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OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan NameOREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN
Plan identification number 002

OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OREGON STATE UNIVERSITY BOOKSTORE, has sponsored the creation of one or more 401k plans.

Company Name:OREGON STATE UNIVERSITY BOOKSTORE,
Employer identification number (EIN):931248795
NAIC Classification:451211
NAIC Description:Book Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01JERI BURGER2024-01-30
0022021-07-01CASEY HUMPHREY2023-01-10 STEVE ECKRICH2023-01-10
0022020-07-01AMY ROSE FISH2021-10-13 STEVE ECKRICH2021-10-13
0022019-07-01AMY ROSE FISH2020-09-30 STEVE ECKRICH2020-10-02
0022018-07-01AMY ROSE FISH2019-10-09 STEVE ECKRICH2019-10-09
0022017-07-01AMY ROSE FISH2018-12-10 STEVE ECKRICH2018-12-10
0022016-07-01AMY ROSE FISH STEVE ECKRICH2017-10-18
0022015-07-01JUANITA GREENE STEVE ECKRICH2017-04-12
0022014-07-01JUANITA GREENE STEVE ECKRICH2016-04-15
0022013-07-01JUANITA GREENE STEVE ECKRICH2015-04-03
0022012-07-01JUANITA GREENE STEVE ECKRICH2014-03-04
0022011-07-01JANE HAECKER2012-09-14 STEVE ECKRICH2012-09-15
0022010-07-01JANE HAECKER2011-09-19 STEVE ECKRICH2011-09-19

Plan Statistics for OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN

Measure Date Value
2016: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0154
Total number of active participants reported on line 7a of the Form 55002016-07-0135
Number of retired or separated participants receiving benefits2016-07-014
Number of other retired or separated participants entitled to future benefits2016-07-0111
Total of all active and inactive participants2016-07-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0150
Number of participants with account balances2016-07-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-011
2015: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0154
Total number of active participants reported on line 7a of the Form 55002015-07-0136
Number of retired or separated participants receiving benefits2015-07-012
Number of other retired or separated participants entitled to future benefits2015-07-0114
Total of all active and inactive participants2015-07-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0152
Number of participants with account balances2015-07-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0157
Total number of active participants reported on line 7a of the Form 55002014-07-0134
Number of retired or separated participants receiving benefits2014-07-015
Number of other retired or separated participants entitled to future benefits2014-07-0112
Total of all active and inactive participants2014-07-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0151
Number of participants with account balances2014-07-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0172
Total number of active participants reported on line 7a of the Form 55002013-07-0136
Number of retired or separated participants receiving benefits2013-07-014
Number of other retired or separated participants entitled to future benefits2013-07-0117
Total of all active and inactive participants2013-07-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0157
Number of participants with account balances2013-07-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0167
Total number of active participants reported on line 7a of the Form 55002012-07-0159
Number of retired or separated participants receiving benefits2012-07-014
Number of other retired or separated participants entitled to future benefits2012-07-0111
Total of all active and inactive participants2012-07-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0174
Number of participants with account balances2012-07-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010

Financial Data on OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN

Measure Date Value
2017 : OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-06-30$605,988
Expenses. Total of all expenses incurred2017-06-30$262,210
Benefits paid (including direct rollovers)2017-06-30$260,750
Total plan assets at end of year2017-06-30$4,163,376
Total plan assets at beginning of year2017-06-30$3,819,598
Value of fidelity bond covering the plan2017-06-30$500,000
Total contributions received or receivable from participants2017-06-30$117,012
Expenses. Other expenses not covered elsewhere2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$412,721
Net income (gross income less expenses)2017-06-30$343,778
Net plan assets at end of year (total assets less liabilities)2017-06-30$4,163,376
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$3,819,598
Total contributions received or receivable from employer(s)2017-06-30$76,255
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$220
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$1,240
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
2016 : OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-06-30$201,402
Expenses. Total of all expenses incurred2016-06-30$704,497
Benefits paid (including direct rollovers)2016-06-30$703,066
Total plan assets at end of year2016-06-30$3,819,598
Total plan assets at beginning of year2016-06-30$4,322,693
Value of fidelity bond covering the plan2016-06-30$500,000
Total contributions received or receivable from participants2016-06-30$118,112
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$982
Net income (gross income less expenses)2016-06-30$-503,095
Net plan assets at end of year (total assets less liabilities)2016-06-30$3,819,598
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$4,322,693
Total contributions received or receivable from employer(s)2016-06-30$82,308
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$1,431
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-06-30$377,188
Expenses. Total of all expenses incurred2015-06-30$466,852
Benefits paid (including direct rollovers)2015-06-30$463,917
Total plan assets at end of year2015-06-30$4,322,693
Total plan assets at beginning of year2015-06-30$4,412,357
Value of fidelity bond covering the plan2015-06-30$500,000
Total contributions received or receivable from participants2015-06-30$102,028
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$202,170
Net income (gross income less expenses)2015-06-30$-89,664
Net plan assets at end of year (total assets less liabilities)2015-06-30$4,322,693
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$4,412,357
Total contributions received or receivable from employer(s)2015-06-30$72,990
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$2,935
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-06-30$731,714
Expenses. Total of all expenses incurred2014-06-30$680,609
Benefits paid (including direct rollovers)2014-06-30$674,354
Total plan assets at end of year2014-06-30$4,412,356
Total plan assets at beginning of year2014-06-30$4,361,251
Value of fidelity bond covering the plan2014-06-30$400,000
Total contributions received or receivable from participants2014-06-30$120,881
Expenses. Other expenses not covered elsewhere2014-06-30$0
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$526,835
Net income (gross income less expenses)2014-06-30$51,105
Net plan assets at end of year (total assets less liabilities)2014-06-30$4,412,356
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$4,361,251
Total contributions received or receivable from employer(s)2014-06-30$83,998
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$6,255
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-06-30$674,758
Expenses. Total of all expenses incurred2013-06-30$91,342
Benefits paid (including direct rollovers)2013-06-30$90,391
Total plan assets at end of year2013-06-30$4,361,251
Total plan assets at beginning of year2013-06-30$3,777,835
Value of fidelity bond covering the plan2013-06-30$400,000
Total contributions received or receivable from participants2013-06-30$144,051
Expenses. Other expenses not covered elsewhere2013-06-30$0
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$433,514
Net income (gross income less expenses)2013-06-30$583,416
Net plan assets at end of year (total assets less liabilities)2013-06-30$4,361,251
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$3,777,835
Total contributions received or receivable from employer(s)2013-06-30$97,193
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$551
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0

Form 5500 Responses for OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN

2016: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 7661
Policy instance 1
Insurance contract or identification numberFL 7661
Number of Individuals Covered52
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 7661
Policy instance 1
Insurance contract or identification numberFL 7661
Number of Individuals Covered51
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 7661
Policy instance 1
Insurance contract or identification numberFL 7661
Number of Individuals Covered57
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 7661
Policy instance 1
Insurance contract or identification numberFL 7661
Number of Individuals Covered74
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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