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MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 401k Plan overview

Plan NameMUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU
Plan identification number 002

MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MUNSON WILLIAMS PROCTOR INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:MUNSON WILLIAMS PROCTOR INSTITUTE
Employer identification number (EIN):150532214
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01ANNA D'AMBROSIO2023-10-12
0022021-01-01ANNA D'AMBROSIO2022-10-17
0022020-01-01ANNA D'AMBROSIO2021-10-13
0022019-01-01ANNA D'AMBROSIO2020-10-14
0022018-01-01ANNA D'AMBROSIO2019-10-15
0022017-01-01
0022016-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022014-01-01
0022013-01-01
0022012-01-01ANTHONY J SPIRIDIGLOIZZI
0022011-01-01ANTHONY J SPIRIDIGLOIZZI ANTHONY J SPIRIDIGLOIZZI2012-10-15
0022010-01-01ANTHONY J. SPIRIDIGLOIZZI ANTHONY J. SPIRIDIGLOIZZI2011-10-17
0022009-01-01ANTHONY J. SPIRIDIGLOIZZI ANTHONY J. SPIRIDIGLOIZZI2010-10-15

Plan Statistics for MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU

401k plan membership statisitcs for MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU

Measure Date Value
2022: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2022 401k membership
Total participants, beginning-of-year2022-01-01306
Total number of active participants reported on line 7a of the Form 55002022-01-01108
Number of other retired or separated participants entitled to future benefits2022-01-01203
Total of all active and inactive participants2022-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01315
Number of participants with account balances2022-01-01310
2021: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2021 401k membership
Total participants, beginning-of-year2021-01-01287
Total number of active participants reported on line 7a of the Form 55002021-01-0199
Number of other retired or separated participants entitled to future benefits2021-01-01184
Total of all active and inactive participants2021-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01289
Number of participants with account balances2021-01-01283
2020: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2020 401k membership
Total participants, beginning-of-year2020-01-01279
Total number of active participants reported on line 7a of the Form 55002020-01-01109
Number of other retired or separated participants entitled to future benefits2020-01-01179
Total of all active and inactive participants2020-01-01288
Total participants2020-01-01288
Number of participants with account balances2020-01-01288
2019: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2019 401k membership
Total participants, beginning-of-year2019-01-01266
Total number of active participants reported on line 7a of the Form 55002019-01-01101
Number of other retired or separated participants entitled to future benefits2019-01-01177
Total of all active and inactive participants2019-01-01278
Total participants2019-01-01278
Number of participants with account balances2019-01-01278
2018: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2018 401k membership
Total participants, beginning-of-year2018-01-01257
Total number of active participants reported on line 7a of the Form 55002018-01-0196
Number of other retired or separated participants entitled to future benefits2018-01-01169
Total of all active and inactive participants2018-01-01265
Total participants2018-01-01265
Number of participants with account balances2018-01-01265
2017: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2017 401k membership
Total participants, beginning-of-year2017-01-01249
Total number of active participants reported on line 7a of the Form 55002017-01-0195
Number of other retired or separated participants entitled to future benefits2017-01-01161
Total of all active and inactive participants2017-01-01256
Total participants2017-01-01256
Number of participants with account balances2017-01-01255
2016: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2016 401k membership
Total participants, beginning-of-year2016-01-01240
Total number of active participants reported on line 7a of the Form 55002016-01-0190
Number of other retired or separated participants entitled to future benefits2016-01-01159
Total of all active and inactive participants2016-01-01249
Total participants2016-01-01249
Number of participants with account balances2016-01-01248
2015: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2015 401k membership
Total participants, beginning-of-year2015-01-01245
Total number of active participants reported on line 7a of the Form 55002015-01-0189
Number of other retired or separated participants entitled to future benefits2015-01-01151
Total of all active and inactive participants2015-01-01240
Total participants2015-01-01240
Number of participants with account balances2015-01-01240
2014: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2014 401k membership
Total participants, beginning-of-year2014-01-01234
Total number of active participants reported on line 7a of the Form 55002014-01-0198
Number of other retired or separated participants entitled to future benefits2014-01-01146
Total of all active and inactive participants2014-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01245
Number of participants with account balances2014-01-01244
2013: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2013 401k membership
Total participants, beginning-of-year2013-01-01231
Total number of active participants reported on line 7a of the Form 55002013-01-01100
Number of other retired or separated participants entitled to future benefits2013-01-01138
Total of all active and inactive participants2013-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01239
Number of participants with account balances2013-01-01233
2012: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2012 401k membership
Total participants, beginning-of-year2012-01-01225
Total number of active participants reported on line 7a of the Form 55002012-01-0198
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01133
Total of all active and inactive participants2012-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01231
Number of participants with account balances2012-01-01224
2011: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2011 401k membership
Total participants, beginning-of-year2011-01-01222
Total number of active participants reported on line 7a of the Form 55002011-01-01105
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01120
Total of all active and inactive participants2011-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01225
Number of participants with account balances2011-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2010 401k membership
Total participants, beginning-of-year2010-01-01230
Total number of active participants reported on line 7a of the Form 55002010-01-01109
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01113
Total of all active and inactive participants2010-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01222
Number of participants with account balances2010-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2009 401k membership
Total participants, beginning-of-year2009-01-01225
Total number of active participants reported on line 7a of the Form 55002009-01-01195
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01230
Number of participants with account balances2009-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU

Measure Date Value
2022 : MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,728,716
Total of all expenses incurred2022-12-31$1,033,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,032,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$642,084
Value of total assets at end of year2022-12-31$17,860,233
Value of total assets at beginning of year2022-12-31$20,622,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$576
Total interest from all sources2022-12-31$63,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$399,432
Participant contributions at end of year2022-12-31$14,556
Participant contributions at beginning of year2022-12-31$19,000
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,216
Administrative expenses (other) incurred2022-12-31$576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,761,951
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,860,233
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,622,184
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,892,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,669,566
Value of interest in pooled separate accounts at end of year2022-12-31$1,137,221
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,046,774
Interest earned on other investments2022-12-31$63,740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,816,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,886,844
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$223,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,523,726
Net investment gain/loss from pooled separate accounts2022-12-31$89,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$235,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$808,779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31GROSSMAN ST. AMOUR CPAS
Accountancy firm EIN2022-12-31460475780
2021 : MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2021 401k financial data
Total transfer of assets to this plan2021-12-31$3,880,652
Total income from all sources (including contributions)2021-12-31$3,081,636
Total of all expenses incurred2021-12-31$1,654,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,654,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$726,500
Value of total assets at end of year2021-12-31$20,622,184
Value of total assets at beginning of year2021-12-31$15,314,397
Total interest from all sources2021-12-31$166,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$417,044
Participant contributions at end of year2021-12-31$19,000
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$61,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,427,135
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,622,184
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,314,397
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,669,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,756,260
Value of interest in pooled separate accounts at end of year2021-12-31$1,046,774
Value of interest in pooled separate accounts at beginning of year2021-12-31$737,917
Interest earned on other investments2021-12-31$166,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,886,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,820,220
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$826,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,031,936
Net investment gain/loss from pooled separate accounts2021-12-31$156,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$248,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$828,436
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31GROSSMAN ST. AMOUR CPAS
Accountancy firm EIN2021-12-31460475780
2020 : MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,115,758
Total of all expenses incurred2020-12-31$482,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$482,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$376,584
Value of total assets at end of year2020-12-31$15,314,397
Value of total assets at beginning of year2020-12-31$13,681,385
Total interest from all sources2020-12-31$147,953
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$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$144,770
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$1,633,012
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,314,397
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,681,385
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,756,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,122,672
Value of interest in pooled separate accounts at end of year2020-12-31$737,917
Value of interest in pooled separate accounts at beginning of year2020-12-31$743,782
Interest earned on other investments2020-12-31$147,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,820,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,814,931
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$157,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,597,478
Net investment gain/loss from pooled separate accounts2020-12-31$-6,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$231,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$325,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31GROSSMAN ST. AMOUR CPAS
Accountancy firm EIN2020-12-31460475780
2019 : MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,409,424
Total income from all sources (including contributions)2019-12-31$2,409,424
Total of all expenses incurred2019-12-31$960,516
Total of all expenses incurred2019-12-31$960,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$960,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$960,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$373,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$373,138
Value of total assets at end of year2019-12-31$13,681,385
Value of total assets at end of year2019-12-31$13,681,385
Value of total assets at beginning of year2019-12-31$12,232,477
Value of total assets at beginning of year2019-12-31$12,232,477
Total interest from all sources2019-12-31$149,732
Total interest from all sources2019-12-31$149,732
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
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$143,545
Contributions received from participants2019-12-31$143,545
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$1,448,908
Value of net income/loss2019-12-31$1,448,908
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,681,385
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,681,385
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,232,477
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,232,477
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,122,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,122,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,852,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,852,924
Value of interest in pooled separate accounts at end of year2019-12-31$743,782
Value of interest in pooled separate accounts at end of year2019-12-31$743,782
Value of interest in pooled separate accounts at beginning of year2019-12-31$698,571
Value of interest in pooled separate accounts at beginning of year2019-12-31$698,571
Interest earned on other investments2019-12-31$149,732
Interest earned on other investments2019-12-31$149,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,814,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,814,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,680,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,680,982
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$86,042
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$86,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,847,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,847,767
Net investment gain/loss from pooled separate accounts2019-12-31$38,787
Net investment gain/loss from pooled separate accounts2019-12-31$38,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Contributions received in cash from employer2019-12-31$229,593
Contributions received in cash from employer2019-12-31$229,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$874,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$874,474
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GROSSMAN ST. AMOUR CERTIFIED PUBLIC
