401k Plan data: SOUTHERN OREGON HISTORICAL SOCIETY plan

SOUTHERN OREGON HISTORICAL SOCIETY 401k Plan overview

Plan Name	SOUTHERN OREGON HISTORICAL SOCIETY
Plan identification number	001

SOUTHERN OREGON HISTORICAL SOCIETY Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

SOUTHERN OREGON HISTORICAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN OREGON HISTORICAL SOCIETY

Employer identification number (EIN): 930383321

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN OREGON HISTORICAL SOCIETY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-07-01 DOUG MCGEARY
001 2015-07-01 DOUG MCGEARY
001 2014-07-01 PHIL LONG
001 2013-07-01 PHIL LONG
001 2012-07-01 DAVID M. THORNDIKE
001 2011-07-01 DAVID M THORNDIKE
001 2010-07-01 RICHARD B THIEROLF JR
001 2009-07-01 THOMAS PYLE
001 2009-07-01 THOMAS PYLE
001 2009-07-01 THOMAS PYLE
001 2009-07-01 THOMAS PYLE

Plan id#	Filing Submission Date	Name of Administrator
001	2016-07-01	DOUG MCGEARY
001	2015-07-01	DOUG MCGEARY
001	2014-07-01	PHIL LONG
001	2013-07-01	PHIL LONG
001	2012-07-01	DAVID M. THORNDIKE
001	2011-07-01	DAVID M THORNDIKE
001	2010-07-01	RICHARD B THIEROLF JR
001	2009-07-01	THOMAS PYLE
001	2009-07-01	THOMAS PYLE
001	2009-07-01	THOMAS PYLE
001	2009-07-01	THOMAS PYLE

Plan Statistics for SOUTHERN OREGON HISTORICAL SOCIETY

401k plan membership statisitcs for SOUTHERN OREGON HISTORICAL SOCIETY

Measure Date Value
2016: SOUTHERN OREGON HISTORICAL SOCIETY 2016 401k membership
Total participants, beginning-of-year 2016-07-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 15
Total of all active and inactive participants 2016-07-01 15
Total participants 2016-07-01 15
2015: SOUTHERN OREGON HISTORICAL SOCIETY 2015 401k membership
Total participants, beginning-of-year 2015-07-01 15
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 15
Total of all active and inactive participants 2015-07-01 15
Total participants 2015-07-01 15
Number of participants with account balances 2015-07-01 11
2014: SOUTHERN OREGON HISTORICAL SOCIETY 2014 401k membership
Total participants, beginning-of-year 2014-07-01 19
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 19
Total of all active and inactive participants 2014-07-01 19
Total participants 2014-07-01 19
Number of participants with account balances 2014-07-01 11
2013: SOUTHERN OREGON HISTORICAL SOCIETY 2013 401k membership
Total participants, beginning-of-year 2013-07-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 19
Total of all active and inactive participants 2013-07-01 19
Total participants 2013-07-01 19
Number of participants with account balances 2013-07-01 16
2012: SOUTHERN OREGON HISTORICAL SOCIETY 2012 401k membership
Total participants, beginning-of-year 2012-07-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 2
Number of other retired or separated participants entitled to future benefits 2012-07-01 19
Total of all active and inactive participants 2012-07-01 21
Total participants 2012-07-01 21
2011: SOUTHERN OREGON HISTORICAL SOCIETY 2011 401k membership
Total participants, beginning-of-year 2011-07-01 26
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 2
Number of other retired or separated participants entitled to future benefits 2011-07-01 22
Total of all active and inactive participants 2011-07-01 24
Total participants 2011-07-01 24
2010: SOUTHERN OREGON HISTORICAL SOCIETY 2010 401k membership
Total participants, beginning-of-year 2010-07-01 26
Total of all active and inactive participants 2010-07-01 0
Total participants 2010-07-01 0
2009: SOUTHERN OREGON HISTORICAL SOCIETY 2009 401k membership
Total participants, beginning-of-year 2009-07-01 34
Total of all active and inactive participants 2009-07-01 0
Total participants 2009-07-01 0

