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BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 401k Plan overview

Plan NameBLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B)
Plan identification number 003

BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BLOODCENTER OF WISCONSIN, INC has sponsored the creation of one or more 401k plans.

Company Name:BLOODCENTER OF WISCONSIN, INC
Employer identification number (EIN):390807235
NAIC Classification:621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032017-01-01ELIZABETH CORDERO
0032016-01-01TONY L. MAZE
0032015-01-01SANDI LEMONS
0032015-01-01SANDI LEMONS
0032014-01-01SHERRI EHLEITER
0032014-01-01SHERRI EHLEITER
0032013-01-01SHERRI EHLEITER
0032012-01-01CAROL TILLMAN CARA OLSON2013-07-31
0032011-01-01CARA OLSON
0032010-01-01CAROL TILLMAN MARY BLUNDELL2011-10-14
0032009-01-01JAMES SIMARAS

Plan Statistics for BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B)

401k plan membership statisitcs for BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B)

Measure Date Value
2017: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2017 401k membership
Total participants, beginning-of-year2017-01-011,624
Total number of active participants reported on line 7a of the Form 55002017-01-01933
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01438
Total of all active and inactive participants2017-01-011,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-011,378
Number of participants with account balances2017-01-011,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2016 401k membership
Total participants, beginning-of-year2016-01-011,240
Total number of active participants reported on line 7a of the Form 55002016-01-01930
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-01684
Total of all active and inactive participants2016-01-011,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,624
Number of participants with account balances2016-01-011,466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2015 401k membership
Total participants, beginning-of-year2015-01-011,134
Total number of active participants reported on line 7a of the Form 55002015-01-01979
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01614
Total of all active and inactive participants2015-01-011,599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,600
Number of participants with account balances2015-01-011,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2014 401k membership
Total participants, beginning-of-year2014-01-011,501
Total number of active participants reported on line 7a of the Form 55002014-01-01932
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01196
Total of all active and inactive participants2014-01-011,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,134
Number of participants with account balances2014-01-01960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2013 401k membership
Total participants, beginning-of-year2013-01-011,453
Total number of active participants reported on line 7a of the Form 55002013-01-01917
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-01579
Total of all active and inactive participants2013-01-011,500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,501
Number of participants with account balances2013-01-011,412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2012 401k membership
Total participants, beginning-of-year2012-01-011,512
Total number of active participants reported on line 7a of the Form 55002012-01-01889
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01562
Total of all active and inactive participants2012-01-011,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,453
Number of participants with account balances2012-01-011,320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2011 401k membership
Total participants, beginning-of-year2011-01-01901
Total number of active participants reported on line 7a of the Form 55002011-01-01886
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01626
Total of all active and inactive participants2011-01-011,512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,512
Number of participants with account balances2011-01-011,512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2010 401k membership
Total participants, beginning-of-year2010-01-011,199
Total number of active participants reported on line 7a of the Form 55002010-01-01869
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0132
Total of all active and inactive participants2010-01-01901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01901
Number of participants with account balances2010-01-01767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2009 401k membership
Total participants, beginning-of-year2009-01-011,249
Total number of active participants reported on line 7a of the Form 55002009-01-01742
Number of other retired or separated participants entitled to future benefits2009-01-01456
Total of all active and inactive participants2009-01-011,198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,199
Number of participants with account balances2009-01-011,167

Financial Data on BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B)

