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USS MIDWAY MUSEUM 403(B) PLAN 401k Plan overview

Plan NameUSS MIDWAY MUSEUM 403(B) PLAN
Plan identification number 001

USS MIDWAY MUSEUM 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

USS MIDWAY has sponsored the creation of one or more 401k plans.

Company Name:USS MIDWAY
Employer identification number (EIN):330556416
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan USS MIDWAY MUSEUM 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PHIL HAMILTON
0012016-01-01PHIL HAMILTON
0012015-01-01PHIL HAMILTON
0012014-01-01PHIL HAMILTON
0012013-01-01PHIL HAMILTON2014-10-14
0012012-01-01PHIL HAMILTON2013-10-15
0012011-01-01RICH BENARD2012-08-29
0012010-01-01RICH BENARD2011-09-12

Plan Statistics for USS MIDWAY MUSEUM 403(B) PLAN

401k plan membership statisitcs for USS MIDWAY MUSEUM 403(B) PLAN

Measure Date Value
2022: USS MIDWAY MUSEUM 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01257
Total number of active participants reported on line 7a of the Form 55002022-01-01215
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-0163
Total of all active and inactive participants2022-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01287
Number of participants with account balances2022-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: USS MIDWAY MUSEUM 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01230
Total number of active participants reported on line 7a of the Form 55002021-01-01185
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0172
Total of all active and inactive participants2021-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01263
Number of participants with account balances2021-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: USS MIDWAY MUSEUM 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01360
Total number of active participants reported on line 7a of the Form 55002020-01-01240
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01302
Number of participants with account balances2020-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: USS MIDWAY MUSEUM 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01356
Total number of active participants reported on line 7a of the Form 55002019-01-01362
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01397
Number of participants with account balances2019-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: USS MIDWAY MUSEUM 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01313
Total number of active participants reported on line 7a of the Form 55002018-01-01326
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01353
Number of participants with account balances2018-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: USS MIDWAY MUSEUM 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01277
Total number of active participants reported on line 7a of the Form 55002017-01-01287
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01316
Total participants2017-01-01316
Number of participants with account balances2017-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: USS MIDWAY MUSEUM 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01177
Total number of active participants reported on line 7a of the Form 55002016-01-01165
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01189
Number of participants with account balances2016-01-01156
2015: USS MIDWAY MUSEUM 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01160
Total number of active participants reported on line 7a of the Form 55002015-01-01160
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01175
Number of participants with account balances2015-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: USS MIDWAY MUSEUM 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01140
Total number of active participants reported on line 7a of the Form 55002014-01-01144
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01155
Number of participants with account balances2014-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on USS MIDWAY MUSEUM 403(B) PLAN

Measure Date Value
2022 : USS MIDWAY MUSEUM 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-154,139
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$783,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$746,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$915,626
Value of total assets at end of year2022-12-31$7,531,881
Value of total assets at beginning of year2022-12-31$8,469,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,652
Total interest from all sources2022-12-31$38,614
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$193,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$193,472
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$596,154
Participant contributions at end of year2022-12-31$79,837
Participant contributions at beginning of year2022-12-31$107,826
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19,189
Total non interest bearing cash at end of year2022-12-31$403
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-937,194
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,531,881
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,469,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$15,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,907,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,731,375
Interest on participant loans2022-12-31$3,784
Interest earned on other investments2022-12-31$34,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$11,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$12,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$12,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,532,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,617,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,301,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$300,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$746,403
Contract administrator fees2022-12-31$21,620
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2022-12-31330783983
2021 : USS MIDWAY MUSEUM 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,736,761
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,100,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,074,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$745,173
Value of total assets at end of year2021-12-31$8,469,075
Value of total assets at beginning of year2021-12-31$7,833,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,523
Total interest from all sources2021-12-31$40,256
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$281,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$281,042
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$457,451
Participant contributions at end of year2021-12-31$107,826
Participant contributions at beginning of year2021-12-31$115,303
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$41,330
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$635,800
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,469,075
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,833,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$10,320
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,731,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,179,239
Interest on participant loans2021-12-31$5,162
Interest earned on other investments2021-12-31$35,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$12,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$12,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$12,610
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,617,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,526,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$670,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$246,392
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,074,438
Contract administrator fees2021-12-31$16,203
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2021-12-31330783983
2020 : USS MIDWAY MUSEUM 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,652,166
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$699,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$655,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$805,285
Value of total assets at end of year2020-12-31$7,833,275
Value of total assets at beginning of year2020-12-31$6,880,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,016
Total interest from all sources2020-12-31$40,512
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$514,528
Participant contributions at end of year2020-12-31$115,303
Participant contributions at beginning of year2020-12-31$182,700
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,979
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$953,090
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,833,275
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,880,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,179,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,427,387
Interest on participant loans2020-12-31$7,509
Interest earned on other investments2020-12-31$32,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$12,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$25
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,526,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,268,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$806,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$284,778
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$655,060
Contract administrator fees2020-12-31$44,016
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2020-12-31330783983
2019 : USS MIDWAY MUSEUM 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,906,702
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$340,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$313,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$915,654
Value of total assets at end of year2019-12-31$6,880,185
Value of total assets at beginning of year2019-12-31$5,314,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,877
Total interest from all sources2019-12-31$7,877
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$561,839
Participant contributions at end of year2019-12-31$182,700
Participant contributions at beginning of year2019-12-31$83,191
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,629
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,565,835
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,880,185
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,314,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,427,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,091,807
Interest on participant loans2019-12-31$7,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,902
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$34
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,268,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,137,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$983,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$339,186
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$313,990
Contract administrator fees2019-12-31$26,877
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2019-12-31330783983
2018 : USS MIDWAY MUSEUM 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$682,016
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$599,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$574,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$881,268
Value of total assets at end of year2018-12-31$5,314,350
Value of total assets at beginning of year2018-12-31$5,231,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,131
Total interest from all sources2018-12-31$30,695
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$136,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$136,775
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$523,912
Participant contributions at end of year2018-12-31$83,191
Participant contributions at beginning of year2018-12-31$122,910
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$48,463
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$82,886
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,314,350
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,231,464
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$4,091,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,181,372
Interest on participant loans2018-12-31$4,889
Interest earned on other investments2018-12-31$25,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$28
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,137,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$924,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-366,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$308,893
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$574,999
Contract administrator fees2018-12-31$24,131
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2018-12-31330783983
2017 : USS MIDWAY MUSEUM 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,522,431
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$560,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$539,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$886,640
Value of total assets at end of year2017-12-31$5,231,464
Value of total assets at beginning of year2017-12-31$4,269,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,486
Total interest from all sources2017-12-31$24,068
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$35,038
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$35,038
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$522,792
Participant contributions at end of year2017-12-31$122,910
Participant contributions at beginning of year2017-12-31$98,081
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$66,181
Administrative expenses (other) incurred2017-12-31$590
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$962,322
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,231,464
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,269,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$6,095
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,181,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,426,889
Interest on participant loans2017-12-31$5,262
Interest earned on other investments2017-12-31$18,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$6,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$6,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$924,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$737,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$576,685
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
Contributions received in cash from employer2017-12-31$297,667
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$539,623
Contract administrator fees2017-12-31$13,801
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 name2017-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2017-12-31330783983
2016 : USS MIDWAY MUSEUM 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$944,776
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$193,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$178,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$682,732
Value of total assets at end of year2016-12-31$4,269,142
Value of total assets at beginning of year2016-12-31$3,518,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,498
Total interest from all sources2016-12-31$17,102
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$21,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$21,322
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$425,442
Participant contributions at end of year2016-12-31$98,081
Participant contributions at beginning of year2016-12-31$57,552
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$751
Administrative expenses (other) incurred2016-12-31$540
Total non interest bearing cash at end of year2016-12-31$0
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$751,091
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,269,142
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,518,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$4,444
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,426,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,866,052
Interest on participant loans2016-12-31$3,024
Interest earned on other investments2016-12-31$14,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$6,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$737,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$594,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$223,620
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
Contributions received in cash from employer2016-12-31$256,539
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$178,187
Contract administrator fees2016-12-31$10,514
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 name2016-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2016-12-31330783983
2015 : USS MIDWAY MUSEUM 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$690,255
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$160,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$146,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$676,554
Value of total assets at end of year2015-12-31$3,518,051
Value of total assets at beginning of year2015-12-31$2,988,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,665
Total interest from all sources2015-12-31$14,006
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$53,536
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$53,536
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$351,805
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$402,348
Participant contributions at end of year2015-12-31$57,552
Participant contributions at beginning of year2015-12-31$78,289
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$671
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$29,924
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$529,826
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,518,051
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,988,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$4,318
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,866,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,461,118
Interest on participant loans2015-12-31$2,921
Interest earned on other investments2015-12-31$11,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$594,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$438,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-53,841
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
Contributions received in cash from employer2015-12-31$244,282
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$146,764
Contract administrator fees2015-12-31$9,347
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 name2015-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2015-12-31330783983
2014 : USS MIDWAY MUSEUM 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$913,397
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$115,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$107,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$704,514
Value of total assets at end of year2014-12-31$2,987,281
Value of total assets at beginning of year2014-12-31$2,189,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,756
Total interest from all sources2014-12-31$9,427
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$74,379
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$74,379
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$298,728
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$388,215
Participant contributions at end of year2014-12-31$78,289
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$98,363
Administrative expenses (other) incurred2014-12-31$1,173
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$797,889
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,987,281
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,189,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,581
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,461,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,140,892
Interest on participant loans2014-12-31$1,712
Interest earned on other investments2014-12-31$7,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$48,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$48,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$438,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$125,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$217,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$107,752
Contract administrator fees2014-12-31$5,002
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 name2014-12-31WEST RHODE & ROBERTS
Accountancy firm EIN2014-12-31330783983

Form 5500 Responses for USS MIDWAY MUSEUM 403(B) PLAN

2022: USS MIDWAY MUSEUM 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: USS MIDWAY MUSEUM 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: USS MIDWAY MUSEUM 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: USS MIDWAY MUSEUM 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: USS MIDWAY MUSEUM 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: USS MIDWAY MUSEUM 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: USS MIDWAY MUSEUM 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: USS MIDWAY MUSEUM 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: USS MIDWAY MUSEUM 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808919
Policy instance 1
Insurance contract or identification number808919
Number of Individuals Covered163
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808919
Policy instance 1
Insurance contract or identification number808919
Number of Individuals Covered171
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808919
Policy instance 1
Insurance contract or identification number808919
Number of Individuals Covered170
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808919
Policy instance 1
Insurance contract or identification number808919
Number of Individuals Covered194
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808919
Policy instance 1
Insurance contract or identification number808919
Number of Individuals Covered165
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808919
Policy instance 1
Insurance contract or identification number808919
Number of Individuals Covered169
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808919
Policy instance 1
Insurance contract or identification number808919
Number of Individuals Covered131
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808919
Policy instance 1
Insurance contract or identification number808919
Number of Individuals Covered117
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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