Measure	Date	Value
2016: SOUTHERN OREGON HISTORICAL SOCIETY 2016 401k membership
Total participants, beginning-of-year	2016-07-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	15
Total of all active and inactive participants	2016-07-01	15
Total participants	2016-07-01	15
2015: SOUTHERN OREGON HISTORICAL SOCIETY 2015 401k membership
Total participants, beginning-of-year	2015-07-01	15
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	15
Total of all active and inactive participants	2015-07-01	15
Total participants	2015-07-01	15
Number of participants with account balances	2015-07-01	11
2014: SOUTHERN OREGON HISTORICAL SOCIETY 2014 401k membership
Total participants, beginning-of-year	2014-07-01	19
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	19
Total of all active and inactive participants	2014-07-01	19
Total participants	2014-07-01	19
Number of participants with account balances	2014-07-01	11
2013: SOUTHERN OREGON HISTORICAL SOCIETY 2013 401k membership
Total participants, beginning-of-year	2013-07-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	19
Total of all active and inactive participants	2013-07-01	19
Total participants	2013-07-01	19
Number of participants with account balances	2013-07-01	16
2012: SOUTHERN OREGON HISTORICAL SOCIETY 2012 401k membership
Total participants, beginning-of-year	2012-07-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	2
Number of other retired or separated participants entitled to future benefits	2012-07-01	19
Total of all active and inactive participants	2012-07-01	21
Total participants	2012-07-01	21
2011: SOUTHERN OREGON HISTORICAL SOCIETY 2011 401k membership
Total participants, beginning-of-year	2011-07-01	26
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	2
Number of other retired or separated participants entitled to future benefits	2011-07-01	22
Total of all active and inactive participants	2011-07-01	24
Total participants	2011-07-01	24
2010: SOUTHERN OREGON HISTORICAL SOCIETY 2010 401k membership
Total participants, beginning-of-year	2010-07-01	26
Total of all active and inactive participants	2010-07-01	0
Total participants	2010-07-01	0
2009: SOUTHERN OREGON HISTORICAL SOCIETY 2009 401k membership
Total participants, beginning-of-year	2009-07-01	34
Total of all active and inactive participants	2009-07-01	0
Total participants	2009-07-01	0