Measure Date Value
2017 : BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$18,846,708
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$18,570,230
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,416,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,336,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,749,572
Value of total assets at end of year2017-12-31$100,616,547
Value of total assets at beginning of year2017-12-31$71,616,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$80,430
Total interest from all sources2017-12-31$245,045
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,013,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,013,947
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,816,469
Participant contributions at end of year2017-12-31$562,925
Participant contributions at beginning of year2017-12-31$458,583
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$61,390
Administrative expenses (other) incurred2017-12-31$80,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,153,575
Value of net assets at end of year (total assets less liabilities)2017-12-31$100,616,547
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$71,616,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$89,965,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$60,473,904
Value of interest in pooled separate accounts at end of year2017-12-31$1,288,951
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,004,816
Interest on participant loans2017-12-31$2,037
Interest earned on other investments2017-12-31$243,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,312,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,678,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,507,236
Net investment gain/loss from pooled separate accounts2017-12-31$54,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,871,713
Employer contributions (assets) at end of year2017-12-31$1,486,458
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,336,225
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2016 401k financial data
Total transfer of assets to this plan2016-12-31$57,858
Total income from all sources (including contributions)2016-12-31$10,714,738
Total of all expenses incurred2016-12-31$5,913,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,731,630
Expenses. Certain deemed distributions of participant loans2016-12-31$100,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,712,790
Value of total assets at end of year2016-12-31$71,616,264
Value of total assets at beginning of year2016-12-31$66,756,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$81,274
Total interest from all sources2016-12-31$248,034
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,079,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,079,044
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,897,779
Participant contributions at end of year2016-12-31$458,583
Participant contributions at beginning of year2016-12-31$400,128
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$367,580
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,380
Administrative expenses (other) incurred2016-12-31$81,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,801,458
Value of net assets at end of year (total assets less liabilities)2016-12-31$71,616,264
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$66,756,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$60,473,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$55,363,501
Value of interest in pooled separate accounts at end of year2016-12-31$3,004,816
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,105,244
Interest on participant loans2016-12-31$1,211
Interest earned on other investments2016-12-31$246,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,678,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,885,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,592,745
Net investment gain/loss from pooled separate accounts2016-12-31$82,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,447,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,731,630
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$5,736,658
Total of all expenses incurred2015-12-31$5,420,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,995,251
Expenses. Certain deemed distributions of participant loans2015-12-31$58,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,776,060
Value of total assets at end of year2015-12-31$66,756,948
Value of total assets at beginning of year2015-12-31$66,440,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$366,948
Total interest from all sources2015-12-31$331,430
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$954,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$954,858
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,734,604
Participant contributions at end of year2015-12-31$400,128
Participant contributions at beginning of year2015-12-31$318,596
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$598,461
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,380
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,951
Other income not declared elsewhere2015-12-31$1
Administrative expenses (other) incurred2015-12-31$366,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$316,302
Value of net assets at end of year (total assets less liabilities)2015-12-31$66,756,948
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$66,440,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$55,363,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$56,026,452
Value of interest in pooled separate accounts at end of year2015-12-31$3,105,244
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,046,988
Interest on participant loans2015-12-31$2,828
Interest earned on other investments2015-12-31$328,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,885,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,046,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,436,557
Net investment gain/loss from pooled separate accounts2015-12-31$110,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,442,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,995,251
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$10,529,348
Total of all expenses incurred2014-12-31$4,311,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,100,141
Expenses. Certain deemed distributions of participant loans2014-12-31$62,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,954,077
Value of total assets at end of year2014-12-31$66,440,646
Value of total assets at beginning of year2014-12-31$60,223,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$148,856
Total interest from all sources2014-12-31$351,054
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,311,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,311,110
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,555,437
Participant contributions at end of year2014-12-31$318,596
Participant contributions at beginning of year2014-12-31$325,324
Participant contributions at beginning of year2014-12-31$115,358
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$64,112
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,951
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,698
Administrative expenses (other) incurred2014-12-31$128,048
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$9,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,217,510
Value of net assets at end of year (total assets less liabilities)2014-12-31$66,440,646
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$60,223,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$19,725
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$56,026,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$49,569,596
Value of interest in pooled separate accounts at end of year2014-12-31$2,046,988
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,020,600
Interest on participant loans2014-12-31$1,532
Interest earned on other investments2014-12-31$349,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,046,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,135,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,764,873
Net investment gain/loss from pooled separate accounts2014-12-31$148,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,334,528
Employer contributions (assets) at beginning of year2014-12-31$45,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,100,141
Contract administrator fees2014-12-31$1,083
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$48,222
Total income from all sources (including contributions)2013-12-31$13,179,918
Total of all expenses incurred2013-12-31$3,072,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,043,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,532,197
Value of total assets at end of year2013-12-31$60,223,136
Value of total assets at beginning of year2013-12-31$50,163,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,752
Total interest from all sources2013-12-31$98,569
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$805,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$805,837
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,384,862
Participant contributions at end of year2013-12-31$325,324
Participant contributions at beginning of year2013-12-31$300,016
Participant contributions at end of year2013-12-31$115,358
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$861,731
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,698
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,400
Administrative expenses (other) incurred2013-12-31$10,909
Total non interest bearing cash at end of year2013-12-31$9,023
Total non interest bearing cash at beginning of year2013-12-31$27,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,107,865
Value of net assets at end of year (total assets less liabilities)2013-12-31$60,223,136
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$50,115,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$17,843
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$49,569,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$39,511,524
Value of interest in pooled separate accounts at end of year2013-12-31$2,020,600
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,968,759
Interest on participant loans2013-12-31$7,351
Interest earned on other investments2013-12-31$91,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,135,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,346,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,625,696
Net investment gain/loss from pooled separate accounts2013-12-31$117,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,285,604
Employer contributions (assets) at end of year2013-12-31$45,358
Employer contributions (assets) at beginning of year2013-12-31$7,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,043,301
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$48,222
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2012 401k financial data
Total transfer of assets to this plan2012-12-31$45,504
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$48,222
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,107
Total income from all sources (including contributions)2012-12-31$9,449,357
Total of all expenses incurred2012-12-31$2,246,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,207,867
Expenses. Certain deemed distributions of participant loans2012-12-31$27,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,616,359
Value of total assets at end of year2012-12-31$50,163,493
Value of total assets at beginning of year2012-12-31$42,887,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,082
Total interest from all sources2012-12-31$450,039
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$451,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$451,296
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,165,293
Participant contributions at end of year2012-12-31$300,016
Participant contributions at beginning of year2012-12-31$154,241
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$234,579
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$858
Administrative expenses (other) incurred2012-12-31$11,082
Total non interest bearing cash at end of year2012-12-31$27,418
Total non interest bearing cash at beginning of year2012-12-31$24,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,203,038
Value of net assets at end of year (total assets less liabilities)2012-12-31$50,115,271
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$42,866,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$39,511,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$32,708,333
Value of interest in pooled separate accounts at end of year2012-12-31$1,968,759
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,686,303
Interest on participant loans2012-12-31$6,870
Interest earned on other investments2012-12-31$443,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,346,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,313,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,818,033
Net investment gain/loss from pooled separate accounts2012-12-31$113,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,216,487
Employer contributions (assets) at end of year2012-12-31$7,213
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,207,867
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$48,222
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$21,107
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,107
Total income from all sources (including contributions)2011-12-31$4,862,886
Total of all expenses incurred2011-12-31$2,065,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,033,912
Expenses. Certain deemed distributions of participant loans2011-12-31$23,880
Value of total corrective distributions2011-12-31$280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,781,189
Value of total assets at end of year2011-12-31$42,887,836
Value of total assets at beginning of year2011-12-31$40,090,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,055
Total interest from all sources2011-12-31$358,249
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$366,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$366,692
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,150,087
Participant contributions at end of year2011-12-31$154,241
Participant contributions at beginning of year2011-12-31$109,083
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$441,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$858
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$637
Administrative expenses (other) incurred2011-12-31$7,055
Total non interest bearing cash at end of year2011-12-31$24,220
Total non interest bearing cash at beginning of year2011-12-31$5,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,797,759
Value of net assets at end of year (total assets less liabilities)2011-12-31$42,866,729
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$40,068,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$32,708,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$29,912,544
Value of interest in pooled separate accounts at end of year2011-12-31$1,686,303
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,486,421
Interest on participant loans2011-12-31$5,574
Interest earned on other investments2011-12-31$352,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,313,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,575,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-775,101
Net investment gain/loss from pooled separate accounts2011-12-31$131,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,189,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,033,912
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$21,107
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$21,107
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2010 401k financial data
Total transfer of assets to this plan2010-12-31$519,528
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,107
Total income from all sources (including contributions)2010-12-31$8,924,914
Total of all expenses incurred2010-12-31$1,980,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,976,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,355,426
Value of total assets at end of year2010-12-31$40,090,077
Value of total assets at beginning of year2010-12-31$32,605,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,203
Total interest from all sources2010-12-31$338,387
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$170,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$170,852
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$8
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,012,938
Participant contributions at end of year2010-12-31$109,083
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$8,436,236
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,207,383
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$637
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$4,203
Total non interest bearing cash at end of year2010-12-31$5,883
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,944,385
Value of net assets at end of year (total assets less liabilities)2010-12-31$40,068,970
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$32,605,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$29,912,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$24,168,821
Value of interest in pooled separate accounts at end of year2010-12-31$1,486,421
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$868
Interest earned on other investments2010-12-31$337,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,575,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,941,255
Net investment gain/loss from pooled separate accounts2010-12-31$118,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,135,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,976,326
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$21,107
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31390807235

