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WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 401k Plan overview

Plan NameWOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN
Plan identification number 001

WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WOLTERS KLUWER UNITED STATES INC. has sponsored the creation of one or more 401k plans.

Company Name:WOLTERS KLUWER UNITED STATES INC.
Employer identification number (EIN):133577870
NAIC Classification:511130
NAIC Description:Book Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ED CARROLL2023-12-18 DAWN KALAMARAS2023-12-18
0012021-01-01ED CARROLL2022-10-14 DAWN KALAMARAS2022-10-13
0012020-01-01ED CARROLL2021-10-15 DAWN KALAMARAS2021-10-15
0012019-01-01DAWN KALAMARAS2020-10-15 BILL BAKER2020-10-15
0012018-01-01DAWN KALAMARAS2019-10-15 BILL BAKER2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01NATHAN SOLOMON MARTIN BUSH2015-10-15
0012013-01-01NATHAN SOLOMON MARTIN BUSH2014-10-15
0012012-01-01NATHAN SOLOMON MARTIN BUSH2015-10-15
0012011-01-01NATHAN SOLOMON SUSAN YULES2012-10-15

Plan Statistics for WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN

401k plan membership statisitcs for WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN

Measure Date Value
2022: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31110,382,928
Acturial value of plan assets2022-12-31108,748,067
Funding target for retired participants and beneficiaries receiving payment2022-12-3139,762,084
Number of terminated vested participants2022-12-31857
Fundng target for terminated vested participants2022-12-3125,021,374
Active participant vested funding target2022-12-3110,941,087
Number of active participants2022-12-31365
Total funding liabilities for active participants2022-12-3111,240,982
Total participant count2022-12-311,664
Total funding target for all participants2022-12-3176,024,440
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3127,983,746
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3127,983,746
Present value of excess contributions2022-12-31654,843
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31690,990
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31690,990
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3128,495,640
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31681,251
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,664
Total number of active participants reported on line 7a of the Form 55002022-01-01342
Number of retired or separated participants receiving benefits2022-01-01377
Number of other retired or separated participants entitled to future benefits2022-01-01744
Total of all active and inactive participants2022-01-011,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01111
Total participants2022-01-011,574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31122,368,652
Acturial value of plan assets2021-12-31110,131,787
Funding target for retired participants and beneficiaries receiving payment2021-12-3139,996,908
Number of terminated vested participants2021-12-31979
Fundng target for terminated vested participants2021-12-3127,845,427
Active participant vested funding target2021-12-3112,468,962
Number of active participants2021-12-31388
Total funding liabilities for active participants2021-12-3112,849,973
Total participant count2021-12-311,796
Total funding target for all participants2021-12-3180,692,308
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3120,192,680
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3120,192,680
Present value of excess contributions2021-12-314,343,720
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-314,574,372
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-314,574,372
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3127,983,746
Total employer contributions2021-12-31700,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31654,843
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31455,025
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31654,843
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,796
Total number of active participants reported on line 7a of the Form 55002021-01-01365
Number of retired or separated participants receiving benefits2021-01-01376
Number of other retired or separated participants entitled to future benefits2021-01-01808
Total of all active and inactive participants2021-01-011,549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01115
Total participants2021-01-011,664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31110,392,804
Acturial value of plan assets2020-12-31101,860,841
Funding target for retired participants and beneficiaries receiving payment2020-12-3142,230,137
Number of terminated vested participants2020-12-311,080
Fundng target for terminated vested participants2020-12-3130,463,203
Active participant vested funding target2020-12-3115,457,583
Number of active participants2020-12-31437
Total funding liabilities for active participants2020-12-3115,986,803
Total participant count2020-12-311,927
Total funding target for all participants2020-12-3188,680,143
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3116,558,163
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3116,558,163
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3120,192,680
Total employer contributions2020-12-315,500,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-315,267,161
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31923,441
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31923,441
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31923,441
Contributions allocatedtoward minimum required contributions for current year2020-12-315,267,161
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,927
Total number of active participants reported on line 7a of the Form 55002020-01-01388
Number of retired or separated participants receiving benefits2020-01-01367
Number of other retired or separated participants entitled to future benefits2020-01-01886
Total of all active and inactive participants2020-01-011,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01155
Total participants2020-01-011,796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31135,215,393
Acturial value of plan assets2019-12-31141,206,124
