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THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 401k Plan overview

Plan NameTHE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN
Plan identification number 001

THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF has sponsored the creation of one or more 401k plans.

Company Name:WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF
Employer identification number (EIN):251095386
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01BARBARA MANNING BARBARA MANNING2019-03-06
0012016-07-01BARBARA MANNING BARBARA MANNING2018-03-20
0012015-07-01BARBARA MANNING BARBARA MANNING2017-04-13
0012014-07-01BARBARA MANNING
0012013-07-01
0012012-07-01BARBARA MANNING
0012011-07-01OFFICE MANAGER OFFICE MANAGER2015-02-03
0012010-07-01
0012010-01-01
0012009-01-01

Plan Statistics for THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN

401k plan membership statisitcs for THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN

Measure Date Value
2022: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01266
Total number of active participants reported on line 7a of the Form 55002022-07-01223
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0139
Total of all active and inactive participants2022-07-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01262
Number of participants with account balances2022-07-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01275
Total number of active participants reported on line 7a of the Form 55002021-07-01254
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0112
Total of all active and inactive participants2021-07-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01266
Number of participants with account balances2021-07-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01254
Total number of active participants reported on line 7a of the Form 55002020-07-01248
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0127
Total of all active and inactive participants2020-07-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01275
Number of participants with account balances2020-07-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01272
Total number of active participants reported on line 7a of the Form 55002019-07-01235
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0119
Total of all active and inactive participants2019-07-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01254
Number of participants with account balances2019-07-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01324
Total number of active participants reported on line 7a of the Form 55002018-07-01251
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0121
Total of all active and inactive participants2018-07-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01272
Number of participants with account balances2018-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01334
Total number of active participants reported on line 7a of the Form 55002017-07-01289
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0135
Total of all active and inactive participants2017-07-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01324
Number of participants with account balances2017-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01314
Total number of active participants reported on line 7a of the Form 55002016-07-01294
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0140
Total of all active and inactive participants2016-07-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01334
Number of participants with account balances2016-07-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01293
Total number of active participants reported on line 7a of the Form 55002015-07-01297
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0117
Total of all active and inactive participants2015-07-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01314
Number of participants with account balances2015-07-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01242
Total number of active participants reported on line 7a of the Form 55002014-07-01259
Number of other retired or separated participants entitled to future benefits2014-07-0134
Total of all active and inactive participants2014-07-01293
Total participants2014-07-01293
Number of participants with account balances2014-07-01104
2013: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01244
Total number of active participants reported on line 7a of the Form 55002013-07-01228
Number of other retired or separated participants entitled to future benefits2013-07-0114
Total of all active and inactive participants2013-07-01242
Total participants2013-07-01242
Number of participants with account balances2013-07-0178
2012: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01243
Total number of active participants reported on line 7a of the Form 55002012-07-01228
Number of other retired or separated participants entitled to future benefits2012-07-0119
Total of all active and inactive participants2012-07-01247
Total participants2012-07-01247
Number of participants with account balances2012-07-0190
2011: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01252
Total number of active participants reported on line 7a of the Form 55002011-07-01226
Number of other retired or separated participants entitled to future benefits2011-07-0117
Total of all active and inactive participants2011-07-01243
Total participants2011-07-01243
Number of participants with account balances2011-07-0195
2010: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01261
Total number of active participants reported on line 7a of the Form 55002010-07-01236
Number of retired or separated participants receiving benefits2010-07-0116
Total of all active and inactive participants2010-07-01252
Total participants2010-07-01252
Number of participants with account balances2010-07-0193
Total participants, beginning-of-year2010-01-01264
Total number of active participants reported on line 7a of the Form 55002010-01-01250
Number of retired or separated participants receiving benefits2010-01-0111
Total of all active and inactive participants2010-01-01261
Total participants2010-01-01261
Number of participants with account balances2010-01-0185
2009: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01211
Total number of active participants reported on line 7a of the Form 55002009-01-01253
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01264
Total participants2009-01-01264
Number of participants with account balances2009-01-0171

