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GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 401k Plan overview

Plan NameGRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN
Plan identification number 001

GRADUATE MEDICAL EDUCATION, INC. RETIREMENT 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

GRADUATE MEDICAL EDUCATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:GRADUATE MEDICAL EDUCATION, INC.
Employer identification number (EIN):381969044
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01DIANE SANDERS DIANE SANDERS2019-03-21
0012016-07-01DIANE SANDERS
0012015-07-01DIANE SANDERS DIANE SANDERS2017-01-06
0012014-07-01DIANE SANDERS DIANE SANDERS2016-01-07
0012013-07-01DIANE SANDERS DIANE SANDERS2015-04-15
0012012-07-01DIANE SANDERS2013-09-05 DIANE SANDERS2013-09-05
0012011-07-01DIANE SANDERS2013-01-16
0012010-07-01JENNIFER MORA2012-01-24 CAROL PARKER2012-01-24

Plan Statistics for GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN

401k plan membership statisitcs for GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN

Measure Date Value
2021: GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01102
Total number of active participants reported on line 7a of the Form 55002021-07-0133
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0163
Total of all active and inactive participants2021-07-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-0196
Number of participants with account balances2021-07-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01148
Total number of active participants reported on line 7a of the Form 55002020-07-0139
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0165
Total of all active and inactive participants2020-07-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01104
Number of participants with account balances2020-07-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01150
Total number of active participants reported on line 7a of the Form 55002019-07-0138
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0198
Total of all active and inactive participants2019-07-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01136
Number of participants with account balances2019-07-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01136
Total number of active participants reported on line 7a of the Form 55002018-07-0132
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01101
Total of all active and inactive participants2018-07-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01133
Number of participants with account balances2018-07-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01135
Total number of active participants reported on line 7a of the Form 55002017-07-0131
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0199
Total of all active and inactive participants2017-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01130
Number of participants with account balances2017-07-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01157
Total number of active participants reported on line 7a of the Form 55002016-07-0123
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01103
Total of all active and inactive participants2016-07-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01126
Number of participants with account balances2016-07-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01211
Total number of active participants reported on line 7a of the Form 55002015-07-0135
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01112
Total of all active and inactive participants2015-07-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01147
Number of participants with account balances2015-07-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01175
Total number of active participants reported on line 7a of the Form 55002014-07-0189
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0158
Total of all active and inactive participants2014-07-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01147
Number of participants with account balances2014-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01161
Total number of active participants reported on line 7a of the Form 55002013-07-0186
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0149
Total of all active and inactive participants2013-07-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01135
Number of participants with account balances2013-07-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010