Funding target for retired participants and beneficiaries receiving payment2019-12-3173,519,551
Number of terminated vested participants2019-12-311,178
Fundng target for terminated vested participants2019-12-3133,042,468
Active participant vested funding target2019-12-3117,060,272
Number of active participants2019-12-31478
Total funding liabilities for active participants2019-12-3117,604,358
Total participant count2019-12-313,003
Total funding target for all participants2019-12-31124,166,377
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3115,631,189
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3115,631,189
Present value of excess contributions2019-12-315,125,939
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-315,413,504
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-311,847,651
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3116,558,163
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31481,584
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-013,003
Total number of active participants reported on line 7a of the Form 55002019-01-01437
Number of retired or separated participants receiving benefits2019-01-01351
Number of other retired or separated participants entitled to future benefits2019-01-01988
Total of all active and inactive participants2019-01-011,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01151
Total participants2019-01-011,927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31150,798,778
Acturial value of plan assets2018-12-31141,089,281
Funding target for retired participants and beneficiaries receiving payment2018-12-3171,193,665
Number of terminated vested participants2018-12-311,227
Fundng target for terminated vested participants2018-12-3134,124,250
Active participant vested funding target2018-12-3118,397,090
Number of active participants2018-12-31527
Total funding liabilities for active participants2018-12-3119,102,775
Total participant count2018-12-313,098
Total funding target for all participants2018-12-31124,420,690
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-315,952,675
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-315,952,675
Present value of excess contributions2018-12-3111,995,192
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3112,692,113
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-318,725,491
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3115,631,189
Total employer contributions2018-12-315,500,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-315,125,939
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,037,402
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-315,125,939
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-013,098
Total number of active participants reported on line 7a of the Form 55002018-01-01478
Number of retired or separated participants receiving benefits2018-01-011,140
Number of other retired or separated participants entitled to future benefits2018-01-011,088
Total of all active and inactive participants2018-01-012,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01292
Total participants2018-01-012,998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31132,131,507
Acturial value of plan assets2017-12-31133,903,806
Funding target for retired participants and beneficiaries receiving payment2017-12-3170,684,812
Number of terminated vested participants2017-12-311,334
Fundng target for terminated vested participants2017-12-3135,458,805
Active participant vested funding target2017-12-3119,455,433
Number of active participants2017-12-31572
Total funding liabilities for active participants2017-12-3120,245,925
Total participant count2017-12-313,237
Total funding target for all participants2017-12-31126,389,542
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-313,794,135
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-313,794,135
Present value of excess contributions2017-12-315,561,166
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-315,897,060
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-311,840,971
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-315,952,675
Total employer contributions2017-12-3113,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3111,995,192
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,561,589
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3111,995,192
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-013,237
Total number of active participants reported on line 7a of the Form 55002017-01-01527
Number of retired or separated participants receiving benefits2017-01-011,146
Number of other retired or separated participants entitled to future benefits2017-01-011,154
Total of all active and inactive participants2017-01-012,827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01271
Total participants2017-01-013,098
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31150,729,943
Acturial value of plan assets2016-12-31157,924,677
Funding target for retired participants and beneficiaries receiving payment2016-12-3168,564,004
Number of terminated vested participants2016-12-312,254
Fundng target for terminated vested participants2016-12-3155,706,686
Active participant vested funding target2016-12-3119,860,079
Number of active participants2016-12-31632
Total funding liabilities for active participants2016-12-3120,773,110
Total participant count2016-12-314,189
Total funding target for all participants2016-12-31145,043,800
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-314,263,937
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-314,263,937
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3126,501,189
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3127,747,225
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-313,794,135
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-313,794,135
Total employer contributions2016-12-316,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-315,561,166
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,447,754
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-315,561,166
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-014,189
Total number of active participants reported on line 7a of the Form 55002016-01-01572
Number of retired or separated participants receiving benefits2016-01-011,136
