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AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 401k Plan overview

Plan NameAMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN
Plan identification number 001

AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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(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

AMERICAN SOCIETY FOR CLINICAL PATHOLOGY has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN SOCIETY FOR CLINICAL PATHOLOGY
Employer identification number (EIN):362406080
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LISA SIMMONS
0012016-01-01LISA SIMMONS
0012015-01-01LISA SIMMONS
0012014-01-01LISA SIMMONS
0012013-01-01JEAN MARIE DILLON
0012012-01-01JEAN MARIE DILLON
0012011-01-01JEAN MARIE MARDEN JEAN MARIE MARDEN2012-07-25
0012010-01-01JEAN MARIE MARDEN JEAN MARIE MARDEN2011-07-27
0012009-01-01JEAN MARIE MARDEN JEAN MARIE MARDEN2010-10-13

Plan Statistics for AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN

401k plan membership statisitcs for AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN

Measure Date Value
2022: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01219
Total number of active participants reported on line 7a of the Form 55002022-01-01117
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01106
Total of all active and inactive participants2022-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01223
Number of participants with account balances2022-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01223
Total number of active participants reported on line 7a of the Form 55002021-01-01113
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01106
Total of all active and inactive participants2021-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01219
Number of participants with account balances2021-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01227
Total number of active participants reported on line 7a of the Form 55002020-01-01115
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01109
Total of all active and inactive participants2020-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01224
Number of participants with account balances2020-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01227
Total number of active participants reported on line 7a of the Form 55002019-01-01121
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01106
Total of all active and inactive participants2019-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01227
Number of participants with account balances2019-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01227
Total number of active participants reported on line 7a of the Form 55002018-01-01137
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0190
Total of all active and inactive participants2018-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01227
Number of participants with account balances2018-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01227
Total number of active participants reported on line 7a of the Form 55002017-01-01143
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0184
Total of all active and inactive participants2017-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01227
Number of participants with account balances2017-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01225
Total number of active participants reported on line 7a of the Form 55002016-01-01143
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0184
Total of all active and inactive participants2016-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01227
Number of participants with account balances2016-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01225
Total number of active participants reported on line 7a of the Form 55002015-01-01144
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0181
Total of all active and inactive participants2015-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01225
Number of participants with account balances2015-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01209
Total number of active participants reported on line 7a of the Form 55002014-01-01149
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0176
Total of all active and inactive participants2014-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01225
Number of participants with account balances2014-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01203
Total number of active participants reported on line 7a of the Form 55002013-01-01151
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0159
Total of all active and inactive participants2013-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01210
Number of participants with account balances2013-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01197
Total number of active participants reported on line 7a of the Form 55002012-01-01144
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01203
Number of participants with account balances2012-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01189
Total number of active participants reported on line 7a of the Form 55002011-01-01147
Number of other retired or separated participants entitled to future benefits2011-01-0150
Total of all active and inactive participants2011-01-01197
Total participants2011-01-01197
Number of participants with account balances2011-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01185
Total number of active participants reported on line 7a of the Form 55002010-01-01136
Number of other retired or separated participants entitled to future benefits2010-01-0153
Total of all active and inactive participants2010-01-01189
Total participants2010-01-01189
Number of participants with account balances2010-01-01185
2009: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01195
Total number of active participants reported on line 7a of the Form 55002009-01-01133
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0152
Total of all active and inactive participants2009-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01185
Number of participants with account balances2009-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN

Measure Date Value
2022 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,424,951
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$438,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$427,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$768,397
Value of total assets at end of year2022-12-31$14,493,205
Value of total assets at beginning of year2022-12-31$16,356,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,454
Total interest from all sources2022-12-31$109,296
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$97,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$97,277
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$16,571
Administrative expenses (other) incurred2022-12-31$11,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,863,704
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,493,205
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,356,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,089,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,999,666
Value of interest in pooled separate accounts at end of year2022-12-31$701,130
Value of interest in pooled separate accounts at beginning of year2022-12-31$684,124
Interest earned on other investments2022-12-31$109,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,675,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,645,414
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$59,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,472,476
Net investment gain/loss from pooled separate accounts2022-12-31$55,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$768,397
Employer contributions (assets) at end of year2022-12-31$26,565
Employer contributions (assets) at beginning of year2022-12-31$27,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$368,271
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE & MORGAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,718,640
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$448,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$430,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$738,306
Value of total assets at end of year2021-12-31$16,356,909
Value of total assets at beginning of year2021-12-31$14,086,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,460
Total interest from all sources2021-12-31$92,546
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$97,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$97,691
Administrative expenses professional fees incurred2021-12-31$5,300
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$19,039
Administrative expenses (other) incurred2021-12-31$13,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,270,117
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,356,909
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,086,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,999,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,772,712
Value of interest in pooled separate accounts at end of year2021-12-31$684,124
Value of interest in pooled separate accounts at beginning of year2021-12-31$564,811
Interest earned on other investments2021-12-31$92,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,645,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,749,269
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$206,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,668,943
Net investment gain/loss from pooled separate accounts2021-12-31$102,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$738,306
Employer contributions (assets) at end of year2021-12-31$27,705
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$223,156
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,443,946
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$609,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$594,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$741,490
Value of total assets at end of year2020-12-31$14,086,792
Value of total assets at beginning of year2020-12-31$12,251,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,790
Total interest from all sources2020-12-31$110,901
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$45,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$45,633
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$15,318
Administrative expenses (other) incurred2020-12-31$14,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,834,889
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,086,792
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,251,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,772,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,740,174
Value of interest in pooled separate accounts at end of year2020-12-31$564,811
Value of interest in pooled separate accounts at beginning of year2020-12-31$567,251
Interest earned on other investments2020-12-31$110,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,749,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,915,808
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$69,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,535,340
Net investment gain/loss from pooled separate accounts2020-12-31$-4,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$741,490
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$28,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$524,539
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,481,038
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$823,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$821,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$696,234
Value of total assets at end of year2019-12-31$12,251,903
Value of total assets at beginning of year2019-12-31$10,594,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,076
Total interest from all sources2019-12-31$114,453
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$30,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$30,143
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$12,832
Administrative expenses (other) incurred2019-12-31$2,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,657,760
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,251,903
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,594,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,740,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,768,747
Value of interest in pooled separate accounts at end of year2019-12-31$567,251
Value of interest in pooled separate accounts at beginning of year2019-12-31$572,960
Interest earned on other investments2019-12-31$114,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,915,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,225,400
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$297,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,596,382
Net investment gain/loss from pooled separate accounts2019-12-31$30,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$696,234
Employer contributions (assets) at end of year2019-12-31$28,670
Employer contributions (assets) at beginning of year2019-12-31$27,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$524,183
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$295,932
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,081,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,081,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$676,319
Value of total assets at end of year2018-12-31$10,594,143
Value of total assets at beginning of year2018-12-31$11,379,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$219
Total interest from all sources2018-12-31$128,523
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,942
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other income not declared elsewhere2018-12-31$5,161
Administrative expenses (other) incurred2018-12-31$219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-785,401
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,594,143
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,379,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,768,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,431,488
Value of interest in pooled separate accounts at end of year2018-12-31$572,960
Value of interest in pooled separate accounts at beginning of year2018-12-31$597,677
Interest earned on other investments2018-12-31$128,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,225,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,324,683
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$460,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-546,253
Net investment gain/loss from pooled separate accounts2018-12-31$26,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$676,319
Employer contributions (assets) at end of year2018-12-31$27,036
Employer contributions (assets) at beginning of year2018-12-31$25,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$620,965
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,986,395
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,337,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,337,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$632,346
Value of total assets at end of year2017-12-31$11,379,544
Value of total assets at beginning of year2017-12-31$10,730,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$126,053
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$648,815
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,379,544
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,730,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,431,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,823,448
Value of interest in pooled separate accounts at end of year2017-12-31$597,677
Value of interest in pooled separate accounts at beginning of year2017-12-31$715,087
Interest earned on other investments2017-12-31$126,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,324,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,167,467
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$112,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,201,816
Net investment gain/loss from pooled separate accounts2017-12-31$26,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$632,346
Employer contributions (assets) at end of year2017-12-31$25,696
Employer contributions (assets) at beginning of year2017-12-31$24,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,224,630
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,221,772
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$374,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$374,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$660,761
Value of total assets at end of year2016-12-31$10,730,729
Value of total assets at beginning of year2016-12-31$9,883,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$130,335
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$847,365
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,730,729
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,883,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,823,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,265,375
Value of interest in pooled separate accounts at end of year2016-12-31$715,087
Value of interest in pooled separate accounts at beginning of year2016-12-31$630,850
Interest earned on other investments2016-12-31$130,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,167,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,938,390
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$58,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$395,518
Net investment gain/loss from pooled separate accounts2016-12-31$35,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$660,761
