401k Plan data: UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN plan

UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN
Plan identification number	001

UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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

UNIVERSITY OF WISCONSIN FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY OF WISCONSIN FOUNDATION

Employer identification number (EIN): 390743975

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 BRIDGET BUSH
001 2011-01-01 BRIDGET BUSH
001 2009-01-01 JENNIFER DEKREY

Plan id#	Filing Submission Date	Name of Administrator
001	2012-01-01	BRIDGET BUSH
001	2011-01-01	BRIDGET BUSH
001	2009-01-01	JENNIFER DEKREY

Plan Statistics for UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN

Measure Date Value
2012: UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 137
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 51
Total of all active and inactive participants 2011-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 190
Number of participants with account balances 2011-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 149
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 46
Total of all active and inactive participants 2009-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 198
Number of participants with account balances 2009-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	137
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	51
Total of all active and inactive participants	2011-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	190
Number of participants with account balances	2011-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	149
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	46
Total of all active and inactive participants	2009-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	198
Number of participants with account balances	2009-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2012 : UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-07-12	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-07-12	$0
Total income from all sources (including contributions)	2012-07-12	$1,308,939
Total of all expenses incurred	2012-07-12	$13,830,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-07-12	$13,756,431
Value of total corrective distributions	2012-07-12	$71,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-07-12	$338,399
Value of total assets at end of year	2012-07-12	$0
Value of total assets at beginning of year	2012-07-12	$12,521,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-07-12	$2,986
Total interest from all sources	2012-07-12	$9
Total dividends received (eg from common stock, registered investment company shares)	2012-07-12	$19,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-07-12	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-07-12	$71,219
Total dividends received from registered investment company shares (eg mutual funds)	2012-07-12	$19,243
Was this plan covered by a fidelity bond	2012-07-12	Yes
Value of fidelity bond cover	2012-07-12	$500,000
If this is an individual account plan, was there a blackout period	2012-07-12	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-07-12	$0
Funding deficiency by the employer to the plan for this plan year	2012-07-12	$0
Minimum employer required contribution for this plan year	2012-07-12	$268,732
Amount contributed by the employer to the plan for this plan year	2012-07-12	$268,732
Were there any nonexempt tranactions with any party-in-interest	2012-07-12	No
Administrative expenses (other) incurred	2012-07-12	$2,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-07-12	No
Value of net income/loss	2012-07-12	$-12,521,697
Value of net assets at end of year (total assets less liabilities)	2012-07-12	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-07-12	$12,521,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-07-12	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-07-12	No
Were any leases to which the plan was party in default or uncollectible	2012-07-12	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-07-12	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-07-12	$12,157,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-07-12	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-07-12	$363,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-07-12	$363,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-07-12	$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-07-12	$951,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-07-12	No
Was there a failure to transmit to the plan any participant contributions	2012-07-12	No
Has the plan failed to provide any benefit when due under the plan	2012-07-12	No
Contributions received in cash from employer	2012-07-12	$338,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-07-12	$13,756,431
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-07-12	No
Did the plan have assets held for investment	2012-07-12	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-07-12	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-07-12	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-07-12	Yes
Opinion of an independent qualified public accountant for this plan	2012-07-12	Disclaimer
Accountancy firm name	2012-07-12	GRANT THORNTON LLP
Accountancy firm EIN	2012-07-12	366055558
2011 : UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$683,549
Total of all expenses incurred	2011-12-31	$721,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$716,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$936,854
Value of total assets at end of year	2011-12-31	$12,521,697
Value of total assets at beginning of year	2011-12-31	$12,560,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5,390
Total interest from all sources	2011-12-31	$87
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$373,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$373,876
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$716,526
Amount contributed by the employer to the plan for this plan year	2011-12-31	$716,526
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Administrative expenses (other) incurred	2011-12-31	$5,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-38,367
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,521,697
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,560,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$12,157,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$12,247,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$363,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$312,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$312,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$87
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-627,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$936,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$716,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2011-12-31	366055558
2010 : UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,600,445
Total of all expenses incurred	2010-12-31	$617,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$611,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,070,233
Value of total assets at end of year	2010-12-31	$12,560,064
Value of total assets at beginning of year	2010-12-31	$10,577,008
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$5,456
Total interest from all sources	2010-12-31	$78
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$272,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$272,190
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$1,070,233
Amount contributed by the employer to the plan for this plan year	2010-12-31	$1,070,233
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Administrative expenses (other) incurred	2010-12-31	$5,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,983,056
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,560,064
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,577,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$12,247,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$10,100,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$312,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$476,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$476,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$78
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,257,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,070,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$611,933
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2010-12-31	366055558
2009 : UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$944,833
Amount contributed by the employer to the plan for this plan year	2009-12-31	$944,833

Form 5500 Responses for UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN

2012: UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNIVERSITY OF WISCONSIN FOUNDATION
Employer identification number (EIN):	390743975
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations