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ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 401k Plan overview

Plan NameILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN
Plan identification number 002

ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ILLINOIS EDUCATION ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:ILLINOIS EDUCATION ASSOCIATION
Employer identification number (EIN):370343490
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ANTHONY JEFFRIES2024-10-10 JAMIE SCHUMACHER2024-10-10
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ANTHONY JEFFRIES JAMIE SCHUMACHER2018-10-12
0022016-01-01ANTHONY JEFFRIES DOUGLAS BARRINGER2017-10-10
0022015-01-01ANTHONY JEFFRIES DOUGLAS BARRINGER2016-09-28
0022014-01-01DEBRA L. KNOX DOUGLAS M. BARRINGER2015-10-09
0022013-01-01DEBRA L. KNOX DOUGLAS M. BARRINGER2014-10-07
0022012-01-01DEBRA L. KNOX RANDALL WELCH2013-06-25
0022011-01-01DEBRA L. KNOX
0022010-01-01DEBRA L. KNOX
0022009-01-01DEBRA KNOX

Plan Statistics for ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN

401k plan membership statisitcs for ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN

Measure Date Value
2022: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01107
Total number of active participants reported on line 7a of the Form 55002022-01-0193
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0110
Total of all active and inactive participants2022-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01107
Number of participants with account balances2022-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01111
Total number of active participants reported on line 7a of the Form 55002021-01-0195
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01111
Number of participants with account balances2021-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01110
Total number of active participants reported on line 7a of the Form 55002020-01-0195
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01110
Number of participants with account balances2020-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01115
Total number of active participants reported on line 7a of the Form 55002019-01-0197
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01110
Number of participants with account balances2019-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01113
Total number of active participants reported on line 7a of the Form 55002018-01-0199
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01115
Number of participants with account balances2018-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01110
Total number of active participants reported on line 7a of the Form 55002017-01-01101
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01113
Number of participants with account balances2017-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01112
Total number of active participants reported on line 7a of the Form 55002016-01-01102
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01110
Number of participants with account balances2016-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01107
Total number of active participants reported on line 7a of the Form 55002015-01-01103
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01112
Number of participants with account balances2015-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01109
Total number of active participants reported on line 7a of the Form 55002014-01-01100
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01107
Number of participants with account balances2014-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01104
Total number of active participants reported on line 7a of the Form 55002013-01-01100
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01109
Number of participants with account balances2013-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01113
Total number of active participants reported on line 7a of the Form 55002012-01-0198
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01103
Number of participants with account balances2012-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01109
Total number of active participants reported on line 7a of the Form 55002011-01-01104
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01111
Number of participants with account balances2011-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01108
Total number of active participants reported on line 7a of the Form 55002010-01-01101
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01109
Number of participants with account balances2010-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01107
Total number of active participants reported on line 7a of the Form 55002009-01-01104
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01108
Number of participants with account balances2009-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN

Measure Date Value
2022 : ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$-336,206
Total income from all sources2022-12-31$-1,962,158
Expenses. Total of all expenses incurred2022-12-31$4,984,045
Benefits paid (including direct rollovers)2022-12-31$4,933,820
Total plan assets at end of year2022-12-31$24,728,735
Total plan assets at beginning of year2022-12-31$32,011,144
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$363,272
Contributions received from other sources (not participants or employers)2022-12-31$4,066
Other income received2022-12-31$-3,767,956
Net income (gross income less expenses)2022-12-31$-6,946,203
Net plan assets at end of year (total assets less liabilities)2022-12-31$24,728,735
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$32,011,144
Assets. Value of participant loans2022-12-31$367,799
Total contributions received or receivable from employer(s)2022-12-31$1,438,460
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$50,225
2021 : ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$-578,146
Total income from all sources2021-12-31$5,732,888
Expenses. Total of all expenses incurred2021-12-31$7,349,123
Benefits paid (including direct rollovers)2021-12-31$7,286,880
Total plan assets at end of year2021-12-31$32,011,144
Total plan assets at beginning of year2021-12-31$34,205,525
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$477,655
Expenses. Other expenses not covered elsewhere2021-12-31$1,927
Contributions received from other sources (not participants or employers)2021-12-31$2,670
Other income received2021-12-31$3,791,703
Net income (gross income less expenses)2021-12-31$-1,616,235
Net plan assets at end of year (total assets less liabilities)2021-12-31$32,011,144
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$34,205,525
Assets. Value of participant loans2021-12-31$384,391
Total contributions received or receivable from employer(s)2021-12-31$1,460,860
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$60,316
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$-177,225
Total income from all sources2020-12-31$5,965,238
Expenses. Total of all expenses incurred2020-12-31$2,257,790
Benefits paid (including direct rollovers)2020-12-31$2,201,670
Total plan assets at end of year2020-12-31$34,205,525
Total plan assets at beginning of year2020-12-31$30,675,302
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$320,754
Other income received2020-12-31$4,237,250
Net income (gross income less expenses)2020-12-31$3,707,448
Net plan assets at end of year (total assets less liabilities)2020-12-31$34,205,525
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$30,675,302
Assets. Value of participant loans2020-12-31$301,853
Total contributions received or receivable from employer(s)2020-12-31$1,407,234
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$56,120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$6,706,449
Expenses. Total of all expenses incurred2019-12-31$3,346,695
Benefits paid (including direct rollovers)2019-12-31$3,290,926
Total plan assets at end of year2019-12-31$30,675,302
Total plan assets at beginning of year2019-12-31$27,315,548
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$376,560
Expenses. Other expenses not covered elsewhere2019-12-31$55,769
Other income received2019-12-31$4,929,715
Net income (gross income less expenses)2019-12-31$3,359,754
Net plan assets at end of year (total assets less liabilities)2019-12-31$30,675,302
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$27,315,548
Assets. Value of participant loans2019-12-31$414,536
Total contributions received or receivable from employer(s)2019-12-31$1,400,174
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$-330,240
Total income from all sources2018-12-31$620,253
Expenses. Total of all expenses incurred2018-12-31$2,833,861
Benefits paid (including direct rollovers)2018-12-31$2,785,414
Total plan assets at end of year2018-12-31$27,315,548
Total plan assets at beginning of year2018-12-31$29,859,396
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$382,391
Expenses. Other expenses not covered elsewhere2018-12-31$48,447
Other income received2018-12-31$-1,185,955
Net income (gross income less expenses)2018-12-31$-2,213,608
Net plan assets at end of year (total assets less liabilities)2018-12-31$27,315,548
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$29,859,396
Assets. Value of participant loans2018-12-31$357,012
Total contributions received or receivable from employer(s)2018-12-31$1,423,817
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$5,348,557
Expenses. Total of all expenses incurred2017-12-31$662,323
Benefits paid (including direct rollovers)2017-12-31$633,632
Total plan assets at end of year2017-12-31$29,859,396
Total plan assets at beginning of year2017-12-31$25,173,162
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$367,309
Expenses. Other expenses not covered elsewhere2017-12-31$28,691
Contributions received from other sources (not participants or employers)2017-12-31$88,260
Other income received2017-12-31$3,467,580
Net income (gross income less expenses)2017-12-31$4,686,234
Net plan assets at end of year (total assets less liabilities)2017-12-31$29,859,396
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$25,173,162
Assets. Value of participant loans2017-12-31$320,267
Total contributions received or receivable from employer(s)2017-12-31$1,425,408
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$-446,164
Total income from all sources2016-12-31$3,232,122
Expenses. Total of all expenses incurred2016-12-31$2,082,809
Benefits paid (including direct rollovers)2016-12-31$2,050,680
Total plan assets at end of year2016-12-31$25,173,162
Total plan assets at beginning of year2016-12-31$24,470,013
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$390,570
Expenses. Other expenses not covered elsewhere2016-12-31$26,082
Contributions received from other sources (not participants or employers)2016-12-31$4,768
Other income received2016-12-31$1,447,208
Net income (gross income less expenses)2016-12-31$1,149,313
Net plan assets at end of year (total assets less liabilities)2016-12-31$25,173,162
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$24,470,013
