| Plan Name | THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN |
| Plan identification number | 503 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
|
| Company Name: | UNIVERSITY OF FINDLAY |
| Employer identification number (EIN): | 344431169 |
| NAIC Classification: | 611000 |
Additional information about UNIVERSITY OF FINDLAY
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1882-01-28 |
| Company Identification Number: | 1515 |
| Legal Registered Office Address: |
1000 N MAIN ST - FINDLAY United States of America (USA) 45840 |
More information about UNIVERSITY OF FINDLAY
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 503 | 2015-07-01 | ROBERT LINK, DIR. HUMAN RESOURCES | |||
| 503 | 2014-07-01 | ROBERT LINK, DIR. HUMAN RESOURCES | |||
| 503 | 2013-07-01 | MARTIN L. TERRY | |||
| 503 | 2012-07-01 | MARTIN L. TERRY | |||
| 503 | 2011-07-01 | MARTIN L. TERRY | |||
| 503 | 2009-07-01 | MARTIN L. TERRY |
| Measure | Date | Value |
|---|---|---|
| 2020 : THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2020 401k financial data | ||
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-07-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-07-01 | $420,078 |
| Total income from all sources (including contributions) | 2020-07-01 | $6,781,760 |
| Total of all expenses incurred | 2020-07-01 | $6,361,682 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-07-01 | $6,053,688 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-07-01 | $6,128,138 |
| Value of total assets at end of year | 2020-07-01 | $0 |
| Value of total assets at beginning of year | 2020-07-01 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-07-01 | $307,994 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-07-01 | Yes |
| Was this plan covered by a fidelity bond | 2020-07-01 | Yes |
| Value of fidelity bond cover | 2020-07-01 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-07-01 | No |
| Contributions received from participants | 2020-07-01 | $2,069,698 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-07-01 | $182,734 |
| Other income not declared elsewhere | 2020-07-01 | $653,622 |
| Administrative expenses (other) incurred | 2020-07-01 | $4,934 |
| Total non interest bearing cash at end of year | 2020-07-01 | $0 |
| Total non interest bearing cash at beginning of year | 2020-07-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-07-01 | No |
| Value of net income/loss | 2020-07-01 | $420,078 |
| Value of net assets at end of year (total assets less liabilities) | 2020-07-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-07-01 | $-420,078 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-07-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-07-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-07-01 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-07-01 | $714,441 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-07-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-07-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-07-01 | No |
| Contributions received in cash from employer | 2020-07-01 | $3,875,706 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-07-01 | $5,339,247 |
| Contract administrator fees | 2020-07-01 | $303,060 |
| Liabilities. Value of benefit claims payable at end of year | 2020-07-01 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-07-01 | $420,078 |
| Did the plan have assets held for investment | 2020-07-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-07-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-07-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-07-01 | 1 |
| Accountancy firm name | 2020-07-01 | HIRTH NORRIS AND GARRISON LLP |
| Accountancy firm EIN | 2020-07-01 | 311158488 |
| 2016 : THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2016 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
| Total transfer of assets to this plan | 2016-06-30 | $0 |
| Total transfer of assets from this plan | 2016-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
| Total income from all sources (including contributions) | 2016-06-30 | $6,285,951 |
| Total loss/gain on sale of assets | 2016-06-30 | $0 |
| Total of all expenses incurred | 2016-06-30 | $6,285,951 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $6,168,181 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $6,285,951 |
| Value of total assets at end of year | 2016-06-30 | $0 |
| Value of total assets at beginning of year | 2016-06-30 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $117,770 |
| Total interest from all sources | 2016-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Contributions received from participants | 2016-06-30 | $2,236,079 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $489,971 |
| Administrative expenses (other) incurred | 2016-06-30 | $3,850 |
| Total non interest bearing cash at end of year | 2016-06-30 | $0 |
| Total non interest bearing cash at beginning of year | 2016-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-06-30 | $98,271 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $3,559,901 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $6,069,910 |
| Contract administrator fees | 2016-06-30 | $113,920 |
| Liabilities. Value of benefit claims payable at end of year | 2016-06-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-06-30 | $0 |
| Did the plan have assets held for investment | 2016-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
| Accountancy firm name | 2016-06-30 | HIRTH NORRIS & GARRISON, LLP |
| Accountancy firm EIN | 2016-06-30 | 311158488 |
| 2015 : THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2015 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $0 |
| Total transfer of assets to this plan | 2015-06-30 | $0 |
| Total transfer of assets from this plan | 2015-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
| Total income from all sources (including contributions) | 2015-06-30 | $5,662,651 |
| Total loss/gain on sale of assets | 2015-06-30 | $0 |
| Total of all expenses incurred | 2015-06-30 | $5,662,651 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $5,543,157 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $5,662,651 |
| Value of total assets at end of year | 2015-06-30 | $0 |
| Value of total assets at beginning of year | 2015-06-30 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $119,494 |
| Total interest from all sources | 2015-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Contributions received from participants | 2015-06-30 | $1,919,667 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-06-30 | $1,257,685 |
| Administrative expenses (other) incurred | 2015-06-30 | $3,466 |
| Total non interest bearing cash at end of year | 2015-06-30 | $0 |
| Total non interest bearing cash at beginning of year | 2015-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $2,485,299 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $5,543,157 |
| Contract administrator fees | 2015-06-30 | $116,028 |
| Liabilities. Value of benefit claims payable at end of year | 2015-06-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-06-30 | $0 |
| Did the plan have assets held for investment | 2015-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
| Accountancy firm name | 2015-06-30 | HIRTH NORRIS & GARRISON, LLP |
| Accountancy firm EIN | 2015-06-30 | 311158488 |
| 2014 : THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2014 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
| Total transfer of assets to this plan | 2014-06-30 | $0 |
