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MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 401k Plan overview

Plan NameMICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN
Plan identification number 001

MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS has sponsored the creation of one or more 401k plans.

Company Name:MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS
Employer identification number (EIN):381624760
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01MICHAEL BREWER2023-04-18 MICHAEL BREWER2023-04-18
0012020-07-01MICHAEL BREWER2022-03-27 MICHAEL BREWER2022-03-27
0012019-07-01MICHAEL BREWER2021-03-16 MICHAEL BREWER2021-03-16
0012018-07-01MICHAEL BREWER2020-04-15 MICHAEL BREWER2020-04-14
0012018-07-01 MICHAEL BREWER2020-04-14
0012017-07-01WENDY ZDEB2019-04-03 WENDY ZDEB2019-04-03
0012016-07-01WENDY ZDEB WENDY ZDEB2018-03-27
0012015-07-01WENDY ZDEB WENDY ZDEB2016-10-19
0012014-07-01WENDY ZDEB WENDY ZDEB2016-04-14
0012013-07-01WENDY ZDEB WENDY ZDEB2015-04-02
0012012-07-01WENDY ZDEB WENDY ZDEB2014-01-31
0012011-07-01WENDY ZDEB WENDY ZDEB2013-03-01
0012009-07-01JIM BALLARD JIM BALLARD2011-01-27

Plan Statistics for MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN

401k plan membership statisitcs for MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN

Measure Date Value
2021: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0116
Total number of active participants reported on line 7a of the Form 55002021-07-0112
Number of other retired or separated participants entitled to future benefits2021-07-016
Total of all active and inactive participants2021-07-0118
Total participants2021-07-0118
Number of participants with account balances2021-07-0112
2020: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0115
Total number of active participants reported on line 7a of the Form 55002020-07-0110
Number of other retired or separated participants entitled to future benefits2020-07-016
Total of all active and inactive participants2020-07-0116
Total participants2020-07-0116
Number of participants with account balances2020-07-0116
2019: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0112
Total number of active participants reported on line 7a of the Form 55002019-07-0111
Number of other retired or separated participants entitled to future benefits2019-07-014
Total of all active and inactive participants2019-07-0115
Total participants2019-07-0115
Number of participants with account balances2019-07-0115
2018: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0113
Total number of active participants reported on line 7a of the Form 55002018-07-0112
Total of all active and inactive participants2018-07-0112
Total participants2018-07-0112
Number of participants with account balances2018-07-0110
2017: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0110
Total number of active participants reported on line 7a of the Form 55002017-07-0113
Total of all active and inactive participants2017-07-0113
Total participants2017-07-0113
Number of participants with account balances2017-07-0113
2016: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0111
Total number of active participants reported on line 7a of the Form 55002016-07-0110
Total of all active and inactive participants2016-07-0110
Total participants2016-07-0110
Number of participants with account balances2016-07-0110
2015: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0112
Total number of active participants reported on line 7a of the Form 55002015-07-0111
Total of all active and inactive participants2015-07-0111
Total participants2015-07-0111
Number of participants with account balances2015-07-0111
2014: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0112
Total number of active participants reported on line 7a of the Form 55002014-07-0112
Number of retired or separated participants receiving benefits2014-07-010
Total of all active and inactive participants2014-07-0112
Total participants2014-07-0112
Number of participants with account balances2014-07-0111
2013: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0110
Total number of active participants reported on line 7a of the Form 55002013-07-0111
Number of retired or separated participants receiving benefits2013-07-011
Total of all active and inactive participants2013-07-0112
Total participants2013-07-0112
Number of participants with account balances2013-07-0111
2012: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-017
Total number of active participants reported on line 7a of the Form 55002012-07-0110
Total of all active and inactive participants2012-07-0110
Total participants2012-07-0110
Number of participants with account balances2012-07-0110
2011: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-017
Total number of active participants reported on line 7a of the Form 55002011-07-017
Total of all active and inactive participants2011-07-017
Total participants2011-07-017
Number of participants with account balances2011-07-017
2009: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-015
Total number of active participants reported on line 7a of the Form 55002009-07-016
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-016
Number of participants with account balances2009-07-016

