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BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION RETIREMENT ACCOUNT PLAN 403(B) 401k Plan overview

Plan NameBLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION RETIREMENT ACCOUNT PLAN 403(B)
Plan identification number 004

BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION RETIREMENT ACCOUNT PLAN 403(B) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

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 RETIREMENT ACCOUNT PLAN 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042017-01-01ELIZABETH CORDERO
0042016-01-01TONY L. MAZE
0042015-01-01SANDI LEMONS
0042014-01-01SHERRI EHLEITER
0042014-01-01SHERRI EHLEITER
0042013-01-01SHERRI EHLEITER
0042012-01-01CAROL TILLMAN CARA OLSON2013-07-31
0042011-01-01CARA OLSON
0042010-01-01CAROL TILLMAN MARY BLUNDELL2011-10-14
0042009-01-01JAMES SIMARAS

Plan Statistics for BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION RETIREMENT ACCOUNT PLAN 403(B)

401k plan membership statisitcs for BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION RETIREMENT ACCOUNT PLAN 403(B)

Measure Date Value
2017: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION RETIREMENT ACCOUNT PLAN 403(B) 2017 401k membership
Total participants, beginning-of-year2017-01-011,427
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
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 RETIREMENT ACCOUNT PLAN 403(B) 2016 401k membership
Total participants, beginning-of-year2016-01-011,382
Total number of active participants reported on line 7a of the Form 55002016-01-01930
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01487
Total of all active and inactive participants2016-01-011,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-011,427
Number of participants with account balances2016-01-011,172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION RETIREMENT ACCOUNT PLAN 403(B) 2015 401k membership
Total participants, beginning-of-year2015-01-011,244
Total number of active participants reported on line 7a of the Form 55002015-01-01979
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-01395
Total of all active and inactive participants2015-01-011,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,382
Number of participants with account balances2015-01-011,106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION RETIREMENT ACCOUNT PLAN 403(B) 2014 401k membership
Total participants, beginning-of-year2014-01-011,184
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01305
Total of all active and inactive participants2014-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01312
Number of participants with account balances2014-01-011,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-01932
2013: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION RETIREMENT ACCOUNT PLAN 403(B) 2013 401k membership
Total participants, beginning-of-year2013-01-011,104
Total number of active participants reported on line 7a of the Form 55002013-01-01917
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01263
Total of all active and inactive participants2013-01-011,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,184
Number of participants with account balances2013-01-01978
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION RETIREMENT ACCOUNT PLAN 403(B) 2012 401k membership
Total participants, beginning-of-year2012-01-01988
Total number of active participants reported on line 7a of the Form 55002012-01-01889
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01215
Total of all active and inactive participants2012-01-011,104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,104
Number of participants with account balances2012-01-01902
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 RETIREMENT ACCOUNT PLAN 403(B) 2011 401k membership
Total participants, beginning-of-year2011-01-01871
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 benefits2011-01-01102
Total of all active and inactive participants2011-01-01988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01988
Number of participants with account balances2011-01-01802
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 RETIREMENT ACCOUNT PLAN 403(B) 2010 401k membership
Total participants, beginning-of-year2010-01-01161
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-0175
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 RETIREMENT ACCOUNT PLAN 403(B) 2009 401k membership
Total participants, beginning-of-year2009-01-0146
Total number of active participants reported on line 7a of the Form 55002009-01-01143
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01161
Number of participants with account balances2009-01-01157

Financial Data on BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION RETIREMENT ACCOUNT PLAN 403(B)

