401k Plan data: AETNA MEDICAL PLAN plan

AETNA MEDICAL PLAN 401k Plan overview

Plan Name	AETNA MEDICAL PLAN
Plan identification number	501

AETNA MEDICAL PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

CARNEGIE INSTITUTION OF WASHINGTON has sponsored the creation of one or more 401k plans.

Company Name: CARNEGIE INSTITUTION OF WASHINGTON

Employer identification number (EIN): 530196523

NAIC Classification: 541700

Additional information about CARNEGIE INSTITUTION OF WASHINGTON

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0144757

More information about CARNEGIE INSTITUTION OF WASHINGTON

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AETNA MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2017-01-01 LORONDA LEE
501 2016-08-01 LORONDA M LEE
501 2015-08-01 LORONDA LEE
501 2014-08-01 LORONDA LEE
501 2013-08-01 CADY CANAPP CADY CANAPP 2015-02-18
501 2012-08-01 CADY CANAPP CADY CANAPP 2014-01-27
501 2011-08-01 CADY CANAPP CADY CANAPP 2013-02-01
501 2010-08-01 CADY CANAPP
501 2009-08-01 CADY CANAPP
501 2009-08-01 CADY CANAPP

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2017-01-01	LORONDA LEE
501	2016-08-01	LORONDA M LEE
501	2015-08-01	LORONDA LEE
501	2014-08-01	LORONDA LEE
501	2013-08-01	CADY CANAPP	CADY CANAPP	2015-02-18
501	2012-08-01	CADY CANAPP	CADY CANAPP	2014-01-27
501	2011-08-01	CADY CANAPP	CADY CANAPP	2013-02-01
501	2010-08-01	CADY CANAPP
501	2009-08-01	CADY CANAPP
501	2009-08-01	CADY CANAPP

Plan Statistics for AETNA MEDICAL PLAN

401k plan membership statisitcs for AETNA MEDICAL PLAN

Measure Date Value
2017: AETNA MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 450
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
2016: AETNA MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year 2016-08-01 444
Total of all active and inactive participants 2016-08-01 0
2015: AETNA MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year 2015-08-01 470
Total number of active participants reported on line 7a of the Form 5500 2015-08-01 347
Number of retired or separated participants receiving benefits 2015-08-01 97
Number of other retired or separated participants entitled to future benefits 2015-08-01 0
Total of all active and inactive participants 2015-08-01 444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-08-01 0
Total participants 2015-08-01 444
2014: AETNA MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 452
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 376
Number of retired or separated participants receiving benefits 2014-08-01 94
Number of other retired or separated participants entitled to future benefits 2014-08-01 0
Total of all active and inactive participants 2014-08-01 470
Total participants 2014-08-01 470
2013: AETNA MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 475
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 367
Number of retired or separated participants receiving benefits 2013-08-01 85
Number of other retired or separated participants entitled to future benefits 2013-08-01 0
Total of all active and inactive participants 2013-08-01 452
Total participants 2013-08-01 452
2012: AETNA MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 471
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 385
Number of retired or separated participants receiving benefits 2012-08-01 90
Number of other retired or separated participants entitled to future benefits 2012-08-01 0
Total of all active and inactive participants 2012-08-01 475
Total participants 2012-08-01 475
2011: AETNA MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 463
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 383
Number of retired or separated participants receiving benefits 2011-08-01 88
Number of other retired or separated participants entitled to future benefits 2011-08-01 0
Total of all active and inactive participants 2011-08-01 471
Total participants 2011-08-01 471
2010: AETNA MEDICAL PLAN 2010 401k membership
Total participants, beginning-of-year 2010-08-01 452
Total number of active participants reported on line 7a of the Form 5500 2010-08-01 365
Number of retired or separated participants receiving benefits 2010-08-01 98
Number of other retired or separated participants entitled to future benefits 2010-08-01 0
Total of all active and inactive participants 2010-08-01 463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-08-01 0
Total participants 2010-08-01 463
Number of participants with account balances 2010-08-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-08-01 0
2009: AETNA MEDICAL PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 452
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 354
Number of retired or separated participants receiving benefits 2009-08-01 98
Number of other retired or separated participants entitled to future benefits 2009-08-01 0
Total of all active and inactive participants 2009-08-01 452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 0
Total participants 2009-08-01 452
Number of participants with account balances 2009-08-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 0

