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THE RETIREMENT PLAN OF THE CLEVELAND SOCIETY FOR THE BLIND 401k Plan overview

Plan NameTHE RETIREMENT PLAN OF THE CLEVELAND SOCIETY FOR THE BLIND
Plan identification number 001

THE RETIREMENT PLAN OF THE CLEVELAND SOCIETY FOR THE BLIND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

THE CLEVELAND SOCIETY FOR THE BLIND has sponsored the creation of one or more 401k plans.

Company Name:THE CLEVELAND SOCIETY FOR THE BLIND
Employer identification number (EIN):340714652
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about THE CLEVELAND SOCIETY FOR THE BLIND

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1909-11-16
Company Identification Number: 26082
Legal Registered Office Address: 1375 EAST NINTH STREET, ONE CLEVELAND CENTER, 9TH FLOOR
-
CLEVELAND
United States of America (USA)
44114

More information about THE CLEVELAND SOCIETY FOR THE BLIND

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RETIREMENT PLAN OF THE CLEVELAND SOCIETY FOR THE BLIND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01KEVIN R. KRENCISZ2013-07-01
0012011-01-01KEVIN R. KRENCISZ
0012010-01-01KEVIN R. KRENCISZ
0012009-01-01KEVIN R. KRENCISZ KEVIN R. KRENCISZ2010-10-12
0012009-01-01MICHAEL LIBMAN

Plan Statistics for THE RETIREMENT PLAN OF THE CLEVELAND SOCIETY FOR THE BLIND

401k plan membership statisitcs for THE RETIREMENT PLAN OF THE CLEVELAND SOCIETY FOR THE BLIND

Measure Date Value
2011: THE RETIREMENT PLAN OF THE CLEVELAND SOCIETY FOR THE BLIND 2011 401k membership
Total participants, beginning-of-year2011-01-01130
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE RETIREMENT PLAN OF THE CLEVELAND SOCIETY FOR THE BLIND 2010 401k membership
Total participants, beginning-of-year2010-01-01132
Total number of active participants reported on line 7a of the Form 55002010-01-0120
Number of retired or separated participants receiving benefits2010-01-0147
Number of other retired or separated participants entitled to future benefits2010-01-0160
Total of all active and inactive participants2010-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE RETIREMENT PLAN OF THE CLEVELAND SOCIETY FOR THE BLIND 2009 401k membership
Total participants, beginning-of-year2009-01-01135
Total number of active participants reported on line 7a of the Form 55002009-01-0125
Number of retired or separated participants receiving benefits2009-01-0142
Number of other retired or separated participants entitled to future benefits2009-01-0162
Total of all active and inactive participants2009-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE RETIREMENT PLAN OF THE CLEVELAND SOCIETY FOR THE BLIND

Measure Date Value
2011 : THE RETIREMENT PLAN OF THE CLEVELAND SOCIETY FOR THE BLIND 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,269,293
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,671,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,649,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,294,596
Value of total assets at end of year2011-12-31$1,154,268
Value of total assets at beginning of year2011-12-31$2,556,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,066
Total interest from all sources2011-12-31$50,299
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,402,433
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,154,268
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,556,701
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 pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,423,866
Interest earned on other investments2011-12-31$50,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,132,835
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$3,349,485
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$2,294,596
Employer contributions (assets) at end of year2011-12-31$1,154,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$300,175
Contract administrator fees2011-12-31$22,066
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 name2011-12-31BARNES, WENDLING CPA'S INC.
Accountancy firm EIN2011-12-31341463411
2010 : THE RETIREMENT PLAN OF THE CLEVELAND SOCIETY FOR THE BLIND 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$461,063
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$274,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$263,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$212,669
Value of total assets at end of year2010-12-31$2,556,701
Value of total assets at beginning of year2010-12-31$2,369,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,469
Total interest from all sources2010-12-31$63,216
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$10,469
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$212,669
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$186,854
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,556,701
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,369,847
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 pooled separate accounts at end of year2010-12-31$1,423,866
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,242,041
Interest earned on other investments2010-12-31$63,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,132,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,127,806
Net investment gain/loss from pooled separate accounts2010-12-31$185,178
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$263,740
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 name2010-12-31BARNES, WENDLING CPA'S INC.
Accountancy firm EIN2010-12-31341463411
2009 : THE RETIREMENT PLAN OF THE CLEVELAND SOCIETY FOR THE BLIND 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 THE RETIREMENT PLAN OF THE CLEVELAND SOCIETY FOR THE BLIND

2011: THE RETIREMENT PLAN OF THE CLEVELAND SOCIETY FOR THE BLIND 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: THE RETIREMENT PLAN OF THE CLEVELAND SOCIETY FOR THE BLIND 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: THE RETIREMENT PLAN OF THE CLEVELAND SOCIETY FOR THE BLIND 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGA-3764
Policy instance 1
Insurance contract or identification numberGA-3764
Number of Individuals Covered30
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14
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?Yes
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?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGA-3764
Policy instance 1
Insurance contract or identification numberGA-3764
Number of Individuals Covered132
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $145
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
Commission paid to Insurance BrokerUSD $145
Insurance broker organization code?7
Insurance broker nameBRENNAN FINANCIAL GROUP A-19

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