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SHIP 403(B) PLAN 401k Plan overview

Plan NameSHIP 403(B) PLAN
Plan identification number 001

SHIP 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STAMFORD HEALTH INTEGRATED PRACTICES has sponsored the creation of one or more 401k plans.

Company Name:STAMFORD HEALTH INTEGRATED PRACTICES
Employer identification number (EIN):271648289
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHIP 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01MELANIE TURNER
0012016-01-01MELANIE TURNER
0012016-01-01
0012015-01-01MELANIE TURNER
0012014-01-01CINDY DEMURO
0012013-01-01CINDY DEMURO2014-10-01
0012012-01-01CINDY DEMURO2013-10-11
0012011-01-01DAVID BIGHAM2012-10-02
0012010-07-01DAVID BIGHAM2011-10-14

Plan Statistics for SHIP 403(B) PLAN

401k plan membership statisitcs for SHIP 403(B) PLAN

Measure Date Value
2018: SHIP 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01586
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SHIP 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01521
Total number of active participants reported on line 7a of the Form 55002017-01-01533
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01582
Number of participants with account balances2017-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SHIP 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01453
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0134
Number of participants with account balances2016-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Total number of active participants reported on line 7a of the Form 55002016-01-01487
2015: SHIP 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01382
Total number of active participants reported on line 7a of the Form 55002015-01-01429
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01453
Number of participants with account balances2015-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SHIP 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01342
Total number of active participants reported on line 7a of the Form 55002014-01-01363
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01382
Number of participants with account balances2014-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on SHIP 403(B) PLAN

Measure Date Value
2018 : SHIP 403(B) PLAN 2018 401k financial data
Total transfer of assets from this plan2018-12-31$17,649,371
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,649,371
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,695,150
Total of all expenses incurred2018-12-31$509,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$482,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,748,171
Value of total assets at end of year2018-12-31$17,649,371
Value of total assets at beginning of year2018-12-31$16,464,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,728
Total interest from all sources2018-12-31$6,549
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$414,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$414,749
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,554,059
Participant contributions at end of year2018-12-31$127,462
Participant contributions at beginning of year2018-12-31$102,221
Participant contributions at end of year2018-12-31$81,763
Participant contributions at beginning of year2018-12-31$61,603
Assets. Other investments not covered elsewhere at end of year2018-12-31$418,349
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$467,810
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$194,112
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$17,649,371
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-16,929
Administrative expenses (other) incurred2018-12-31$27,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,185,366
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,464,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,916,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,723,682
Value of interest in pooled separate accounts at end of year2018-12-31$93,644
Value of interest in pooled separate accounts at beginning of year2018-12-31$96,241
Interest on participant loans2018-12-31$6,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$12,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,458,638
Net investment gain/loss from pooled separate accounts2018-12-31$1,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$482,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2018-12-31346565596
2017 : SHIP 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$6,306,832
Total of all expenses incurred2017-12-31$4,504,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,481,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,224,346
Value of total assets at end of year2017-12-31$16,464,005
Value of total assets at beginning of year2017-12-31$14,661,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,015
Total interest from all sources2017-12-31$3,614
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$304,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$304,653
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,267,608
Participant contributions at end of year2017-12-31$102,221
Participant contributions at beginning of year2017-12-31$103,372
Participant contributions at end of year2017-12-31$61,603
Assets. Other investments not covered elsewhere at end of year2017-12-31$467,810
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$322,557
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,956,738
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$296
Other income not declared elsewhere2017-12-31$72,552
Administrative expenses (other) incurred2017-12-31$23,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,802,774
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,464,005
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,661,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,723,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,153,612
Value of interest in pooled separate accounts at end of year2017-12-31$96,241
Value of interest in pooled separate accounts at beginning of year2017-12-31$68,383
Interest on participant loans2017-12-31$3,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$12,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,700,867
Net investment gain/loss from pooled separate accounts2017-12-31$800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,481,043
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2017-12-31346565596
2016 : SHIP 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,921,032
Total of all expenses incurred2016-12-31$331,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$309,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,992,792
Value of total assets at end of year2016-12-31$14,661,231
Value of total assets at beginning of year2016-12-31$12,072,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,195
Total interest from all sources2016-12-31$254,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,942,955
Participant contributions at end of year2016-12-31$103,372
Participant contributions at beginning of year2016-12-31$41,329
Assets. Other investments not covered elsewhere at end of year2016-12-31$322,557
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,809,797
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$49,837
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$296
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$92
Other income not declared elsewhere2016-12-31$74,308
Administrative expenses (other) incurred2016-12-31$22,195
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,589,225
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,661,231
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,072,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,153,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,170,119
Value of interest in pooled separate accounts at end of year2016-12-31$68,383
Value of interest in pooled separate accounts at beginning of year2016-12-31$37,658
Interest on participant loans2016-12-31$3,609
Income. Interest from corporate debt instruments2016-12-31$251,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$525,604
Net investment gain/loss from pooled separate accounts2016-12-31$73,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$309,612
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG , LLP
Accountancy firm EIN2016-12-31346565596
2015 : SHIP 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,668,254
Total of all expenses incurred2015-12-31$116,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$102,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,839,746
Value of total assets at end of year2015-12-31$12,072,006
Value of total assets at beginning of year2015-12-31$10,520,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,488
Total interest from all sources2015-12-31$2,040
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$85,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$85,126
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,765,169
Participant contributions at end of year2015-12-31$41,329
Participant contributions at beginning of year2015-12-31$40,344
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,809,797
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,850,138
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$74,577
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$92
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$161
Other income not declared elsewhere2015-12-31$-80,793
Administrative expenses (other) incurred2015-12-31$14,488
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$3,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,551,290
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,072,006
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,520,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,170,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,570,287
Value of interest in pooled separate accounts at end of year2015-12-31$37,658
Value of interest in pooled separate accounts at beginning of year2015-12-31$56,678
Interest on participant loans2015-12-31$2,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$13,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-178,407
Net investment gain/loss from pooled separate accounts2015-12-31$542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$102,476
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2015-12-31346565596
2014 : SHIP 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,175,616
Total of all expenses incurred2014-12-31$79,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$63,077
Value of total corrective distributions2014-12-31$1,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,640,185
Value of total assets at end of year2014-12-31$10,520,716
Value of total assets at beginning of year2014-12-31$8,424,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,686
Total interest from all sources2014-12-31$1,674
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$139,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$139,675
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,518,526
Participant contributions at end of year2014-12-31$40,344
Participant contributions at beginning of year2014-12-31$41,160
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,850,138
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$49,646
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$121,659
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$43,727
Administrative expenses (other) incurred2014-12-31$14,686
Total non interest bearing cash at end of year2014-12-31$3,108
Total non interest bearing cash at beginning of year2014-12-31$81
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,096,315
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,520,716
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,424,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,570,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,931,558
Value of interest in pooled separate accounts at end of year2014-12-31$56,678
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,401,956
Interest on participant loans2014-12-31$1,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$344,689
Net investment gain/loss from pooled separate accounts2014-12-31$5,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$63,077
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2014-12-31346565596

Form 5500 Responses for SHIP 403(B) PLAN

2018: SHIP 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHIP 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHIP 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHIP 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHIP 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069383
Policy instance 1
Insurance contract or identification numberTT069383
Number of Individuals Covered329
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069383
Policy instance 1
Insurance contract or identification numberTT069383
Number of Individuals Covered275
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069383
Policy instance 1
Insurance contract or identification numberTT069383
Number of Individuals Covered178
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069383
Policy instance 1
Insurance contract or identification numberTT069383
Number of Individuals Covered152
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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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