Measure	Date	Value
2017: AETNA MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	450
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
2016: AETNA MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year	2016-08-01	444
Total of all active and inactive participants	2016-08-01	0
2015: AETNA MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year	2015-08-01	470
Total number of active participants reported on line 7a of the Form 5500	2015-08-01	347
Number of retired or separated participants receiving benefits	2015-08-01	97
Number of other retired or separated participants entitled to future benefits	2015-08-01	0
Total of all active and inactive participants	2015-08-01	444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-08-01	0
Total participants	2015-08-01	444
2014: AETNA MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	452
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	376
Number of retired or separated participants receiving benefits	2014-08-01	94
Number of other retired or separated participants entitled to future benefits	2014-08-01	0
Total of all active and inactive participants	2014-08-01	470
Total participants	2014-08-01	470
2013: AETNA MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	475
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	367
Number of retired or separated participants receiving benefits	2013-08-01	85
Number of other retired or separated participants entitled to future benefits	2013-08-01	0
Total of all active and inactive participants	2013-08-01	452
Total participants	2013-08-01	452
2012: AETNA MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	471
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	385
Number of retired or separated participants receiving benefits	2012-08-01	90
Number of other retired or separated participants entitled to future benefits	2012-08-01	0
Total of all active and inactive participants	2012-08-01	475
Total participants	2012-08-01	475
2011: AETNA MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	463
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	383
Number of retired or separated participants receiving benefits	2011-08-01	88
Number of other retired or separated participants entitled to future benefits	2011-08-01	0
Total of all active and inactive participants	2011-08-01	471
Total participants	2011-08-01	471
2010: AETNA MEDICAL PLAN 2010 401k membership
Total participants, beginning-of-year	2010-08-01	452
Total number of active participants reported on line 7a of the Form 5500	2010-08-01	365
Number of retired or separated participants receiving benefits	2010-08-01	98
Number of other retired or separated participants entitled to future benefits	2010-08-01	0
Total of all active and inactive participants	2010-08-01	463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-08-01	0
Total participants	2010-08-01	463
Number of participants with account balances	2010-08-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-08-01	0
2009: AETNA MEDICAL PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	452
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	354
Number of retired or separated participants receiving benefits	2009-08-01	98
Number of other retired or separated participants entitled to future benefits	2009-08-01	0
Total of all active and inactive participants	2009-08-01	452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	0
Total participants	2009-08-01	452
Number of participants with account balances	2009-08-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	0

Form 5500 Responses for AETNA MEDICAL PLAN

2017: AETNA MEDICAL PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: AETNA MEDICAL PLAN 2016 form 5500 responses
2016-08-01	Type of plan entity	Single employer plan
2016-08-01	Submission has been amended	No
2016-08-01	This submission is the final filing	No
2016-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-08-01	Plan is a collectively bargained plan	No
2016-08-01	Plan funding arrangement – Insurance	Yes
2016-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: AETNA MEDICAL PLAN 2015 form 5500 responses
2015-08-01	Type of plan entity	Single employer plan
2015-08-01	Submission has been amended	No
2015-08-01	This submission is the final filing	No
2015-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-08-01	Plan is a collectively bargained plan	No
2015-08-01	Plan funding arrangement – Insurance	Yes
2015-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: AETNA MEDICAL PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Submission has been amended	No
2014-08-01	This submission is the final filing	No
2014-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-08-01	Plan is a collectively bargained plan	No
2014-08-01	Plan funding arrangement – Insurance	Yes
2014-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: AETNA MEDICAL PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Submission has been amended	No
2013-08-01	This submission is the final filing	No
2013-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-08-01	Plan is a collectively bargained plan	No
2013-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: AETNA MEDICAL PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Submission has been amended	No
2012-08-01	This submission is the final filing	No
2012-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-08-01	Plan is a collectively bargained plan	No
2012-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: AETNA MEDICAL PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Submission has been amended	No
2011-08-01	This submission is the final filing	No
2011-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-08-01	Plan is a collectively bargained plan	No
2011-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: AETNA MEDICAL PLAN 2010 form 5500 responses
2010-08-01	Type of plan entity	Single employer plan
2010-08-01	Submission has been amended	Yes
2010-08-01	This submission is the final filing	No
2010-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-08-01	Plan is a collectively bargained plan	No
2010-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: AETNA MEDICAL PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Submission has been amended	No
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – Insurance	Yes
2009-08-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	CARNEGIE INSTITUTION OF WASHINGTON
Employer identification number (EIN):	530196523
NAIC Classification:	541700

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0144757