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THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 401k Plan overview

Plan NameTHE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE
Plan identification number 001

THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LIFESOURCE BLOOD SERVICES has sponsored the creation of one or more 401k plans.

Company Name:LIFESOURCE BLOOD SERVICES
Employer identification number (EIN):363492969
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-09-01MARILYN SEIGH MARILYN SEIGH2018-12-04
0012017-09-01
0012015-09-01 MARILYN SEIGH2017-06-14
0012014-09-01MARILYN SEIGH MARILYN SEIGH2016-05-06
0012013-09-01MARILYN SEIGH MARILYN SEIGH2015-02-17
0012012-09-01MARILYN SEIGH MARILYN SEIGH2014-11-05
0012011-09-01MARILYN SEIGH MARILYN SEIGH2014-05-06
0012010-09-01PEGGY SIMMONS PEGGY SIMMONS2012-11-23
0012009-09-01PEGGY SIMMONS PEGGY SIMMONS2011-12-01

Plan Statistics for THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE

401k plan membership statisitcs for THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE

Measure Date Value
2017: THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2017 401k membership
Total participants, beginning-of-year2017-09-01314
Total number of active participants reported on line 7a of the Form 55002017-09-010
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-010
Number of participants with account balances2017-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2015: THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2015 401k membership
Total participants, beginning-of-year2015-09-01379
Total number of active participants reported on line 7a of the Form 55002015-09-01270
Number of retired or separated participants receiving benefits2015-09-015
Number of other retired or separated participants entitled to future benefits2015-09-0176
Total of all active and inactive participants2015-09-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01351
Number of participants with account balances2015-09-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2014 401k membership
Total participants, beginning-of-year2014-09-01407
Total number of active participants reported on line 7a of the Form 55002014-09-01299
Number of retired or separated participants receiving benefits2014-09-013
Number of other retired or separated participants entitled to future benefits2014-09-0177
Total of all active and inactive participants2014-09-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01379
Number of participants with account balances2014-09-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2013 401k membership
Total participants, beginning-of-year2013-09-01451
Total number of active participants reported on line 7a of the Form 55002013-09-01320
Number of retired or separated participants receiving benefits2013-09-013
Number of other retired or separated participants entitled to future benefits2013-09-0184
Total of all active and inactive participants2013-09-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01407
Number of participants with account balances2013-09-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-013
2012: THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2012 401k membership
Total participants, beginning-of-year2012-09-01509
Total number of active participants reported on line 7a of the Form 55002012-09-01381
Number of retired or separated participants receiving benefits2012-09-012
Number of other retired or separated participants entitled to future benefits2012-09-0168
Total of all active and inactive participants2012-09-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-01451
Number of participants with account balances2012-09-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-0124
2011: THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2011 401k membership
Total participants, beginning-of-year2011-09-01546
Total number of active participants reported on line 7a of the Form 55002011-09-01471
Number of retired or separated participants receiving benefits2011-09-012
Number of other retired or separated participants entitled to future benefits2011-09-0136
Total of all active and inactive participants2011-09-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01509
Number of participants with account balances2011-09-01489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-0127
2010: THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2010 401k membership
Total participants, beginning-of-year2010-09-01617
Total number of active participants reported on line 7a of the Form 55002010-09-01504
Number of retired or separated participants receiving benefits2010-09-012
Number of other retired or separated participants entitled to future benefits2010-09-0140
Total of all active and inactive participants2010-09-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-01546
Number of participants with account balances2010-09-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-0157
2009: THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2009 401k membership
Total participants, beginning-of-year2009-09-01714
Total number of active participants reported on line 7a of the Form 55002009-09-01571
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0146
Total of all active and inactive participants2009-09-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01617
Number of participants with account balances2009-09-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-0156