Financial Data on THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN

Measure Date Value
2023 : THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-06-30$517,344
Total of all expenses incurred2023-06-30$1,333,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,333,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$188,151
Value of total assets at end of year2023-06-30$3,830,474
Value of total assets at beginning of year2023-06-30$4,646,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$195
Total interest from all sources2023-06-30$12,509
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$151,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$151,159
Administrative expenses professional fees incurred2023-06-30$195
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$188,151
Participant contributions at end of year2023-06-30$5,520
Participant contributions at beginning of year2023-06-30$18,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$-816,184
Value of net assets at end of year (total assets less liabilities)2023-06-30$3,830,474
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$4,646,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$3,273,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$3,793,402
Value of interest in pooled separate accounts at end of year2023-06-30$102,908
Value of interest in pooled separate accounts at beginning of year2023-06-30$92,983
Interest earned on other investments2023-06-30$12,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$448,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$741,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$141,901
Net investment gain/loss from pooled separate accounts2023-06-30$23,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30Yes
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,333,333
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Disclaimer
Accountancy firm name2023-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2023-06-30251408703
2022 : THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-283,227
Total of all expenses incurred2022-06-30$724,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$724,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$229,714
Value of total assets at end of year2022-06-30$4,646,658
Value of total assets at beginning of year2022-06-30$5,654,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$195
Total interest from all sources2022-06-30$27,845
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$242,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$242,394
Administrative expenses professional fees incurred2022-06-30$195
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$229,714
Participant contributions at end of year2022-06-30$18,426
Participant contributions at beginning of year2022-06-30$23,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,007,912
Value of net assets at end of year (total assets less liabilities)2022-06-30$4,646,658
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$5,654,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$3,793,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$4,787,021
Value of interest in pooled separate accounts at end of year2022-06-30$92,983
Value of interest in pooled separate accounts at beginning of year2022-06-30$144,572
Interest earned on other investments2022-06-30$27,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$741,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$699,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-768,005
Net investment gain/loss from pooled separate accounts2022-06-30$-15,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$724,490
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30SCHNEIDER DOWNS & CO. INC.
Accountancy firm EIN2022-06-30251408703
2021 : THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$1,275,899
Total of all expenses incurred2021-06-30$164,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$163,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$233,861
Value of total assets at end of year2021-06-30$5,654,570
Value of total assets at beginning of year2021-06-30$4,543,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$840
Total interest from all sources2021-06-30$25,601
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$131,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$131,521
Administrative expenses professional fees incurred2021-06-30$840
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$233,861
Participant contributions at end of year2021-06-30$23,484
Participant contributions at beginning of year2021-06-30$18,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,111,413
Value of net assets at end of year (total assets less liabilities)2021-06-30$5,654,570
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,543,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$4,787,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,752,316
Value of interest in pooled separate accounts at end of year2021-06-30$144,572
Value of interest in pooled separate accounts at beginning of year2021-06-30$172,166
Interest earned on other investments2021-06-30$25,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$699,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$600,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$826,382
Net investment gain/loss from pooled separate accounts2021-06-30$58,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$163,646
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2021-06-30251408703
2020 : THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$571,026
Total of all expenses incurred2020-06-30$366,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$366,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$358,720
Value of total assets at end of year2020-06-30$4,543,157
Value of total assets at beginning of year2020-06-30$4,338,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$335
Total interest from all sources2020-06-30$24,197
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$115,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$115,507
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$220,621
Participant contributions at end of year2020-06-30$18,292
Participant contributions at beginning of year2020-06-30$19,498
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$138,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$204,208
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,543,157
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,338,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$335
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,752,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,341,743
Value of interest in pooled separate accounts at end of year2020-06-30$172,166
Value of interest in pooled separate accounts at beginning of year2020-06-30$318,156
Interest earned on other investments2020-06-30$24,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$600,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$659,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$48,799
Net investment gain/loss from pooled separate accounts2020-06-30$23,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$366,483
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2020-06-30251408703
2019 : THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$449,359
Total of all expenses incurred2019-06-30$163,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$163,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$231,560
Value of total assets at end of year2019-06-30$4,338,949
Value of total assets at beginning of year2019-06-30$4,053,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$350
Total interest from all sources2019-06-30$12,100
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$147,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$147,200
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$231,560
Participant contributions at end of year2019-06-30$19,498
Participant contributions at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$285,548
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,338,949
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,053,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$350
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,341,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,011,082
Value of interest in pooled separate accounts at end of year2019-06-30$318,156
Value of interest in pooled separate accounts at beginning of year2019-06-30$366,804
Interest earned on other investments2019-06-30$12,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$659,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$675,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$52,929
Net investment gain/loss from pooled separate accounts2019-06-30$5,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$163,461
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2019-06-30251408703
2018 : THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$548,774
