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EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameEAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST
Plan identification number 001

EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

EAU CLAIRE COOPERATIVE HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name:EAU CLAIRE COOPERATIVE HEALTH CENTER
Employer identification number (EIN):570965445
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KARENA WHITE2023-10-11
0012021-01-01KARENA WHITE2022-10-17
0012020-01-01KARENA WHITE2021-10-04
0012019-01-01SONJA MCCAUSLAND2020-07-28
0012018-01-01SONJA MCCAUSLAND2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DELGADO CANTAVE
0012013-01-01SONJA MCCAUSLAND
0012012-01-01SONJA MCCAUSLAND
0012011-01-01SONJA MCCAUSLAND
0012010-01-01SONJA MCCAUSLAND
0012009-01-01SONJA MCCAUSLAND SONJA MCCAUSLAND2010-09-22
0012009-01-01SONJA MCCAUSLAND SONJA MCCAUSLAND2010-09-22

Plan Statistics for EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST

Measure Date Value
2022: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01619
Total number of active participants reported on line 7a of the Form 55002022-01-01582
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0170
Total of all active and inactive participants2022-01-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01652
Number of participants with account balances2022-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01576
Total number of active participants reported on line 7a of the Form 55002021-01-01585
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0161
Total of all active and inactive participants2021-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01646
Number of participants with account balances2021-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01585
Total number of active participants reported on line 7a of the Form 55002020-01-01556
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0160
Total of all active and inactive participants2020-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01616
Number of participants with account balances2020-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01528
Total number of active participants reported on line 7a of the Form 55002019-01-01518
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01568
Number of participants with account balances2019-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01504
Total number of active participants reported on line 7a of the Form 55002018-01-01480
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01527
Total participants2018-01-01527
Number of participants with account balances2018-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01444
Total number of active participants reported on line 7a of the Form 55002017-01-01463
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01434
Total number of active participants reported on line 7a of the Form 55002016-01-01411
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0142
Total of all active and inactive participants2016-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01453
Number of participants with account balances2016-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01427
Total number of active participants reported on line 7a of the Form 55002015-01-01403
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01444
Total participants2015-01-01444
Number of participants with account balances2015-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01425
Total number of active participants reported on line 7a of the Form 55002014-01-01393
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01427
Number of participants with account balances2014-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01376
Total number of active participants reported on line 7a of the Form 55002013-01-01391
Number of retired or separated participants receiving benefits2013-01-0134
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01425
Number of participants with account balances2013-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01263
Total number of active participants reported on line 7a of the Form 55002012-01-01335
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01370
Number of participants with account balances2012-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01236
Total number of active participants reported on line 7a of the Form 55002011-01-01227
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01263
Number of participants with account balances2011-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01246
Total number of active participants reported on line 7a of the Form 55002010-01-01203
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0131
Total of all active and inactive participants2010-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01234
Number of participants with account balances2010-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01222
Total number of active participants reported on line 7a of the Form 55002009-01-01207
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01246
Number of participants with account balances2009-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST

Measure Date Value
2022 : EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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$120,503
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$852,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$805,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,380,933
Value of total assets at end of year2022-12-31$7,161,432
Value of total assets at beginning of year2022-12-31$7,893,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$46,811
Total interest from all sources2022-12-31$4,531
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$9,348
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
Contributions received from participants2022-12-31$947,441
Participant contributions at end of year2022-12-31$90,236
Participant contributions at beginning of year2022-12-31$80,990
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$106,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-731,983
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,161,432
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,893,415
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
Investment advisory and management fees2022-12-31$5,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,744,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,636,633
Interest on participant loans2022-12-31$4,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,264,961
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$326,851
Employer contributions (assets) at end of year2022-12-31$326,851
Employer contributions (assets) at beginning of year2022-12-31$175,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$805,675
Contract administrator fees2022-12-31$32,036
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 name2022-12-31SCOTT AND COMPANY LLC
Accountancy firm EIN2022-12-31571021392
2021 : EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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$1,733,502
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$105,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$58,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$940,993
Value of total assets at end of year2021-12-31$7,893,415
Value of total assets at beginning of year2021-12-31$6,265,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$46,568
Total interest from all sources2021-12-31$4,584
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$114,863
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$114,863
Administrative expenses professional fees incurred2021-12-31$32,600
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
Contributions received from participants2021-12-31$707,225
Participant contributions at end of year2021-12-31$80,990
Participant contributions at beginning of year2021-12-31$83,564
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$57,976
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$1,628,042
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,893,415
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,265,373
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
Investment advisory and management fees2021-12-31$5,479
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,636,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,181,809
Interest on participant loans2021-12-31$4,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$673,062
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$175,792
Employer contributions (assets) at end of year2021-12-31$175,792
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$58,892
Contract administrator fees2021-12-31$8,489
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 name2021-12-31SCOTT AND COMPANY LLC
Accountancy firm EIN2021-12-31571021392
2020 : EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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$1,596,123
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$625,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$571,024
Expenses. Certain deemed distributions of participant loans2020-12-31$4,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$742,727
Value of total assets at end of year2020-12-31$6,265,373
Value of total assets at beginning of year2020-12-31$5,294,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$49,748
Total interest from all sources2020-12-31$7,297
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$205,634
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$205,634
Administrative expenses professional fees incurred2020-12-31$23,266
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
Contributions received from participants2020-12-31$586,950
Participant contributions at end of year2020-12-31$83,564
Participant contributions at beginning of year2020-12-31$117,486
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$18,076
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$63,230
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$822
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$970,659
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,265,373
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,294,714
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
Investment advisory and management fees2020-12-31$18,211
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,181,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,075,469
Interest on participant loans2020-12-31$6,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$640,465
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$92,547
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$82,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$571,024
Contract administrator fees2020-12-31$8,271
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 name2020-12-31SCOTT AND COMPANY LLC
Accountancy firm EIN2020-12-31571021392
2019 : EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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$1,442,933
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$272,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$224,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$609,286
Value of total assets at end of year2019-12-31$5,294,714
Value of total assets at beginning of year2019-12-31$4,124,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,380
Total interest from all sources2019-12-31$8,035
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$145,638
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$145,638
Administrative expenses professional fees incurred2019-12-31$20,886
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
Contributions received from participants2019-12-31$512,773
Participant contributions at end of year2019-12-31$117,486
Participant contributions at beginning of year2019-12-31$48,854
Participant contributions at end of year2019-12-31$18,076
Participant contributions at beginning of year2019-12-31$15,997
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,652
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$822
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,222
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$1,170,090
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,294,714
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,124,624
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
Investment advisory and management fees2019-12-31$16,865
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,075,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,976,989
Interest on participant loans2019-12-31$2,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$679,974
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$82,861
Employer contributions (assets) at end of year2019-12-31$82,861
Employer contributions (assets) at beginning of year2019-12-31$81,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$224,463
Contract administrator fees2019-12-31$10,629
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 name2019-12-31SCOTT AND COMPANY LLC
Accountancy firm EIN2019-12-31571021392
2018 : EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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$379,216
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$464,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$422,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$607,529
Value of total assets at end of year2018-12-31$4,124,624
Value of total assets at beginning of year2018-12-31$4,209,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,234
Total interest from all sources2018-12-31$7,747
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$161,832
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$161,832
Administrative expenses professional fees incurred2018-12-31$7,159
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
Contributions received from participants2018-12-31$462,595
Participant contributions at end of year2018-12-31$48,854
Participant contributions at beginning of year2018-12-31$74,130
Participant contributions at end of year2018-12-31$15,997
Participant contributions at beginning of year2018-12-31$13,146
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$63,372
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,222
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-85,350
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,124,624
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,209,974
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
Investment advisory and management fees2018-12-31$16,064
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,976,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,051,869
Interest on participant loans2018-12-31$3,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-397,892
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$81,562
Employer contributions (assets) at end of year2018-12-31$81,562
Employer contributions (assets) at beginning of year2018-12-31$69,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$422,332
Contract administrator fees2018-12-31$19,011
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 name2018-12-31SCOTT AND COMPANY LLC
Accountancy firm EIN2018-12-31571021392
2017 : EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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$1,076,111
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$484,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$447,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$494,298
Value of total assets at end of year2017-12-31$4,209,974
Value of total assets at beginning of year2017-12-31$3,617,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,980