Financial Data on THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE

Measure Date Value
2018 : THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-28$0
Total transfer of assets from this plan2018-08-28$4,357,439
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-28$0
Total income from all sources (including contributions)2018-08-28$426,138
Total loss/gain on sale of assets2018-08-28$0
Total of all expenses incurred2018-08-28$12,075,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-28$12,041,921
Expenses. Certain deemed distributions of participant loans2018-08-28$0
Value of total corrective distributions2018-08-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-28$-2,012
Value of total assets at end of year2018-08-28$0
Value of total assets at beginning of year2018-08-28$11,649,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-28$33,923
Total interest from all sources2018-08-28$5,536
Total dividends received (eg from common stock, registered investment company shares)2018-08-28$15,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-08-28$0
Total dividends received from registered investment company shares (eg mutual funds)2018-08-28$15,725
Administrative expenses professional fees incurred2018-08-28$4,528
Was this plan covered by a fidelity bond2018-08-28No
If this is an individual account plan, was there a blackout period2018-08-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-28$0
Were there any nonexempt tranactions with any party-in-interest2018-08-28No
Contributions received from participants2018-08-28$0
Participant contributions at end of year2018-08-28$0
Participant contributions at beginning of year2018-08-28$0
Assets. Other investments not covered elsewhere at end of year2018-08-28$0
Assets. Other investments not covered elsewhere at beginning of year2018-08-28$0
Income. Received or receivable in cash from other sources (including rollovers)2018-08-28$-2,012
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-08-28$37
Other income not declared elsewhere2018-08-28$0
Administrative expenses (other) incurred2018-08-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-28No
Value of net income/loss2018-08-28$-11,649,706
Value of net assets at end of year (total assets less liabilities)2018-08-28$0
Value of net assets at beginning of year (total assets less liabilities)2018-08-28$11,649,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-28No
Were any leases to which the plan was party in default or uncollectible2018-08-28No
Investment advisory and management fees2018-08-28$28,180
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-28$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-28$11,495,241
Value of interest in pooled separate accounts at end of year2018-08-28$0
Value of interest in pooled separate accounts at beginning of year2018-08-28$0
Interest on participant loans2018-08-28$0
Interest earned on other investments2018-08-28$5,536
Value of interest in common/collective trusts at end of year2018-08-28$0
Value of interest in common/collective trusts at beginning of year2018-08-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-08-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-08-28$154,465
Expenses. Payments to insurance carriers foe the provision of benefits2018-08-28$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-28$406,889
Net investment gain/loss from pooled separate accounts2018-08-28$0
Net investment gain or loss from common/collective trusts2018-08-28$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-28No
Was there a failure to transmit to the plan any participant contributions2018-08-28No
Has the plan failed to provide any benefit when due under the plan2018-08-28No
Assets. Invements in employer securities at end of year2018-08-28$0
Assets. Invements in employer securities at beginning of year2018-08-28$0
Contributions received in cash from employer2018-08-28$0
Income. Dividends from common stock2018-08-28$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-28$12,041,884
Contract administrator fees2018-08-28$1,215
Did the plan have assets held for investment2018-08-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-28Yes
Opinion of an independent qualified public accountant for this plan2018-08-28Disclaimer
Accountancy firm name2018-08-28SCHNEIDER DOWNS
Accountancy firm EIN2018-08-28251408703
2016 : THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$729,625
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$820,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$816,516
Expenses. Certain deemed distributions of participant loans2016-08-31$0
Value of total corrective distributions2016-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$0
Value of total assets at end of year2016-08-31$11,010,608
Value of total assets at beginning of year2016-08-31$11,101,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$3,934
Total interest from all sources2016-08-31$3,647
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$488,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$488,586
Administrative expenses professional fees incurred2016-08-31$0
Was this plan covered by a fidelity bond2016-08-31No
If this is an individual account plan, was there a blackout period2016-08-31No
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$0
Participant contributions at end of year2016-08-31$0
Participant contributions at beginning of year2016-08-31$0
Assets. Other investments not covered elsewhere at end of year2016-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-08-31$0
Other income not declared elsewhere2016-08-31$0
Administrative expenses (other) incurred2016-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$-90,825
Value of net assets at end of year (total assets less liabilities)2016-08-31$11,010,608
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$11,101,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Investment advisory and management fees2016-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$10,861,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$10,971,030