Total of all expenses incurred2018-06-30$84,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$84,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$277,610
Value of total assets at end of year2018-06-30$4,053,401
Value of total assets at beginning of year2018-06-30$3,589,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$700
Total interest from all sources2018-06-30$18,842
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$116,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$116,493
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$277,610
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$20,404
Administrative expenses (other) incurred2018-06-30$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$463,900
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,053,401
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,589,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,011,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,622,697
Value of interest in pooled separate accounts at end of year2018-06-30$366,804
Value of interest in pooled separate accounts at beginning of year2018-06-30$271,060
Interest earned on other investments2018-06-30$18,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$675,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$675,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$91,057
Net investment gain/loss from pooled separate accounts2018-06-30$44,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$84,174
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2018-06-30251408703
2017 : THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$600,805
Total of all expenses incurred2017-06-30$624,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$624,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$275,748
Value of total assets at end of year2017-06-30$3,589,501
Value of total assets at beginning of year2017-06-30$3,613,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$23
Total interest from all sources2017-06-30$27,123
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$76,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$76,816
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$240,331
Participant contributions at end of year2017-06-30$20,404
Participant contributions at beginning of year2017-06-30$25,802
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$35,417
Administrative expenses (other) incurred2017-06-30$23
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-23,733
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,589,501
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,613,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,622,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,630,507
Value of interest in pooled separate accounts at end of year2017-06-30$271,060
Value of interest in pooled separate accounts at beginning of year2017-06-30$254,769
Interest earned on other investments2017-06-30$27,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$675,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$702,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$204,832
Net investment gain/loss from pooled separate accounts2017-06-30$16,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$624,515
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2017-06-30251408703
2016 : THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$491,269
Total of all expenses incurred2016-06-30$334,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$334,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$451,929
Value of total assets at end of year2016-06-30$3,613,234
Value of total assets at beginning of year2016-06-30$3,456,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$237
Total interest from all sources2016-06-30$29,062
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$85,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$85,144
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$295,485
Participant contributions at end of year2016-06-30$25,802
Participant contributions at beginning of year2016-06-30$0
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$122,744
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$156,444
Administrative expenses (other) incurred2016-06-30$237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$157,032
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,613,234
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$3,456,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,630,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,681,951
Value of interest in pooled separate accounts at end of year2016-06-30$254,769
Value of interest in pooled separate accounts at beginning of year2016-06-30$0
Interest earned on other investments2016-06-30$29,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$702,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$651,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-68,854
Net investment gain/loss from pooled separate accounts2016-06-30$-6,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$334,000
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2016-06-30251408703
2015 : THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$429,344
Total loss/gain on sale of assets2015-06-30$61,898
Total of all expenses incurred2015-06-30$772,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$771,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$308,552
Value of total assets at end of year2015-06-30$3,456,202
Value of total assets at beginning of year2015-06-30$3,799,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$889
Total interest from all sources2015-06-30$9
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$58,885
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$299,628
Assets. Other investments not covered elsewhere at end of year2015-06-30$122,744
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$134,218
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$8,924
Administrative expenses (other) incurred2015-06-30$889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-343,210
Value of net assets at end of year (total assets less liabilities)2015-06-30$3,456,202
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,799,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,681,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,959,527
Value of interest in pooled separate accounts at end of year2015-06-30$0
Value of interest in pooled separate accounts at beginning of year2015-06-30$7,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$651,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$697,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Income. Dividends from preferred stock2015-06-30$58,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$771,665
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$61,898
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BDO USA, INC
Accountancy firm EIN2015-06-30135381590
2014 : THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$872,970
Total of all expenses incurred2014-06-30$617,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$616,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$391,393
Value of total assets at end of year2014-06-30$3,799,412
Value of total assets at beginning of year2014-06-30$3,543,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$565
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$68,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$68,121
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$250,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$391,393
Assets. Loans (other than to participants) at end of year2014-06-30$0
Assets. Loans (other than to participants) at beginning of year2014-06-30$53
Administrative expenses (other) incurred2014-06-30$565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$255,593
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,799,412
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,543,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,967,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,683,626
Interest on participant loans2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$832,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$860,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$399,527
Net investment gain/loss from pooled separate accounts2014-06-30$13,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$616,812
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30LOVE, SCHERLE & BAUER, P.C.
Accountancy firm EIN2014-06-30251777567
2013 : THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$641,669
Total of all expenses incurred2013-06-30$579,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$578,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$283,861
Value of total assets at end of year2013-06-30$3,543,819
Value of total assets at beginning of year2013-06-30$3,481,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,056
Total interest from all sources2013-06-30$16
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$83,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$83,622
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$250,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$283,861
Assets. Loans (other than to participants) at end of year2013-06-30$53
Assets. Loans (other than to participants) at beginning of year2013-06-30$837
Administrative expenses (other) incurred2013-06-30$1,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$62,446
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,543,819
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,481,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,683,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,462,390
Interest on participant loans2013-06-30$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$860,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,018,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$230,591
Net investment gain/loss from pooled separate accounts2013-06-30$43,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$578,167
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30LOVE, SCHERLE & BAUER, P.C.
Accountancy firm EIN2013-06-30251777567
2012 : THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$341,253
Total of all expenses incurred2012-06-30$288,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$287,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$284,945
Value of total assets at end of year2012-06-30$3,481,373
Value of total assets at beginning of year2012-06-30$3,428,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,094
Total interest from all sources2012-06-30$46
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$81,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$81,491
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$250,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$284,945
Assets. Loans (other than to participants) at end of year2012-06-30$837
Assets. Loans (other than to participants) at beginning of year2012-06-30$1,575
Administrative expenses (other) incurred2012-06-30$1,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$52,550
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,481,373
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,428,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,462,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,333,946
Interest on participant loans2012-06-30$46
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,018,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,093,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-11,826
Net investment gain/loss from pooled separate accounts2012-06-30$-13,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$287,609
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30LOVE, SCHERLE & BAUER, P.C.
Accountancy firm EIN2012-06-30251777567
2011 : THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$791,678
Total of all expenses incurred2011-06-30$202,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$200,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$304,192
Value of total assets at end of year2011-06-30$3,428,823
Value of total assets at beginning of year2011-06-30$2,839,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,647
Total interest from all sources2011-06-30$74
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$75,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$75,953
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$250,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$304,192
Participant contributions at end of year2011-06-30$1,575
Participant contributions at beginning of year2011-06-30$7,589
Administrative expenses (other) incurred2011-06-30$1,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$589,600
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,428,823
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,839,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,333,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,720,556
Interest on participant loans2011-06-30$74
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,093,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,111,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$350,570
Net investment gain/loss from pooled separate accounts2011-06-30$60,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$200,431
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30LOVE, SCHERLE & BAUER, P.C.
Accountancy firm EIN2011-06-30251777567
2010 : THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-06-30$17,151
Total of all expenses incurred2010-06-30$37,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-06-30$35,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-06-30$71,821
Value of total assets at end of year2010-06-30$2,839,223
Value of total assets at beginning of year2010-06-30$2,859,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-06-30$1,173
Total interest from all sources2010-06-30$215
Total dividends received (eg from common stock, registered investment company shares)2010-06-30$31,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2010-06-30$31,389
Was this plan covered by a fidelity bond2010-06-30Yes
Value of fidelity bond cover2010-06-30$250,000
If this is an individual account plan, was there a blackout period2010-06-30No
Were there any nonexempt tranactions with any party-in-interest2010-06-30No
Contributions received from participants2010-06-30$71,821
Participant contributions at end of year2010-06-30$7,589
Participant contributions at beginning of year2010-06-30$13,917
Administrative expenses (other) incurred2010-06-30$1,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Value of net income/loss2010-06-30$-19,884
Value of net assets at end of year (total assets less liabilities)2010-06-30$2,839,223
Value of net assets at beginning of year (total assets less liabilities)2010-06-30$2,859,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2010-06-30No
Were any leases to which the plan was party in default or uncollectible2010-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-06-30$1,720,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-06-30$1,756,140
Interest on participant loans2010-06-30$215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-06-30$1,111,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-06-30$1,089,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-06-30$-68,963
Net investment gain/loss from pooled separate accounts2010-06-30$-17,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-06-30No
Was there a failure to transmit to the plan any participant contributions2010-06-30No
Has the plan failed to provide any benefit when due under the plan2010-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-06-30$35,862
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-06-30No
Did the plan have assets held for investment2010-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-06-30Yes
Opinion of an independent qualified public accountant for this plan2010-06-30Disclaimer
Accountancy firm name2010-06-30LOVE, SCHERLE & BAUER, P.C.
Accountancy firm EIN2010-06-30251777567
2009 : THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2009 401k financial data
Total income from all sources (including contributions)2009-12-31$531,037
Total of all expenses incurred2009-12-31$89,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$88,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$167,956
Value of total assets at end of year2009-12-31$2,859,107
Value of total assets at beginning of year2009-12-31$2,417,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$1,073
Total interest from all sources2009-12-31$933
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$64,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2009-12-31$64,463
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$250,000
If this is an individual account plan, was there a blackout period2009-12-31No
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$167,956
Participant contributions at end of year2009-12-31$13,917
Participant contributions at beginning of year2009-12-31$29,483
Administrative expenses (other) incurred2009-12-31$1,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$441,810
Value of net assets at end of year (total assets less liabilities)2009-12-31$2,859,107
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$2,417,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$1,756,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$1,406,519
Interest on participant loans2009-12-31$933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$1,089,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$981,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$242,107
Net investment gain/loss from pooled separate accounts2009-12-31$55,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$88,154
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32009-12-31No
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31LOVE, SCHERLE & BAUER, P.C.
Accountancy firm EIN2009-12-31251777567