Financial Data on GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN

Measure Date Value
2022 : GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-224,518
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$75,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$75,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$115,064
Value of total assets at end of year2022-06-30$1,208,129
Value of total assets at beginning of year2022-06-30$1,508,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$610
Total interest from all sources2022-06-30$5,934
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$150,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$79,867
Participant contributions at end of year2022-06-30$63,743
Participant contributions at beginning of year2022-06-30$65,198
Other income not declared elsewhere2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-300,398
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,208,129
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$1,508,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$931,585
Value of interest in pooled separate accounts at beginning of year2022-06-30$1,279,621
Interest on participant loans2022-06-30$2,834
Interest earned on other investments2022-06-30$3,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$212,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$163,708
Net investment gain/loss from pooled separate accounts2022-06-30$-345,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$35,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$75,270
Contract administrator fees2022-06-30$610
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30REHMANN
Accountancy firm EIN2022-06-30383567911
2021 : GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$528,508
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$183,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$181,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$112,946
Value of total assets at end of year2021-06-30$1,508,527
Value of total assets at beginning of year2021-06-30$1,163,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,530
Total interest from all sources2021-06-30$3,915
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$150,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$77,256
Participant contributions at end of year2021-06-30$65,198
Participant contributions at beginning of year2021-06-30$15,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$344,649
Value of net assets at end of year (total assets less liabilities)2021-06-30$1,508,527
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,163,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$1,279,621
Value of interest in pooled separate accounts at beginning of year2021-06-30$1,002,335
Interest on participant loans2021-06-30$1,512
Interest earned on other investments2021-06-30$2,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$163,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$145,614
Net investment gain/loss from pooled separate accounts2021-06-30$411,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$35,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$181,329
Contract administrator fees2021-06-30$2,530
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30REHMANN ROBSON LLC
Accountancy firm EIN2021-06-30383635706
2020 : GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$139,394
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$180,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$179,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$94,325
Value of total assets at end of year2020-06-30$1,163,878
Value of total assets at beginning of year2020-06-30$1,205,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$880
Total interest from all sources2020-06-30$3,233
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$125,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$64,971
Participant contributions at end of year2020-06-30$15,929
Participant contributions at beginning of year2020-06-30$20,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-41,419
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,163,878
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,205,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$1,002,335
Value of interest in pooled separate accounts at beginning of year2020-06-30$1,045,714
Interest on participant loans2020-06-30$1,063
Interest earned on other investments2020-06-30$2,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$145,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$138,650
Net investment gain/loss from pooled separate accounts2020-06-30$41,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$29,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$179,933
Contract administrator fees2020-06-30$880
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30REHMANN
Accountancy firm EIN2020-06-30383635706
2019 : GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$183,326
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$48,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$48,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$109,774
Value of total assets at end of year2019-06-30$1,205,297
Value of total assets at beginning of year2019-06-30$1,070,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$300
Total interest from all sources2019-06-30$2,834
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$100,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$82,641
Participant contributions at end of year2019-06-30$20,933
Participant contributions at beginning of year2019-06-30$26,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$134,689
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,205,297
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,070,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$1,045,714
Value of interest in pooled separate accounts at beginning of year2019-06-30$935,187
Interest on participant loans2019-06-30$831
Interest earned on other investments2019-06-30$2,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$138,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$109,034
Net investment gain/loss from pooled separate accounts2019-06-30$70,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$27,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$48,337
Contract administrator fees2019-06-30$300
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30REHMANN
Accountancy firm EIN2019-06-30383635706
2018 : GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$200,198
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$55,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$55,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$76,960
Value of total assets at end of year2018-06-30$1,070,608
Value of total assets at beginning of year2018-06-30$926,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$400
Total interest from all sources2018-06-30$1,729
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$100,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$50,051
Assets. Loans (other than to participants) at end of year2018-06-30$26,387
Assets. Loans (other than to participants) at beginning of year2018-06-30$6,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$144,249
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,070,608
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$926,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$935,187
Value of interest in pooled separate accounts at beginning of year2018-06-30$824,587
Interest on participant loans2018-06-30$121
Interest earned on other investments2018-06-30$1,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$109,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$95,590
Net investment gain/loss from pooled separate accounts2018-06-30$121,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$26,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$55,549
Contract administrator fees2018-06-30$400
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30REHMANN ROBSON LLC
Accountancy firm EIN2018-06-30383635706
2017 : GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$238,418
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$181,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$181,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$107,204
Value of total assets at end of year2017-06-30$926,359
Value of total assets at beginning of year2017-06-30$869,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$760
Total interest from all sources2017-06-30$1,643
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$100,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$79,662
Assets. Loans (other than to participants) at end of year2017-06-30$6,182
Assets. Loans (other than to participants) at beginning of year2017-06-30$3,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$56,592
Value of net assets at end of year (total assets less liabilities)2017-06-30$926,359
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$869,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$824,587
Value of interest in pooled separate accounts at beginning of year2017-06-30$767,835
Interest on participant loans2017-06-30$211
Interest earned on other investments2017-06-30$1,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$95,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$98,286
Net investment gain/loss from pooled separate accounts2017-06-30$129,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$27,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$181,066
Contract administrator fees2017-06-30$760
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30REHMANN ROBSON LLC
Accountancy firm EIN2017-06-30383635706
2016 : GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$211,669
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$123,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$121,440
Value of total corrective distributions2016-06-30$1,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$252,261
Value of total assets at end of year2016-06-30$869,767
Value of total assets at beginning of year2016-06-30$781,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$420
Total interest from all sources2016-06-30$1,514
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$100,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$219,848
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$2,158
Assets. Loans (other than to participants) at end of year2016-06-30$3,646
Assets. Loans (other than to participants) at beginning of year2016-06-30$6,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$88,348
Value of net assets at end of year (total assets less liabilities)2016-06-30$869,767
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$781,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$767,835
Value of interest in pooled separate accounts at beginning of year2016-06-30$698,750
Interest on participant loans2016-06-30$161
Interest earned on other investments2016-06-30$1,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$98,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$76,490
Net investment gain/loss from pooled separate accounts2016-06-30$-42,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$30,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$121,440
Contract administrator fees2016-06-30$420
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30REHMANN ROBSON LLC
Accountancy firm EIN2016-06-30383635706
2015 : GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$209,811
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$114,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$114,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$194,775
Value of total assets at end of year2015-06-30$781,419
Value of total assets at beginning of year2015-06-30$686,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$322
Total interest from all sources2015-06-30$1,303
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$40,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$169,943
Participant contributions at end of year2015-06-30$6,179
Participant contributions at beginning of year2015-06-30$8,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$95,196
Value of net assets at end of year (total assets less liabilities)2015-06-30$781,419
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$686,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$698,750
Value of interest in pooled separate accounts at beginning of year2015-06-30$617,181
Interest on participant loans2015-06-30$242
Interest earned on other investments2015-06-30$1,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$76,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$60,411
Net investment gain/loss from pooled separate accounts2015-06-30$13,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$24,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$114,293
Contract administrator fees2015-06-30$322
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30REHMANN ROBSON
Accountancy firm EIN2015-06-30383635706
2014 : GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$248,962
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$91,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$90,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$133,523
Value of total assets at end of year2014-06-30$686,223
Value of total assets at beginning of year2014-06-30$528,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$480
Total interest from all sources2014-06-30$1,300
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$40,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$110,316
Participant contributions at end of year2014-06-30$8,631
Participant contributions at beginning of year2014-06-30$10,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$157,799
Value of net assets at end of year (total assets less liabilities)2014-06-30$686,223
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$528,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$617,181
Value of interest in pooled separate accounts at beginning of year2014-06-30$476,724
Interest on participant loans2014-06-30$432
Interest earned on other investments2014-06-30$868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$60,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$40,745
Net investment gain/loss from pooled separate accounts2014-06-30$114,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$23,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$90,683
Contract administrator fees2014-06-30$480
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30REHMANN ROBSON
Accountancy firm EIN2014-06-30383635706