Form 5500 Responses for BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B)

2017: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION EMPLOYER MATCH 403(B) 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 planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103802
Policy instance 2
Insurance contract or identification number103802
Number of Individuals Covered533
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069375
Policy instance 1
Insurance contract or identification numberTT069375
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-11-30
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103802
Policy instance 2
Insurance contract or identification number103802
Number of Individuals Covered583
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069375
Policy instance 1
Insurance contract or identification numberTT069375
Number of Individuals Covered1417
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069375
Policy instance 1
Insurance contract or identification numberTT069375
Number of Individuals Covered960
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103802
Policy instance 2
Insurance contract or identification number103802
Number of Individuals Covered614
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069375
Policy instance 1
Insurance contract or identification numberTT069375
Number of Individuals Covered916
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103802
Policy instance 2
Insurance contract or identification number103802
Number of Individuals Covered641
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103803
Policy instance 3
Insurance contract or identification number103803
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103802
Policy instance 2
Insurance contract or identification number103802
Number of Individuals Covered847
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069375
Policy instance 1
Insurance contract or identification numberTT069375
Number of Individuals Covered887
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103803
Policy instance 3
Insurance contract or identification number103803
Number of Individuals Covered8
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069375
Policy instance 1
Insurance contract or identification numberTT069375
Number of Individuals Covered828
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103802
Policy instance 2
Insurance contract or identification number103802
Number of Individuals Covered895
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103803
Policy instance 3
Insurance contract or identification number103803
Number of Individuals Covered11
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069375
Policy instance 1
Insurance contract or identification numberTT069375
Number of Individuals Covered767
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103803
Policy instance 3
Insurance contract or identification number103803
Number of Individuals Covered11
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103802
Policy instance 2
Insurance contract or identification number103802
Number of Individuals Covered954
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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