Financial Data on MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN

Measure Date Value
2022 : MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2022 401k financial data
Total income from all sources2022-06-30$223,896
Expenses. Total of all expenses incurred2022-06-30$1,229,880
Benefits paid (including direct rollovers)2022-06-30$876,304
Total plan assets at end of year2022-06-30$1,285,129
Total plan assets at beginning of year2022-06-30$2,291,113
Value of fidelity bond covering the plan2022-06-30$300,000
Expenses. Other expenses not covered elsewhere2022-06-30$353,576
Other income received2022-06-30$47
Net income (gross income less expenses)2022-06-30$-1,005,984
Net plan assets at end of year (total assets less liabilities)2022-06-30$1,285,129
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$2,291,113
Total contributions received or receivable from employer(s)2022-06-30$223,849
2021 : MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2021 401k financial data
Total income from all sources2021-06-30$684,042
Expenses. Total of all expenses incurred2021-06-30$0
Total plan assets at end of year2021-06-30$2,291,113
Total plan assets at beginning of year2021-06-30$1,607,071
Value of fidelity bond covering the plan2021-06-30$300,000
Contributions received from other sources (not participants or employers)2021-06-30$0
Other income received2021-06-30$462,393
Net income (gross income less expenses)2021-06-30$684,042
Net plan assets at end of year (total assets less liabilities)2021-06-30$2,291,113
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$1,607,071
Total contributions received or receivable from employer(s)2021-06-30$221,649
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$0
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$221,648
Amount contributed by the employer to the plan for this plan year2021-06-30$221,648
2020 : MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2020 401k financial data
Total income from all sources2020-06-30$287,140
Expenses. Total of all expenses incurred2020-06-30$0
Total plan assets at end of year2020-06-30$1,607,071
Total plan assets at beginning of year2020-06-30$1,319,931
Value of fidelity bond covering the plan2020-06-30$300,000
Contributions received from other sources (not participants or employers)2020-06-30$1,802
Other income received2020-06-30$61,147
Net income (gross income less expenses)2020-06-30$287,140
Net plan assets at end of year (total assets less liabilities)2020-06-30$1,607,071
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$1,319,931
Total contributions received or receivable from employer(s)2020-06-30$224,191
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$0
2019 : MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2019 401k financial data
Total income from all sources2019-06-30$256,888
Expenses. Total of all expenses incurred2019-06-30$13,804
Benefits paid (including direct rollovers)2019-06-30$13,624
Total plan assets at end of year2019-06-30$1,319,931
Total plan assets at beginning of year2019-06-30$1,076,847
Value of fidelity bond covering the plan2019-06-30$100,000
Contributions received from other sources (not participants or employers)2019-06-30$707
Other income received2019-06-30$64,933
Net income (gross income less expenses)2019-06-30$243,084
Net plan assets at end of year (total assets less liabilities)2019-06-30$1,319,931
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$1,076,847
Assets. Value of participant loans2019-06-30$6,863
Total contributions received or receivable from employer(s)2019-06-30$191,248
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$180
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$191,248
Amount contributed by the employer to the plan for this plan year2019-06-30$191,248
2018 : MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$185,001
Amount contributed by the employer to the plan for this plan year2018-06-30$185,001
2017 : MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2017 401k financial data
Total income from all sources2017-06-30$265,694
Expenses. Total of all expenses incurred2017-06-30$94,014
Benefits paid (including direct rollovers)2017-06-30$93,654
Total plan assets at end of year2017-06-30$803,299
Total plan assets at beginning of year2017-06-30$631,619
Value of fidelity bond covering the plan2017-06-30$10,000
Other income received2017-06-30$80,658
Net income (gross income less expenses)2017-06-30$171,680
Net plan assets at end of year (total assets less liabilities)2017-06-30$803,299
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$631,619
Total contributions received or receivable from employer(s)2017-06-30$185,036
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$360
2016 : MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2016 401k financial data
Total income from all sources2016-06-30$173,896
Expenses. Total of all expenses incurred2016-06-30$147,762
Benefits paid (including direct rollovers)2016-06-30$147,402
Total plan assets at end of year2016-06-30$631,619
Total plan assets at beginning of year2016-06-30$605,485
Value of fidelity bond covering the plan2016-06-30$10,000
Other income received2016-06-30$-17,595
Net income (gross income less expenses)2016-06-30$26,134
Net plan assets at end of year (total assets less liabilities)2016-06-30$631,619
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$605,485
Total contributions received or receivable from employer(s)2016-06-30$191,491
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$360
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$191,491
Amount contributed by the employer to the plan for this plan year2016-06-30$191,491
2015 : MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2015 401k financial data
Total income from all sources2015-06-30$111,659
Expenses. Total of all expenses incurred2015-06-30$330
Total plan assets at end of year2015-06-30$605,485
Total plan assets at beginning of year2015-06-30$494,156
Value of fidelity bond covering the plan2015-06-30$10,000
Other income received2015-06-30$-3,731
Net income (gross income less expenses)2015-06-30$111,329
Net plan assets at end of year (total assets less liabilities)2015-06-30$605,485
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$494,156
Total contributions received or receivable from employer(s)2015-06-30$115,390
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$330
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$115,390
Amount contributed by the employer to the plan for this plan year2015-06-30$115,390
2014 : MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2014 401k financial data
Total income from all sources2014-06-30$175,819
Expenses. Total of all expenses incurred2014-06-30$39,130
Benefits paid (including direct rollovers)2014-06-30$38,800
Total plan assets at end of year2014-06-30$494,156
Total plan assets at beginning of year2014-06-30$357,467
Value of fidelity bond covering the plan2014-06-30$10,000
Other income received2014-06-30$67,825
Net income (gross income less expenses)2014-06-30$136,689
Net plan assets at end of year (total assets less liabilities)2014-06-30$494,156
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$357,467
Total contributions received or receivable from employer(s)2014-06-30$107,994
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$330
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$107,994
Amount contributed by the employer to the plan for this plan year2014-06-30$107,994
2013 : MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2013 401k financial data
Total income from all sources2013-06-30$119,059
Expenses. Total of all expenses incurred2013-06-30$210
Total plan assets at end of year2013-06-30$357,467
Total plan assets at beginning of year2013-06-30$238,618
Value of fidelity bond covering the plan2013-06-30$100,000
Other income received2013-06-30$33,338
Net income (gross income less expenses)2013-06-30$118,849
Net plan assets at end of year (total assets less liabilities)2013-06-30$357,467
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$238,618
Total contributions received or receivable from employer(s)2013-06-30$85,721
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$210
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$85,721
Amount contributed by the employer to the plan for this plan year2013-06-30$85,721
2012 : MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2012 401k financial data
Total income from all sources2012-06-30$36,154
Expenses. Total of all expenses incurred2012-06-30$14,969
Benefits paid (including direct rollovers)2012-06-30$14,729
Total plan assets at end of year2012-06-30$238,618
Total plan assets at beginning of year2012-06-30$217,433
Value of fidelity bond covering the plan2012-06-30$100,000
Other income received2012-06-30$-10,346
Net income (gross income less expenses)2012-06-30$21,185
Net plan assets at end of year (total assets less liabilities)2012-06-30$238,618
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$217,433
Total contributions received or receivable from employer(s)2012-06-30$46,500
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$240
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$46,500
Amount contributed by the employer to the plan for this plan year2012-06-30$46,500
2011 : MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2011 401k financial data
Total income from all sources2011-06-30$196,129
Expenses. Total of all expenses incurred2011-06-30$791,905
Benefits paid (including direct rollovers)2011-06-30$791,695
Total plan assets at end of year2011-06-30$217,433
Total plan assets at beginning of year2011-06-30$813,209
Value of fidelity bond covering the plan2011-06-30$100,000
Other income received2011-06-30$124,629
Net income (gross income less expenses)2011-06-30$-595,776
Net plan assets at end of year (total assets less liabilities)2011-06-30$217,433
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$813,209
Total contributions received or receivable from employer(s)2011-06-30$71,500
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$210
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$71,500
Amount contributed by the employer to the plan for this plan year2011-06-30$71,500
2010 : MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$54,150
Amount contributed by the employer to the plan for this plan year2010-06-30$54,150

