?>
Logo

VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN 401k Plan overview

Plan NameVERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN
Plan identification number 002

VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

VERMONT LAW SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:VERMONT LAW SCHOOL
Employer identification number (EIN):237251952
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01CHANTELLE BLAKE CHANTELLE BLAKE2013-10-15
0022011-01-01CHANTELLE LYMAN CHANTELLE LYMAN2012-10-15
0022010-01-01CLARKE COLLINS CLARKE COLLINS2011-07-27
0022009-01-01CLARKE COLLINS CLARKE COLLINS2010-10-14

Plan Statistics for VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN

401k plan membership statisitcs for VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2012: VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01385
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01342
Total number of active participants reported on line 7a of the Form 55002011-01-01317
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0168
Total of all active and inactive participants2011-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01385
Number of participants with account balances2011-01-01156
2010: VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01168
Total number of active participants reported on line 7a of the Form 55002010-01-01272
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0170
Total of all active and inactive participants2010-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01342
Number of participants with account balances2010-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01162
Total number of active participants reported on line 7a of the Form 55002009-01-01163
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01166
Number of participants with account balances2009-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2012 : VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN 2012 401k financial data
Total transfer of assets from this plan2012-12-31$11,960,483
Total income from all sources (including contributions)2012-12-31$1,705,805
Total of all expenses incurred2012-12-31$242,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$242,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$644,153
Value of total assets at end of year2012-12-31$0
Value of total assets at beginning of year2012-12-31$10,497,232
Total interest from all sources2012-12-31$121,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Contributions received from participants2012-12-31$644,153
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,463,251
Value of net assets at end of year (total assets less liabilities)2012-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,497,232
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,884,414
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$189,700
Interest earned on other investments2012-12-31$121,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,423,118
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$54,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$921,011
Net investment gain/loss from pooled separate accounts2012-12-31$19,460
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$188,041
Did the plan have assets held for investment2012-12-31No
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 PBGC2012-12-31Yes
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 name2012-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2012-12-31010523282
2011 : VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$720,556
Total of all expenses incurred2011-12-31$582,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$582,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$678,218
Value of total assets at end of year2011-12-31$10,497,232
Value of total assets at beginning of year2011-12-31$10,359,359
Total interest from all sources2011-12-31$117,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Contributions received from participants2011-12-31$629,338
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$48,880
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$137,873
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,497,232
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,359,359
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$6,884,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,891,363
Value of interest in pooled separate accounts at end of year2011-12-31$189,700
Value of interest in pooled separate accounts at beginning of year2011-12-31$158,494
Interest earned on other investments2011-12-31$117,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,423,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,309,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-95,947
Net investment gain/loss from pooled separate accounts2011-12-31$21,170
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$582,683
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 name2011-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2011-12-31010523282
2010 : VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,472,308
Total of all expenses incurred2010-12-31$350,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$350,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$571,323
Value of total assets at end of year2010-12-31$10,359,359
Value of total assets at beginning of year2010-12-31$9,237,710
Total interest from all sources2010-12-31$105,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Contributions received from participants2010-12-31$567,417
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,906
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$1,121,649
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,359,359
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,237,710
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$6,891,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,874,820
Value of interest in pooled separate accounts at end of year2010-12-31$158,494
Value of interest in pooled separate accounts at beginning of year2010-12-31$196,294
Interest earned on other investments2010-12-31$105,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,309,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,166,596
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$131,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$778,815
Net investment gain/loss from pooled separate accounts2010-12-31$16,794
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$219,315
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 name2010-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2010-12-31010523282
2009 : VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN

2012: VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingYes
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: VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN 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: VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: VERMONT LAW SCHOOL SUPPLEMENTAL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number315552
Policy instance 1
Insurance contract or identification number315552
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number315552
Policy instance 1
Insurance contract or identification number315552
Number of Individuals Covered156
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number315552
Policy instance 1
Insurance contract or identification number315552
Number of Individuals Covered152
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3