Number of other retired or separated participants entitled to future benefits2016-01-011,265
Total of all active and inactive participants2016-01-012,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01264
Total participants2016-01-013,237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,353
Total number of active participants reported on line 7a of the Form 55002015-01-01632
Number of retired or separated participants receiving benefits2015-01-011,111
Number of other retired or separated participants entitled to future benefits2015-01-012,237
Total of all active and inactive participants2015-01-013,980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01209
Total participants2015-01-014,189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,471
Total number of active participants reported on line 7a of the Form 55002014-01-01672
Number of retired or separated participants receiving benefits2014-01-011,086
Number of other retired or separated participants entitled to future benefits2014-01-012,394
Total of all active and inactive participants2014-01-014,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01201
Total participants2014-01-014,353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,654
Total number of active participants reported on line 7a of the Form 55002013-01-01722
Number of retired or separated participants receiving benefits2013-01-011,061
Number of other retired or separated participants entitled to future benefits2013-01-012,476
Total of all active and inactive participants2013-01-014,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01199
Total participants2013-01-014,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,543
Total number of active participants reported on line 7a of the Form 55002012-01-01782
Number of retired or separated participants receiving benefits2012-01-011,038
Number of other retired or separated participants entitled to future benefits2012-01-012,613
Total of all active and inactive participants2012-01-014,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01207
Total participants2012-01-014,640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,510
Total number of active participants reported on line 7a of the Form 55002011-01-01823
Number of retired or separated participants receiving benefits2011-01-011,040
Number of other retired or separated participants entitled to future benefits2011-01-013,499
Total of all active and inactive participants2011-01-015,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01181
Total participants2011-01-015,543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015

Financial Data on WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN

Measure Date Value
2022 : WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-13,794,715
Total unrealized appreciation/depreciation of assets2022-12-31$-13,794,715
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$135,273
Total income from all sources (including contributions)2022-12-31$-23,046,271
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,012,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,639,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$78,333,011
Value of total assets at beginning of year2022-12-31$110,527,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$373,300
Total interest from all sources2022-12-31$0
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$77,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$927,935
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$1,565,500
Administrative expenses (other) incurred2022-12-31$103,558
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$135,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-32,058,927
Value of net assets at end of year (total assets less liabilities)2022-12-31$78,333,011
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$110,391,938
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$192,242
Value of interest in common/collective trusts at end of year2022-12-31$2,063,438
Value of interest in common/collective trusts at beginning of year2022-12-31$109,827,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$75,341,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-10,817,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,639,356
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 name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$135,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$87,657
Total income from all sources (including contributions)2021-12-31$-45,901
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,930,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,249,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$700,000
Value of total assets at end of year2021-12-31$110,527,211
Value of total assets at beginning of year2021-12-31$122,456,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$681,251
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$103,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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
Administrative expenses (other) incurred2021-12-31$212,702
Liabilities. Value of operating payables at end of year2021-12-31$135,273
Liabilities. Value of operating payables at beginning of year2021-12-31$87,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-11,976,714
Value of net assets at end of year (total assets less liabilities)2021-12-31$110,391,938
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$122,368,652
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$365,049
Value of interest in common/collective trusts at end of year2021-12-31$109,827,211
Value of interest in common/collective trusts at beginning of year2021-12-31$122,456,309
Net investment gain or loss from common/collective trusts2021-12-31$-745,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$700,000
Employer contributions (assets) at end of year2021-12-31$700,000
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$11,249,562
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 name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$87,657
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$152,812
Total income from all sources (including contributions)2020-12-31$22,417,760