Value of interest in pooled separate accounts at end of year2016-08-31$0
Value of interest in pooled separate accounts at beginning of year2016-08-31$0
Interest on participant loans2016-08-31$0
Interest earned on other investments2016-08-31$3,647
Value of interest in common/collective trusts at end of year2016-08-31$0
Value of interest in common/collective trusts at beginning of year2016-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-08-31$148,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-08-31$130,403
Expenses. Payments to insurance carriers foe the provision of benefits2016-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$237,392
Net investment gain/loss from pooled separate accounts2016-08-31$0
Net investment gain or loss from common/collective trusts2016-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Assets. Invements in employer securities at end of year2016-08-31$0
Assets. Invements in employer securities at beginning of year2016-08-31$0
Contributions received in cash from employer2016-08-31$0
Income. Dividends from common stock2016-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$816,516
Contract administrator fees2016-08-31$3,934
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31SCHNEIDER DOWNS
Accountancy firm EIN2016-08-31251408703
2015 : THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$-273,121
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$1,342,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$1,339,541
Expenses. Certain deemed distributions of participant loans2015-08-31$0
Value of total corrective distributions2015-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$0
Value of total assets at end of year2015-08-31$11,101,713
Value of total assets at beginning of year2015-08-31$12,717,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$2,934
Total interest from all sources2015-08-31$4,333
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$469,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$469,276
Administrative expenses professional fees incurred2015-08-31$0
Was this plan covered by a fidelity bond2015-08-31No
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Funding deficiency by the employer to the plan for this plan year2015-08-31$0
Minimum employer required contribution for this plan year2015-08-31$0
Amount contributed by the employer to the plan for this plan year2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$0
Participant contributions at end of year2015-08-31$0
Participant contributions at beginning of year2015-08-31$0
Assets. Other investments not covered elsewhere at end of year2015-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-08-31$0
Other income not declared elsewhere2015-08-31$0
Administrative expenses (other) incurred2015-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-1,615,596
Value of net assets at end of year (total assets less liabilities)2015-08-31$11,101,713
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$12,717,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Investment advisory and management fees2015-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$10,971,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$12,554,705
Value of interest in pooled separate accounts at end of year2015-08-31$0
Value of interest in pooled separate accounts at beginning of year2015-08-31$0
Interest on participant loans2015-08-31$0
Interest earned on other investments2015-08-31$4,333
Value of interest in common/collective trusts at end of year2015-08-31$0
Value of interest in common/collective trusts at beginning of year2015-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-08-31$130,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-08-31$162,604
Expenses. Payments to insurance carriers foe the provision of benefits2015-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-746,730
Net investment gain/loss from pooled separate accounts2015-08-31$0
Net investment gain or loss from common/collective trusts2015-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Assets. Invements in employer securities at end of year2015-08-31$0
Assets. Invements in employer securities at beginning of year2015-08-31$0
Contributions received in cash from employer2015-08-31$0
Income. Dividends from common stock2015-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$1,339,541
Contract administrator fees2015-08-31$2,934
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31No
Opinion of an independent qualified public accountant for this plan2015-08-31Unqualified
Accountancy firm name2015-08-31SCHNEIDER DOWNS
Accountancy firm EIN2015-08-31251408703
2014 : THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$1,977,445
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$1,159,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$1,157,325
Expenses. Certain deemed distributions of participant loans2014-08-31$0
Value of total corrective distributions2014-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$42
Value of total assets at end of year2014-08-31$12,717,309
Value of total assets at beginning of year2014-08-31$11,899,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$2,181
Total interest from all sources2014-08-31$2,937
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$346,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$346,874
Administrative expenses professional fees incurred2014-08-31$0
Was this plan covered by a fidelity bond2014-08-31No
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Funding deficiency by the employer to the plan for this plan year2014-08-31$0
Minimum employer required contribution for this plan year2014-08-31$0
Amount contributed by the employer to the plan for this plan year2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$0
Participant contributions at end of year2014-08-31$0
Participant contributions at beginning of year2014-08-31$0
Assets. Other investments not covered elsewhere at end of year2014-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-08-31$0
Other income not declared elsewhere2014-08-31$0
Administrative expenses (other) incurred2014-08-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$817,939
Value of net assets at end of year (total assets less liabilities)2014-08-31$12,717,309
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$11,899,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Investment advisory and management fees2014-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$12,554,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$11,785,462
Value of interest in pooled separate accounts at end of year2014-08-31$0
Value of interest in pooled separate accounts at beginning of year2014-08-31$0
Interest on participant loans2014-08-31$0
Interest earned on other investments2014-08-31$2,937
Value of interest in common/collective trusts at end of year2014-08-31$0
Value of interest in common/collective trusts at beginning of year2014-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-08-31$162,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-08-31$113,908
Expenses. Payments to insurance carriers foe the provision of benefits2014-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$1,627,592
Net investment gain/loss from pooled separate accounts2014-08-31$0
Net investment gain or loss from common/collective trusts2014-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Assets. Invements in employer securities at end of year2014-08-31$0
Assets. Invements in employer securities at beginning of year2014-08-31$0
Contributions received in cash from employer2014-08-31$42
Income. Dividends from common stock2014-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$1,157,325
Contract administrator fees2014-08-31$2,081
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31No
Opinion of an independent qualified public accountant for this plan2014-08-31Unqualified
Accountancy firm name2014-08-31SCHNEIDER DOWNS
Accountancy firm EIN2014-08-31251408703
2013 : THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$1,341,264
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$1,432,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$1,429,718
Expenses. Certain deemed distributions of participant loans2013-08-31$0
Value of total corrective distributions2013-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$534
Value of total assets at end of year2013-08-31$11,899,370
Value of total assets at beginning of year2013-08-31$11,990,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$2,311
Total interest from all sources2013-08-31$1,457
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$218,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$218,758
Administrative expenses professional fees incurred2013-08-31$0
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Funding deficiency by the employer to the plan for this plan year2013-08-31$0
Minimum employer required contribution for this plan year2013-08-31$0
Amount contributed by the employer to the plan for this plan year2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$0
Participant contributions at end of year2013-08-31$0
Participant contributions at beginning of year2013-08-31$0
Assets. Other investments not covered elsewhere at end of year2013-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-08-31$0
Other income not declared elsewhere2013-08-31$0
Administrative expenses (other) incurred2013-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$-90,765
Value of net assets at end of year (total assets less liabilities)2013-08-31$11,899,370
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$11,990,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Investment advisory and management fees2013-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$11,785,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$11,990,135
Value of interest in pooled separate accounts at end of year2013-08-31$0
Value of interest in pooled separate accounts at beginning of year2013-08-31$0
Interest on participant loans2013-08-31$0
Interest earned on other investments2013-08-31$1,457
Value of interest in common/collective trusts at end of year2013-08-31$0
Value of interest in common/collective trusts at beginning of year2013-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-08-31$113,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-08-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$1,120,515
Net investment gain/loss from pooled separate accounts2013-08-31$0
Net investment gain or loss from common/collective trusts2013-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Assets. Invements in employer securities at end of year2013-08-31$0
Assets. Invements in employer securities at beginning of year2013-08-31$0
Contributions received in cash from employer2013-08-31$534
Income. Dividends from common stock2013-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$1,429,718
Contract administrator fees2013-08-31$2,311
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31SCHNEIDER DOWNS
Accountancy firm EIN2013-08-31025140870
2012 : THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$1,062,097
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$654,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$610,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$1,436
Value of total assets at end of year2012-08-31$11,990,135
Value of total assets at beginning of year2012-08-31$11,582,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$44,389
Total interest from all sources2012-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$176,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$176,959
Administrative expenses professional fees incurred2012-08-31$28,107
Was this plan covered by a fidelity bond2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Funding deficiency by the employer to the plan for this plan year2012-08-31$0
Minimum employer required contribution for this plan year2012-08-31$0