Employer contributions (assets) at end of year2016-12-31$24,727
Employer contributions (assets) at beginning of year2016-12-31$48,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$315,697
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$797,160
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$592,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$590,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$645,501
Value of total assets at end of year2015-12-31$9,883,364
Value of total assets at beginning of year2015-12-31$9,678,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,224
Total interest from all sources2015-12-31$112,370
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$204,380
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,883,364
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,678,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,265,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,202,905
Value of interest in pooled separate accounts at end of year2015-12-31$630,850
Value of interest in pooled separate accounts at beginning of year2015-12-31$649,290
Interest earned on other investments2015-12-31$112,370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,938,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,781,184
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$19,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,785
Net investment gain/loss from pooled separate accounts2015-12-31$51,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$645,501
Employer contributions (assets) at end of year2015-12-31$48,749
Employer contributions (assets) at beginning of year2015-12-31$45,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$570,567
Contract administrator fees2015-12-31$2,224
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,163,522
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$280,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$280,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$626,910
Value of total assets at end of year2014-12-31$9,678,984
Value of total assets at beginning of year2014-12-31$8,795,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$109,738
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$883,235
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,678,984
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,795,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,202,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,614,337
Value of interest in pooled separate accounts at end of year2014-12-31$649,290
Value of interest in pooled separate accounts at beginning of year2014-12-31$544,953
Interest earned on other investments2014-12-31$109,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,781,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,592,049
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$8,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$359,630
Net investment gain/loss from pooled separate accounts2014-12-31$67,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$626,910
Employer contributions (assets) at end of year2014-12-31$45,605
Employer contributions (assets) at beginning of year2014-12-31$44,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$272,036
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,656,612
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$258,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$258,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$571,746
Value of total assets at end of year2013-12-31$8,795,749
Value of total assets at beginning of year2013-12-31$7,397,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$74,244
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$27,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$27,832
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,398,423
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,795,749
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,397,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,614,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,378,513
Value of interest in pooled separate accounts at end of year2013-12-31$544,953
Value of interest in pooled separate accounts at beginning of year2013-12-31$508,991
Interest earned on other investments2013-12-31$74,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,592,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,443,185
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$45,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$933,679
Net investment gain/loss from pooled separate accounts2013-12-31$49,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$571,746
Employer contributions (assets) at end of year2013-12-31$44,410
Employer contributions (assets) at beginning of year2013-12-31$66,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$212,619
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,228,914
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$675,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$675,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$592,139
Value of total assets at end of year2012-12-31$7,397,326
Value of total assets at beginning of year2012-12-31$6,843,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$71,676
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$24,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$24,845
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
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$553,904
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,397,326
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,843,422
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$4,378,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,880,658
Value of interest in pooled separate accounts at end of year2012-12-31$508,991
Value of interest in pooled separate accounts at beginning of year2012-12-31$378,346
Interest earned on other investments2012-12-31$71,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,443,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,520,838
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$199,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$497,244
Net investment gain/loss from pooled separate accounts2012-12-31$43,010
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
Contributions received in cash from employer2012-12-31$592,139
Employer contributions (assets) at end of year2012-12-31$66,637
Employer contributions (assets) at beginning of year2012-12-31$63,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$475,662
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
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 name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$639,512
Total of all expenses incurred2011-12-31$568,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$568,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$569,214
Value of total assets at end of year2011-12-31$6,843,422
Value of total assets at beginning of year2011-12-31$6,772,140
Total interest from all sources2011-12-31$102,181
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$71,282
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,843,422
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,772,140
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$3,880,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,159,569
Value of interest in pooled separate accounts at end of year2011-12-31$378,346
Value of interest in pooled separate accounts at beginning of year2011-12-31$350,661
Interest earned on other investments2011-12-31$102,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$544,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$544,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,520,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,655,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-76,327
Net investment gain/loss from pooled separate accounts2011-12-31$44,444
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$569,214
Employer contributions (assets) at end of year2011-12-31$63,580
Employer contributions (assets) at beginning of year2011-12-31$61,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$568,230
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,044,372
Total of all expenses incurred2010-12-31$630,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$630,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$514,388
Value of total assets at end of year2010-12-31$6,772,140
Value of total assets at beginning of year2010-12-31$6,357,853
Total interest from all sources2010-12-31$98,004
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$414,287
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,772,140
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,357,853
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$3,159,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,844,940
Value of interest in pooled separate accounts at end of year2010-12-31$350,661
Value of interest in pooled separate accounts at beginning of year2010-12-31$334,789
Interest earned on other investments2010-12-31$98,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$544,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$620,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$620,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,655,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,497,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$391,838
Net investment gain/loss from pooled separate accounts2010-12-31$40,142
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
Contributions received in cash from employer2010-12-31$514,388
Employer contributions (assets) at end of year2010-12-31$61,202
Employer contributions (assets) at beginning of year2010-12-31$60,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$630,085
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31BLACKMAN KALLICK, LLP
Accountancy firm EIN2010-12-31363468829

Form 5500 Responses for AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN

2022: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION 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: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION 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: AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION 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 number346303
Policy instance 1
Insurance contract or identification number346303
Number of Individuals Covered181
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346303
Policy instance 1
Insurance contract or identification number346303
Number of Individuals Covered192
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?0
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346303
Policy instance 1
Insurance contract or identification number346303
Number of Individuals Covered202
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346303
Policy instance 1
Insurance contract or identification number346303
Number of Individuals Covered207
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?0
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346303
Policy instance 1
Insurance contract or identification number346303
Number of Individuals Covered215
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?0
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346303
Policy instance 1
Insurance contract or identification number346303
Number of Individuals Covered224
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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

Potentially related plans

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