Accountancy firm name2019-12-31GROSSMAN ST. AMOUR CERTIFIED PUBLIC
Accountancy firm EIN2019-12-31460475780
Accountancy firm EIN2019-12-31460475780
2018 : MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-166,678
Total of all expenses incurred2018-12-31$655,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$655,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$353,779
Value of total assets at end of year2018-12-31$12,232,477
Value of total assets at beginning of year2018-12-31$13,054,904
Total interest from all sources2018-12-31$152,369
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$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$135,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-822,427
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,232,477
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,054,904
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,852,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,548,526
Value of interest in pooled separate accounts at end of year2018-12-31$698,571
Value of interest in pooled separate accounts at beginning of year2018-12-31$666,257
Interest earned on other investments2018-12-31$152,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,680,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,840,121
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$229,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-704,804
Net investment gain/loss from pooled separate accounts2018-12-31$31,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$218,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$426,373
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31GROSSMAN ST. AMOUR CERTIFIED PUBLIC
Accountancy firm EIN2018-12-31460475780
2017 : MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,944,593
Total of all expenses incurred2017-12-31$703,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$703,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$341,643
Value of total assets at end of year2017-12-31$13,054,904
Value of total assets at beginning of year2017-12-31$11,813,573
Total interest from all sources2017-12-31$156,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$130,280
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$1,241,331
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,054,904
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,813,573
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,548,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,256,912
Value of interest in pooled separate accounts at end of year2017-12-31$666,257
Value of interest in pooled separate accounts at beginning of year2017-12-31$632,512
Interest earned on other investments2017-12-31$156,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,840,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,924,149
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$271,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,418,595
Net investment gain/loss from pooled separate accounts2017-12-31$27,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$211,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$431,862
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31GROSSMAN ST. AMOUR CERTIFIED PUBLIC
Accountancy firm EIN2017-12-31460475780
2016 : MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,017,918
Total of all expenses incurred2016-12-31$696,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$696,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$324,544
Value of total assets at end of year2016-12-31$11,813,573
Value of total assets at beginning of year2016-12-31$11,492,216
Total interest from all sources2016-12-31$170,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$123,864
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$321,357
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,813,573
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,492,216
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,256,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,052,459
Value of interest in pooled separate accounts at end of year2016-12-31$632,512
Value of interest in pooled separate accounts at beginning of year2016-12-31$640,987
Interest earned on other investments2016-12-31$170,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,924,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,798,770
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$100,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$489,401
Net investment gain/loss from pooled separate accounts2016-12-31$33,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$200,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$596,084
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31GROSSMAN ST. AMOUR CERTIFIED PUBLIC
Accountancy firm EIN2016-12-31460475780
2015 : MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$492,522
Total of all expenses incurred2015-12-31$327,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$327,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$325,702
Value of total assets at end of year2015-12-31$11,492,216
Value of total assets at beginning of year2015-12-31$11,326,961
Total interest from all sources2015-12-31$155,995
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$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$123,523
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$165,255
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,492,216
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,326,961
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,052,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,047,056
Value of interest in pooled separate accounts at end of year2015-12-31$640,987
Value of interest in pooled separate accounts at beginning of year2015-12-31$552,685
Interest earned on other investments2015-12-31$155,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,798,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,727,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-36,566
Net investment gain/loss from pooled separate accounts2015-12-31$47,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$202,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$327,267
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31GROSSMAN ST. AMOUR CERTIFIED PUBLIC
Accountancy firm EIN2015-12-31460475780
2014 : MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$991,649
Total of all expenses incurred2014-12-31$908,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$908,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$341,884
Value of total assets at end of year2014-12-31$11,326,961
Value of total assets at beginning of year2014-12-31$11,243,402
Total interest from all sources2014-12-31$157,459
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$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$126,441
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$83,559
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,326,961
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,243,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,047,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,182,926
Value of interest in pooled separate accounts at end of year2014-12-31$552,685
Value of interest in pooled separate accounts at beginning of year2014-12-31$405,122
Interest earned on other investments2014-12-31$157,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,727,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,655,354
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$437,085
Net investment gain/loss from pooled separate accounts2014-12-31$55,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$215,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$908,090
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GROSSMAN ST. AMOUR CERTIFIED PUBLIC
Accountancy firm EIN2014-12-31460475780
2013 : MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,857,223
Total of all expenses incurred2013-12-31$605,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$605,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$353,074
Value of total assets at end of year2013-12-31$11,243,402