| Total transfer of assets from this plan | 2014-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total income from all sources (including contributions) | 2014-06-30 | $6,490,996 |
| Total loss/gain on sale of assets | 2014-06-30 | $0 |
| Total of all expenses incurred | 2014-06-30 | $6,490,996 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $6,375,226 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $6,490,996 |
| Value of total assets at end of year | 2014-06-30 | $0 |
| Value of total assets at beginning of year | 2014-06-30 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $115,770 |
| Total interest from all sources | 2014-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Contributions received from participants | 2014-06-30 | $1,816,843 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-06-30 | $210,294 |
| Administrative expenses (other) incurred | 2014-06-30 | $2,461 |
| Total non interest bearing cash at end of year | 2014-06-30 | $0 |
| Total non interest bearing cash at beginning of year | 2014-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $4,463,859 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $6,375,226 |
| Contract administrator fees | 2014-06-30 | $113,309 |
| Liabilities. Value of benefit claims payable at end of year | 2014-06-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-06-30 | $0 |
| Did the plan have assets held for investment | 2014-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
| Accountancy firm name | 2014-06-30 | HIRTH NORRIS & GARRISON, LLP |
| Accountancy firm EIN | 2014-06-30 | 311158488 |
| 2013 : THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2013 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $0 |
| Total transfer of assets to this plan | 2013-06-30 | $0 |
| Total transfer of assets from this plan | 2013-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
| Total income from all sources (including contributions) | 2013-06-30 | $4,552,989 |
| Total loss/gain on sale of assets | 2013-06-30 | $0 |
| Total of all expenses incurred | 2013-06-30 | $4,552,989 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $4,454,120 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $4,552,989 |
| Value of total assets at end of year | 2013-06-30 | $0 |
| Value of total assets at beginning of year | 2013-06-30 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $98,869 |
| Total interest from all sources | 2013-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Contributions received from participants | 2013-06-30 | $1,751,216 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-30 | $132,762 |
| Administrative expenses (other) incurred | 2013-06-30 | $2,284 |
| Total non interest bearing cash at end of year | 2013-06-30 | $0 |
| Total non interest bearing cash at beginning of year | 2013-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $2,669,011 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $4,454,120 |
| Contract administrator fees | 2013-06-30 | $96,585 |
| Liabilities. Value of benefit claims payable at end of year | 2013-06-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-06-30 | $0 |
| Did the plan have assets held for investment | 2013-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
| Accountancy firm name | 2013-06-30 | HIRTH NORRIS & GARRISON, LLP |
| Accountancy firm EIN | 2013-06-30 | 311158488 |
| 2012 : THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2012 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $0 |
| Total transfer of assets to this plan | 2012-06-30 | $0 |
| Total transfer of assets from this plan | 2012-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
| Total income from all sources (including contributions) | 2012-06-30 | $4,728,918 |
| Total loss/gain on sale of assets | 2012-06-30 | $0 |
| Total of all expenses incurred | 2012-06-30 | $4,728,918 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $4,627,705 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $4,728,918 |
| Value of total assets at end of year | 2012-06-30 | $0 |
| Value of total assets at beginning of year | 2012-06-30 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $101,213 |
| Total interest from all sources | 2012-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Contributions received from participants | 2012-06-30 | $1,685,690 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-30 | $90,085 |
| Administrative expenses (other) incurred | 2012-06-30 | $2,270 |
| Total non interest bearing cash at end of year | 2012-06-30 | $0 |
| Total non interest bearing cash at beginning of year | 2012-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $2,953,143 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $4,627,705 |
| Contract administrator fees | 2012-06-30 | $98,943 |
| Liabilities. Value of benefit claims payable at end of year | 2012-06-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-06-30 | $0 |
| Did the plan have assets held for investment | 2012-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
| Accountancy firm name | 2012-06-30 | HIRTH NORRIS & GARRISON, LLP |
| Accountancy firm EIN | 2012-06-30 | 311158488 |
| 2011 : THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2011 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
| Total transfer of assets to this plan | 2011-06-30 | $0 |
| Total transfer of assets from this plan | 2011-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total income from all sources (including contributions) | 2011-06-30 | $4,165,766 |
| Total loss/gain on sale of assets | 2011-06-30 | $0 |
| Total of all expenses incurred | 2011-06-30 | $4,165,766 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $4,065,873 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $4,165,766 |
| Value of total assets at end of year | 2011-06-30 | $0 |
| Value of total assets at beginning of year | 2011-06-30 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $99,893 |
| Total interest from all sources | 2011-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Contributions received from participants | 2011-06-30 | $1,570,720 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-06-30 | $32,265 |
| Administrative expenses (other) incurred | 2011-06-30 | $2,799 |
| Total non interest bearing cash at end of year | 2011-06-30 | $0 |
| Total non interest bearing cash at beginning of year | 2011-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $2,562,781 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $4,065,873 |
| Contract administrator fees | 2011-06-30 | $97,094 |
| Liabilities. Value of benefit claims payable at end of year | 2011-06-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-06-30 | $0 |
| Did the plan have assets held for investment | 2011-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
| Accountancy firm name | 2011-06-30 | HIRTH NORRIS & GARRISON, LLP |
| Accountancy firm EIN | 2011-06-30 | 311158488 |
| 2015: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2015 form 5500 responses | ||
|---|---|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2014 form 5500 responses | ||
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2013 form 5500 responses | ||
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2012 form 5500 responses | ||
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2011 form 5500 responses | ||
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE UNIVERSITY OF FINDLAY EMPLOYEE BENEFIT PLAN 2009 form 5500 responses | ||
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 54380 ) | |
| Policy contract number | 12225656 |
| Policy instance | 1 |