Total interest from all sources2017-12-31$5,991
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$143,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$143,537
Administrative expenses professional fees incurred2017-12-31$16,494
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$265,000
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
Contributions received from participants2017-12-31$424,748
Participant contributions at end of year2017-12-31$74,130
Participant contributions at beginning of year2017-12-31$62,839
Participant contributions at end of year2017-12-31$13,146
Participant contributions at beginning of year2017-12-31$27,504
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,279
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,886
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$592,086
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,209,974
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,617,888
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
Investment advisory and management fees2017-12-31$13,876
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,051,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,525,659
Interest on participant loans2017-12-31$3,873
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$432,285
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$69,550
Employer contributions (assets) at end of year2017-12-31$69,550
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$447,045
Contract administrator fees2017-12-31$6,610
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 name2017-12-31SCOTT AND COMPANY LLC
Accountancy firm EIN2017-12-31571021392
2016 : EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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$695,480
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$312,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$278,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$471,776
Value of total assets at end of year2016-12-31$3,617,888
Value of total assets at beginning of year2016-12-31$3,234,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,596
Total interest from all sources2016-12-31$3,102
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$138,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$138,433
Administrative expenses professional fees incurred2016-12-31$14,629
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$265,000
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
Contributions received from participants2016-12-31$447,960
Participant contributions at end of year2016-12-31$62,839
Participant contributions at beginning of year2016-12-31$76,750
Participant contributions at end of year2016-12-31$27,504
Participant contributions at beginning of year2016-12-31$17,323
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$23,816
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$978
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$383,084
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,617,888
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,234,804
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
Investment advisory and management fees2016-12-31$12,443
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,525,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,080,157
Interest on participant loans2016-12-31$2,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$82,169
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
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$59,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$278,800
Contract administrator fees2016-12-31$6,524
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 name2016-12-31SCOTT AND COMPANY LLC
Accountancy firm EIN2016-12-31571021392
2015 : EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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$516,563
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$115,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$90,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$542,235
Value of total assets at end of year2015-12-31$3,234,804
Value of total assets at beginning of year2015-12-31$2,833,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,396
Total interest from all sources2015-12-31$2,958
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$120,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$120,283
Administrative expenses professional fees incurred2015-12-31$3,942
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$265,000
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
Contributions received from participants2015-12-31$474,646
Participant contributions at end of year2015-12-31$76,750
Participant contributions at beginning of year2015-12-31$24,731
Participant contributions at end of year2015-12-31$17,323
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,993
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$978
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
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$401,278
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,234,804
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,833,526
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
Investment advisory and management fees2015-12-31$5,684
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,080,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,751,815
Interest on participant loans2015-12-31$2,861
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$97
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-148,913
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$59,596
Employer contributions (assets) at end of year2015-12-31$59,596
Employer contributions (assets) at beginning of year2015-12-31$56,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$90,889
Contract administrator fees2015-12-31$14,770
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 name2015-12-31SCOTT AND COMPANY LLC
Accountancy firm EIN2015-12-31571021392
2014 : EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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$607,910
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$134,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$109,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$509,027
Value of total assets at end of year2014-12-31$2,833,526
Value of total assets at beginning of year2014-12-31$2,359,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,442
Total interest from all sources2014-12-31$1,041
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$123,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$123,392
Administrative expenses professional fees incurred2014-12-31$2,248
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$265,000
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
Contributions received from participants2014-12-31$394,093
Participant contributions at end of year2014-12-31$24,731
Participant contributions at beginning of year2014-12-31$25,772
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$57,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,826
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$473,774
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,833,526
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,359,752
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$2,751,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,293,917
Interest on participant loans2014-12-31$1,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-25,550
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$56,980
Employer contributions (assets) at end of year2014-12-31$56,980
Employer contributions (assets) at beginning of year2014-12-31$36,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$109,694
Contract administrator fees2014-12-31$22,194