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,441,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,986,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,500,000
Value of total assets at end of year2020-12-31$122,456,309
Value of total assets at beginning of year2020-12-31$110,545,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$455,025
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$188,547
Administrative expenses (other) incurred2020-12-31$223,292
Liabilities. Value of operating payables at end of year2020-12-31$87,657
Liabilities. Value of operating payables at beginning of year2020-12-31$152,812
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$11,975,848
Value of net assets at end of year (total assets less liabilities)2020-12-31$122,368,652
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$110,392,804
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$231,733
Value of interest in common/collective trusts at end of year2020-12-31$122,456,309
Value of interest in common/collective trusts at beginning of year2020-12-31$110,545,616
Net investment gain or loss from common/collective trusts2020-12-31$16,729,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$5,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,986,887
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 name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$152,812
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$152,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$99,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$99,187
Total income from all sources (including contributions)2019-12-31$26,577,607
Total income from all sources (including contributions)2019-12-31$26,577,607
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$51,486,692
Total of all expenses incurred2019-12-31$51,486,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$50,563,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$50,563,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$110,545,616
Value of total assets at end of year2019-12-31$110,545,616
Value of total assets at beginning of year2019-12-31$135,401,076
Value of total assets at beginning of year2019-12-31$135,401,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$923,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$923,441
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$190,000
Administrative expenses professional fees incurred2019-12-31$190,000
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$37,251,943
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$37,251,943
Administrative expenses (other) incurred2019-12-31$508,345
Administrative expenses (other) incurred2019-12-31$508,345
Liabilities. Value of operating payables at end of year2019-12-31$152,812
Liabilities. Value of operating payables at end of year2019-12-31$152,812
Liabilities. Value of operating payables at beginning of year2019-12-31$99,187
Liabilities. Value of operating payables at beginning of year2019-12-31$99,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-24,909,085
Value of net income/loss2019-12-31$-24,909,085
Value of net assets at end of year (total assets less liabilities)2019-12-31$110,392,804
Value of net assets at end of year (total assets less liabilities)2019-12-31$110,392,804
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$135,301,889
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$135,301,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$225,096
Investment advisory and management fees2019-12-31$225,096
Value of interest in common/collective trusts at end of year2019-12-31$110,545,616
Value of interest in common/collective trusts at end of year2019-12-31$110,545,616
Value of interest in common/collective trusts at beginning of year2019-12-31$129,901,076
Value of interest in common/collective trusts at beginning of year2019-12-31$129,901,076
Net investment gain or loss from common/collective trusts2019-12-31$26,577,607
Net investment gain or loss from common/collective trusts2019-12-31$26,577,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$5,500,000
Employer contributions (assets) at beginning of year2019-12-31$5,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,311,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,311,308
Did the plan have assets held for investment2019-12-31Yes
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
Accountancy firm EIN2019-12-31366055558
2018 : WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$99,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$81,960
Total income from all sources (including contributions)2018-12-31$-2,680,987
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,123,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,642,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,500,000
Value of total assets at end of year2018-12-31$135,401,076
Value of total assets at beginning of year2018-12-31$151,188,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$481,584
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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
Administrative expenses (other) incurred2018-12-31$317,815
Liabilities. Value of operating payables at end of year2018-12-31$99,187
Liabilities. Value of operating payables at beginning of year2018-12-31$81,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-15,804,776
Value of net assets at end of year (total assets less liabilities)2018-12-31$135,301,889
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$151,106,665
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$163,769
Value of interest in common/collective trusts at end of year2018-12-31$129,901,076
Value of interest in common/collective trusts at beginning of year2018-12-31$138,188,624
Net investment gain or loss from common/collective trusts2018-12-31$-8,180,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$5,500,000
Employer contributions (assets) at end of year2018-12-31$5,500,000
Employer contributions (assets) at beginning of year2018-12-31$13,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,642,205
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1
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 name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$81,960
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$33,574