Financial Data on SOUTHERN OREGON HISTORICAL SOCIETY

Measure	Date	Value
2017 : SOUTHERN OREGON HISTORICAL SOCIETY 2017 401k financial data
Total income from all sources	2017-06-30	$45,876
Expenses. Total of all expenses incurred	2017-06-30	$767
Benefits paid (including direct rollovers)	2017-06-30	$507
Total plan assets at end of year	2017-06-30	$725,977
Total plan assets at beginning of year	2017-06-30	$680,868
Total contributions received or receivable from participants	2017-06-30	$1,699
Expenses. Other expenses not covered elsewhere	2017-06-30	$260
Other income received	2017-06-30	$44,177
Net income (gross income less expenses)	2017-06-30	$45,109
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$725,977
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$680,868
2016 : SOUTHERN OREGON HISTORICAL SOCIETY 2016 401k financial data
Total income from all sources	2016-06-30	$9,938
Expenses. Total of all expenses incurred	2016-06-30	$260
Total plan assets at end of year	2016-06-30	$680,868
Total plan assets at beginning of year	2016-06-30	$671,190
Expenses. Other expenses not covered elsewhere	2016-06-30	$260
Other income received	2016-06-30	$9,938
Net income (gross income less expenses)	2016-06-30	$9,678
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$680,868
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$671,190
2015 : SOUTHERN OREGON HISTORICAL SOCIETY 2015 401k financial data
Total income from all sources	2015-06-30	$25,631
Expenses. Total of all expenses incurred	2015-06-30	$88,681
Benefits paid (including direct rollovers)	2015-06-30	$88,281
Total plan assets at end of year	2015-06-30	$668,745
Total plan assets at beginning of year	2015-06-30	$731,795
Expenses. Other expenses not covered elsewhere	2015-06-30	$400
Other income received	2015-06-30	$25,631
Net income (gross income less expenses)	2015-06-30	$-63,050
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$668,745
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$731,795
2014 : SOUTHERN OREGON HISTORICAL SOCIETY 2014 401k financial data
Total income from all sources	2014-06-30	$76,043
Expenses. Total of all expenses incurred	2014-06-30	$340
Total plan assets at end of year	2014-06-30	$708,917
Total plan assets at beginning of year	2014-06-30	$633,214
Expenses. Other expenses not covered elsewhere	2014-06-30	$340
Other income received	2014-06-30	$76,043
Net income (gross income less expenses)	2014-06-30	$75,703
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$708,917
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$633,214
Assets. Value of participant loans	2014-06-30	$6,593
2013 : SOUTHERN OREGON HISTORICAL SOCIETY 2013 401k financial data
Total income from all sources	2013-06-30	$44,280
Expenses. Total of all expenses incurred	2013-06-30	$19,170
Benefits paid (including direct rollovers)	2013-06-30	$15,482
Total plan assets at end of year	2013-06-30	$292,884
Total plan assets at beginning of year	2013-06-30	$267,774
Total contributions received or receivable from participants	2013-06-30	$1,456
Expenses. Other expenses not covered elsewhere	2013-06-30	$3,688
Other income received	2013-06-30	$41,368
Net income (gross income less expenses)	2013-06-30	$25,110
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$292,884
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$267,774
Assets. Value of participant loans	2013-06-30	$8,757
Total contributions received or receivable from employer(s)	2013-06-30	$1,456
2012 : SOUTHERN OREGON HISTORICAL SOCIETY 2012 401k financial data
Total income from all sources	2012-06-30	$37,201
Expenses. Total of all expenses incurred	2012-06-30	$27,275
Benefits paid (including direct rollovers)	2012-06-30	$22,164
Total plan assets at end of year	2012-06-30	$267,774
Total plan assets at beginning of year	2012-06-30	$257,848
Total contributions received or receivable from participants	2012-06-30	$1,849
Expenses. Other expenses not covered elsewhere	2012-06-30	$5,111
Other income received	2012-06-30	$33,503
Net income (gross income less expenses)	2012-06-30	$9,926
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$267,774
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$257,848
Assets. Value of participant loans	2012-06-30	$10,608
Total contributions received or receivable from employer(s)	2012-06-30	$1,849
2011 : SOUTHERN OREGON HISTORICAL SOCIETY 2011 401k financial data
Total income from all sources	2011-06-30	$46,288
Expenses. Total of all expenses incurred	2011-06-30	$42,025
Benefits paid (including direct rollovers)	2011-06-30	$7,380
Total plan assets at end of year	2011-06-30	$257,848
Total plan assets at beginning of year	2011-06-30	$253,585
Total contributions received or receivable from participants	2011-06-30	$3,031
Expenses. Other expenses not covered elsewhere	2011-06-30	$34,645
Other income received	2011-06-30	$40,226
Net income (gross income less expenses)	2011-06-30	$4,263
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$257,848
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$253,585
Assets. Value of participant loans	2011-06-30	$17,699
Total contributions received or receivable from employer(s)	2011-06-30	$3,031

Form 5500 Responses for SOUTHERN OREGON HISTORICAL SOCIETY

2016: SOUTHERN OREGON HISTORICAL SOCIETY 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: SOUTHERN OREGON HISTORICAL SOCIETY 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: SOUTHERN OREGON HISTORICAL SOCIETY 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: SOUTHERN OREGON HISTORICAL SOCIETY 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: SOUTHERN OREGON HISTORICAL SOCIETY 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: SOUTHERN OREGON HISTORICAL SOCIETY 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: SOUTHERN OREGON HISTORICAL SOCIETY 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: SOUTHERN OREGON HISTORICAL SOCIETY 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC0467

Policy instance

Insurance contract or identification number	VC0467
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $816
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $479
Insurance broker organization code?	3
Insurance broker name	WENDY STEFANI

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC0467

Policy instance

Insurance contract or identification number	VC0467
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $1,346
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $781
Insurance broker organization code?	3
Insurance broker name	STEFANI WENDY

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC0467

Policy instance

Insurance contract or identification number	VC0467
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $720
Total amount of fees paid to insurance company	USD $2
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $572
Amount paid for insurance broker fees	2
Additional information about fees paid to insurance broker	FEES PAID
Insurance broker organization code?	3
Insurance broker name	FONG MAGEN

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC0467

Policy instance

Insurance contract or identification number	VC0467
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of fees paid to insurance company	USD $380
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	380
Insurance broker name	STEFANI WENDY

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Company Name:	SOUTHERN OREGON HISTORICAL SOCIETY
Employer identification number (EIN):	930383321
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations