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PRINCIPAL LTD PLAN FOR UNIVERSITY OF EVANSVILLE 401k Plan overview

Plan NamePRINCIPAL LTD PLAN FOR UNIVERSITY OF EVANSVILLE
Plan identification number 514

PRINCIPAL LTD PLAN FOR UNIVERSITY OF EVANSVILLE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

UNIVERSITY OF EVANSVILLE has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF EVANSVILLE
Employer identification number (EIN):350868074
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRINCIPAL LTD PLAN FOR UNIVERSITY OF EVANSVILLE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5142017-01-01KEITH GEHLHAUSEN
5142016-01-01KEITH GEHLHAUSEN
5142015-01-01KEITH GEHLHAUSEN
5142014-01-01KEITH GEHLHAUSEN

Plan Statistics for PRINCIPAL LTD PLAN FOR UNIVERSITY OF EVANSVILLE

401k plan membership statisitcs for PRINCIPAL LTD PLAN FOR UNIVERSITY OF EVANSVILLE

Measure Date Value
2017: PRINCIPAL LTD PLAN FOR UNIVERSITY OF EVANSVILLE 2017 401k membership
Total participants, beginning-of-year2017-01-01303
Total number of active participants reported on line 7a of the Form 55002017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
2016: PRINCIPAL LTD PLAN FOR UNIVERSITY OF EVANSVILLE 2016 401k membership
Total participants, beginning-of-year2016-01-01303
Total number of active participants reported on line 7a of the Form 55002016-01-01303
Total of all active and inactive participants2016-01-01303
Total participants2016-01-01303
2015: PRINCIPAL LTD PLAN FOR UNIVERSITY OF EVANSVILLE 2015 401k membership
Total participants, beginning-of-year2015-01-01331
Total number of active participants reported on line 7a of the Form 55002015-01-01303
Total of all active and inactive participants2015-01-01303
Total participants2015-01-01303
2014: PRINCIPAL LTD PLAN FOR UNIVERSITY OF EVANSVILLE 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total number of active participants reported on line 7a of the Form 55002014-01-01331
Total of all active and inactive participants2014-01-01331
Total participants2014-01-01331

Form 5500 Responses for PRINCIPAL LTD PLAN FOR UNIVERSITY OF EVANSVILLE

2017: PRINCIPAL LTD PLAN FOR UNIVERSITY OF EVANSVILLE 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 filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: PRINCIPAL LTD PLAN FOR UNIVERSITY OF EVANSVILLE 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 benefit arrangement – InsuranceYes
2015: PRINCIPAL LTD PLAN FOR UNIVERSITY OF EVANSVILLE 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 benefit arrangement – InsuranceYes
2014: PRINCIPAL LTD PLAN FOR UNIVERSITY OF EVANSVILLE 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1041157
Policy instance 1
Insurance contract or identification number1041157
Number of Individuals Covered303
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,261
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 Administration0
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 BenefitYes
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
Commission paid to Insurance BrokerUSD $7,261
Insurance broker organization code?3
Insurance broker nameEDUCATIONAL & INSTL ADM INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1041157
Policy instance 1
Insurance contract or identification number1041157
Number of Individuals Covered331
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,819
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 Administration0
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 BenefitYes
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
Commission paid to Insurance BrokerUSD $7,819
Insurance broker organization code?3
Insurance broker nameEDUCATIONAL & INSTL ADM INC

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