Total income from all sources (including contributions)2017-12-31$32,795,936
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,923,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,886,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,000,000
Value of total assets at end of year2017-12-31$151,188,625
Value of total assets at beginning of year2017-12-31$132,268,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,037,402
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$6,493
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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
Administrative expenses (other) incurred2017-12-31$906,270
Liabilities. Value of operating payables at end of year2017-12-31$81,960
Liabilities. Value of operating payables at beginning of year2017-12-31$33,574
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$18,872,218
Value of net assets at end of year (total assets less liabilities)2017-12-31$151,106,665
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$132,234,447
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$124,639
Value of interest in common/collective trusts at end of year2017-12-31$138,188,624
Value of interest in common/collective trusts at beginning of year2017-12-31$126,268,020
Net investment gain or loss from common/collective trusts2017-12-31$19,795,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$13,000,000
Employer contributions (assets) at end of year2017-12-31$13,000,000
Employer contributions (assets) at beginning of year2017-12-31$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,886,316
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1
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 name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$33,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$62,027
Total income from all sources (including contributions)2016-12-31$16,402,159
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$35,986,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$34,424,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,000,000
Value of total assets at end of year2016-12-31$132,268,021
Value of total assets at beginning of year2016-12-31$151,880,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,561,589
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$439,925
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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
Administrative expenses (other) incurred2016-12-31$1,001,167
Liabilities. Value of operating payables at end of year2016-12-31$33,574
Liabilities. Value of operating payables at beginning of year2016-12-31$62,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-19,584,132
Value of net assets at end of year (total assets less liabilities)2016-12-31$132,234,447
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$151,818,579
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$120,497
Value of interest in common/collective trusts at end of year2016-12-31$126,268,020
Value of interest in common/collective trusts at beginning of year2016-12-31$121,380,605
Net investment gain or loss from common/collective trusts2016-12-31$10,402,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,000,000
Employer contributions (assets) at end of year2016-12-31$6,000,000
Employer contributions (assets) at beginning of year2016-12-31$30,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$34,424,702
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1
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 name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$62,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$66,798
Total income from all sources (including contributions)2015-12-31$27,119,931
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$14,989,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,541,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$30,500,000
Value of total assets at end of year2015-12-31$151,880,606
Value of total assets at beginning of year2015-12-31$139,755,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,447,754
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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
Other income not declared elsewhere2015-12-31$21,591
Administrative expenses (other) incurred2015-12-31$1,316,305
Liabilities. Value of operating payables at end of year2015-12-31$62,027
Liabilities. Value of operating payables at beginning of year2015-12-31$66,798
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$12,130,317
Value of net assets at end of year (total assets less liabilities)2015-12-31$151,818,579
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$139,688,262
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$131,449
Value of interest in common/collective trusts at end of year2015-12-31$121,380,605
Value of interest in common/collective trusts at beginning of year2015-12-31$133,315,059
Net investment gain or loss from common/collective trusts2015-12-31$-3,401,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$30,500,000
Employer contributions (assets) at end of year2015-12-31$30,500,000
Employer contributions (assets) at beginning of year2015-12-31$6,440,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,541,860
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1
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 name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$66,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$30,411
Total income from all sources (including contributions)2014-12-31$20,174,653
Total loss/gain on sale of assets2014-12-31$2,786,503
Total of all expenses incurred2014-12-31$13,682,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,894,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,263,248
Value of total assets at end of year2014-12-31$139,755,060
Value of total assets at beginning of year2014-12-31$133,226,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$787,076
Total interest from all sources2014-12-31$586,662
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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
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$453,613
Administrative expenses (other) incurred2014-12-31$697,019