Form 5500 Responses for GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN

2021: GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: GRADUATE MEDICAL EDUCATION, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067231
Policy instance 1
Insurance contract or identification number067231
Number of Individuals Covered96
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $4,104
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
Commission paid to Insurance BrokerUSD $4,104
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067231
Policy instance 1
Insurance contract or identification number067231
Number of Individuals Covered104
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $3,984
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
Commission paid to Insurance BrokerUSD $3,984
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067231
Policy instance 1
Insurance contract or identification number067231
Number of Individuals Covered136
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $3,423
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
Commission paid to Insurance BrokerUSD $3,423
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067231
Policy instance 1
Insurance contract or identification number067231
Number of Individuals Covered133
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $3,302
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
Commission paid to Insurance BrokerUSD $3,302
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067231
Policy instance 1
Insurance contract or identification number067231
Number of Individuals Covered130
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $3,065
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067231
Policy instance 1
Insurance contract or identification number067231
Number of Individuals Covered147
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $2,439
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 $2,439
Insurance broker organization code?3
Insurance broker nameON EQUITY SALES COMPANY INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067231
Policy instance 1
Insurance contract or identification number067231
Number of Individuals Covered147
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $2,125
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
Commission paid to Insurance BrokerUSD $1,390
Insurance broker organization code?3
Insurance broker nameREUBEN D LEVINSOHN
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067231
Policy instance 1
Insurance contract or identification number067231
Number of Individuals Covered135
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $1,858
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,672
Insurance broker organization code?3
Insurance broker nameREUBEN D LEVINSOHN

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