Measure Date Value
2017 : BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION RETIREMENT ACCOUNT PLAN 403(B) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-11-30$0
Total transfer of assets from this plan2017-11-30$18,846,706
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$0
Total income from all sources (including contributions)2017-11-30$2,636,555
Total loss/gain on sale of assets2017-11-30$0
Total of all expenses incurred2017-11-30$1,365,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-11-30$1,335,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-11-30$0
Value of total assets at end of year2017-11-30$0
Value of total assets at beginning of year2017-11-30$17,576,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-11-30$30,928
Total interest from all sources2017-11-30$1,390
Total dividends received (eg from common stock, registered investment company shares)2017-11-30$42,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-11-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-11-30$0
Total dividends received from registered investment company shares (eg mutual funds)2017-11-30$42,176
Was this plan covered by a fidelity bond2017-11-30Yes
Value of fidelity bond cover2017-11-30$5,000,000
If this is an individual account plan, was there a blackout period2017-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-11-30$0
Were there any nonexempt tranactions with any party-in-interest2017-11-30No
Administrative expenses (other) incurred2017-11-30$30,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Value of net income/loss2017-11-30$1,270,582
Value of net assets at end of year (total assets less liabilities)2017-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2017-11-30$17,576,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-11-30No
Were any leases to which the plan was party in default or uncollectible2017-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-11-30$14,816,797
Value of interest in pooled separate accounts at end of year2017-11-30$0
Value of interest in pooled separate accounts at beginning of year2017-11-30$561,508
Interest earned on other investments2017-11-30$1,390
Value of interest in common/collective trusts at end of year2017-11-30$0
Value of interest in common/collective trusts at beginning of year2017-11-30$32,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-11-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-11-30$50,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-11-30$2,592,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-11-30No
Was there a failure to transmit to the plan any participant contributions2017-11-30No
Has the plan failed to provide any benefit when due under the plan2017-11-30No
Employer contributions (assets) at end of year2017-11-30$0
Employer contributions (assets) at beginning of year2017-11-30$2,114,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-11-30$1,335,045
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-11-30No
Did the plan have assets held for investment2017-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-11-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-11-30Yes
Opinion of an independent qualified public accountant for this plan2017-11-30Disclaimer
Accountancy firm name2017-11-30GRANT THORNTON LLP
Accountancy firm EIN2017-11-30366055558
2016 : BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION RETIREMENT ACCOUNT PLAN 403(B) 2016 401k financial data
Total transfer of assets to this plan2016-12-31$34,171
Total income from all sources (including contributions)2016-12-31$3,365,161
Total of all expenses incurred2016-12-31$1,155,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,127,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,114,414
Value of total assets at end of year2016-12-31$17,576,124
Value of total assets at beginning of year2016-12-31$15,332,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,324
Total interest from all sources2016-12-31$1,462
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$298,580
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$298,580
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
Administrative expenses (other) incurred2016-12-31$28,324
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$2,209,766
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,576,124
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,332,187
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$14,816,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,716,740
Value of interest in pooled separate accounts at end of year2016-12-31$561,508
Value of interest in pooled separate accounts at beginning of year2016-12-31$528,538
Interest earned on other investments2016-12-31$1,462
Value of interest in common/collective trusts at end of year2016-12-31$32,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$50,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$67,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$944,570
Net investment gain/loss from pooled separate accounts2016-12-31$6,135
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,114,414
Employer contributions (assets) at end of year2016-12-31$2,114,414
Employer contributions (assets) at beginning of year2016-12-31$2,019,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,127,071
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 RETIREMENT ACCOUNT PLAN 403(B) 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,939,670
Total of all expenses incurred2015-12-31$899,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$873,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,019,344
Value of total assets at end of year2015-12-31$15,332,187
Value of total assets at beginning of year2015-12-31$14,291,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,472
Total interest from all sources2015-12-31$1,556
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$277,428
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$277,428
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
Administrative expenses (other) incurred2015-12-31$25,472
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$1,040,612
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,332,187
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,291,575
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$12,716,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,464,697
Value of interest in pooled separate accounts at end of year2015-12-31$528,538
Value of interest in pooled separate accounts at beginning of year2015-12-31$269,832
Interest earned on other investments2015-12-31$1,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$67,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$37,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-365,094
Net investment gain/loss from pooled separate accounts2015-12-31$6,436
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,019,344
Employer contributions (assets) at end of year2015-12-31$2,019,344
Employer contributions (assets) at beginning of year2015-12-31$2,519,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$873,586
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 RETIREMENT ACCOUNT PLAN 403(B) 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,736,111
Total of all expenses incurred2014-12-31$698,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$676,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,519,127
Value of total assets at end of year2014-12-31$14,291,575
Value of total assets at beginning of year2014-12-31$11,253,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,999
Total interest from all sources2014-12-31$1,478
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$357,289
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$357,289
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$18,439
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$3,602
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$3,037,906
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,291,575
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,253,669
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$3,560
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,464,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,482,445
Value of interest in pooled separate accounts at end of year2014-12-31$269,832
Value of interest in pooled separate accounts at beginning of year2014-12-31$245,869
Interest earned on other investments2014-12-31$1,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$37,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$35,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$853,008
Net investment gain/loss from pooled separate accounts2014-12-31$5,209
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$2,519,127
Employer contributions (assets) at end of year2014-12-31$2,519,126
Employer contributions (assets) at beginning of year2014-12-31$2,485,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$676,206
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
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 RETIREMENT ACCOUNT PLAN 403(B) 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,465,214
Total of all expenses incurred2013-12-31$303,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$301,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,482,790
Value of total assets at end of year2013-12-31$11,253,669
Value of total assets at beginning of year2013-12-31$8,092,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,193
Total interest from all sources2013-12-31$1,425
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$189,727
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$189,727
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$48,222
Administrative expenses (other) incurred2013-12-31$2,193
Total non interest bearing cash at end of year2013-12-31$3,602
Total non interest bearing cash at beginning of year2013-12-31$4,301
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$3,161,577
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,253,669
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,092,092
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,482,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,515,697
Value of interest in pooled separate accounts at end of year2013-12-31$245,869
Value of interest in pooled separate accounts at beginning of year2013-12-31$167,936
Interest earned on other investments2013-12-31$1,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$35,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$34,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$787,208
Net investment gain/loss from pooled separate accounts2013-12-31$4,064
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$2,482,790
Employer contributions (assets) at end of year2013-12-31$2,485,980
Employer contributions (assets) at beginning of year2013-12-31$2,321,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$301,444
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
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 RETIREMENT ACCOUNT PLAN 403(B) 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,812,829
Total of all expenses incurred2012-12-31$210,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$208,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,321,122
Value of total assets at end of year2012-12-31$8,092,092
Value of total assets at beginning of year2012-12-31$5,489,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,217
Total interest from all sources2012-12-31$1,332
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$97,103
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$97,103
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$48,222
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$21,107
Administrative expenses (other) incurred2012-12-31$2,217
Total non interest bearing cash at end of year2012-12-31$4,301
Total non interest bearing cash at beginning of year2012-12-31$2,739
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$2,602,118
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,092,092
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,489,974
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$5,515,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,970,789
Value of interest in pooled separate accounts at end of year2012-12-31$167,936
Value of interest in pooled separate accounts at beginning of year2012-12-31$91,179
Interest earned on other investments2012-12-31$1,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$34,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$32,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$390,610
Net investment gain/loss from pooled separate accounts2012-12-31$2,662
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$2,321,122
Employer contributions (assets) at end of year2012-12-31$2,321,122
Employer contributions (assets) at beginning of year2012-12-31$2,371,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$208,494
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
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 RETIREMENT ACCOUNT PLAN 403(B) 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,320,765
Total of all expenses incurred2011-12-31$147,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$147,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,372,457
Value of total assets at end of year2011-12-31$5,489,974
Value of total assets at beginning of year2011-12-31$3,316,468
Total interest from all sources2011-12-31$1,332
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$61,518
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$61,518
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$21,107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$21,107
Total non interest bearing cash at end of year2011-12-31$2,739
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,173,506
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,489,974
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,316,468
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$2,970,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$915,787
Value of interest in pooled separate accounts at end of year2011-12-31$91,179
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,844
Interest earned on other investments2011-12-31$1,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$32,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$33,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-116,276
Net investment gain/loss from pooled separate accounts2011-12-31$1,734
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$2,372,457
Employer contributions (assets) at end of year2011-12-31$2,371,683
Employer contributions (assets) at beginning of year2011-12-31$2,339,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$147,259
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
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 RETIREMENT ACCOUNT PLAN 403(B) 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,458,938
Total of all expenses incurred2010-12-31$30,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$30,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,339,475
Value of total assets at end of year2010-12-31$3,316,468
Value of total assets at beginning of year2010-12-31$888,049
Total interest from all sources2010-12-31$1,198
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$12,996
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$12,996
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$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
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$17,167
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$21,107
Value of other receiveables (less allowance for doubtful accounts) 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$2,428,419
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,316,468
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$888,049
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$915,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$404,193
Value of interest in pooled separate accounts at end of year2010-12-31$6,844
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest earned on other investments2010-12-31$1,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$33,255
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$104,353
Net investment gain/loss from pooled separate accounts2010-12-31$916
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$2,339,475
Employer contributions (assets) at end of year2010-12-31$2,339,475
Employer contributions (assets) at beginning of year2010-12-31$466,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$30,519
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
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 LLC
Accountancy firm EIN2010-12-31366055558