Liabilities. Value of operating payables at end of year2014-12-31$66,798
Liabilities. Value of operating payables at beginning of year2014-12-31$30,411
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$6,492,652
Value of net assets at end of year (total assets less liabilities)2014-12-31$139,688,262
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$133,195,610
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
Investment advisory and management fees2014-12-31$90,057
Income. Interest from US Government securities2014-12-31$33,631
Income. Interest from corporate debt instruments2014-12-31$553,031
Value of interest in common/collective trusts at end of year2014-12-31$133,315,059
Value of interest in common/collective trusts at beginning of year2014-12-31$69,222,262
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$13,487,687
Net investment gain or loss from common/collective trusts2014-12-31$6,538,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$10,263,248
Employer contributions (assets) at end of year2014-12-31$6,440,000
Employer contributions (assets) at beginning of year2014-12-31$2,778,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,894,925
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$47,283,938
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1
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
Aggregate proceeds on sale of assets2014-12-31$106,845,866
Aggregate carrying amount (costs) on sale of assets2014-12-31$104,059,363
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-4,681,824
Total unrealized appreciation/depreciation of assets2013-12-31$-4,681,824
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$30,411
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$31,600
Total income from all sources (including contributions)2013-12-31$19,002,057
Total loss/gain on sale of assets2013-12-31$-843,693
Total of all expenses incurred2013-12-31$17,111,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,725,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,109,348
Value of total assets at end of year2013-12-31$133,226,021
Value of total assets at beginning of year2013-12-31$131,337,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,386,630
Total interest from all sources2013-12-31$1,696,070
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$535,028
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$453,613
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$445,412
Administrative expenses (other) incurred2013-12-31$727,580
Liabilities. Value of operating payables at end of year2013-12-31$30,411
Liabilities. Value of operating payables at beginning of year2013-12-31$31,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,890,172
Value of net assets at end of year (total assets less liabilities)2013-12-31$133,195,610
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$131,305,438
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
Investment advisory and management fees2013-12-31$124,022
Income. Interest from US Government securities2013-12-31$70,225
Income. Interest from corporate debt instruments2013-12-31$1,625,845
Value of interest in common/collective trusts at end of year2013-12-31$69,222,262
Value of interest in common/collective trusts at beginning of year2013-12-31$66,459,490
Asset value of US Government securities at end of year2013-12-31$13,487,687
Asset value of US Government securities at beginning of year2013-12-31$19,314,169
Net investment gain or loss from common/collective trusts2013-12-31$16,722,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$6,109,348
Employer contributions (assets) at end of year2013-12-31$2,778,520
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,725,255
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$47,283,938
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$45,117,966
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1
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
Aggregate proceeds on sale of assets2013-12-31$25,579,861
Aggregate carrying amount (costs) on sale of assets2013-12-31$26,423,554
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 name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,572,725
Total unrealized appreciation/depreciation of assets2012-12-31$1,572,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$31,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$59,957
Total income from all sources (including contributions)2012-12-31$19,164,990
Total loss/gain on sale of assets2012-12-31$1,296,140
Total of all expenses incurred2012-12-31$25,800,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,939,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,937,817
Value of total assets at end of year2012-12-31$131,337,038
Value of total assets at beginning of year2012-12-31$138,001,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$861,368
Total interest from all sources2012-12-31$1,591,881
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$58,672
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$445,412
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$380,110
Administrative expenses (other) incurred2012-12-31$650,596
Liabilities. Value of operating payables at end of year2012-12-31$31,600
Liabilities. Value of operating payables at beginning of year2012-12-31$59,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-6,635,698
Value of net assets at end of year (total assets less liabilities)2012-12-31$131,305,438
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$137,941,136
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
Investment advisory and management fees2012-12-31$152,100
Income. Interest from US Government securities2012-12-31$40,848
Income. Interest from corporate debt instruments2012-12-31$1,551,033
Value of interest in common/collective trusts at end of year2012-12-31$66,459,490
Value of interest in common/collective trusts at beginning of year2012-12-31$76,493,732
Asset value of US Government securities at end of year2012-12-31$19,314,169
Asset value of US Government securities at beginning of year2012-12-31$24,472,615
Net investment gain or loss from common/collective trusts2012-12-31$9,766,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$4,937,817
