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SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN 401k Plan overview

Plan NameSIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN
Plan identification number 502

SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

UNIFY INC. has sponsored the creation of one or more 401k plans.

Company Name:UNIFY INC.
Employer identification number (EIN):262722137
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022012-01-01AL KARIM ALIDINA
5022011-01-01AL KARIM ALIDINA
5022010-01-01JILL HARRIS
5022009-01-01JILL HARRIS
5022008-09-30JILL HARRIS

Plan Statistics for SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN

401k plan membership statisitcs for SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN

Measure Date Value
2012: SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0153
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0165
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-0153
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0153
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0175
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-0165
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0165
2009: SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-0175
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0175
2008: SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN 2008 401k membership
Total participants, beginning-of-year2008-09-300
Total number of active participants reported on line 7a of the Form 55002008-09-300
Number of retired or separated participants receiving benefits2008-09-300
Number of other retired or separated participants entitled to future benefits2008-09-300
Total of all active and inactive participants2008-09-300

Financial Data on SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN

Measure Date Value
2012 : SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$434,749
Total income from all sources2012-12-31$3,932,686
Expenses. Total of all expenses incurred2012-12-31$10,301,540
Benefits paid (including direct rollovers)2012-12-31$10,295,288
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$6,803,603
Value of fidelity bond covering the plan2012-12-31$20,000,000
Total contributions received or receivable from participants2012-12-31$3,930,639
Expenses. Other expenses not covered elsewhere2012-12-31$6,252
Other income received2012-12-31$2,047
Net income (gross income less expenses)2012-12-31$-6,368,854
Net plan assets at end of year (total assets less liabilities)2012-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,368,854
2011 : SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$434,749
Total plan liabilities at beginning of year2011-12-31$189,863
Total income from all sources2011-12-31$156,796
Expenses. Total of all expenses incurred2011-12-31$805,400
Benefits paid (including direct rollovers)2011-12-31$800,400
Total plan assets at end of year2011-12-31$6,803,603
Total plan assets at beginning of year2011-12-31$7,207,321
Value of fidelity bond covering the plan2011-12-31$20,000,000
Total contributions received or receivable from participants2011-12-31$156,576
Expenses. Other expenses not covered elsewhere2011-12-31$5,000
Other income received2011-12-31$220
Net income (gross income less expenses)2011-12-31$-648,604
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,368,854
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,017,458
2010 : SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$189,863
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$431,293
Expenses. Total of all expenses incurred2010-12-31$742,537
Benefits paid (including direct rollovers)2010-12-31$737,537
Total plan assets at end of year2010-12-31$7,207,321
Total plan assets at beginning of year2010-12-31$7,328,702
Value of fidelity bond covering the plan2010-12-31$20,000,000
Total contributions received or receivable from participants2010-12-31$218,016
Contributions received from other sources (not participants or employers)2010-12-31$212,754
Other income received2010-12-31$523
Net income (gross income less expenses)2010-12-31$-311,244
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,017,458
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$7,328,702
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,000
2008 : SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN 2008 401k financial data
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$5,562,834
Expenses. Total of all expenses incurred2008-12-31$0
Total plan assets at end of year2008-12-31$5,562,834
Total plan assets at beginning of year2008-12-31$0
Value of fidelity bond covering the plan2008-12-31$20,000,000
Other income received2008-12-31$1,234
Net income (gross income less expenses)2008-12-31$5,562,834
Net plan assets at end of year (total assets less liabilities)2008-12-31$5,562,834
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$0
Total contributions received or receivable from employer(s)2008-12-31$5,561,600

Form 5500 Responses for SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN

2012: SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingYes
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: SIEMENS ENTERPRISE COMMUNICATIONS, INC. RETIREE MEDICAL PLAN 2008 form 5500 responses
2008-09-30Type of plan entitySingle employer plan
2008-09-30First time form 5500 has been submittedYes
2008-09-30Submission has been amendedNo
2008-09-30This submission is the final filingNo
2008-09-30This return/report is a short plan year return/report (less than 12 months)Yes
2008-09-30Plan is a collectively bargained planNo
2008-09-30Plan funding arrangement – TrustYes
2008-09-30Plan benefit arrangement - TrustYes

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