Form 5500 Responses for BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION RETIREMENT ACCOUNT PLAN 403(B)

2017: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION RETIREMENT ACCOUNT PLAN 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 filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BLOODCENTER OF WISCONSIN DEFINED CONTRIBUTION RETIREMENT ACCOUNT PLAN 403(B) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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 RETIREMENT ACCOUNT PLAN 403(B) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 RETIREMENT ACCOUNT PLAN 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 RETIREMENT ACCOUNT PLAN 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 RETIREMENT ACCOUNT PLAN 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 RETIREMENT ACCOUNT PLAN 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 RETIREMENT ACCOUNT PLAN 403(B) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 RETIREMENT ACCOUNT PLAN 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 number400090
Policy instance 2
Insurance contract or identification number400090
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069376
Policy instance 1
Insurance contract or identification numberTT069376
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 number400090
Policy instance 2
Insurance contract or identification number400090
Number of Individuals Covered8
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 numberTT069376
Policy instance 1
Insurance contract or identification numberTT069376
Number of Individuals Covered1106
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 numberTT069376
Policy instance 1
Insurance contract or identification numberTT069376
Number of Individuals Covered1029
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 number400090
Policy instance 2
Insurance contract or identification number400090
Number of Individuals Covered7
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 number400090
Policy instance 2
Insurance contract or identification number400090
Number of Individuals Covered8
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069376
Policy instance 1
Insurance contract or identification numberTT069376
Number of Individuals Covered945
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 number400090
Policy instance 2
Insurance contract or identification number400090
Number of Individuals Covered135
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 numberTT069376
Policy instance 1
Insurance contract or identification numberTT069376
Number of Individuals Covered867
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 numberTT069376
Policy instance 1
Insurance contract or identification numberTT069376
Number of Individuals Covered802
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 number400090
Policy instance 2
Insurance contract or identification number400090
Number of Individuals Covered145
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 numberTT069376
Policy instance 1
Insurance contract or identification numberTT069376
Number of Individuals Covered75
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 number400090
Policy instance 2
Insurance contract or identification number400090
Number of Individuals Covered167
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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