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 name2014-12-31SCOTT AND COMPANY LLC
Accountancy firm EIN2014-12-31571021392
2013 : EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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$759,901
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$129,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$106,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$422,514
Value of total assets at end of year2013-12-31$2,359,752
Value of total assets at beginning of year2013-12-31$1,729,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,941
Total interest from all sources2013-12-31$1,558
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$70,698
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$70,698
Administrative expenses professional fees incurred2013-12-31$4,381
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$265,000
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
Contributions received from participants2013-12-31$382,451
Participant contributions at end of year2013-12-31$25,772
Participant contributions at beginning of year2013-12-31$37,845
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,826
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
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$630,638
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,359,752
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,729,114
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$2,293,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,661,244
Interest on participant loans2013-12-31$1,569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$265,131
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$36,237
Employer contributions (assets) at end of year2013-12-31$36,237
Employer contributions (assets) at beginning of year2013-12-31$30,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$106,322
Contract administrator fees2013-12-31$18,560
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 name2013-12-31CLIFTON BODIFORD CPA
Accountancy firm EIN2013-12-31570989001
2012 : EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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$563,518
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$416,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$399,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$387,113
Value of total assets at end of year2012-12-31$1,729,114
Value of total assets at beginning of year2012-12-31$1,582,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,311
Total interest from all sources2012-12-31$1,607
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$44,019
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$44,019
Administrative expenses professional fees incurred2012-12-31$1,982
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$265,000
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
Contributions received from participants2012-12-31$339,367
Participant contributions at end of year2012-12-31$37,845
Participant contributions at beginning of year2012-12-31$27,527
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$17,721
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$146,667
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,729,114
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,582,447
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$1,661,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,554,920
Interest on participant loans2012-12-31$1,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$130,779
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$30,025
Employer contributions (assets) at end of year2012-12-31$30,025
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$399,540
Contract administrator fees2012-12-31$15,329
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 name2012-12-31CLIFTON BODIFORD CPA
Accountancy firm EIN2012-12-31570989001
2011 : EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$197,701
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$243,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$225,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$235,872
Value of total assets at end of year2011-12-31$1,582,447
Value of total assets at beginning of year2011-12-31$1,628,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,543
Total interest from all sources2011-12-31$1,326
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$33,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$33,416
Administrative expenses professional fees incurred2011-12-31$1,811
Was this plan covered by a fidelity bond2011-12-31No
Value of fidelity bond cover2011-12-31$265,000
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
Contributions received from participants2011-12-31$235,872
Participant contributions at end of year2011-12-31$27,527
Participant contributions at beginning of year2011-12-31$16,950
Participant contributions at beginning of year2011-12-31$11,290
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$517
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-45,621
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,582,447
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,628,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31Yes
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$1,554,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,565,071
Interest on participant loans2011-12-31$1,217
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-72,913
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
Employer contributions (assets) at beginning of year2011-12-31$33,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$225,262
Contract administrator fees2011-12-31$15,732
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 name2011-12-31CLIFTON BODIFORD CPA
Accountancy firm EIN2011-12-31570989001
2010 : EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$368,376
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$155,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$140,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$201,145
Value of total assets at end of year2010-12-31$1,628,068
Value of total assets at beginning of year2010-12-31$1,415,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,400
Total interest from all sources2010-12-31$2,706
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,303
Was this plan covered by a fidelity bond2010-12-31No
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
Contributions received from participants2010-12-31$167,996
Participant contributions at end of year2010-12-31$16,950
Participant contributions at beginning of year2010-12-31$20,643
Participant contributions at end of year2010-12-31$11,290
Participant contributions at beginning of year2010-12-31$5,975
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,608
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$212,431
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,628,068
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,415,637
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$1,565,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,389,019
Interest on participant loans2010-12-31$1,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$164,525
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$33,149
Employer contributions (assets) at end of year2010-12-31$33,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$140,545
Contract administrator fees2010-12-31$14,097
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 name2010-12-31CLIFTON BODIFORD CPA
Accountancy firm EIN2010-12-31570989001
2009 : EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST

2022: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EAU CLAIRE COOPERATIVE HEALTH CENTER 403(B) RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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