Amount contributed by the employer to the plan for this plan year2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$407,283
Value of net assets at end of year (total assets less liabilities)2012-08-31$11,990,135
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$11,582,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$11,990,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$11,582,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$883,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$1,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$610,425
Contract administrator fees2012-08-31$16,282
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31DELOITTE & TOUCHE
Accountancy firm EIN2012-08-31133891517
2011 : THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$1,580,116
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$1,050,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$1,046,285
Expenses. Certain deemed distributions of participant loans2011-08-31$0
Value of total corrective distributions2011-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$0
Value of total assets at end of year2011-08-31$11,582,852
Value of total assets at beginning of year2011-08-31$11,052,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$3,720
Total interest from all sources2011-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$186,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$186,292
Administrative expenses professional fees incurred2011-08-31$0
Was this plan covered by a fidelity bond2011-08-31No
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Funding deficiency by the employer to the plan for this plan year2011-08-31$0
Minimum employer required contribution for this plan year2011-08-31$0
Amount contributed by the employer to the plan for this plan year2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$0
Participant contributions at end of year2011-08-31$0
Participant contributions at beginning of year2011-08-31$0
Assets. Other investments not covered elsewhere at end of year2011-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-08-31$0
Other income not declared elsewhere2011-08-31$0
Administrative expenses (other) incurred2011-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$530,111
Value of net assets at end of year (total assets less liabilities)2011-08-31$11,582,852
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$11,052,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Investment advisory and management fees2011-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$11,582,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$11,052,741
Value of interest in pooled separate accounts at end of year2011-08-31$0
Value of interest in pooled separate accounts at beginning of year2011-08-31$0
Interest on participant loans2011-08-31$0
Interest earned on other investments2011-08-31$0
Value of interest in common/collective trusts at end of year2011-08-31$0
Value of interest in common/collective trusts at beginning of year2011-08-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$1,393,824
Net investment gain/loss from pooled separate accounts2011-08-31$0
Net investment gain or loss from common/collective trusts2011-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Assets. Invements in employer securities at end of year2011-08-31$0
Assets. Invements in employer securities at beginning of year2011-08-31$0
Contributions received in cash from employer2011-08-31$0
Income. Dividends from common stock2011-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$1,046,285
Contract administrator fees2011-08-31$3,720
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-08-31No
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31No
Opinion of an independent qualified public accountant for this plan2011-08-31Unqualified
Accountancy firm name2011-08-31DELOITTE & TOUCHE
Accountancy firm EIN2011-08-31133891517

Form 5500 Responses for THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE

2017: THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingYes
2017-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2015: THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedYes
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedYes
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2010: THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedYes
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: THE MONEY ACCUMULATION PENSION PLAN FOR THE EMPLOYEES OF LIFESOURCE 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01First time form 5500 has been submittedYes
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60313
Policy instance 1
Insurance contract or identification numberMR 60313
Number of Individuals Covered0
Insurance policy start date2017-09-01
Insurance policy end date2018-08-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60313
Policy instance 1
Insurance contract or identification numberMR 60313
Number of Individuals Covered379
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $325
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Commission paid to Insurance BrokerUSD $325
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SERVICES INS AGENCY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60313
Policy instance 1
Insurance contract or identification numberMR 60313
Number of Individuals Covered407
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $320
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Commission paid to Insurance BrokerUSD $312
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY & CO. INCORPORATED
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60313
Policy instance 1
Insurance contract or identification numberMR 60313
Number of Individuals Covered451
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $187
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Commission paid to Insurance BrokerUSD $187
Insurance broker organization code?1
Insurance broker nameMORGAN STANLEY & CO. INCORPORATED

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