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$1,546,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,939,320
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$45,117,966
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$35,108,108
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1
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
Aggregate proceeds on sale of assets2012-12-31$47,768,738
Aggregate carrying amount (costs) on sale of assets2012-12-31$46,472,598
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 name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$6,381,641
Total unrealized appreciation/depreciation of assets2011-12-31$6,381,641
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$59,957
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$80,320
Total income from all sources (including contributions)2011-12-31$8,860,769
Total loss/gain on sale of assets2011-12-31$1,272,024
Total of all expenses incurred2011-12-31$11,733,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,117,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,546,527
Value of total assets at end of year2011-12-31$138,001,093
Value of total assets at beginning of year2011-12-31$140,894,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$616,080
Total interest from all sources2011-12-31$1,134,040
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$380,110
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$236,707
Administrative expenses (other) incurred2011-12-31$557,724
Liabilities. Value of operating payables at end of year2011-12-31$59,957
Liabilities. Value of operating payables at beginning of year2011-12-31$80,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,872,760
Value of net assets at end of year (total assets less liabilities)2011-12-31$137,941,136
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$140,813,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$58,356
Income. Interest from US Government securities2011-12-31$240,800
Income. Interest from corporate debt instruments2011-12-31$893,240
Value of interest in common/collective trusts at end of year2011-12-31$76,493,732
Value of interest in common/collective trusts at beginning of year2011-12-31$88,903,708
Asset value of US Government securities at end of year2011-12-31$24,472,615
Asset value of US Government securities at beginning of year2011-12-31$39,763,965
Net investment gain or loss from common/collective trusts2011-12-31$-1,473,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,546,527
Employer contributions (assets) at end of year2011-12-31$1,546,527
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,117,449
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$35,108,108
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$11,989,835
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1
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
Aggregate proceeds on sale of assets2011-12-31$46,405,606
Aggregate carrying amount (costs) on sale of assets2011-12-31$45,133,582
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 name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,746,882
Total unrealized appreciation/depreciation of assets2010-12-31$2,746,882
Total transfer of assets from this plan2010-12-31$532,034
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$80,320
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,385,836
Total income from all sources (including contributions)2010-12-31$34,469,006
Total loss/gain on sale of assets2010-12-31$1,555,511
Total of all expenses incurred2010-12-31$12,109,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,917,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$20,000,000
Value of total assets at end of year2010-12-31$140,894,216
Value of total assets at beginning of year2010-12-31$121,372,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$192,119
Total interest from all sources2010-12-31$884,656
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$236,707
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,708,445
Administrative expenses (other) incurred2010-12-31$192,119
Liabilities. Value of operating payables at end of year2010-12-31$80,320
Liabilities. Value of operating payables at beginning of year2010-12-31$2,385,836
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$22,359,700
Value of net assets at end of year (total assets less liabilities)2010-12-31$140,813,896
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$118,986,230
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
Interest earned on other investments2010-12-31$7,716
Income. Interest from US Government securities2010-12-31$463,646
Income. Interest from corporate debt instruments2010-12-31$413,294
Value of interest in common/collective trusts at end of year2010-12-31$88,903,708
Value of interest in common/collective trusts at beginning of year2010-12-31$68,191,432
Asset value of US Government securities at end of year2010-12-31$39,763,965
Asset value of US Government securities at beginning of year2010-12-31$41,514,810
Net investment gain or loss from common/collective trusts2010-12-31$9,281,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$20,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,917,187
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$11,989,835
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$7,957,378
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1
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
Aggregate proceeds on sale of assets2010-12-31$48,468,037
Aggregate carrying amount (costs) on sale of assets2010-12-31$46,912,526
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 name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558

Form 5500 Responses for WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN

2022: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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

Insurance Providers Used on plan

PACIFIC LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 97268 )
Policy contract numberG-28209.01.0001
Policy instance 1
Insurance contract or identification numberG-28209.01.0001
Number of Individuals Covered1574
Insurance policy start date2022-03-23
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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