Assets. Value of participant loans2016-12-31$310,708
Total contributions received or receivable from employer(s)2016-12-31$1,389,576
Value of corrective distributions2016-12-31$6,047
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$2,237,133
Expenses. Total of all expenses incurred2015-12-31$2,247,317
Benefits paid (including direct rollovers)2015-12-31$2,219,437
Total plan assets at end of year2015-12-31$24,470,013
Total plan assets at beginning of year2015-12-31$24,480,197
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$536,136
Expenses. Other expenses not covered elsewhere2015-12-31$25,263
Contributions received from other sources (not participants or employers)2015-12-31$185,379
Other income received2015-12-31$35,767
Net income (gross income less expenses)2015-12-31$-10,184
Net plan assets at end of year (total assets less liabilities)2015-12-31$24,470,013
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$24,480,197
Assets. Value of participant loans2015-12-31$262,146
Total contributions received or receivable from employer(s)2015-12-31$1,479,851
Value of corrective distributions2015-12-31$2,617
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$3,246,652
Expenses. Total of all expenses incurred2014-12-31$2,640,268
Benefits paid (including direct rollovers)2014-12-31$2,615,111
Total plan assets at end of year2014-12-31$24,480,197
Total plan assets at beginning of year2014-12-31$23,873,813
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$443,660
Expenses. Other expenses not covered elsewhere2014-12-31$25,157
Contributions received from other sources (not participants or employers)2014-12-31$89,373
Other income received2014-12-31$1,337,027
Net income (gross income less expenses)2014-12-31$606,384
Net plan assets at end of year (total assets less liabilities)2014-12-31$24,480,197
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$23,873,813
Assets. Value of participant loans2014-12-31$300,590
Total contributions received or receivable from employer(s)2014-12-31$1,376,592
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$5,392,369
Expenses. Total of all expenses incurred2013-12-31$2,184,408
Benefits paid (including direct rollovers)2013-12-31$2,132,855
Total plan assets at end of year2013-12-31$23,873,813
Total plan assets at beginning of year2013-12-31$20,665,852
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$494,670
Expenses. Other expenses not covered elsewhere2013-12-31$51,553
Contributions received from other sources (not participants or employers)2013-12-31$72,678
Other income received2013-12-31$3,422,194
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$3,207,961
Net plan assets at end of year (total assets less liabilities)2013-12-31$23,873,813
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$20,665,852
Assets. Value of participant loans2013-12-31$280,233
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$0
Assets. Value of real-estate (other than employer real property)2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$1,402,827
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$4,213,916
Expenses. Total of all expenses incurred2012-12-31$1,505,507
Benefits paid (including direct rollovers)2012-12-31$1,462,793
Total plan assets at end of year2012-12-31$20,665,852
Total plan assets at beginning of year2012-12-31$17,957,443
Value of fidelity bond covering the plan2012-12-31$3,000,000
Total contributions received or receivable from participants2012-12-31$472,732
Expenses. Other expenses not covered elsewhere2012-12-31$42,714
Contributions received from other sources (not participants or employers)2012-12-31$7,358
Other income received2012-12-31$2,431,091
Net income (gross income less expenses)2012-12-31$2,708,409
Net plan assets at end of year (total assets less liabilities)2012-12-31$20,665,852
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$17,957,443
Assets. Value of participant loans2012-12-31$273,910
Total contributions received or receivable from employer(s)2012-12-31$1,302,735
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$1,671,023
Expenses. Total of all expenses incurred2011-12-31$1,403,995
Benefits paid (including direct rollovers)2011-12-31$1,149,874
Total plan assets at end of year2011-12-31$17,957,443
Total plan assets at beginning of year2011-12-31$17,690,415
Value of fidelity bond covering the plan2011-12-31$3,000,000
Total contributions received or receivable from participants2011-12-31$475,534
Expenses. Other expenses not covered elsewhere2011-12-31$235,688
Contributions received from other sources (not participants or employers)2011-12-31$37,055
Other income received2011-12-31$-195,421
Net income (gross income less expenses)2011-12-31$267,028
Net plan assets at end of year (total assets less liabilities)2011-12-31$17,957,443
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$17,690,415
Assets. Value of participant loans2011-12-31$208,784
Total contributions received or receivable from employer(s)2011-12-31$1,353,855
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$18,433
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$4,016,394
Expenses. Total of all expenses incurred2010-12-31$888,021
Benefits paid (including direct rollovers)2010-12-31$872,053
Total plan assets at end of year2010-12-31$17,690,415
Total plan assets at beginning of year2010-12-31$14,562,042
Value of fidelity bond covering the plan2010-12-31$3,000,000
Total contributions received or receivable from participants2010-12-31$485,132
Expenses. Other expenses not covered elsewhere2010-12-31$15,966
Contributions received from other sources (not participants or employers)2010-12-31$168,623
Other income received2010-12-31$1,991,961
Net income (gross income less expenses)2010-12-31$3,128,373
Net plan assets at end of year (total assets less liabilities)2010-12-31$17,690,415
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$14,562,042
Assets. Value of participant loans2010-12-31$140,771
Total contributions received or receivable from employer(s)2010-12-31$1,370,678
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN

2022: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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