not declared elsewhere2018-12-31$-103,190
Administrative expenses (other) incurred2018-12-31$140,806
Liabilities. Value of operating payables at end of year2018-12-31$1,501
Liabilities. Value of operating payables at beginning of year2018-12-31$160,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,039,886
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,329,425
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,369,311
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$315
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,147,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,101,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$514,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$585,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$585,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,000,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$1,169,689
Employer contributions (assets) at end of year2018-12-31$880,000
Employer contributions (assets) at beginning of year2018-12-31$952,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,158,177
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2018-12-31390859910
2017 : THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-418,733
Total unrealized appreciation/depreciation of assets2017-12-31$-418,733
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$160,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,344
Total income from all sources (including contributions)2017-12-31$3,365,341
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$915,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$758,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,659,721
Value of total assets at end of year2017-12-31$12,529,535
Value of total assets at beginning of year2017-12-31$9,924,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$156,697
Total interest from all sources2017-12-31$2,275
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$179,151
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$179,151
Administrative expenses professional fees incurred2017-12-31$-5,344
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,890,465
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$418
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$640,228
Administrative expenses (other) incurred2017-12-31$160,224
Liabilities. Value of operating payables at end of year2017-12-31$160,224
Liabilities. Value of operating payables at beginning of year2017-12-31$5,344
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$2,449,965
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,369,311
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,919,346
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$1,817
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,101,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,759,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$585,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$165,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$165,293
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,302,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,659,721
Employer contributions (assets) at end of year2017-12-31$952,400
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$758,679
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2017-12-31390859910
2016 : THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 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$5,344
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,668
Total income from all sources (including contributions)2016-12-31$799,700
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,476,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,473,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$205,060
Value of total assets at end of year2016-12-31$9,924,690
Value of total assets at beginning of year2016-12-31$10,601,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,966
Total interest from all sources2016-12-31$-608
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$173,759
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$173,759
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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
Liabilities. Value of operating payables at end of year2016-12-31$5,344
Liabilities. Value of operating payables at beginning of year2016-12-31$5,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-676,358
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,919,346
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,595,704
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$2,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,759,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,069,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$165,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$46,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$46,569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$421,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$205,060
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$485,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,473,092
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2016-12-31390859910
2015 : THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 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$5,668
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,243
Total income from all sources (including contributions)2015-12-31$196,955
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$588,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$435,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$485,264
Value of total assets at end of year2015-12-31$10,601,372
Value of total assets at beginning of year2015-12-31$10,992,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$153,048
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$343,472
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$343,472
Administrative expenses professional fees incurred2015-12-31$38,296
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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
Administrative expenses (other) incurred2015-12-31$110,892
Liabilities. Value of operating payables at end of year2015-12-31$5,668
Liabilities. Value of operating payables at beginning of year2015-12-31$5,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-391,965
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,595,704
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,987,669
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$3,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,069,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,213,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$46,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$419,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$419,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-631,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$485,264
Employer contributions (assets) at end of year2015-12-31$485,264
Employer contributions (assets) at beginning of year2015-12-31$359,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$435,872
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2015-12-31390859910
2014 : THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,278
Total income from all sources (including contributions)2014-12-31$662,309
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,315,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,246,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$359,987
Value of total assets at end of year2014-12-31$10,992,912
Value of total assets at beginning of year2014-12-31$11,646,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$69,302
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$137,007
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$137,007
Administrative expenses professional fees incurred2014-12-31$20,583
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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
Administrative expenses (other) incurred2014-12-31$44,037
Liabilities. Value of operating payables at end of year2014-12-31$5,243
Liabilities. Value of operating payables at beginning of year2014-12-31$5,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-653,205
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,987,669
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,640,874
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
Investment advisory and management fees2014-12-31$4,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,213,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,616,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$419,269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$311,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$311,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$165,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$359,987
Employer contributions (assets) at end of year2014-12-31$359,799
Employer contributions (assets) at beginning of year2014-12-31$717,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,246,212
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2014-12-31390859910
2013 : THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 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$5,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,851
Total income from all sources (including contributions)2013-12-31$2,086,111
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,506,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,441,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$717,813
Value of total assets at end of year2013-12-31$11,646,152
Value of total assets at beginning of year2013-12-31$11,066,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$64,861
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$146,264
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$146,264
Administrative expenses professional fees incurred2013-12-31$21,005
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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
Administrative expenses (other) incurred2013-12-31$39,447
Liabilities. Value of operating payables at end of year2013-12-31$5,278
Liabilities. Value of operating payables at beginning of year2013-12-31$5,851
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$579,796
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,640,874
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,061,078
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$4,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,616,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,967,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$311,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,245,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,245,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,222,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$717,813
Employer contributions (assets) at end of year2013-12-31$717,813
Employer contributions (assets) at beginning of year2013-12-31$854,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,441,454
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 name2013-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2013-12-31390859910
2012 : THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,851
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,379
Total income from all sources (including contributions)2012-12-31$2,452,227
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$429,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$369,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,227,804
Value of total assets at end of year2012-12-31$11,066,929
Value of total assets at beginning of year2012-12-31$9,042,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$60,136
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$126,163
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$126,163
Administrative expenses professional fees incurred2012-12-31$18,745
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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
Administrative expenses (other) incurred2012-12-31$40,789
Liabilities. Value of operating payables at end of year2012-12-31$5,851
Liabilities. Value of operating payables at beginning of year2012-12-31$4,379
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$2,022,990
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,061,078
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,038,088
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
Investment advisory and management fees2012-12-31$602
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,967,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,743,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,245,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$108,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$108,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,098,260
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$1,227,804
Employer contributions (assets) at end of year2012-12-31$854,000
Employer contributions (assets) at beginning of year2012-12-31$191,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$369,101
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 name2012-12-31PARENTE BEARD
Accountancy firm EIN2012-12-31232932984
2011 : THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,922
Total income from all sources (including contributions)2011-12-31$428,199
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$496,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$453,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$745,196
Value of total assets at end of year2011-12-31$9,042,467
Value of total assets at beginning of year2011-12-31$9,115,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$42,837
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$219,514
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$219,514
Administrative expenses professional fees incurred2011-12-31$16,444
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Administrative expenses (other) incurred2011-12-31$25,793
Liabilities. Value of operating payables at end of year2011-12-31$4,379
Liabilities. Value of operating payables at beginning of year2011-12-31$9,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-67,817
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,038,088
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,105,905
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
Investment advisory and management fees2011-12-31$600
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,743,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,985,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$108,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$130,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$130,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-536,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$745,196
Employer contributions (assets) at end of year2011-12-31$191,196
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$453,179
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PARENTE BEARD
Accountancy firm EIN2011-12-31232932984
2010 : THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,922
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,500
Total income from all sources (including contributions)2010-12-31$1,606,538
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$610,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$562,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$599,000
Value of total assets at end of year2010-12-31$9,115,827
Value of total assets at beginning of year2010-12-31$8,116,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$48,533
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$133,330
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$133,330
Administrative expenses professional fees incurred2010-12-31$22,036
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Administrative expenses (other) incurred2010-12-31$25,897
Liabilities. Value of operating payables at end of year2010-12-31$9,922
Liabilities. Value of operating payables at beginning of year2010-12-31$6,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$995,783
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,105,905
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,110,122
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
Investment advisory and management fees2010-12-31$600
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,985,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,038,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$130,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$78,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$78,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$874,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$599,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$562,222
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PARENTE BEARD
Accountancy firm EIN2010-12-31232932984
2009 : THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN

2022: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 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 filingNo
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY TECHNICAL SUPPORT PERSONNEL PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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