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

Plan NameWISCONSIN EDUCATION ASSOCIATION COUNCIL ASSOCIATE STAFF 401(K) PLAN
Plan identification number 006

WISCONSIN EDUCATION ASSOCIATION COUNCIL ASSOCIATE STAFF 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:WISCONSIN EDUCATION ASSOCIATION COUNCIL
Employer identification number (EIN):391169160
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062016-09-01JILL HEIN
0062015-09-01JILL HEIN
0062014-09-01JILL HEIN
0062013-09-01JILL HEIN
0062012-09-01JILL HEIN
0062011-09-01JILL HEIN JILL HEIN2013-05-24
0062009-09-01JANE OBERDORF JANE OBERDORF2011-06-09

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

Measure Date Value
2017 : WISCONSIN EDUCATION ASSOCIATION COUNCIL ASSOCIATE STAFF 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-08-31$-12,330,326
Total income from all sources2017-08-31$1,179,522
Expenses. Total of all expenses incurred2017-08-31$1,543,435
Benefits paid (including direct rollovers)2017-08-31$1,522,255
Total plan assets at end of year2017-08-31$0
Total plan assets at beginning of year2017-08-31$12,694,239
Value of fidelity bond covering the plan2017-08-31$500,000
Total contributions received or receivable from participants2017-08-31$43,370
Contributions received from other sources (not participants or employers)2017-08-31$0
Other income received2017-08-31$897,990
Noncash contributions received2017-08-31$0
Net income (gross income less expenses)2017-08-31$-363,913
Net plan assets at end of year (total assets less liabilities)2017-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$12,694,239
Assets. Value of participant loans2017-08-31$0
Total contributions received or receivable from employer(s)2017-08-31$238,162
Expenses. Administrative service providers (salaries,fees and commissions)2017-08-31$21,180
2016 : WISCONSIN EDUCATION ASSOCIATION COUNCIL ASSOCIATE STAFF 401(K) PLAN 2016 401k financial data
Total income from all sources2016-08-31$889,309
Expenses. Total of all expenses incurred2016-08-31$1,547,428
Benefits paid (including direct rollovers)2016-08-31$1,524,902
Total plan assets at end of year2016-08-31$12,694,239
Total plan assets at beginning of year2016-08-31$13,352,358
Value of fidelity bond covering the plan2016-08-31$500,000
Total contributions received or receivable from participants2016-08-31$34,774
Contributions received from other sources (not participants or employers)2016-08-31$0
Other income received2016-08-31$580,848
Noncash contributions received2016-08-31$0
Net income (gross income less expenses)2016-08-31$-658,119
Net plan assets at end of year (total assets less liabilities)2016-08-31$12,694,239
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$13,352,358
Assets. Value of participant loans2016-08-31$101,969
Total contributions received or receivable from employer(s)2016-08-31$273,687
Expenses. Administrative service providers (salaries,fees and commissions)2016-08-31$22,526
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
2015 : WISCONSIN EDUCATION ASSOCIATION COUNCIL ASSOCIATE STAFF 401(K) PLAN 2015 401k financial data
Total income from all sources2015-08-31$246,422
Expenses. Total of all expenses incurred2015-08-31$1,963,134
Benefits paid (including direct rollovers)2015-08-31$1,920,502
Total plan assets at end of year2015-08-31$13,352,358
Total plan assets at beginning of year2015-08-31$15,069,070
Value of fidelity bond covering the plan2015-08-31$500,000
Total contributions received or receivable from participants2015-08-31$33,212
Contributions received from other sources (not participants or employers)2015-08-31$13,856
Other income received2015-08-31$-104,066
Net income (gross income less expenses)2015-08-31$-1,716,712
Net plan assets at end of year (total assets less liabilities)2015-08-31$13,352,358
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$15,069,070
Assets. Value of participant loans2015-08-31$139,609
Total contributions received or receivable from employer(s)2015-08-31$303,420
Value of certain deemed distributions of participant loans2015-08-31$18,851
Expenses. Administrative service providers (salaries,fees and commissions)2015-08-31$23,781
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
2014 : WISCONSIN EDUCATION ASSOCIATION COUNCIL ASSOCIATE STAFF 401(K) PLAN 2014 401k financial data
Total income from all sources2014-08-31$2,016,360
Expenses. Total of all expenses incurred2014-08-31$1,967,592
Benefits paid (including direct rollovers)2014-08-31$1,941,999
Total plan assets at end of year2014-08-31$15,069,070
Total plan assets at beginning of year2014-08-31$15,020,302
Value of fidelity bond covering the plan2014-08-31$500,000
Total contributions received or receivable from participants2014-08-31$45,902
Other income received2014-08-31$1,442,228
Net income (gross income less expenses)2014-08-31$48,768
Net plan assets at end of year (total assets less liabilities)2014-08-31$15,069,070
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$15,020,302
Assets. Value of participant loans2014-08-31$268,281
Total contributions received or receivable from employer(s)2014-08-31$528,230
Expenses. Administrative service providers (salaries,fees and commissions)2014-08-31$25,593
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
2013 : WISCONSIN EDUCATION ASSOCIATION COUNCIL ASSOCIATE STAFF 401(K) PLAN 2013 401k financial data
Total income from all sources2013-08-31$2,591,089
Expenses. Total of all expenses incurred2013-08-31$1,000,679
Benefits paid (including direct rollovers)2013-08-31$966,950
Total plan assets at end of year2013-08-31$15,020,302
Total plan assets at beginning of year2013-08-31$13,429,892
Value of fidelity bond covering the plan2013-08-31$500,000
Total contributions received or receivable from participants2013-08-31$68,340
Other income received2013-08-31$1,910,616
Net income (gross income less expenses)2013-08-31$1,590,410
Net plan assets at end of year (total assets less liabilities)2013-08-31$15,020,302
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$13,429,892
Assets. Value of participant loans2013-08-31$229,348
Total contributions received or receivable from employer(s)2013-08-31$612,133
Value of certain deemed distributions of participant loans2013-08-31$10,356
Expenses. Administrative service providers (salaries,fees and commissions)2013-08-31$23,373
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
2012 : WISCONSIN EDUCATION ASSOCIATION COUNCIL ASSOCIATE STAFF 401(K) PLAN 2012 401k financial data
Total income from all sources2012-08-31$1,539,190
Expenses. Total of all expenses incurred2012-08-31$2,976,890
Benefits paid (including direct rollovers)2012-08-31$2,950,299
Total plan assets at end of year2012-08-31$13,429,892
Total plan assets at beginning of year2012-08-31$14,867,592
Value of fidelity bond covering the plan2012-08-31$500,000
Total contributions received or receivable from participants2012-08-31$92,980
Other income received2012-08-31$755,191
Net income (gross income less expenses)2012-08-31$-1,437,700
Net plan assets at end of year (total assets less liabilities)2012-08-31$13,429,892
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$14,867,592
Total contributions received or receivable from employer(s)2012-08-31$691,019
Value of certain deemed distributions of participant loans2012-08-31$25,600
Expenses. Administrative service providers (salaries,fees and commissions)2012-08-31$991
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
2011 : WISCONSIN EDUCATION ASSOCIATION COUNCIL ASSOCIATE STAFF 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-08-31$-410,423
Total income from all sources2011-08-31$2,580,057
Expenses. Total of all expenses incurred2011-08-31$4,411,441
Benefits paid (including direct rollovers)2011-08-31$4,408,699
Total plan assets at end of year2011-08-31$14,867,592
Total plan assets at beginning of year2011-08-31$17,109,399
Value of fidelity bond covering the plan2011-08-31$500,000
Total contributions received or receivable from participants2011-08-31$135,741
Other income received2011-08-31$1,475,101
Net income (gross income less expenses)2011-08-31$-1,831,384
Net plan assets at end of year (total assets less liabilities)2011-08-31$14,867,592
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$17,109,399
Total contributions received or receivable from employer(s)2011-08-31$969,215
Expenses. Administrative service providers (salaries,fees and commissions)2011-08-31$2,742
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
2010 : WISCONSIN EDUCATION ASSOCIATION COUNCIL ASSOCIATE STAFF 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