Form 5500 Responses for THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN

2022: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE WESTERN PENNSYLVANIA SCHOOL FOR THE DEAF 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number497431
Policy instance 3
Insurance contract or identification number497431
Number of Individuals Covered6
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1023838
Policy instance 2
Insurance contract or identification numberLP1023838
Number of Individuals Covered1
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR27313
Policy instance 1
Insurance contract or identification numberCR27313
Number of Individuals Covered7
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR27313
Policy instance 1
Insurance contract or identification numberCR27313
Number of Individuals Covered7
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1023838
Policy instance 2
Insurance contract or identification numberLP1023838
Number of Individuals Covered1
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number497431
Policy instance 3
Insurance contract or identification number497431
Number of Individuals Covered8
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number497431
Policy instance 3
Insurance contract or identification number497431
Number of Individuals Covered8
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1023838
Policy instance 2
Insurance contract or identification numberLP1023838
Number of Individuals Covered1
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR27313
Policy instance 1
Insurance contract or identification numberCR27313
Number of Individuals Covered7
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number497431
Policy instance 4
Insurance contract or identification number497431
Number of Individuals Covered8
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1023838
Policy instance 3
Insurance contract or identification numberLP1023838
Number of Individuals Covered2
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR27313
Policy instance 2
Insurance contract or identification numberCR27313
Number of Individuals Covered8
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberART0112061EE
Policy instance 1
Insurance contract or identification numberART0112061EE
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR27313
Policy instance 2
Insurance contract or identification numberCR27313
Number of Individuals Covered8
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberART0112061EE
Policy instance 1
Insurance contract or identification numberART0112061EE
Number of Individuals Covered2
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1023838
Policy instance 3
Insurance contract or identification numberLP1023838
Number of Individuals Covered2
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number497431
Policy instance 4
Insurance contract or identification number497431
Number of Individuals Covered8
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number497431
Policy instance 4
Insurance contract or identification number497431
Number of Individuals Covered9
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $393
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1023838
Policy instance 3
Insurance contract or identification numberLP1023838
Number of Individuals Covered2
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR27313
Policy instance 2
Insurance contract or identification numberCR27313
Number of Individuals Covered8
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract numberART0112061EE
Policy instance 1
Insurance contract or identification numberART0112061EE
Number of Individuals Covered2
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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