Form 5500 Responses for MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN

2021: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: MICHIGAN ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS EMPLOYEES PENSION TRUST PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP78540
Policy instance 1
Insurance contract or identification numberGP78540
Number of Individuals Covered18
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $11,082
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,082
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP78540
Policy instance 1
Insurance contract or identification numberGP78540
Number of Individuals Covered16
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $9,683
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,683
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP78540
Policy instance 1
Insurance contract or identification numberGP78540
Number of Individuals Covered15
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $7,120
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,120
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP78540
Policy instance 1
Insurance contract or identification numberGP78540
Number of Individuals Covered10
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $5,751
Total amount of fees paid to insurance companyUSD $43
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,751
Amount paid for insurance broker fees43
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP78540
Policy instance 1
Insurance contract or identification numberGP78540
Number of Individuals Covered13
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $7,067
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP78540
Policy instance 1
Insurance contract or identification numberGP78540
Number of Individuals Covered11
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $4,173
Total amount of fees paid to insurance companyUSD $30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,173
Amount paid for insurance broker fees30
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP78540
Policy instance 1
Insurance contract or identification numberGP78540
Number of Individuals Covered11
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $3,917
Total amount of fees paid to insurance companyUSD $36
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,917
Amount paid for insurance broker fees36
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP78540
Policy instance 1
Insurance contract or identification numberGP78540
Number of Individuals Covered11
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $3,051
Total amount of fees paid to insurance companyUSD $25
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,051
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerCOMPENSATION FOR SALES REPS
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP78540
Policy instance 1
Insurance contract or identification numberGP78540
Number of Individuals Covered10
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $2,038
Total amount of fees paid to insurance companyUSD $26
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,038
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerCOMPENSATION FOR SALES REPS
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP78540
Policy instance 1
Insurance contract or identification numberGP78540
Number of Individuals Covered7
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $1,627
Total amount of fees paid to insurance companyUSD $44
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP78540
Policy instance 1
Insurance contract or identification numberGP78540
Number of Individuals Covered7
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $6,770
Total amount of fees paid to insurance companyUSD $20
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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