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

2016: WISCONSIN EDUCATION ASSOCIATION COUNCIL ASSOCIATE STAFF 401(K) PLAN 2016 form 5500 responses
2016-09-01Type of plan entityMulti-employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingYes
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planYes
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: WISCONSIN EDUCATION ASSOCIATION COUNCIL ASSOCIATE STAFF 401(K) PLAN 2015 form 5500 responses
2015-09-01Type of plan entityMulti-employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planYes
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: WISCONSIN EDUCATION ASSOCIATION COUNCIL ASSOCIATE STAFF 401(K) PLAN 2014 form 5500 responses
2014-09-01Type of plan entityMulti-employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planYes
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: WISCONSIN EDUCATION ASSOCIATION COUNCIL ASSOCIATE STAFF 401(K) PLAN 2013 form 5500 responses
2013-09-01Type of plan entityMulti-employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planYes
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: WISCONSIN EDUCATION ASSOCIATION COUNCIL ASSOCIATE STAFF 401(K) PLAN 2012 form 5500 responses
2012-09-01Type of plan entityMulti-employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planYes
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: WISCONSIN EDUCATION ASSOCIATION COUNCIL ASSOCIATE STAFF 401(K) PLAN 2011 form 5500 responses
2011-09-01Type of plan entityMulti-employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planYes
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2009: WISCONSIN EDUCATION ASSOCIATION COUNCIL ASSOCIATE STAFF 401(K) PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planYes
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

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