Value of total assets at beginning of year2013-12-31$9,991,201
Total interest from all sources2013-12-31$152,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$151,473
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$1,252,201
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,243,402
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,991,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,182,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,969,188
Value of interest in pooled separate accounts at end of year2013-12-31$405,122
Value of interest in pooled separate accounts at beginning of year2013-12-31$338,411
Interest earned on other investments2013-12-31$152,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,655,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,683,602
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$235,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,324,670
Net investment gain/loss from pooled separate accounts2013-12-31$26,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$201,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$369,152
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GROSSMAN ST. AMOUR CERTIFIED PUBLIC
Accountancy firm EIN2013-12-31460475780
2012 : MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,311,711
Total of all expenses incurred2012-12-31$760,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$760,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$363,078
Value of total assets at end of year2012-12-31$9,991,201
Value of total assets at beginning of year2012-12-31$9,440,245
Total interest from all sources2012-12-31$149,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$153,227
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$550,956
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,991,201
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,440,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,969,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,328,620
Value of interest in pooled separate accounts at end of year2012-12-31$338,411
Value of interest in pooled separate accounts at beginning of year2012-12-31$295,617
Interest earned on other investments2012-12-31$149,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,683,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,816,008
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$130,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$768,108
Net investment gain/loss from pooled separate accounts2012-12-31$30,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$209,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$629,860
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GROSSMAN ST. AMOUR CERTIFIED PUBLIC
Accountancy firm EIN2012-12-31460475780
2011 : MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$426,320
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$415,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$415,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$369,400
Value of total assets at end of year2011-12-31$9,440,245
Value of total assets at beginning of year2011-12-31$9,428,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$153,204
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$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Contributions received from participants2011-12-31$147,791
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$11,255
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,440,245
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,428,990
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,328,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,332,064
Value of interest in pooled separate accounts at end of year2011-12-31$295,619
Value of interest in pooled separate accounts at beginning of year2011-12-31$243,157
Interest earned on other investments2011-12-31$153,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,816,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,853,769
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$165,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-127,848
Net investment gain/loss from pooled separate accounts2011-12-31$31,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$221,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$249,759
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GREEN AND SEIFTER PLLC
Accountancy firm EIN2011-12-31460475780
2010 : MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,231,986
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$818,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$818,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$448,714
Value of total assets at end of year2010-12-31$9,428,990
Value of total assets at beginning of year2010-12-31$9,015,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$144,424
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Contributions received from participants2010-12-31$155,520
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$413,230
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,428,990
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,015,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,332,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,121,242
Value of interest in pooled separate accounts at end of year2010-12-31$243,157
Value of interest in pooled separate accounts at beginning of year2010-12-31$196,232
Interest earned on other investments2010-12-31$144,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,853,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,698,286
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$93,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$610,752
Net investment gain/loss from pooled separate accounts2010-12-31$28,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$293,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$724,793
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GREEN AND SEIFTER PLLC
Accountancy firm EIN2010-12-31460475780
2009 : MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU

2022: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328931
Policy instance 1
Insurance contract or identification number328931
Number of Individuals Covered310
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328931
Policy instance 1
Insurance contract or identification number328931
Number of Individuals Covered283
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328931
Policy instance 1
Insurance contract or identification number328931
Number of Individuals Covered292
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328931
Policy instance 1
Insurance contract or identification number328931
Number of Individuals Covered283
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328931
Policy instance 1
Insurance contract or identification number328931
Number of Individuals Covered270
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328931
Policy instance 1
Insurance contract or identification number328931
Number of Individuals Covered257
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328931
Policy instance 1
Insurance contract or identification number328931
Number of Individuals Covered240
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328931
Policy instance 1
Insurance contract or identification number328931
Number of Individuals Covered245
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328931
Policy instance 1
Insurance contract or identification number328931
Number of Individuals Covered233
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328931
Policy instance 1
Insurance contract or identification number328931
Number of Individuals Covered225
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328931
Policy instance 1
Insurance contract or identification number328931
Number of Individuals Covered220
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328931
Policy instance 1
Insurance contract or identification number328931
Number of Individuals Covered217
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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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